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Category
Title
1
Users
Transcendent Accounts, Permissions, and Responsibilities
2
Dashboard (Website) Navigation How to Navigate the Dashboard/Homepage
3
Work Management
Managing Work Orders in the Work List
4
Work Management
How to Assign Work Orders in the Work List
5
Work Management
How to Unassign and Reassign Work
6
Work Management
How to Perform Work Online
7
Work Management
How to Create a New Work Request Online
8
Mobile App
How to Download Install and Activate the Transcendent Mobile App
9
Mobile App
How to Assign and Perform Work on the Mobile Device
10
Mobile App
How to Perform Full Sync on Mobile Device
11
Users
How to Create a New User
12
Users
How to Set-Reset User Passwords for Users with Email Accounts
13
Users
How to Set-Reset User Passwords for Users Without Email Accounts
14
Users
How to Deactivate a User
15
Work Management
How to Complete the Monthly User Audit
16
Assets
How to Upload Assets to the Setup Wizard
17
Assets
How to Apply Due Dates to Activities Not Setup (With File Export)
18
Rounds
How to Add Assets to Rounds
19
Assets
How to Update Asset IDs (Barcode/QR Code) on an Existing Asset
20
Assets
How to Convert Assets Using the Change Point Type Wizard
21
Assets
How to Change Asset Status (And Why You'd Want to)
22
Assets
How to Retire an Asset
23
Rounds
How to Create and Manage Enterprise Rounds
24
Rounds
How to Create and Manage Local Rounds
25
Rounds
How to Order Assets in a Round
26
Rounds
How to Remove Assets from Rounds
27
Documents
How to Upload a Document into the Document Tree
28
Documents
How to Upload Documents Through a Work Order
29
Documents
How to Retire Expired Document Through Document Tree
30
Documents
How to Retire Expired Document Through Warnings
31
Reports
How to Run Reports
32
Reports
How to Use the Work Inquiry
33
Devices and IT
How to Clear Cache and Cookies
How to Add Assets to Rounds Learn how to add assets to any Round through the Dashboard shortcut or menu navigation.
1 Begin from the Dashboard.
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2 Click "Rounds Not Set Up" to display only the Rounds that need addressing.
3 Or nagivagte to the Manage Rounds module to view all Rounds by clicking "Work."
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4 Click "Work Management."
5 Click "Manage Rounds."
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6 To add assets to a specific Round, click the edit button in the "Details" column to open the Round Details.
7 If the Round already contains assets, they will be listed. If it contains no assets, it will be blank. To add assets, click the "Add/New" button IN the Round Details.
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8 This opens a pop-up with a list of assets that should be in the Round that aren't. Click the green arrow next to each asset to move them from this list, to the Round Details window.
Tip! Assets will appear in the Round Details, at the end of the list, in the order they're added from here.
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9 To add multiple assets at once, check the boxes next to each desired asset.
10 Once all are selected, click the green arrow in the upper-left corner of the table.
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11 To select all the asset listed on the page, check the "Check-All" box at the top of the page, on the left side.
12 Alternately, you can use the "Select-All" button in the upper-right of the table to check the boxes on this and any other page listed, to select all assets regardless of the page they appear. This saves advancing pages to check boxes if the intention is to add them all. Do use the green arrow in the upper-left of the table to add all the checked items.
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13 The number of items listed in the Round Details will now reflect the additions and this window can be closed.
Alert! It's standard to make sure the assets listed in the Round Details appear in the order they're physically encountered to reduce the scrolling/searching. Refer to the "How to Order Assets in a Round" guide for further instruction.
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14 Back in the Manage Rounds page, the round items count, noted next to the edit button (to the right), will reflect the count of assets in the Round, AND it will no longer be red. This only happens when all flagged assets are added. If any remain omitted from the Round Details, the number may increase but will be stay red until all items are acounted for IN a Round.
