Last Updated: May 7, 2021

Solution Overview

Keep track of the status of your assets and mitigate risks with the Facilities Management Solution Template. Minimize errors in data recording and manage equipment and service requests, including documents and permits for effective asset management.

Solution Template Contents

This solution template includes templates of the following:

RECORD(S):

Assets
Asset Type
Asset Category
FM WO Category
FM WO Type
Site
UOM

WORKFLOW:

QR_FM Work Order

FORM BUILDER:

Requestor Details
Service Request Details
Documents / Permits
Service Request Schedule
Asset Information
Servicing
Customer Information
Job Verification
Billing

PROCESS FLOW:

Actors:

Customer Representative
SOO
Technician
Quality Control
Finance

Processes:

WO Request
Scheduling and Assignment
Inspection and Servicing
Job Verification
Billing
Send Invoice
Done

How to Install the Facilities Management Template

PREPARING THE TEMPLATE

Step 1: On the Steer dashboard, click on Create button at the top of your screen. 



Step 2: Select Use Template on the module creation window. 



Step 3: Select Use Template beside Facilities Management on the list of solution templates. 



Note: If the solution template doesn’t show on the list, remove all filters on the left panel under Solutions  and Industry and check All under Category.



Step 4: In the Information Setup, fill up the Name and Category fields. You can also add a short Description to give the users an idea of what your solution template is all about. 



Step 5: Under Workflows, click on Edit beside the selected workflow template to rename it. Think of a unique and appropriate name for your Workflow, then select a Category. You may also add a short Description and put Tags on your Workflow.  





Once you are done, click Save, and it will take you back to the Information Setup window. 

Step 6: Once all necessary details are complete, you can now click Proceed to configure your forms in Form Builder and Process Flow. 

EDITING THE WORKFLOW TEMPLATE

Step 1 - Form Builder: On the Form Builder, update the details that you want to appear on your forms based on the template provided. You can add or remove rows and/or columns from the template and then drag and drop elements from the toolbox to the designated fields accordingly.  

Once you are finished on the Form Builder, click Proceed on the upper-right corner of the window.  



Step 2 - Process Flow: On the Process Flow, you can now design the necessary steps and actions down from the first until the very last step of the process in your workflow. The solution template already has the Actors, Processes, and Action Cards filled in for you. However, you can still update each element to tailor it to your goals and workflow. 

Once you are finished, click Proceed on the upper-right corner of the window. 



Step 3 - User Settings: On the User Settings, you can now assign individuals or groups in your team or organization certain access and permission settings for each step in the workflow. Then, you will need to Assign Viewers to the workflow.

Once you finished assigning users to every step, you can now click Publish on the upper-right hand corner of the window to finalize your Workflow. 



VIEWING YOUR SOLUTION

Once you published your workflow, your Solution will appear under the SOLUTIONS section in the dashboard. It will show the Workflow and Records tab and you can click on either of them to preview your Workflow details and the list of Records on your Solution.



You can view the list of available Records in the template by clicking on the Record title. Then, you can start to manually add or import your data from an existing Excel file or you may also edit, delete, or export data into an Excel file on your chosen Record.



If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form. If by chance you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you access in the record.

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Vendor Management


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