March 2016 FMX Update

April 08, 2016  •  Jamie Gregory

We’re happy to introduce several new updates we added to enhance FMX last month! Pressed for time? Here's the tl;dr (too long; didn't read) summary:

  • Schedule requests can now be routed to a previous status.
  • You can now track an hourly labor rate per user.
  • Labor cost data can now be viewed in the work request and planned maintenance grids.
  • We've added a user log view so you can see what your users have been up to in FMX.
  • Users can now specify the time of day they want to receive planned maintenance reminder emails.

Intrigued? Keep reading for more details and visuals related to each enhancement.

Coming soon: Major reporting and analytics enhancements

We’re super close to rolling out a major enhancement to the reporting and analytics capabilities of FMX. These enhancements will allow you to create customized interactive dashboards consisting of data across your FMX site. Here's a sneak peek and more information will be coming soon!

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Schedule request enhancements

Have you ever accidentally approved a schedule request instead of declining it? Have you ever had an event that needed to be re-invoiced due to a change in costs? Well, now you can re-route a schedule request to a prior status as long as you have the proper user type permissions. Here's how it works:

Make sure the appropriate user type has permission to route schedule requests under the Schedule Request Access section in the user type editor.

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Find the schedule request that needs to be re-routed and click the Route button.

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Select the prior status the request should be routed to and click the Save button. That's it!

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Learn more about schedule requests in our Learning Center.

User enhancements

Tracking labor rates:

You can now track an hourly labor rate per user and view work request and planned maintenance labor cost information. Here's how it works:

Navigate to the user type editor for the user type you want to track a labor rate for and check the Has labor rate box near the top of the page.

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Then, navigate to the user type editor for the user type that should have permission to enter user labor rates and view labor rate information. Check the Can set labor rate box near the bottom of the page in the User Access section. Select the appropriate option for the View labor rate permission — selecting the Any option will allow this user type to view labor costs logged in work requests and planned maintenance tasks.

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In the example below, I can enter a labor rate for Mitch Galehouse by clicking on the Users tab in the left sidebar, clicking on the gavel icon across from Mitch's name in the user list, entering his labor rate and clicking the Save button. Now, whenever Mitch resolves a work request or executes a planned maintenance task and enters his worker hours his labor cost will be calculated automatically.

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Here's an example of a planned maintenance task executed by Mitch Galehouse. In the planned maintenance occurrences grid we can see how many worker hours he logged and his labor cost that was automatically calculated. Labor cost data can also be viewed in the work request grids (i.e., labor costs logged for completed maintenance requests).

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User log view:

We've added a user log view so you can see what your users have been up to in FMX.

Let's say that I wanted to see everything Morgan Murray has been doing in my FMX site. I can access that information by clicking on the Users tab in the left sidebar, and clicking on the book icon across from Morgan's name in the user list. Then I'll be able to see a log of requests she's submitted, responded to, resolved, and more. 

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PM email notification enhancements

Tired of receiving planned maintenance reminder emails at midnight? Users can now specify the time of day they want to receive PM reminder emails by following the steps below.

Click on the Settings button under the user’s name in the left sidebar.

Settings Button

Scroll down to the Preferred notification time drop-down list and select the desired time of day for the user to receive PM reminder emails.

Preferred Notification Time

Feedback

We would love to hear any feedback you have on this set of FMX enhancements! Share your thoughts in the comments below.

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