Table of Contents

Tech Support and Software License

U.S. GOVERNMENT RESTRICTED RIGHTS

TECHNICAL SUPPORT

TRADEMARK ACKNOWLEDGMENTS

SOFTWARE LICENSE AGREEMENT

Table of Contents

Admin Chapter One: Introduction and Implementation Planning

Welcome to FaciliWorks

FaciliWorks Implementation Planning

Define Your Needs

Define a Time Line

Short-term Needs

Long-term Needs

Choose System Administrator(s)

Data-building Strategy

Maintenance Tasks

Data Collection

Admin Chapter Two: Launching FaciliWorks

Admin Chapter Three: Data Entry

Admin Chapter Four: Program Configuration

Global Settings and Personal Settings

Calendar Refresh Interval

First Day of the Week

Date Format and Currency Symbol

Auto Work Order Due Listing Report

Auto Calibration Due Listing Report (8i Calibration only)

Field Overwrite Warning

Datasheet Settings

Service Request Alert

Main Menu Options

Change Main Menu Order

Form Shortcuts and Breadcrumbs

User Information Tab

Change Database

Select Database

Inventory Costing Method

Enable Asset Groupings

System Request Pane (Service Request Module Only)

Calibration Service Request (for 8i Calibration only)

Maintenance Jobs

Automatically Create Preventative Maintenance

Manual Create Preventative Maintenance

Automatically Create Purchase Orders

Create Meter-Based Schedule

Exporting of Reports

Cal Options Tab (8i Calibration only)

Enable Security Messages

User Login Timeout Period Minutes

Unsuccessful Login Attempts

Restrict Issue to Authorized Users

Users with Limited Rights

Electronic Signature Login

Email Options Tab

Email Configuration

Email Events and Rules

Automatic Numbering Tab

Skip Days of the Week

Calendar Meter Date Schedule

Custom Labels Sub-tab

Form Captions Sub-tab

Form Tabs Sub-tab

Asset Custom Sub-tab

Calibration Custom Sub-tab (8i Calibration only)

Part Custom Sub-tab

Task Custom Sub-tab

Main Menu Sub-tab

Message Sub-tab

Define Pre-filter

Required Fields Tab

Importing and Exporting Reports

Exporting Reports

Importing Reports

Service Request Letter

Maintenance Job / Service Request Progress

Asset Grouping Entry

Information Tab

Cost Center Entry

Work Order Cause Entry

Combo Box Entry

Workflow Step Setup

Create Step to Perform Action 1

Create Step to Perform Action 2

Create Step to Make Decision

Workflow Trigger Setup

Test the Workflow

Workflow – Await Approval

Workflow - Signature

Admin Chapter Five: Personnel

Information Tab

Training History

Work Orders Tab

Issued Tools Tab

Add a Group – Copy Permissions and Users

Add a Group – Select Unique Permissions and Users

Create a New User

Change Password

Changing or Deleting a User ID

Groups Permission Tab

Form Permissions

Form Control Permissions

Report Permissions

Report Control Permissions

Functions Permissions

Object Permission Tab

Staff User List

User Asset Grouping

Admin Chapter Six: Utilities

Asset Parent Child History

Records Archive

Admin Chapter Seven: Data Tools

Calculate Due Dates and Meters

Fill Maintenance Dates

Fill Part and Tool Use

Repair PM and Work Order Dates

Reset Open Tasks

Reset Tool Issue Status

Find Uncodeable Records

Convert Assets/Gages (for 8i Calibration only)

Admin Chapter Eight: System Information

User Chapter One: Introduction

About This Guide

A Note about the Software & Technical Support

User Chapter Two: Exploring FaciliWorks

Launching FaciliWorks

Navigation of FaciliWorks

Navigation Links

Shortcuts and Breadcrumbs

Maintenance Jobs Scheduler / Calendar

Active User and Software Version Information.

