Getting Started for Renters 15

• Requirements For Making A Rental Request
• Am I Requesting On Behalf Of An Individual Or An Organization?
• Account Types for Renters
• Signing Up and Creating a Renter Organization
• Logging In - Renters
• Forgot Password - Renters
• Troubleshooting Log In Issues - Renters
• How to Receive an Account Verification Email
• Adding Additional Users to Your Organization
• Submitting a Reservation Request
• Where can I get a W-9 Form?
• Transferring Your Rental Organizations Account to a new user
• How to Contact Customer Support
• Favorites at Your Fingertips
• How to Update an Organization's Profile

Making and Managing Reservation Requests 27

• [Video] Making Reservation Requests
• How To Search For Facilities
• Requesting A Particular School or District
• Requesting Multiple Dates or Facilities
• "Grayed Out" Or Unavailable Facilities
• When Will My Reservation Be Approved?
• Reservation Approval Notifications
• Commenting on a Reservation - Renters
• Using the Dashboard - Renters
• How to Make A Payment
• Paying By Check
• Insurance - Frequently Asked Questions
• How Do I Upload My Certificate of Insurance (COI)?
• What Happens if My Certificate of Insurance (COI) is Invalidated
• How Do I Upload My Document? (Non Profit Determination Letter, Team Roster, Tax Exemption Letter, etc.)
• Requesting a Change to your Reservation
• Cancelling A Reservation
• Declined Reservation Requests
• Finding Reservations/Navigating to the Reservation Details Page - Renters
• Where Is My Permit?
• Facility Terms of Use
• Voluntary Product Accessibility Templates
• What Happens if I Am Locked Out of the Facility?
• How Do I Upload My Vendor's Certificate of Insurance (COI)?
• What is a Certificate of Insurance (COI)?
• How Will I Know if My Reservation is Going to be Suspended?
• What to Do if Your Reservation Is Suspended

Attendee Management for Renters 2

• Using Attendee Management for Renters
• How To Check In and Out of Attendee Management - Participants

Understanding Rental Fees 7

• Why Am I Being Charged These Rates/Fees?
• Can I Get A Refund?
• What are Rate Categories and How are they Assigned?
• Receiving Non-Profit Rates
• Receiving Special Rental Rates
• Fees For Required Services
• Receiving An Invoice

Payments and Refunds 0

Getting Started for Administrators 12

• What is Facilitron?
• What Do I Need To Know?
• Internal Reservations vs. External Reservations - What's The Difference?
• Your Role As A District Administrator (Public Schools)
• Creating an Account at your School or District - Administrators
• Using the Dashboard - Administrators
• Customizing Email Notifications for Administrators
• Using Chrome's Language Translation Feature
• Your Role as a School Site Administrator (Public Schools)
• Submitting New or Updated Photos of Facilities
• Directing Renters To Your Rental Request Site
• Availability Options for Administrators

Calendar Support 6

• Finding My School Or District's Calendar
• Customizing and Saving Calendar Views
• Creating Maintenance Blocks
• Printing Your Calendar - Administrators
• Connecting Your Facilitron Calendar to Google or Apple Calendar
• Calendar Time is Wrong for Subscribed Calendar

Logging In & Adding Staff/Users 6

• Logging In - Administrators
• Troubleshooting Log In Issues - Administrators
• Login instructions for Single Sign On (SSO) Districts
• Troubleshooting for Single Sign On (SSO) Districts
• Forgot Password - Administrators
• Adding Staff/Users to Your Account - Administrators

Working with Reservations for Administrators 21

• Creating An Internal Reservation
• Creating an Internal Schedule With Multiple Dates
• Finding Reservations/Navigating to the Reservation Details Page - Administrators
• Reservation Details Page Overview - Administrators
• Sharing a Reservation with an External User or Calendar
• Approving Reservations for Administrators
• Pre-approving Reservations for Administrators
• Commenting On a Reservation - Administrators
• Internal Commenting on a Reservation - Administrators
• How to "Alert Facilitron" via Comments
• Editing Time, Location or Equipment (and Applying to Multiple Dates)
• Adding or Changing Services and Equipment
• Adding and Replicating Timeslots on a Reservation
• Replicate Timeslots
• Adding Additional Facilities to a Reservation
• Removing Date(s) or Timeslot(s) From a Reservation
• How to Change the Renter on a Reservation
• Finding Your Reservation Placed at Another School Site
• How to Send an Invoice on the Reservation Details Page
• How to pre-approve and approve automated change requests for reservations
• Suspending and Reinstating Reservation Dates for Administrators