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For the latest version of this document, click here How To Apply Due Dates to Activities Not Setup (With File Export)
1 Click "*Activities not set up."
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2 Click the export button.
3 Select the "XLSX " format.
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4 Click "New download available."
5 Select the top file which is the most recent. The file can also be opened directly from the Downloads folder.
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6 The file may open as a partial screen. Click here to make full screen.
7 Click "Enable Editing" to edit the file.
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8 Expand the column to accomodate a date (mm/dd/yy or yyyy), then click into cell "G2" to begin entering desired due dates.
9 If the date entered appears as its format instead of its value, it will be necessary to adjust the format of the entire column so actual dates will display.
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10 Right-click the header of column "G."
11 From the sub-menu, select "Format Cells..."
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12 Click "Date" in the category section.
13 Select the desired date format.
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14 Click "OK."
15 The column will now display the date value.
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16 Continue down the column, entering the desired due dates in each cell based on the schedule and calculated work load.
17 Once all dates have been entered, click "File."
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18 Click "Save." There is no need to rename.
19 Open Outlook...
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20 ... And elect to start a New Message, addressed to Valeska.aldridge@atriumhospitality.com, stating the request to apply activity due dates in the subject and email body.
21 Attach the Excel file previously saved. One can navigate through the "Include" function in the ribbon of the email to attach the file.
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22 Alternately, the file can be dragged and dropped into the email from the Downloads folder. Click "Send" when complete.
23 Valeska will respond when dates are applied, or if there are questions. Should the warning remain on the dashboard and/or no response is recieved, please follow-up.
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How to Assign and Perform Work Orders on the Mobile App Learn how to navigate the mobile app to filter, assign, and perform work. This guide walks you through each step and demonstrates how to filter menus, scan barcodes, and complete work orders with and without assets, and with and without inspections. 1 Begin from the "My Work" tab in the app. Work can only be completed by a single user and are assigned accordingly. This prevents multiple users competing to complete and wasting labor on the same work order. Most work should be assigned by a Site Manager or Site Supervisor; however, some tasks are better left unassigned until a user is available to perform it, like Rounds. These items can be self-assigned.
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2 To find available work that can be self-assigned, click to the "Unassigned" list.
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3 Items in both lists ("My Work" and "Unassigned") are sorted by due date, with the most upcoming (or past) due appearing at the top of the list. If target work can't be located easily through scrolling, the search bar and filter buttons can be used. For example, if a user is on the 2nd floor and wants to accept work nearby, the search bar can be used to find locations (2nd Floor), or room numbers with "2" in them (201, 202, etc). Filter buttons offer criteria like Work Type, Date Due, Status, etc. and different combinations can be used as needed.
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4 Once work is located, tap on it to open the Work Order Details.
5 In the Work Order Details, the option to assign it can be found at the bottom of the screen.
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6 Site Managers and Site Supervisors can assign work to any user. Mobile users are only able to assign work to themselves. Tap a user's name to assign the work order.
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7 The app will ask to confirm. Tap "Yes" to confirm assignment. If a work order is assigned by mistake, they can ONLY be reassigned by a Site Manager or Site Supervisor, through the website. This CANNOT be done through the app.
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8 The assigned work order will now appear in the user's "My Work" list. Tap on the work order to begin.
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9 This opens the Work Order Details where more information about the work order can be viewed. In this screen, there are four icons that span the top of the screen that show more specific information. The first icon (left-most) is the default page (Work Order Details). The second icon (wrench) is for parts. If no parts were noted as being needed, there will be none listed.
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10 The third icon is for work order notes.
11 The fourth icon is for pictures. Whether any were attached or any need to be uploaded, this is where they can be added or viewed.
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12 From the Work Order Details screen, click "Start Work" to begin the work.
13 You will then be prompted to scan a barcode or QR code for the asset to begin the work order. This is the action that "starts the clock" for calculated work time.
