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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).

Screenshot_16.png

 

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 Submit to submit the maintenance request (see picture below).

New_MR.png

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).

Edit_MR.png

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 (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.

Approve_MR.pngApprove_MR_2.png

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.

Assign_MR.png

Step 2: Select which user(s), you would like to assign to the request and select "is outsourced" if the assignment will be outsourced.

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

Assign_MR_2.png 

Respond to a Maintenance, Technology, or Custom Work Request

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

Step 2: Enter a response.

Respond_to_MR.png

Step 3: Click Respond 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).

 

Resolve_a_MR.png

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)

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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We’ll make sure your team gets up and running quickly and smoothly with FMX.
Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

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