Install Keep – Field Ops
Find and install the mobile application on your phone or tablet.
Read guideKEEPOS HELP CENTRE
Find the next step.
Short guides for the work you do in KeepOS.
Start here
New to KeepOS? Begin with sign-in, then learn how resources, issues and jobs connect.
How KeepOS worksGetting started
6 guidesReset or change your password
Recover access or update a password from your account settings.
Read guideSave KeepOS for quick access
Bookmark the web platform or add it to a home screen.
Read guideSign in on the web
Open your organisation's KeepOS address and sign in.
Read guideSign in to Field Ops
Use your organisation subdomain, email and password in the app.
Read guideWhat is KeepOS?
Understand how resources, issues, templates and jobs fit together.
Read guideIssues
10 guidesAdd a comment to an issue
Record a progress update or request clarification in the issue history.
Read guideAdd a photo or attachment to an issue
Keep supporting evidence with the issue record.
Read guideAssign an issue for follow-up
Give a permitted user responsibility for an issue.
Read guideClose a completed issue
Finish the issue after the work and record are complete.
Read guideCreate an issue in Field Ops
Raise an issue from the mobile Issues tab.
Read guideCreate an issue on the web
Raise a defect or action from the Issues list or a resource.
Read guideFind and filter issues
Locate open or historic issues using search and filters.
Read guideFix an incorrect or duplicate issue
Correct the record or ask an administrator to review it.
Read guideUnderstand issues
Know when to use an issue and what information it contains.
Read guideUpdate an issue’s details
Correct the summary, priority, resource or other issue fields.
Read guideResources
5 guidesAdd a resource
Create a new location or asset in the correct branch.
Read guideConfigure resource fields
Add data fields for a type of location or asset.
Read guideEdit a resource
Update a resource name or configured details.
Read guideFind a location or asset
Navigate the resource hierarchy to the right record.
Read guideUse a resource’s tabs
Find the records and modules linked to one place or asset.
Read guideAdministration
6 guidesAdd a user
Create an account and give it appropriate access.
Read guideConfigure issue fields
Add the information your organisation needs on an issue.
Read guideManage notification subscriptions
Choose who receives platform email updates.
Read guideOpen organisation settings
Find the controls for structure, fields and notifications.
Read guideReview a user’s access
Check roles, module permissions and permitted job types.
Read guideSet job types and issue priorities
Maintain the categories and priority choices used across the platform.
Read guideDocuments & reports
4 guidesArchive a document
Remove an outdated document from normal reference use while retaining history.
Read guideExport issue and routine reports
Download summary PDFs for a selected date range.
Read guideRead your dashboard
Review your assigned work, overdue items and upcoming routines.
Read guideUpload a document
Store an organisation document for reference in KeepOS.
Read guideJobs & routines
12 guidesAdd a template to a resource
Make an existing template available for a place or asset.
Read guideAssign a job
Move a planned job into active work and notify its assignees.
Read guideChoose template components
Use the right field for the information the job needs.
Read guideComplete and save a job
Enter results, save your work and finish the job.
Read guideCreate a checklist
Create reusable steps for a template.
Read guideCreate a one-off job
Start a job outside a recurring schedule.
Read guideCreate a template
Set up the structure for a repeatable activity.
Read guideDuplicate or reorder a checklist
Adapt an existing checklist and put its steps in the right order.
Read guideExport a job to PDF
Download a job record with the screens you need.
Read guideFind jobs and overdue work
Use the Jobs list to locate active or historic work.
Read guideSchedule a routine job
Generate repeat work against a resource at a set frequency.
Read guideTemplates, checklists and jobs
Understand how repeatable work becomes a completed record.
Read guide