What you need to set up to start processing work orders in FMI Works
This article is for users getting started with FMI Works
Setting up base data
Before you can start using work orders in FMI Works, your base data needs to be set up first. As part of our onboarding services, we guide you through these areas and upload your data, including:
If you have enabled SSO with FMI Works, users will be created in FMI Works via SSO. If you are not using SSO, you will need to upload Employees to FMI Works.
Setting up work orders
There are a few settings you will want in place to ensure work order management is efficient and you are getting good reporting outcomes.
Mandatory settings
- Service Type: High-level definition of the type of work that is commonly undertaken by a trade. For example, plumbing, carpentry, electrical. This helps quickly identify and report on work.
- Priority: Sets the response timeframes for different types of jobs.
- Standard Request: Allows requesters to select requests from a list. This allows requests to be raised and processed quickly and efficiently.
- Status: Used to identify what stage the work order is at in the work order lifecycle. This helps to keep track of the work order from start to completion.
Highly recommended
- Job Activity: Adds detail to the Service Type by describing what work will be done. For example, repair, clean, inspect. This helps further refine reporting capabilities in conjunction with the Service Type.
Processing your first work orders
You are now ready to process your first work orders. For additional information, refer to our Introduction to Work Orders article.