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Alert! Not all work orders will have assets attached. Many WRs and even WIs will generate without assets so there will be no tag to scan. For these work orders, the "Start Work" button starts the clock.
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14 If the asset has safety notes, mobile users will need to acknowledge they performed the lock-out-tag-out procedure before servicing the asset. This should not appear for guest rooms.
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15 Once the work is started, the inspection will launch and the user will execute any process necessary to address each question. ** Inspections are a list of questions or tasks to complete that either document use or address the function of asset components to ensure the overall asset is in proper working condition. For example: " Q : Record the pressure gauge reading." This requires only the meter reading to be recorded. " Q : Are the coils clean and free of debris?" This will ask for the user's observations AND suggest corrective action if deemed necessary. If coils are not clean, the answer options suggest the opportunity to clean the coils while the user has the asset partially disassembled or exposed for inspection. If time was spent cleaning the coil, the answer of "Yes - Corrected" can be selected instead.
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16 When all questions are answered, the system will detect that the inspection is complete and invite close the inspection and return to the Work Order Details. Click "Leave."
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17 Back in the Work Order Details, notice the inspection section will reflect the percentage and count of questions answered. To complete the work order, tap "Stop Work."
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18 If for any reason the work order needs to remain open, tap "In Progress," otherwise, tap "Complete" to close the work order.
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19 If the work order had an attached asset, another scan of the code is necessary to offically complete the work order and "stop the clock." **If you noticed in the Work Order Details, the time spent inside the work order (where the clock is running) is titled as "Estimated Time." The timestamps on the barcode or QR code scans are what counts toward external calculations of compliant completions of work as they are tied to physical presence at the asset. All PMs should have assets attached. WIs, WR, and SIs may not.
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Alert! If a mobile user is called away to a higher-priority task while performing work, the current work order can be stopped and revisited later by exiting the inspection, then stopping the work as "In Progress." Tap the back arrow in the upper-left corner to exit the inspection, tap "Stop Work" and then leave the work order as "In Progress."
20 Any work that is assigned to user but is not completed will remain in their "My Work" tab.
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Alert! Some work orders will not have inspections to perform.
Some work order types like WIs, WRs, and WUs will rarely have inspections attached. This is because there are a multitude of possible scenarios and circumstances that make providing specific and applicable, reactionary instruction difficult. So, they do not generate with inspections.
21 Completing work orders that do not have inspections look a little different. Without an inspection, rather than advancing to a list of questions or tasks, the Work Order Details screen will remain and display a clock to track the time spent on the work order, presumably time spent addressing the noted issue by whatever means necessary.
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22 Just like work orders with inspections, work orders without inspections are completed the same way, by tapping "Stop Work."
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23 Tap "Complete" to close or leave "In Progress" if there is more to do.
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24 Once a work order is closed, a user will be directed back to their" My Work" tab, free to advance to the next task. Completed work items drop off the work list so only current tasks will show. It's important to make sure data is not backing up on devices as it periodically syncs with the system. If the number of data packets (shown below) gets above 40-50, get to a place of strong, reliable connection, and perform a full sync. The higher this number gets without syncing to the system and going back down to 0, the higher chance data will corrupt which may result in lost work. Sync often!
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How to Assign Work Orders on the Website
1 Begining from the Homescreen, open the side menu.
2 Click "Work."
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3 Click "Work Management."
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4 Click "Work List."
5 Click anywhere to the right to collapse the menu.
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6 Select the desired WO for assignment by checking the box in the left-most field of the WO's row. Use filters, sorting, searches, and any other means of location needed.
7 More than one WO may be assigned at once by checking the selection boxes of all WOs that will be assigned to the same person.
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8 Click the Assigned To button bove the table.
9 Click the dropdown menu in the pop-up to display a list of those who can be assigned work.
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10 Find and select the assignee.
11 Click "Save." The "Assigned To" checkbox will automatically check itself once a selection is made. If purposely deselected, the assignment will not execute.
