Login to FMX

Step 1: Open a web 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 in the top right corner of the screen:

Screen_Shot_2020-05-04_at_1.06.14_PM.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).

save.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 the Edit icon (from the grid) or click on the request and then the Edit icon (from the calendar, see picture below).

edit maintenance request

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 Approve, then click Approve again to confirm.

approve maintenance request approve maintenance request

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 maintenance request

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 maintenance request

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 maintenance request

respond

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, inventory, and attach documents:

resolve a maintenance request

Screen_Shot_2020-05-04_at_1.09.07_PM.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 and select the filter you would like:

Screen_Shot_2020-05-04_at_1.13.58_PM.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:

F1.png

Remove All Filters

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

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

remove filter

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:

F3.png

Save Filters

To save your current filters for future use, click the button at the bottom that says "Save Filter":

F4.png

Then type in the name of this saved filter. Once done, click the checkmark to save:

F5.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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