Entities

9 minutes time to read

Moralius can be broken down into many smaller parts, which can also be called entities - each one with its purpose. This article covers each entity one by one.

 

Accounts

This entity includes all your customers with their details, for example, name, address, phone, services, and account contacts.

 

Account Contacts

This entity includes the person(s) appointed as responsible on behalf of your customers. The account contacts can be responsible at an account level or at a service level.

 

To see how to link an account contact with an account or service, check this article.

To see how to give mobile app access to an account contact, check this article.

 

Activities

This entity includes all the quality questionnaires that are either open (Open Activities) or closed or canceled (Closed-Canceled Activities).

 

Assets

This entity includes all the different parts of a property that require some kind of maintenance or work from your organization. For example, one property can have 1 elevator, 2 air conditioning units, 3 carpets and 2 fire extinguishers - all of which can be listed as assets.

 

Asset Categories

This entity includes all the different types of assets, such as elevator units, carpets, generators, camera systems, etc.

 

Asset Category Specifications

This entity includes all the characteristics of each asset category. For example, an air conditioning unit can have the brand, model and serial number as asset category specifications.

 

Corrective Actions

This kind of ticket is used by your customers (account contacts) to register a complaint - for example about the quality of the service provided.

 

To learn how to manage corrective actions, read this article.

 

Correction Reports

This entity includes the reports being made from supervisors about any workers for any reason, such as unsatisfactory performance, incorrect attitude, etc.

 

Criminal Records

This entity includes a misdemeanor log table for each worker.

 

Customer Staff Evaluations

This entity includes all evaluations of your workers performed by your customers.

 

Default Tasks

This entity sets the default frequency of maintenance for each asset category based on what has been agreed upon with the customers.

 

Equipment

This entity includes all the assets in the properties that you manage and everything that has to do with their maintenance. Apart from assets, there are several other entities that are included in the equipment entity: asset categories, asset category specifications, SLAs, work orders, maintenance tasks, live task monitoring, safety precautions, knowledge base, spare parts  & default tasks - click on each of these entities to learn more about it.

 

HR Staff Evaluations

This entity includes all evaluations of your workers performed by your HR.

 

Inspection Forms

This entity includes the actual evaluation forms of the inspection visits performed by the supervisors.

 

Inspection Visits

This entity includes all the site inspections performed by the supervisors with all relevant data, such as the evaluation provided by the supervisor and the evaluation provided by the customer.

 

Internal Tickets

This kind of ticket is used to document and manage internal requests regarding staff, such as advance payments, payment disputes, or replacement requests.

 

To learn how to manage internal tickets, read this article.

 

Knowledge Base

This entity is a knowledge library for each asset with an incident history including the issue, its reason and its remedy.

 

KPIs (Key Performance Indicators)

This entity includes a screen with an overview of your KPIs.

 

Live Task Monitoring

This entity includes a map where you can spot the real-time location of your workers.

 

Maintenance Tasks

This entity includes all the tasks needed to complete a work order.

 

Preventive Maintenance

This entity includes the preventive maintenance activities, which in turn include all the preventive work orders that need to be performed on the properties of your customers.

 

Properties

This entity includes all the properties of your accounts. For example, if you have an account that has 5 different locations in which it operates (factories, stores, offices, etc.), these 5 locations should be listed as properties.

 

Quality Questionnaires

This entity includes customizable questionnaires that are used to get feedback from your customers about the quality of the services that you offer.

 

Record

This entity includes a log of all the shifts and staff evaluations of each worker.

 

Reports

This entity includes all the different reporting views that Moralius offers.

 

Read this article to learn more about Moralius’ reports.

 

Safety Precautions

This entity includes all the safety instructions that need to be followed by the worker while carrying out a work order.

 

Services

This entity includes all the different service types that are being provided to each property. For example, if you are providing soft and hard service types to a property, you need to set up two services for this property.

 

Service Requests

This kind of ticket is used by your customers (account contacts) to request any kind of task to be performed - for example to fix a malfunction of an asset.

 

To learn how to manage service requests, read this article.

 

Service Types

This entity includes all the different kinds of services that you provide to your customers, such as soft, hard, security, pest, etc. The service types can only be configured by an administrator through the admin screen.

 

To see how to manage service types, check this article.

 

SLAs

This entity includes the service level agreements that have been set with the customer and that define the time-window in which a ticket must be resolved. The SLAs can be set at an account, property and service level and can be different per ticket type (Service Requests, Corrective Actions), action (Response, Resolution) and ticket priority (High, Normal, Low).

 

Spaces

This entity includes all the different spaces of each property. For example, one property might have 2 blocks, 3 buildings, 4 floors and 15 offices.

Blocks, buildings, floors and offices are examples of space types. The space types can be configured by an administrator through the admin screen.

 

To see how to manage space types, check this article.

 

Spare Parts

This entity includes all the different parts that are being consumed while carrying out a work order.

 

Staff

This entity includes all the workers that you are employing, with their basic information (name, contact details, etc.), record and criminal records.

 

Staff Evaluations by Supervisor

This entity includes all evaluations of your workers performed by your supervisors.

 

Subcontractors

This entity includes all the subcontractors that you are working with, along with their details, for example, name, address, phone, and subcontractor contacts.

 

Subcontractor Contacts

This entity includes the person(s) acting on behalf of your subcontractors. A subcontractor contact can either be:

  • a person appointed as a point of contact on behalf of your subcontractor (for example a manager) that should have access to the web environment of Moralius.
  • or a worker contracted by your subcontractor that should not have access to the web environment of Moralius and should only be using the Worker App instead.

 

To see how to give mobile app access to a subcontractor contact, check this article.

 

Tickets

This entity includes all the tickets that are created by all different kinds of users. There are 3 different types of tickets: corrective actions, internal tickets & service requests - click on the ticket types to learn more about them.

 

Work Orders

This entity includes all the tasks that are needed to carry out periodic or ad-hoc work.

 

Work Order Calendar

This entity includes a screen with a calendar view of all the work orders scheduled for the facilities of your customers.

 

Related articles

Read this article to learn more about Moralius’ roles.