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12 The pop-up menu will close. Scroll to the right if the Assigned To column is not visible, to confirm intended application.
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13 If mistakes are made, simply select the affected work orders and follow the steps again to assign to the correct user. There is no need to unassign first, just assign to a different user.
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How to Change Asset Status The status of assets play a major role in how work generates. It's important that the status of assets are accurate at all times.
1 To see assets and their statuses, start from the Dashboard.
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2 Click "Assets."
3 Click "Asset Management."
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4 Click "Asset Tree."
5 Scroll to the right so the "Status" column is in view. Use headers and available search boxes to locate particular assets and review their status.
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6 There are 4 possible statuses to be seen:
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Alert! Assets that have been moved to "Inventory" will remain in Rounds until they're manually removed. The "Inventory" status keeps them from being flagged in Dashboard Warnings for not being in the Round until such a time they come back into service.
8 Engage your Enterprise Administrator to assist with status changes.
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How to Clear Cache and Cookies Upon Closing Google Chrome Learn how to access and modify your browser's on-device site data settings to control how websites store information on your computer. This guide helps you maintain your privacy and manage local site storage preferences effectively.
1 Begin from any tab in the browser.
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2 Click on the kebab menu here.
3 Click on "Settings."
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4 Click "Privacy and security."
5 Click "Site settings Controls what information sites can use and show (location, camera, pop-ups, and more)."
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6 Click "Additional content settings."
7 Click "On-device site data Sites can save data on your device."
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8 Finally, click on the second option under Default behavior that states, “Delete data sites have saved to your device when you close all windows."
9 Resume activity or close. All changes are saved.
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How to Complete the Monthly User Audit This guide demonstrates how to update site user configurations and process inspection forms in an effort to manage turnover at least once a month. Follow these steps to update work assignment, user status, auto-assign WO generation and finalize the monthly audit, all in one process.
1 Begin from the Dashboard.
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2 Click "Work."
3 Click "Work Management."
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4 Click "Work List."
5 Use the Work Order Description field or Type field to locate the User Audit Monthly SI work order.
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6 Open the work order details by clicking the edit icon here.
7 In the Inspections section, click the edit icon to "process" the inspection online.
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8 There are 3 questions in this inspection, each addressing a different area of the system where users are affected.
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9 The first question will guide you through disabling user accounts for users who are no longer employed. The steps will be summarized below but refer to the guide titled " How to Deactivate a User, 2026 " for details. The second addresses any open work that might be assigned to a user's account that has been disabled. Remember, disabling an account does not automatically remove work assignment. Review the guide titled " How to Unassign and Reassign Work, 2026 " for further steps. The third question requires you to initiate change by contacting your Enterprise Admin. The details of this process will be explained in later steps.
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10 To process the first question, open the list of active users by clicking "Configuration" and then "Site Users."
11 Open the user details for any account that should not be active and change their status to "Disabled."
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12 Click back into the inspection (should be tabs across the top), and answer the question, acknowledging that all user accounts have been screened. Notice that the only possible answers are "Yes" and "Yes - Corrected." There is no doing this later. Add notes if desired.
13 The second question requires navigation to the work list. Click " Work > Work Management > Work List ."
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14 It is imperative that the first question be completed to effectively utilize user account modifiers for this next step. Scroll to the right to locate the "Assigned To" column.
15 In the space beneath the header, type “(I)” to locate work assigned to inactive accounts and reassign them accordingly.
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16 Do the same for disabled accounts by typing "(D)" in the same space. Once all work previously assigned to inactive and disabled accounts has been reassigned, switch back to the inspection to mark the question accordingly.
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17 Click "Yes" or "Yes - Corrected." For the third question, we need to go to the "Manage Schedules" page to screen for specific activities that are automatically being assigned.
18 To assess whether changes are needed here, navigate to the "Manage Schedules" page by clicking on " Work > Work Management > Manage Schedules ."
