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FMX Administrator Transportation Request Guide

Login to FMX

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

Step 2: Log in with the following credentials:

  • Email
  • Password

Create a Request

Step 1: On the calendar page, click New Request on the top right side of the page, then select Transportation Request.

Step 2: Enter the information on the request form. Note: items marked with an asterisk are required. Click Save at the bottom to submit your request.

Edit a Transportation Request

Step 1: Find the transportation request you wish to edit (on the calendar or in the transportation 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 Transportation Request

Step 1: Find the request you wish to respond to (on the calendar or in the transportation requests grid accessed via the left sidebar), double click to open the request, then click Respond.

Step 2: Type your response. 

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

Approve a Transportation Request

Step 1: Find the transportation request you wish to approve (on the calendar or in the transportation requests grid), then click Approve (see picture below).

Step 2: Click Approve again to finalize the approval.

Decline a Transportation Request

Step 1: Find the transportation request you wish to approve (on the calendar or in the transportation requests grid), then click Decline (see picture below).

Step 2: Enter a reason for declining and click Decline again to finalize the declination. 

Assigning a Vehicle to a Transportation Request

Step 1: Find the transportation request you wish to assign (on the calendar or in the transportation requests grid accessed via the left sidebar).

Step 2: Click Assign Vehicle to select a vehicle, then click Save.

Assigning a Driver to a Transportation Request

Step 1: Click Assign Driver to select a driver, then click Save. The driver will be notified via email that they have been assigned to the transportation request. 

 

Finalizing a Transportation Request

Step 1: Find the transportation request you wish to finalize (on the calendar or in the transportation requests grid), then click Finalize (see picture below).

Step 2: Enter finalized departure date/time, return date/time, departure mileage and return mileage. Click Save to finalize the trip. 

 

Filter Transportation 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 Transportation Request Training Guide below! 

 

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