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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).

Edit_a_Schedule_Request_Requester.png

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).

Respond_to_a_Schedule_Request_Requester.png

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)

Filter_Button.png

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

 Full_Filter_View_form_Cal.png

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

 

Remove Filters

If you're having trouble locating certain requests, events, or other information on your FMX calendar or in your FMX grids it could be because you have a filter selected that is hiding the information you're looking for. 

You can see the filters that have been applied by looking underneath the Filter and Search bar:

Remove_Filters_1.png

 

Remove All Filters

To quickly remove all of the filters that are currently selected, click on the "x" attached to the filter button:

Screenshot_3.png

Another way to remove filters is to click on the "Filter" button and choose "Clear Filter" at the bottom of the page:

Remove_Filter_3.png

Remove a Single Filter

To remove filters one at a time, click on the "x" button next to the filter(s) you would like to remove:

Remove_Filters_2.png

 

NOTE: To customize your own training document for your organization, download the FMX Technician and Vendor Planned Maintenance Training Guide below! 

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