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19 Use the "Assigned To" field to locate users.
20 The toggle icon can be used to control how the criteria is searched for. This is the right of the area being typed in.
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21 The down arrow in the title of the header can be used to filter all names. Make elections by checking boxes next to the desired users.
22 Click "OK" to process the filter.
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Alert! It's important to know that the modifiers attached to inactive and disabled accounts cannot be used in this module like they are in the Work List.
23 To see whether specific user accounts are active or not, click the hyperlinked name.
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24 This will display a quick User Information summary. Near the bottom of the pop-up is a line for "Account Status.' This will list "A" for active, "D" for disabled, or "I" for inactive. Accounts that are disabled or inactive cannot be accessed, meaning these accounts either need to be reactivated or the activities need to be unassigned or reassigned to someone else.
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25 To modify or remove an individual from a Manage Schedules assignment, engage your Enterprise Administrator.
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26 Click "Yes" or "Yes - Corrected." Be sure to add notes. They cannot be modified after completion.
27 Once all questions are answered, a "Complete Inspection" button will appear at the bottom of the window. Click it to finalize the inspection. Answers cannot be changed after the inspection has been completed.
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28 Back in the work order details, the status of the inspection is now "Completed."
29 Completing the inspection DOES NOT complete the work order, these are two separate processes. To complete the work order, click the down arrow in the "Status" field.
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30 Select "Completed."
31 Then click "Save and Exit" to close.
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For the latest version of this document, click here How to Convert Assets Using the Change Point Type Wizard
1 Click "Assets."
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2 Click "Asset Management."
3 Click "Change Point Type Wizard."
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4 Select the Point Type of the asset you're needing to change, from the dropdown list. Only identified assets will populate this list.
5 Even with the list of assets, you must have one asset highlighted in order to click
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6 Click "Submit"
7 Click this text field.
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8 Click "Pool, Outdoor Saline"
9 Click "Next"
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10 Click "Next"
11 Click "Next"
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12 Click "Next"
13 Click "Next"
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14 Click "Confirm"
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How to Create a New User
1 Begin from the homepage.
2 Click "Configuration."
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3 Click "User Management."
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4 Click "Site Users."
5 Click anywhere outside the menu to collapse it.
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6 Before creating a user account, make sure this person does not already have an account. Use any fields to check. This example is using the first name. Click into the search box under the First Name header and type the new user's first name.
7 If the sort results in "No data to display," it's likely this person is not in the Active User list. This will NOT rule out misspellings, shortened versions of names, nor presence in the Disabled or Inactive User lists. Be thorough.
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8 To check for presence in the Inactive or Disabled lists, click the down arrow here.
9 Each Inactive or Disabled list can be checked individually by selecting them.
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10 All lists can be checked at the same time by selecting "All."
11 Once it's confirmed this user doesn't not have an account that can be reactivated, generate a new User ID by clicking on the Add button.
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Tip! User IDs are formatted using one of the 4 methods below, in order. The first method that results in a unique ID will be used. 1. First Initial, Last Name
2. First Initial, Middle Initial, Last Name
3. Full First Name, Last Name
4. Full First Name, Middle Initial, Last Name
Alert! DO NOT insert numbers, characters, or spaces! If one of the 4 methods above does not result in a unique ID, consult your Enterprise Administrator.
12 Once the User ID has been typed in, click "Submit"
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13 If the User ID is found to be unique, the account can be created by selecting "Create User." If the ID is not unique, try again using the subsequent method listed in the Tip after step 11.
14 Enter the user's information. Typically, all that's needed is their First Name, Last Name, and email (which is optional).
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Alert! Do not enter a user's personal, non-work email account. Only @atriumhospitality.com or brand-mandated email accounts are to be listed. If the user does not have one, leave it blank. This is to prevent personal emails from receiving company data.
15 If the user's primary language is not English, select from the languages listed in the drop down here.
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16 This will interpret the website as well as the app. There are currently 23 laguages available.