Verifying and Invalidating Insurance/COIs 7

• How to Read a Certificate of Insurance/Explanation of Coverages
• Steps to Verify/Invalidate a COI After OCR Scan
• Alternate Insured Name
• Validate Proper Form
• Invalid Hold Harmless Agreement or Policy Statement
• Wrong Document Type/Format
• Special Notes for Reviewing Insurance/COIs

Training Videos 5

• [Video] Get Started Videos: Review and Approve a Reservation
• [Video] Get Started Videos: Make Changes to a Reservation
• [Video] Get Started Videos: Creating an Internal Schedule
• [Video] Administrative Video Training Course
• [Video] Change Requests: Pre-Approval & Approval

Attendee Management for Administrators 2

• [Video] How to Use Attendee Management
• How to Use Attendee Management for Facility Administrators

Getting Started with Work Orders 23

• Logging In - Maintenance
• Managing Users
• How To Create a Work Order
• The Workflow of a Work Order
• The Different Statuses of a Work Order and What They Mean
• Understanding the Components of a Work Order
• The Work Order Calendar
• The Receive Screen for Administrators
• Creating Recurring Work Orders (RWO's) in Facilitron Works
• How Do I Search for a Specific Work Order?
• What are Estimates? - Feature Overview
• Estimates: Set Up & Workflow
• Adding a User to Facilitron Works
• How to Personalize Your Facilitron Works Homepage: A Step-by-Step Guide
• Logging in to the Facilitron Works and FIT Apps
• Creating a User's Worker Profile
• How To Submit a Work Order on the Facilitron Works App
• Downloading the Facilitron Works or Facilitron FIT App
• Using Followers on Facilitron Works
• What Are Work Categories, Trades and Purposes?
• Working with Comments in Facilitron Works
• Sharing Work Orders and Forwarding Questions
• The Worker Process - Actions, Cost, Close

Work Order Reports 5

• Pulling Reports in Facilitron Works
• The Custom Report Generator
• Exporting Data Reports
• What is the Maintenance Plan?
• Performance Measures Reports in Works

Work Order Management 31

• Contractors and Workers - How Work Orders are Assigned and Completed
• What Roles Are There on Facilitron Works, and What Do They Do?
• Managing Users
• How Do I Set Up a Maintenance Technician?
• Transitioning to Digital: A Guide to Electronic Work Orders with Facilitron Works
• Optional Privileges Available for User Roles
• How to Make a User Inactive on Facilitron Works
• How to Configure Approval Groupings
• Site-Based Worker Work Order Assignment Process
• How do I Auto-assign Workers to Properties?
• How Do I Associate a Worker to a Property?
• Places, Properties, and Locations in Works
• Hazardous Materials
• Adding Assets to Facilitron Works
• Inventory - Consumables:
• Managing Work Order Alerts
• Performance Metrics
• Surveys in Facilitron Works
• Different Work Order Filters: Web Site Configuration
• What Is Key Management?
• Adding Tech Ticket Tracking in Works
• How To Add Missing Buildings and Locations to Works
• How to Access Your Work Orders on the Facilitron Works App
• Closing Work Orders on the Facilitron Works App
• Conducting an Inventory Tour of Assets
• Adding Consumables and Setting Email Alerts
• Rule-Based Work Orders
• Using the Dispatcher Inbox
• Bulk Closing Work Order Actions and Starting a New Fiscal Year
• What Are Community-Created Recurring Profiles?

Facilitron Works App 3

• Facilitron Works App for Order Administrator and Processors
• Facilitron Works App for Order Approvers
• Facilitron Works App for Order Originators