User Chapter Three: Program Conventions

Form View and Datasheet View

Show All Records

Record Type Selector

Advanced Filter

Sample Advanced Filter

Record Navigation Bar

New and Delete Buttons

Save and Cancel Buttons

Pop-up List Button

Drop-down List Button

Pop-up Calendar Button

Hide All and Show All Buttons

Customizing Forms

Naming Conventions

Supported Wildcard Characters in Search Fields

User Chapter Four: Maintenance Due Dates

Fixed and Floating Schedules

Date-based Schedules

Frequency Unit: Day

Frequency Unit: Week

Frequency Unit: Month

Frequency Unit: Year

Frequency Unit: EOM

Frequency Unit: DOM

Maintenance Season

Critical Percent – Date-based Schedules

Meter-based Schedules

Critical Percent – Meter-based Schedules

User Chapter Five: Asset and Gage Records

Asset Entry - Information Tab

Cloning an Asset with an Asset Type Numbering Scheme

Cloning an Asset without an Asset Type Numbering Scheme

Attach Task Button

View Open Work Orders Button

Asset Entry - PM Task Tab

PM Task - Task Sub-tab

PM Task - Schedule Sub-tab

PM Task - Labor Sub-tab

PM Task - Contracts Sub-tab

PM Task - Parts Sub-tab

PM Task - Tools Sub-tab

PM Task - Variables Sub-tab

PM Task - Procedures Sub-tab

PM Task - Shadowed Task Sub-tab

PM Task - Checklist Sub-tab

Asset Entry - Calibration Setup Tab (8i Calibration Only)

Asset Entry - Financial Tab

Agreements Pane

Asset Entry - Event Log Tab

Asset Entry - Part List Tab

Asset Entry - Operating Costs Tab

Operating Costs - Fuel Sub-tab

Operating Costs - Oil Sub-tab

Operating Costs - Tires Sub-tab

Operating Costs - Other Sub-tab

Asset Entry - Authorized Persons Tab

Asset Entry - Grouping Tab

Asset Entry - Notes Tab

Asset Entry – Attachments Tab

Asset Entry - User Defined Tab

Asset Entry – Components Tab

Gage Entry - Information Tab (8i Calibration Only)

Issue/Return Button

Cloning a Gage with a Gage Type Numbering Scheme

Cloning a Gage without a Gage Type Numbering Scheme

Calibration Button

Attach Standards Button

Attach Procedures Button

Gage Entry - Schedule Tab (8i Calibration Only)

Gage Entry - Standards Tab (8i Calibration Only)

Gage Entry - History Tab (8i Calibration Only)

Gage Entry - Procedures Tab (8i Calibration Only)

Gage Entry - Parts Tab (8i Calibration Only)

Gage Entry - Additionals Tab (8i Calibration Only)

Gage Entry - Issuances Tab (8i Calibration Only)

User Chapter Six: Task Records

Tasks - Task Tab

Tasks - Schedule Tab

Tasks - Labor Tab

Tasks - Contracts Tab

Tasks - Parts Tab

Tasks - Tools Tab

Tasks - Variables Tab

Tasks - Procedures Tab

Tasks - User Defined Tab

Tasks - Checklist Tab

User Chapter Seven: Checklist Records

User Chapter Eight: Inventory

Part Entry - Information Tab

Quantities Pane

Manually Changing the Quantity in Stock

Part Entry - Warehouse Tab

Part Entry - Alternates/Special Tab

Alternate Parts and Suppliers Pane

Part Entry - Serial/Assembly Tab

Serialized Items Pane

Part Entry - Special Tab

Special Features Pane

Engineering Data Pane

Part Entry - Where Used Tab

Part Entry - Attachments Tab

Part Entry - Costing Tab

Part Entry - History Tab

Part Entry - User Defined Tab

Part Entry – Gage Requirements Tab (8i Calibration Only)

Create Purchase Orders

Create Purchase Orders - Information Tab

Create Purchase Orders - Workflow Tab

Purchase Orders

Purchase Orders - Information Tab

Purchase Orders - Line Items Tab

Purchase Orders - Bill To Tab

Purchase Orders - Signature Tab

Purchase Orders - Workflow Tab

User Chapter Nine: Tool Records

Tool Entry - Information Tab

Tool Entry - Issue History Tab

Tool Entry - Where Used Tab

Edit Tool Issue and Return

User Chapter Ten: Contractor Records

User Chapter Eleven: Procedure Records

Procedures - Text Tab

Procedures - Attachments Tab

User Chapter Twelve: Supplier Records

Suppliers - Information Tab

Suppliers - Asset Tab

Suppliers - Parts Tab

Suppliers - Tools Tab

Suppliers - Contracts Tab

Suppliers - Purchase Orders Tab

User Chapter Thirteen: Variable Data

User Chapter Fourteen: Budgets

Cost Center Entry

Budget Entry with Components

User Chapter Fifteen: Service Requests

Create Service Requests

Approve Service Requests

Approve Service Requests - Information Tab

Approve Service Requests - Workflow Tab

Edit Service Requests

Edit Service Requests - Information Tab

Edit Service Requests - Assignments Tab

Edit Service Requests - Notification Tab

Edit Service Requests - Comments Tab

Edit Service Requests - Signature Tab

Edit Service Requests - Workflow Tab

Create a Work Order from a Service Request

View Service Requests

Calibration Service Request (8i Calibration only)