17 Click "0" to set visibility.
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18 User's need visibility to login. Click the add button here to add.
19 Visibility should defualt to the current view of the creator, but if it doesn't, select the site using the magnifying glass.
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20 Set the user's Security Role Group that matches what will be the user's main role in the User Details. This is a necessary duplication.
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21 There are 5 that we commonly use: SITE MANAGER - Administrator for the site (Chief Engineer). This includes the GM and possibly AGM, for capital planning. This will depend on the level of operational involvement. SITE SUPERVISOR – Management-level access with the addition of assigning work. (Exec. Housekeepers/Supervisors) SITE USER - Management-level access to reporting (AGM, & Dept. heads).
MOBILE USER - Engineers & housekeepers who perform work. WORK REQUESTER - Those who enter in work requests only.
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22 Click "Save."
23 If the user is to perform work, they must be "Mobile Transaction Enabled." Click here to open User Options.
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24 Check the checkbox next to the "Available for work assignment and mobile transactions" field.
25 Click "Save"
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26 Click "Close."
27 Back in the User Details, click the magnifying glass here to set the Default Visibility, previously added in step 18.
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28 Click the green arrow next to the desired visibility, then close.
29 Set the Master site by clicking the magnifying glass.
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30 This field determines the site's data that appears when the user logs in. It should default but does not. User the filters as needed.
31 Once located, click the green arrown to add it, then close.
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32 Finally, set the Master Role, which should match the Security Role Group when compiling the user's visibility.
33 Click the drop down and select the role.
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34 Click "Save."
35 The last step to creating a user account is to provide a password for the user to login with. If the user has a work-related email (@atriumhospitality.com or brand-mandated), right click the user's first name.
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36 Click "Send Welcome Email." This will generate an email with links and instructions to set their password.
Tip! If the user does not have an authorized email account, refer to the guide titled "How to Set/Reset User Passwords for Users Without Email Accounts, 2026" for further guidance.
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How to Create a New Work Request (Online) Learn how to create a new work request within the Transcendent dashboard. This guide provides step-by-step instructions for navigating the process on the website.
1 Begin from the Dashboard.
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2 Click "Add Work."
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3 Click " WR Work Request." RU or WU can also be selected but those are more for mobile use, meant to be done while the mobile user is at the asset(s) to perform it. Both RU and WU will launch into the WO once the ticket is saved, which doesn't work well if physically generated from the website.
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4 This will open the Work Order Detail where details about the work needed can be entered.
5 Another way to enter a work request is from the Work List. To get to the Work List, click Work > Work Management > Work List . Click "Add Work" at the top of the table.
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6 The same options appear here as they did in the Dashboard.
7 Enter a description. This should summarize the work in a few words since there is limited space for this to display on a mobile device.
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8 Enter any details in the "Details" field here.
9 Assign the "Managed By" to Engineering or Housekeeping as necessary.
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10 For WRs, "Date Due" and "Date Needed By" are required fields. A date can be typed.
11 Or a date can be selected from a dropdown calendar.
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12 The "Date Needed By" field serves to convey a guest or company driven expectation. It's separate from "Date Due" because due dates can be modified by a Site Manager (on WRs and WIs) in order to reflect realistic timelines of completion. However, the practice of changing due dates is highly discouraged and should not occur often, if ever. WR and WIs completed late are not scrutinized as much as system-generated scheduled work.
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13 Assets can be attached to WRs. This not only helps identify the asset or area in need but requires the scanning of the code for that item, further securing proof of presence. To add, click the magnifying glass.
14 Then use search criteria to locate and add the asset.
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15 To add the asset, click the arrow.
16 Back in the Work Order Details, we can now see the Asset information attached.
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17 Note that 3 optional things cannot be entered or added until the ticket is saved. This includes inspection attachment, notes, and parts. These three fields are rarely leveraged but available to note if needed.
