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Work Request Import Instructions

The Work Request Import Template can be used to mass import maintenance, technology, and custom work request tasks and instruction sets into your FMX site.

Note: When you have completed the template, please email it to support@gofmx.com to have the import uploaded to your FMX site. 

All fields with an asterisk (*) are required.

Download the Work Request Import Template at the bottom of this page and follow the instructions below:

Requests Sheet - This sheet will contain the specific details regarding the maintenance, technology, and custom work requests which will be referenced on the subsequent sheets.

  • Name* - This is the title of the maintenance, technology, or custom work that will be referenced in the other sheets (i.e. Room temperature too high, Light is broken)
  • Building* - This is the building where the work will need to be performed. Building names must match what already exists on your FMX site.
  • Request Type* - Indicate the type of work requested (i.e. Heating-Cooling, Custodial). Resource type names must match what already exists on your FMX site.
  • Location* - The location in the building in which the work is the be performed. Location names must match what already exists on your FMX site.
  • Due Date* - Enter the date by which the work must be performed.
  • Custom Field (optional) – This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Serial Number)
  • Custom Field (optional) – This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Serial Number)
  • Custom Field (optional) – This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Serial Number)
  • Date Created* - The date the maintenance, technology, or custom work request is placed.
  • Time Created* - The time at which the maintenance, technology, or custom work request was placed.
  • Created By User* - Enter the name of the user placing request. User names must match what already exists on your FMX site.
  • Date Assigned - The date the maintenance, technology, or custom work request is assigned.
  • Time Assigned - The time the maintenance, technology, or custom work request is assigned.
  • Assigned Users - List the names of the users assigned to the maintenance, technology, or custom work request. User names must match what already exists on your FMX site.
  • Outsourced - Enter a 1 if the task is outsourced and enter a 0 if the task is internal.

Response Sheet - This is where the supervisory responses to the maintenance, technology, or custom work requests are stored. Information is typically entered here when transferring historical data into your FMX site.

  • Request* - Reference the name of the request as recorded in the Requests Sheet Name column.
  • Date* - The date of the response to the maintenance, technology, or custom work request.
  • Time* - The time of the response to the maintenance, technology, or custom work request.
  • User* - Record the name of the user responding to the request. User names must match what already exists on your FMX site.
  • Response* - The response provided to the user regarding the request.

Resolution Sheet - When a resolution is reached, input the details of the resolution in this sheet. Information is typically entered here when transferring historical data into your FMX site.

  • Request* - Reference the name of the request as recorded in the Requests Sheet Name column.
  • Date* - Enter the date of the resolution.
  • Time* - Enter the time of the resolution.
  • User* - Provide the names of the users providing notification of the resolution. User names must match what already exists on your FMX site.
  • Cost - Record the overall cost of the resolution.
  • Hours - The number of hours worked toward the resolution.
  • Resolution* - A description of the resolution and the work performed.

Reopening - In the event of a reoccurring problem on a previously resolved maintenance, technology, or custom work request, provide details regarding ticket reopening on this sheet. Information is typically entered here when transferring historical data into your FMX site.

  • Request* -Reference the name of the request as recorded in the Requests Sheet Name column.
  • Date* - The date the maintenance, technology, or custom work request is reopened.
  • Time* - The time the maintenance, technology, or custom work request is reopened.
  • User* - Provide the name of the user reopening the ticket. User names must match what already exists on your FMX site.
  • Reason* - Describe the reason for reopening the ticket.
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