Sending Requests via Email, Adding Custom Fields, & Copying PM Instruction Sets

November 20, 2014  •  Jamie Gregory

The following software updates will be covered in this post (click on an item in the list to go straight to that section):

Submitting Requests via Email:

We've made it possible for you to submit maintenance and technology requests by simply sending an email.

Step 1: Email support@gofmx.com and ask us to enable the email to request feature for your FMX site.

Step 2: Compose an email using the following guidelines:

  • Send your email to maintenance@(your site URL).gofmx.com OR technology@(yoursiteURL).gofmx.com
  • In the email subject line, type the name of your request (see example below)
  • In the body of your email, enter the details of your request (see example below)

Email to MR email draft

Step 3: After sending your email you will receive an email asking you to confirm your request submission for security purposes. Simply click the link in the confirmation email to confirm your request submission.

Step 4: Your request will be submitted to the system in a "Pending details" state. Then, any users on your site who have permission to modify your request will receive an email notification to inform them that your request is pending details. Those users will have the ability to edit your request to enter the remaining details which will then make the request available for assignment, responses, and resolution.

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Adding Custom Fields:

You can now add custom fields to capture specific information for the following areas of the site: equipment types, PM instruction sets, and maintenance, technology, schedule, and transportation requests.

*Certain user types do not have access to the custom fields section of the site.

Step 1: Click "Organization" in the left sidebar. Then, click "Custom Fields" near the top of the page.

Step 2: On the custom fields grid you will see all of the custom fields that are currently used on your site. To add a new custom field, click the "Add custom field" button in the top right corner.

Custom fields grid

Step 3: Complete the form in the custom field editor and select the custom field grid settings that are applicable (see the setting descriptions in the screenshot below).

Custom field editor

Step 4: Following the scenario in the screenshot in step 3 above, you can see the new custom field in action in the screenshot below.

Custom field in action

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Copying PM Instruction Sets:

We've added the ability to copy PM instruction sets so that you can apply pre-existing instruction set steps to a new planned maintenance scenario.

Step 1: Click "Planned Maintenance" in the left sidebar. Then, click "Instruction Sets" near the top of the page.

Step 2: Click the copy icon across from the instruction set that you want to copy.

PM Instruction Set Grid

Step 3: The steps will be copied from the existing instruction set. Simply enter a name, description, etc for the new instruction set and click save.

Copied PM instruction set editor

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Questions? Leave a comment below and we’ll respond right away! You can also send us an email at support@gofmx.com and we would be happy to help you!

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