Before inviting users to raise requests in FMI Works, use this checklist to prepare for launch
This article relates to the FMI Works product
Why do I need a go live checklist?
If your organisation has recently purchased FMI Works, you are on a path to improving visibility over work in your facilities and unlocking productivity gains for the facilities team.
To achieve these goals, you need buy-in from your facilities users. Efficient maintenance management starts with users that are regularly and confidently raising work requests in your new system.
This checklist will help you plan and communicate the launch of your new FMI Works system.
The checklist
1. Review User Permissions
Review your users in FMI Works at Administrator > Security > Users to ensure they have the right permissions for their role.
To update see User Permissions.
2. Update New Request Instructions
Consider adding a personalised message with instructions for your facility users when they raise requests through the Requests portal.
To add a message, see How to Personalise the New Requests Message.
3. Review Email Templates
Once you start using FMI Works, email notifications will automatically be sent to keep everyone up to date. These emails will be sent from notifications@fmiworks.com, so ensure your templates are personalised with your organisation’s name and contact details clearly stated so that your users know what’s going on.
To review the templates, see Email Notification Templates.
4. Communication for Facility Users
Let your facility users know what’s happening, and why, in advance. Considering including:
- What’s in it for them? How the new system will make it easier to raise requests and receive progress updates.
- Target go-live date.
- Who to contact in your organisation if they have any questions.
- Your organisation’s link to access FMI Works.
- Instructions on how to log in when:
- Using Single Sign-On (SSO) - How to Log In Using SSO.
- Not using SSO - How to Log In for the First Time.
- Instructions on How to Raise Requests.
- What’s happening to their existing work requests?
5. Communication for Internal and External Trades
Let your internal team and contractors know about the changes. Consider introducing a couple of suppliers to the Contractor Portal before expanding to all.
Consider including:
- Why your organisation has made the change.
- Target go-live date.
- Your organisation’s link to access FMI Works.
- Link from the FMI Help Centre to Using the Contractor Portal or How Internal Trades Manage Work Orders.
- What’s happening to jobs in progress?
Although your facility users will be able to use FMI Works to raise requests without training, consider whether your internal trades and contractors may benefit from some training prior to launch. The FMI team can help with this if needed.
6. Go Live Day
On the day, remind your users about the new system. Do not forget to deactivate the old system to ensure your new requests end up in the right place.
Need support?
The FMI team is here to help you before, during and after go live. Contact us if you need support.