Help Centre
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Facility Teams
Getting Started
Getting Support
Overviews
Set Up
Advanced Set Up
Product Updates
FMI Works Product Updates
Pulse Product Updates
Technical & Security
Cloud Specifications
Operational Requirements
Security Policies
Security Updates
Facility Teams
Assets
Dashboards & Reporting
Financial
Locations
Planned Maintenance
Standard Requests
Supplier Management
User Management
Work Orders
Requesters
Accessing FMI
Requests
Contractors
Accessing FMI
Accreditations & Inductions
Quotes
Work Orders
Back to home
Help Centre
Facility Teams
Getting Started
Getting Support
Overviews
Set Up
Advanced Set Up
Product Updates
FMI Works Product Updates
Pulse Product Updates
Technical & Security
Cloud Specifications
Operational Requirements
Security Policies
Security Updates
Facility Teams
Assets
Dashboards & Reporting
Financial
Locations
Planned Maintenance
Standard Requests
Supplier Management
User Management
Work Orders
Requesters
Accessing FMI
Requests
Contractors
Accessing FMI
Accreditations & Inductions
Quotes
Work Orders
Facility Teams
A collection of FAQs and how to articles for facility teams using FMI
Assets
How to Add an Asset
How to Bulk Import New Assets
How to Bulk Update Asset Information
How to Manage Asset Groups and Asset Types
How to Manage Asset Information
How to Manage Asset Systems
How to Set Up the Asset Expected Condition
How to Add Custom Fields to Assets
How to Track Changes to the Asset Record
See more
Dashboards & Reporting
How to Set Up Scheduled Reports
Reports for Managing Assets
Reports for Managing Budgets
Reports for Managing Planned Maintenance
Reports for Managing Projects
Reports for Managing Work Orders
Using the Services Dashboard
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Financial
How to Create a Budget
How to Create a Contract
How to Create a Project
How to Edit a Budget
How to Use Budgets to Manage Costs
How to Use Contracts
How to Use Projects
How to Track Changes to Contracts
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Locations
How to Attach Location Documents
How to Set Up Time Zones
Planned Maintenance
Getting Started with Planned Maintenance
How to use the Planned Jobs Wizard: Step 1
How to Use the Planned Jobs Wizard: Step 2
How to Use the Planned Jobs Wizard: Step 3
How to Use the Planned Jobs Wizard: Step 4
How to Use the Planned Jobs Wizard: Step 5
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Standard Requests
How to Modify a Standard Request
How to Set Up Standard Requests
Supplier Management
Getting Started with Supplier Accreditations
How to Create a New Supplier
How to Enable Mandatory Supplier Accreditations 
How to Manage Supplier Accreditations
How to Request Quotes After Work is Assigned
How to Request Quotes Before Work is Assigned
How to Set Up Inductions
Supplier Roles
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User Management
How to Create a New User
How to Create a Supplier Employee
How to Create an Employee Contact
How to Create an Interested Party
How to make Suppliers and Supplier Employees Inactive
How to Reset My Password
How to Set Up Automatic User Creation
Single Sign-On (SSO)
User Permissions
User Roles
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Work Orders
Adding Costs to Work Orders in Bulk
Adding Documents to Work Orders in Bulk
Creating Follow On Work Orders in Bulk
Email Notification Templates
How Internal Trades Manage Work Orders
How the Work Order Status Is Used
How to Add Costs to a Work Order
How to Add Custom Fields to Work Orders
How to Add or Update Job Activities
How to Add or Update Service Types
How to Add Sites to a Portfolio
How to Add Standard Documents
How to Approve or Reject a Work Order that is Under Consideration
How to Configure the Multiple Job Updater
How to Create Broadcast Messages
How to Create Custom Email Notifications
How to Modify or Delete Work Order Costs
How to Set Up Portfolios
How to Set Up Work Rates
How to Set Up the Work Order Feedback Survey
How to Set Up the Work Order Status Change Notification Emails
How to Set Up Work Order Process States
How to Track Workplace Health & Safety Issues
How To Update a Completed, To Be Invoiced or Closed Work Order
How to Use Process States
How to Use Related Work Orders
How to Use the Multiple Job Updater
How to Use the 'Request Approval' Option for Work Orders
How to Use Work Order Advanced Search
How to Use Work Order Quick Search
Unable to View Reports or Attachments
When to Use the 'Cancelled' Work Order Status
When to Use the 'Closed' Work Order Status
When to Use the 'Completed' Work Order Status
When to Use the 'Delayed' Work Order Status
When To Use the 'Duplicate Request Status
When to Use the 'Not to Proceed' Work Order Status
When to Use the 'Pending Quote' Work Order Status
When to Use the 'Under Consideration' Work Order Status
When to Use the 'Safety Review' Work Order Status
When to Use the 'To be Invoiced' Work Order Status
When to Use the 'Work in Progress' Work Order Status
How to Track Changes to Work Orders
How to Send Messages via the Work Order Log
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