18 Click "Save and Exit" to save the work order and return to the Work List or Dashboard.
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Alert! Once the WR is saved, you may see it assign itself to a user. This CAN happen if a user if identified for automatic assignment of these WOs. Refer to the guide " Managing Work Assignments for WO Types " for futher explanation.
19 To add any of the items listed in step 17, click the edit icon of the work order.
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20 To attach an inspection, click "Inspections" to peruse a list of inspections to add from. One must be fully aware of what each inspection contains prior to attachment or risk creating unnecessary work. Seek out more information from your Enterprise Administrator before doing this.
21 Use the headers, sorts, and filter to locate the inspection. Click the arrow next to the inspection to add it, then close the window.
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Alert! It is possible to add multiple inspections so be intentional with clicking. Removing an inspection after the work order is started will complicate and even prevent the completion of the work order.
22 To add notes that are not appropriate for the "Description" nor "Details" field, click "Notes."
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23 Select the "Activity Type,' marking it as a note for the one performing the work order, or for the one who requested it, and enter the details of the note below. Click "Save."
24 To track parts needed or used for this work, click "Parts."
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25 Select the activity type to indicate whether parts are needed or used.
26 Enter a description or list of parts.
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27 Finally, if known or desired to record, enter the cost of those parts in the "Cost" field. Click "Save" when complete.
28 Click "Save and Exit" to return to the previous screen.
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How to Create and Manage Local Rounds Learn how to efficiently navigate the Manage Rounds menu to create custom, Local Rounds. This guide will step through the creation and configuration process to ensure all site-specific needs are being met.
1 Begin from the Dashboard.
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2 Click "Work."
3 Click "Work Management."
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4 Click "Manage Rounds."
5 The Manage Rounds menu lists all Rounds, both Enterprise and Local, their descriptions, their status, and asset count.
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6 To create a Local Round, click the "Add/New" button.
7 Click in the Description* field and enter a name for this Round.
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Alert! Be careful NOT to set a Round Type. Selecting a Round Type will restrict AND require specific assets and schedules.
8 The Schedule (how often the activity should occur), and Due Date, must be set in the Master Round Information window.
Alert! Only activities set at the Enterprise Level appear in the Manage Schedules page. Local Rounds are site-specific, so they are managed completely through the Manage Rounds menu.
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9 Click the down arrow in the Schedule field to set the frequency of the Round, be it daily, bi-weekly, monthly, etc....
Tip! If an activity is needed more often than once per day, the same number of daily, Local Rounds, will need to be created.
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10 Click the down arrow of the Due Date field.
11 Click through the calendar to select a Due Date.
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12 Click "Save."
13 The Local Round has now been created and will appear in the list of Rounds.
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14 The Round is now ready to have assets added. Notice, it is red, meaning that it is missing assets, even though there are no assets required. This is because even for a Local Round, it needs at least one asset, regardless of what it is. To add assets to Rounds, click the edit button in the "Details" column to open the Round Detail.
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15 If the Round already contains assets, they will be listed. If it contains no assets, it will be blank as shown below. To add assets, click the Add/New button IN the Round Details.
16 Another pop-up will appear, displaying all the possible assets to add. As there are no restrictions, ALL assets are available. To add them, click the green arrow next to them. This will add them one at a time, as clicked.
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17 Multiple assets can be added at once by checking the boxes next to each of them and clicking the "Add All Selected" button at the top of the table.
18 The window is only large enough to display so many at a time so there may be multiple pages of assets to click through. Use the headers to dial-in the desired assets or click through the pages listed at the top of the table to find and select multiple assets.
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19 The "Selected" field will highlight the total count of assets selected which may help keep input straight.
