Publishing a Lube Chart will cause a final version to appear on the associated Account's attachments area under a folder named "Published Charts'.  An email will also be sent to the user who performed the publish action.  There are two ways to publish lube charts: Batch Publish and Batch

Quick Steps to Publish Lube Charts

  1. Select the Lube Charts tile from the Dashboard.
  2. Search for the desired account.
  3. Ensure the assets are in the desired order.
  4. Click Hamburger in the upper right corner.
  5. Select Publish

Security Rights: 

  • View Lube Chart
  • View Non-sample Point Assets
  • Can Publish Lube Charts 

Quick Steps to Batch Publish Lube Charts

Prerequisite - Excel spreadsheet created with exact name of all Accounts to be included in Batch Publish.  Account names are listed in the first column in the excel spreadsheet.

  1. Select the Lube Charts tile from the Dashboard.
  2. Click Hamburger in the upper right corner.
  3. Select Batch Publish

  4. Click Browse to select file to upload
  5. 1131pxOnce file is selected, click on upload

Security Rights: 

  • View Lube Chart
  • View Non-sample Point Assets
  • Can Publish Lube Charts