First Steps

This guide walks you through the most important steps to set up WAKU Care.

Setting up your organization

Create your account

Sign up for WAKU Care and confirm your email address. You’ll be guided through a setup assistant to create both your account and your first workspace. You can also accept an invitation to an existing workspace.

After registration, your workspace is unlocked for 14 days, during which you can test and use all features. If you have questions about features, or are convinced that WAKU Care is a solution for your organization, you can contact us directly.
Set up your workspace

Your workspace is your organization’s home. Give it a name and choose your business type:
- Asset Operator — You operate and maintain your own devices (For Asset Operators)
- Service Provider — You maintain devices on behalf of other companies (For Service Teams)
- Manufacturer — You build devices and provide maintenance services (For Manufacturers)
The business type affects how certain features work, such as the management of customer workspaces (only available for manufacturers and service providers). For how different organizations use WAKU Care, see Use-Cases by Team Type.
First deployment

When your workspace is set up, we automatically create a deployment for you. A deployment often represents a physical site. You can configure right away:
- Name and address
- Timezone
You can create more deployments later, depending on your organization’s structure. Further settings are also available, such as default assignees for new cases and work orders, notification settings, and more.
First device

You can create your first device to use all features directly with an asset in your workspace and deployment. You can specify:
- The device’s name
- Manufacturer and model You can also enter a serial number, select a manufacturer and a device model, and attach documentation.

Recommended next steps

Once you’ve set up your workspace, your deployment, and your first device, we recommend these next steps:

Create devices

Go to Devices and create a new device in the deployment of your choice, specifying manufacturer and model. You can also enter a serial number, attach documentation files, and assign device tags.

Invite your team

Go to Workspace Settings > Users & Permissions to invite colleagues. Assign them appropriate roles so they can work with devices and create work orders.

Create work templates

Before you create your first work order, set up work templates in the Knowledge Hub. These standardized checklists ensure consistent work quality and save time when creating work orders.

Set up a maintenance strategy

If you have recurring maintenance needs, create a strategy that automatically generates work orders on a schedule.

Capture cases

When something goes wrong, create a case to document the problem. Use case templates for recurring issues. Track the resolution process from initial report to final solution.

Next steps

Create Devices — Create and manage devices
Invite your team — Manage teams and roles
Create Work Templates — Create standardized procedures
Create Strategies — Automated maintenance scheduling
Creating Work Orders — Document maintenance and repair work
Capture Cases — Capture and resolve incidents