20 Add selected assets by clicking the "Add All Selected" button at the top of the table.
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21 Back in the Round Details, the assets will be listed but there will be no inspections tied to them. Assets that have no inspections attached will act as a scan-and-go when the Round is performed on a mobile device. After scanning the asset, the user will be directed right back to the list of assets rather than a list of questions, however brief. This is ideal for Rounds like Security Walks where only proof of presence is required at various points across the property during certain shifts.
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22 If an inspection is required, it can be attached to the asset in the Round Details by clicking the edit button here.
23 This will open the Round Detail Information. Click on the magnifying glass to the right of the Inspection ID field.
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24 This will open a bank of inspections to choose from.
Alert! There is no way to determine what questions these inspections contain unless they were identified by your Enterprise Admin or they were chosen after being reviewed via Inspection Reports or Manage Schedules. Inspection contents can be viewed after they're added as outlined in step 27 & 28. Almost all of the inspections were created for in depth maintenance tasks and are not likely suitable to attach to assets in a Round. Custom inspections can be created for specific needs by working with your Enterprise Administrator. Contact your Enterprise Administrator for further guidance.
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25 Add an inspection by clicking the green arrow to the left of the Description.
26 Click "Save."
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27 The inspection is now attached and will appear after scanning the asset the next time this Round generates. To review the inspection contents, click the printer icon here.
28 This will display the Inspection Report where further decisions can be made as to whether the inspection is suitable for the intent of the Round.
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29 Once satisfied with the included assets, their order, and their attached inspections, the Round Details window can be closed.
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How to Create and Manage Enterprise Rounds Learn how to efficiently navigate the Manage Rounds menu to create, split, and load Enterprise Rounds. This guide simplifies the process of configuring high-mileage checks to ensure maintenance tasks are organized effectively.
1 Begin from the Dashboard.
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2 Click "Work."
3 Click "Work Management."
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4 Click "Manage Rounds."
5 The Manage Rounds menu lists all Rounds, both Enterprise and Local, their descriptions, their status, and asset count.
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6 To add (or split) an Enterprise Round, click the "Add/New" button.
7 Select a Round Type from the dropdown.
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Tip! The "Round Type" is what identifies a Round as an Enterprise Round. It also defines (requires/flags and restricts) which types of assets can be added so they are kept relevant to the Round. Take for example the Pool/Spa Round. Only assets having to do with the pool or spa are included like the pool, spa, decks/areas, heaters, and filters. No other types of assets can be added. Alert! There is no viewable list of assets accessible by Site-Level users, that identify what types of assets are to be included in each type of Round. There is no need. The system is programmed to require certain assets to be in certain Rounds but will not require this of assets that do not exist. As such, IT IS IMPERATIVE that all assets are loaded AND correct first. If the asset exists (has a code to scan), if it's loaded into Transcendent under the correct point type, and if the system recognizes this Point Type as being required to be in the Round, the Round will be flagged (red) until the missing asset it added to the Round.
8 Once a Round Type is selected, it helps to work that title into the description so it's easier to recognize what kind of Round it is. The text in the Round Type field can be copied and pasted into the Description*.
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9 Click into the Description* field to name it accordingly. For example, to name a Round that is to contain a boiler and major mechanical assets, rename it " AM Shift, Morning Walk Round - Boiler & Mech ," or something to that effect.
10 The other fields do not require information. Click "Save."
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11 There will now be more than one Round of the same type, that are differentiated by their descriptions.
Tip! With Enterprise Rounds (Rounds that have a Round Type) however many are listed, all required assets must be accounted for between them. This means that if we have one boiler on property, and we have two Enterprise Rounds of the same type that require this boiler, it can be added to one or the other and the requirement will be satisfied. This also means that the same boiler cannot exist in multiple Enterprise Rounds. If boiler #2 is already in a round, it CANNOT be added to another unless it is removed from its current round.
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12 To add assets to Rounds, click the edit button in the "Details" column to open the Round Details.
13 If the Round already contains assets, they will be listed. If it contains no assets, it will be blank as shown below. To add assets, click the "Add/New" button IN the Round Details.
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