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Get Started with iMaintenance Configuration
Understand the configuration scope, sign in, and find the modules and settings available to you.
Log In and Navigate
Sign in to the iMaintenance web application, recover access if you cannot sign in, and find your way around the platform.
Navigate to the iMaintenance Configuration
Find modules, menus, and workspace controls in the iMaintenance web application.
Access Modules
Open available modules from the navigation panel and use their submenus to reach the required tasks.

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.
- Introduction
  Use this guide to set up iMaintenance for your organization after it is deployed, so that it matches your business processes, plants, and teams.
- Log In and Navigate
  Sign in to the iMaintenance web application, recover access if you cannot sign in, and find your way around the platform.
  - Log in to Application
    Sign in with the login method enabled for your organization and recover access when you cannot sign in.
  - Navigate to the iMaintenance Configuration
    Find modules, menus, and workspace controls in the iMaintenance web application.
    - Explore the Home Screen
      Use the home screen to review dashboards and reach the modules available to you.
    - Access Modules
      Open available modules from the navigation panel and use their submenus to reach the required tasks.
    - Understand the Platform Layout
      Identify the header, navigation panel, workspace, filters, and actions used throughout the web application.
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.
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.

Access Modules

Open available modules from the navigation panel and use their submenus to reach the required tasks.

Modules represent different functional areas of the platform (for example, Maintenance, Notifications, WorkSmart AI).

To access a module:

Use the left navigation pane to browse through available modules.
Click a module name (e.g., Maintenance) to open it.
Sub-menus, if any, will expand below the selected module.

Some modules may only appear based on your role and access permissions.

Tip: Hover over icons in the side panel to view full module names if the menu is collapsed.