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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.

New_SR.png

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

New_SR_2.png

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).

Edit_SR.png

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

Respond_to_SR.png

Step 2: Enter a response (see picture below).

Respond_to_SR_2.png

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).

Approve_SR.png

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.

Decline_SR.png

 

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

Decline_SR_2.png

 

 

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.

Estimate_SR.png

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.

Estimate_SR_2.png

 

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.)

Invoice_SR.png

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

Invoice_SR_2.png

 

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.

Add_Payment_to_SR.png

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

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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Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

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