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FMX Administrator Schedule Request 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 

Step 1: Click New request in the right top corner of the calendar page.

Step 2: Enter the required fields (marked with an asterisk) and click Save to submit the schedule request (see picture below).

Step 3: Check your email for your request confirmation and a link to check the status of your request. New requests will have a “Pending” status until they have been 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).

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).

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

 

 

Approve a Schedule Request

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

Step 2: Click Approve again to finalize the approval.

 

 Decline a Schedule Request

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

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

 

 

Estimate a Schedule Request (Skip this portion if you are not responsible for estimating)

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

Step 2: Enter the amount of the estimate along with a description of what the estimate includes.

Step 3: Click Save to send your estimate. This will generate an email notification to the requesting user asking them to confirm the estimate.

 

 

Invoice a Schedule Request (Skip this portion if you are not responsible for invoicing)

Step 1: Find the schedule request you wish to invoice (on the calendar or in the schedule requests grid), then click Invoice. (Please note that the invoice action only appears once a request has been estimated and the estimate has been accepted by the requesting user.)

Step 2: Enter the remaining invoice amount along with a description of what the final invoice includes. Click Invoice to send your invoice.

 

Apply a Payment to a Schedule Request (Skip this portion if you are not responsible for payments)

Step 1: Find the schedule request you wish to apply payment to (on the calendar or in the schedule requests grid), then click Apply Payment. (Please note that the apply payment action only appears once a request has been invoiced.)

Step 2: Enter the payment amount, or click the checkbox for “Remaining balance amount”, and click apply payment.

Step 3: To apply additional payments follow steps 1 and 2. Once a request is paid in full it will be flagged as finalized and payments can no longer be added. 

Filter Schedule 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 Schedule Request Training Guide below! 

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