Facilities looks after the work on buildings, rooms and equipment. Each piece of work is a job with a reference such as FW-1004. A job starts from a fault someone in Facilities logs, a scanned label, a request a service desk routes here, or a maintenance plan falling due. Facilities triages it, gives it to a technician or a contractor, books the time, and checks the work before the job is closed.
Facilities works on the items and places Asset Management holds. It never adds an item or a place of its own.
Open it
Open Facilities from the applications menu in the bar at the top, or from Core home. In the sandbox you start as a Coordinator who is also on the team as a technician; the Demo menu in the bar lets you see Facilities as another role.
What you see depends on your access level
Your access level shows beside the Facilities title. Screens it does not include are not shown.
| Access level | What it gives you |
|---|---|
| Technician | The jobs assigned to you: start them, record effort, notes, parts and photos, and complete them. Never verifies |
| Coordinator | Every job: log, triage, assign and schedule, close rooms for work, and plans; also does work assigned to you |
| Facilities Manager | As Coordinator, plus approving jobs, verifying work, reviewing exceptions, purchasing proposals and exports |
| Auditor | Reads every job, plan, report and the audit trail; changes nothing |
| Facilities Administrator | Everything: the team, job categories, contractors, the links to other applets, settings and original photos |
The menu
- Home: your work today and, if you see every job, what is waiting for the team.
- Jobs: every job, or for a technician the jobs assigned to you.
- Schedule: this week's bookings and rooms closed for work.
- Plans: planned maintenance.
- Places: Asset Management's places and items, with the work on them.
- Reports and Purchasing: figures, exports, and purchasing proposals held for Procurement.
- Other applets, Team and settings and Audit: for the people who run Facilities.