Last changed in 25/02/2026
In order to support maintenance management and facilitate the whole process, the interface of Valuekeep CMMS was built based on usability and user experience, providing a quick interaction with the various functionalities.
Operations
Dashboard
The information available in this area varies depending on the user profile being used. Here the different operational or management dashboards can be consulted.
In this case, you can see the number of requests and events for the current year, such as work orders, Service Level Agreement (SLA) and costs, and you can compare these figures with the previous year's data.
Below you can see the unresolved requests, events and work orders.
The insights area will provide you with certain business data to help the maintenance manager.
Menu
On the left side, we can find the interface’s main menu.
- Overview -By clicking on Overview you have access to the main page of the interface and the different dashboards. Work - In this option you will have access to all work orders and requests, as well as costs and preventive maintenance operations.
- Requests - By selecting Requests you will have access to all requests created by you.
- Assets - By clicking on this option, you can access the different assets of the company, from locations to equipment, tools and routes. You can also access the measurements used.
- Parts and Inventory - In this section you can access all the information about the available parts and warehouses.
- Workshops and Employees - By selecting Workshops and Employees you can see all the employees and workshops that belong to the team.
- Suppliers and Customers - Here you will find your list of Suppliers and Customers.
- Settings - In this section you can change the different settings of the interface, such as the types of work orders that exist or the types of e-mails that can be sent. For more information on everything that can be set, just visit this page.
Quick Actions
To optimize repetitive operations and increase the fluidity of processes, you can find an option for quick actions on the interface.
Search
If you cannot find what you are looking for, you can use the Search bar, which will show you results related to the keyword you type.
Personal Area
All users can access a set of options related to their profile through their personal area. Here it is possible to see the users of each subscription, access the profile type's own settings, change the theme and access the Help Center and Quick Guide.
The lists for creating, viewing and editing requests were designed to allow easy navigation between the different operations.
View and edit record
There is a line of behavior that is common to the different types of operations:
- You must access the desired list. For example, Work > Work Orders;
- There are two ways to edit the record:
- Directly from the list by clicking on the Pencil icon in the list entry;
- You can also edit from the record details by clicking on the View button in the bottom left-hand corner and then clicking on the Edit button in the record view.
- If necessary and according to the user's profile, the view screen also allows you to change the status of the record. Some of the entities that can have status transitions are Requests and Work Orders.
In the view screen it is also possible to:
- View the associated attachments by pressing the clip-shaped button;
- Copy the record and create another one just like it by using the button with the three dots;
- Depending on the profile and the entity being viewed, on some screens you can find the Operations button . This button allows you to perform operations related to the entity, such as: Assign Technician, Report Labor, Report Consumption, among others.
Create record
- You must access the desired list. For example, Work > Work Orders;
- To create a new record, simply press the Create button in the lower right corner, thus opening a new report screen;
- Throughout the screen, you can find different icons that can help you fill in the desired fields. The button with the question mark gives you information about the field to be described and the triangle button tells you which mandatory fields are missing;
- If you want to add attachments to the record, simply select the clip-shaped button in the lower left corner;
- Clicking the Reset button returns all fields to their original state as it was when you opened the screen;
- After filling out the fields, you have two options:
- Save and New - saves the record and the screen is cleared to create a new record;
- Save - saves the record and enters the view mode.
Delete record
- You must access the desired list. For example, Work > Work Orders;
- To view the details of a record, you must select the desired record and press the View button in the lower right corner;
- Delete the record by clicking the bin-shaped button.
Lists
In the Valuekeep CMMS interface we can find different lists, such as locations and equipment or employees and warehouses, among others.
In these lists you can perform a set of operations:
- Search by the content of the different columns;
- Group columns;
- Sort by column, just click on the column you want (e.g. Location);
- See more details of the list elements that are in green, just click on the desired option (e.g. AM);
- Add new columns by clicking on the Gear button;
- Export the list itself to CSV, Excel or print it to PDF by clicking the Three dots;
- Create a new report by pressing the Create button in the bottom right corner;
- View the report details by selecting the report in question and pressing the View button in the bottom right corner.
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