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FMX Administrator Maintenance, Technology, and Custom Work Request Module 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 Maintenance, Technology, or Custom Work Request 

Step 1: Click Maintenance, Technology, or Custom Work Requests in the left sidebar, then click New Maintenance (Technology or Custom Work Request Module) request.

Step 2: Enter the required fields and click Save to submit the maintenance request (see picture below).

Step 3: Check your email for your request confirmation and a link to check the status of your request.

Step 4: When your request is resolved you will receive a “request resolved” email

Edit a Maintenance, Technology, or Custom Work Request

Step 1: Find the Maintenance, Technology, or Custom Work Request you wish to edit (on the calendar or in the 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.

Approve or Decline a Maintenance, Technology, or Custom Work Request

Step 1: Find the request you wish to approve or decline in FMX (on the calendar or in the requests grid accessed via the left sidebar), then click Approve or Decline.

Step 2: Accept or decline the request - To Approve: click Approvethen click Approve again to confirm.

To Decline: click Decline, enter reason and click Decline again to confirm.

Assign a Maintenance, Technology, or Custom Work Request

Step 1:  Find the request you wish to assign (on the calendar or in the maintenance requests grid), then click Assign.

Step 2: Select which user(s), equipment, and/or request type to assign the request to and select a vendor if the request will be outsourced (see picture below).

Step 3: Click Save and the assigned user(s) will receive an email indicating that they have been assigned to the request.

Respond to a Maintenance, Technology, or Custom Work Request

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

Step 2: Enter a response.

Step 3: Click Save to send your response.

 

Resolve a Maintenance, Technology, or Custom Work Request

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

Step 2: After clicking Resolve you can enter a resolution, hours, cost, equipment and attach an invoice (see picture below).

Step 3: Click Resolve to close the maintenance request.

 

Filter Maintenance, Technology, or Custom Work 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)

 

Filter in the Grid View

Step 1: Click on the filter button above the Grid View

Step 2: Select the filter (or filters) you would like to see (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 Administrator Work Request Training Guide below! 

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