User Chapter Sixteen: Work Orders

Work Order Manager

Work Order Manager - Information Tab

Creating a Work Order

Completing a Work Order

Work Order Manager - Schedule Tab

Work Order Manager - Labor Tab

Work Order Manager - Contracts Tab

Work Order Manager - Parts Tab

Work Order Manager - Tools Tab

Work Order Manager - Variables Tab

Work Order Manager - Attachments Tab

Work Order Manager - Procedures Tab

Work Order Manager - Checklist Tab

Work Order Manager - Signature Tab

Work Order Manager - Workflow Tab

Multitask Work Orders

Multitask Work Orders - Asset List Tab

Asset List - Information Sub-tab

Asset List - Task List Sub-tab

Asset List - Task Order Sub-tab

Multitask Work Orders - Asset Order Tab

Completing a Multitask Work Order

Maintenance Jobs Status

User Chapter Seventeen: Preventative Maintenance

Manual Create PMs

Allow Duplicate PMs

Calibration Required (8i Calibration Only)

Edit PMs - Information Tab

Completing a PM

Closing out a PM

Edit PMs - Schedule Tab

Edit PMs - Labor Tab

Edit PMs - Contracts Tab

Edit PMs - Parts Tab

Edit PMs - Tools Tab

Edit PMs - Variables Tab

Reading is out of Tolerance

Reading is within Tolerance

Edit PMs - Attachments Tab

Edit PMs - Procedures Tab

Edit PMs - Checklist Tab

Edit PMs - Signature Tab

Edit PMs - Workflow Tab

Batch Complete PM

Maintenance Jobs Status

User Chapter Eighteen: Route Preventative Maintenance

Route Preventative Maintenance Data Entry

Route Preventative Maintenance Setup - Information Tab

Route Preventative Maintenance Setup - Schedule Tab

Route Preventative Maintenance Setup - Asset List Tab

Specify the First Asset

Specify Another Asset That Carries Records from the First Asset

Delete an Asset from the Asset List

Shutdown Procedures

Route Preventative Maintenance Setup - Asset Order Tab

Route Preventative Maintenance Setup - Labor Tab

Route Preventative Maintenance Setup - Contracts Tab

Route Preventative Maintenance Setup - Parts Tab

Route Preventative Maintenance Setup - Tools Tab

Route Preventative Maintenance Setup - Variables Tab

Route Preventative Maintenance Setup - Procedures Tab

Route Preventative Maintenance Setup - Checklist Tab

Manual Create Route Preventative Maintenance Order

Complete a Route Preventative Maintenance Order.

Complete the First Asset

Complete the Second Asset

Complete the Task

User Chapter Nineteen: Calibrations

Standard Group Tab

Calibrate Gages Due

Calibration Entry

Calibration Entry - Calibration Tab

Calibration Entry - Measurements Tab

Calibration Entry - Procedures Tab

Calibration Entry - Signature Tab

Calibration Entry - Additionals Tab

Calibration Entry - Attachments Tab

Calibration Entry - Workflow

User Chapter Twenty: Reports

Enhanced Report Filter

Standard Report Filter

Report Titles and Descriptions

Asset Cost Reports

Open Work Order Reports

Historical Work Order Reports

Service Request Reports

Contract Report

Procedure Reports

Supplier Reports

Variable Reports

Program Reports

Open PM Reports

Historical PM Reports

Multitask PM Reports

Route PM Reports

Multitask Work Order Reports

Calibration Reports (8i Calibration only)

Completed PM Reports

Completed Work Order Reports

Open Work Order Reports

Import/Export Reports

User Chapter Twenty-one: Custom Report Designer (CRD2)

Edit an Existing Report

Saving a Revised Report

Deleting a Report

Creating a New Report

Open a Data Source

Option 1: Simple Query

Select Report Fields

Setting Sort Orders

Option 2: Advanced Query

Select Report Fields

Defining Table Links

Setting Sort Orders

The SQL Statement

Option 3: Direct-SQL Query

Creating the Custom Report Layout

Changing Row Height

Report Settings

Printer Settings

Global Settings

Completing the Report Layout

Create a Sub-report

Adding a Sub-report to a Main Report

User Chapter Twenty-two: Graphs

Printing and Emailing Graphs

Graph Titles, Descriptions and Special Filtering Options

Asset Cost Graphs

Work Order Graphs

Preventative Maintenance Graphs

Variable Graphs

INDEX