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Getting Started

Your role, permissions, and first steps in Aperio FM.

Your Role & Permissions

What each role can do across the platform.

Work Orders

Creating, assigning, tracking, and closing reactive maintenance requests.

PPM Schedules

Setting up and managing planned preventative maintenance.

Assets

Managing your asset register, categories, lifecycle, and documents.

Buildings & Spaces

Organising your sites into buildings, floors, and rooms.

Compliance & Certifications

Tracking certifications, assessments, and regulatory requirements.

Contractors

Managing external contractors, insurance, and work assignments.

Health & Safety

Incident reporting, risk assessments, and corrective actions.

Finance

Cost centres, cost entries, budgets, suppliers, invoices, and finance reports.

Procurement & Budgets

Manage suppliers, budgets, purchase orders and supplier invoices.

Documents

Uploading, organising, and managing documents across modules.

SLA Levels

Configuring service-level agreements for response and resolution times.

Reports

Dashboards, data exports, and performance insights.

Account & Profile

Updating your profile, password, and two-factor authentication.

Feedback & Bug Reports

Sending feedback and reporting bugs from anywhere in the app.