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Work Order Management

Different Kinds of People/Users
My Profile:  Users can edit specific information about themselves here. Contractors   This is where districts can add their contractors to the system ...
Fri, 5 Jun, 2020 at 11:42 AM
What Roles Are There on Facilitron Works, and What Do They Do?
This article will assist Administrators in districts that utilize Facilitron Works with understanding the roles that can be assigned to Facilitron Works use...
Fri, 26 Jan, 2024 at 2:10 PM
Managing Users
To Add a New User Click the "Add New User" link button at the bottom of the page. Use the users email address as their username as it is unique, ...
Fri, 5 Jun, 2020 at 11:42 AM
How do I set up a Maintenance Technician?
A Maintenance Technician is a trades-person.m The role is designed to provide limited access to the workers for the purposes of closing work orders, doing u...
Fri, 5 Jun, 2020 at 11:42 AM
How do I set up Electronic Distribution of Work Orders to my Crew?
There are several aspects to be considered when moving your organization from a manual process to an electronic process: logistics, employee buy in, and nee...
Fri, 5 Jun, 2020 at 11:43 AM
Additional Menus Available for User Roles
Recurring Work Orders - Allows lower level users (processors) to create and manage recurring work orders. Dispatcher Inbox - Adds another step in the as...
Fri, 5 Jun, 2020 at 11:43 AM
How do I Delete a User, Worker, or Property from the System?
District users of the Work Order system cannot delete users, workers, properties, or work orders from the system with the exception of recurring work orders...
Fri, 5 Jun, 2020 at 11:43 AM
What are Approval Groupings?
School Districts sometimes have multiple properties overseen by a single administrator. To set up a Work Order system approver for multiple sites, follow th...
Fri, 5 Jun, 2020 at 11:43 AM
Site Based Worker Work Order Assignment Process
Work order is submitted by an Originator or an Approver.  Work order is assigned to the ‘site based worker’ via a drop-down.  Note: only workers ass...
Fri, 5 Jun, 2020 at 11:43 AM
How do I Auto-assign Workers to Properties?
Maintenance Login can automatically assign a worker during the Receive process. The Receive screen requires only the work category be selected; based on the...
Fri, 5 Jun, 2020 at 11:43 AM
How do I Associate Worker(s) to a Property?
Designate in the Work Category listing (Manage > Work Order Choices > Work Category) the responsible trade for each of the work categories.  Asso...
Fri, 5 Jun, 2020 at 11:43 AM
Places/Location/Properties:
Properties Any separate location within the organization, typically these would be schools, District Ancillary Facilities such as Head start, District Offi...
Fri, 5 Jun, 2020 at 11:43 AM
Hazardous Materials
This is where you add the type of hazardous material and the location of this material. This will allow a warning to generate anytime a work order is create...
Fri, 5 Jun, 2020 at 11:43 AM
Inventory - Assets:
The system allows the tracking of assets. Assets can be broken down into several categories: Fixed large assets (think HVAC Units and boilers), vehicles lik...
Fri, 5 Jun, 2020 at 11:44 AM
Inventory - Consumables:
Consumable Inventory is purchased in bulk by the district and disbursed to the sites as needed for operations. Items like plywood, cleaning materials, nuts,...
Fri, 5 Jun, 2020 at 11:44 AM
Managing Different Alerts
Email Alerts: Email Alerts are system generated emails to designated users for a specific purpose. Stagnant Work Order Alert  This is an email notific...
Fri, 5 Jun, 2020 at 11:44 AM
What are Performance Metrics?
Maintenance & Operations recommended business model is managing objectives. Departmental objectives must be set to achieve a combination of distric...
Fri, 5 Jun, 2020 at 11:44 AM
Do I have the Ability to Conduct Surveys?
By clicking add new, a survey can be constructed to ask the end user how M&O is doing in the delivery of its services to the district clients. This surv...
Fri, 5 Jun, 2020 at 11:44 AM
Managing the Website
Homepage Logo  This is where you add your district logo. Homepage Text  This is where the text from your district splash page resides.  Import Dat...
Fri, 5 Jun, 2020 at 11:44 AM
Different Work Order Choices
These are the various information, categories, and filters that can be added to a work order:  Budget Accounts  All things budget codes may be entered ...
Fri, 5 Jun, 2020 at 11:44 AM
What is Key Management?
This section is intended as a complete Key management system allowing for identifying the specific keys with each lock, the doors they are associated with, ...
Fri, 5 Jun, 2020 at 11:45 AM
Adding Tech Ticket Tracking to the System
Some Districts desire to use the Work Order system to track tech support tickets in addition to traditional work orders.  To accomplish this a new “Tech...
Fri, 5 Jun, 2020 at 11:45 AM
How To Add Missing Buildings and Locations to Works
This article will show administrators how to add single locations and buildings to their Facilitron Works account. Please reach out to your Account Manager ...
Wed, 7 Feb, 2024 at 10:26 AM
How to Access Your Work Orders on the Facilitron Works App
This article shows Workers, Contractors, and Maintenance Technicians how to access their work orders on the Facilitron Works App. Your Work Orders Updati...
Wed, 7 Feb, 2024 at 3:31 PM
Closing Work Orders on the Facilitron Works App
This article shows Workers, Contractors, and Maintenance Technicians how to close work orders on the Facilitron Works mobile app. Accessing the Work Ord...
Thu, 21 Mar, 2024 at 10:11 AM
Conducting an Inventory Tour of Assets
This article will guide Facilitron Works Order Administrators and Order Processors in preparing an inventory tour of assets assigned to any property. It wil...
Mon, 18 Mar, 2024 at 6:42 PM
Adding Consumables and Setting Email Alerts
This articles guides Order Administrators on how to build their Consumable Inventory on the Facilitron Work Order System and set up low inventory email aler...
Wed, 20 Mar, 2024 at 11:59 AM