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FMX Requester Schedule Request Training Guide

Login to FMX

Step 1: Open an internet browser and navigate to (yourcompany.gofmx.com)

Step 2: Log in with the following credentials:

  • Email
  • Password

Create a Request (Shortcut)

Step 1: Click New request in the right top corner of the calendar page.

Step 2: Choose the request type you would like to submit from the drop down list (see picture below).

Create a Schedule Request

Step 1: Click Schedule Requests in the left sidebar, then click New request.

Step 2: Enter the required fields (marked with an asterisk) and click Save to submit the schedule request.

Step 3: Check your email for your request confirmation and a link to check the status of your request. New requests will either be finalized or move on to a “Pending” state if they will be approved.  

Edit a Schedule Request

Step 1: Find the schedule request you wish to edit (on the calendar or in the schedule requests grid), then click Details (from the grid) or click More info and then Details (from the calendar, see picture below).

Step 2: After making the necessary editing changes click Save.

Respond to a Schedule Request

Step 1: Find the schedule request you wish to respond to (on the calendar or in the schedule requests grid), then click Respond.

Step 2: Enter a response (see picture below).

Step 3: Click Save to send your response. This will generate an email notification to all users involved with the request.

 

Filter Schedule Requests in Calendar View

Step 1: Click the Filter button above the calendar view (see picture below)

Step 2: Select the filter you would like (see picture below)

 

 NOTE: You may choose more than one filter at a time

 

Remove All Filters on a Calendar View

Step 1: Click on the Filter Button above the Calendar

Step 2: Click the Remove Filters Button to remove all filters set in place (see picture below)

Remove A Single Filter on a Calendar View

Step 1: Click the Filter Button above the Calendar

Step 2: Find the filter you wish to remove

Step 3: Click the specific filter you want to remove OR click the remove filter button at the bottom (see picture below)

Note: Bolded filter fields means a filter is already selected for that specific field

 

NOTE: To customize your own training document for your organization, download the FMX Requester Schedule Request Training Guide below! 

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