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Configure Data and Integrations
Maintain shared data, connect the ERP, and set the product-wide configuration used across iMaintenance.
Maintain Master Configurations
Maintain plants, shifts, locations, assets, units of measurement, and shared response sets used across iMaintenance.

Title and Copyright
Review the guide's release details, copyright notices, and terms of use.
Preface
Identify the intended readers, document conventions, related products, and documentation contacts.
Get Started with iMaintenance Configuration
Understand the configuration scope, sign in, and find the modules and settings available to you.
Set Up Access and Administration
Set up tenant access, authentication, users, roles, and groups before configuring maintenance work.
Configure Data and Integrations
Maintain shared data, connect the ERP, and set the product-wide configuration used across iMaintenance.
- Maintain Master Configurations
  Maintain plants, shifts, locations, assets, units of measurement, and shared response sets used across iMaintenance.
  - Create a Plant
    Create a plant with its identifying details, time zone, shifts, and additional fields.
  - Create a Shift
    Create a shift for a plant and define its start time, end time, and active status.
  - Create a Location
    Create a location with its identifying details, plant, and parent relationship.
  - Create an Asset
    Create an asset with its identifying details, plant, and parent relationship.
  - Create a Unit of Measurement
    Create units of measurement with a measurement type, description, and symbol.
  - Create a Global Response Set
    Create a reusable response set with a name, metadata type, and response values.
  - Bulk Upload Master Data
    Create multiple master-data records by completing and uploading the Excel template for the selected record type.
- Configure ERP Integration and Synchronization
  Connect iMaintenance to your ERP, map ERP values, and configure synchronization settings.
- Configure Shared Product Settings
  Set shared module, navigation, branding, attachment, and list options, and see how database configuration documents are organized.
Configure Maintenance Work
Set the controls for Work Orders, assignments, Issues, equipment, functional locations, and measuring points.
Configure Forms and Field Templates
Design data-capture forms, define field templates and risk matrices, and publish interface translations.
Configure Platform Services and Reporting
Set mobile preferences, communication and AI options, and build dashboards and reports.

Maintain Master Configurations

Maintain plants, shifts, locations, assets, units of measurement, and shared response sets used across iMaintenance.

The Master Configurations module holds the foundational elements of your system—plants, locations, shifts, assets, units of measurement, and response sets. Proper configuration ensures consistency across forms, workflows, and analytics.

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