Training Options and Schedule

Session 1: Introduction to Essentials and Management Tools​ – In this session, you will learn about site management, how to create personnel user accounts and how to apply the correct security permissions. Additionally, you’ll explore general navigation of FaciliWorks Essentials and become familiar with program conventions, such as the grid views and filters.

Session 2: Data Entry, PMs and Ad-hoc Reporting – This session explores how to create preventive maintenance records that include asset and task information that will assist in correctly defining the PM jobs for the technicians. You will become familiar with data flow, task-to-asset relationships, assigning, creating and completing PMs and ad-hoc reporting.

Session 3: Corrective Maintenance, Service Requests and Inventory – This session covers the corrective maintenance cycle from creation to completion. You will also learn about the service requester’s experience, how to submit a request, how to manage communication with the requester during the process and how to oversee request status. Additionally, you will explore inventory management and how to assign spare parts.

Session 4: More Management Tools, Review and Commitment Plan – This final training session is a comprehensive review of FaciliWorks Essentials and will also cover best practices that are sure to enhance the reliability of your manufacturing operations, such as email notifications, proper data management and a commitment plan.

Session 1: PM Creation and Completion – This session will teach you the basics of creating an asset record and creating preventive maintenance events against it. Additionally, you’ll learn how to utilize the dashboard to quickly locate open preventive maintenance events and complete them.

Session 2: Web Service Requests and Work Orders – In this session, you will learn how to submit service requests, how to create corrective work order events and how to use the dashboard to quickly locate open work orders and complete them. You’ll also learn about work order and service request configurations that will streamline your workflow.

Session 3: Reports and Configuration – This session will focus on which reports are most often needed, how to save those as favorites to your Dashboard and which business rule configuration options are available. You will also learn how to create user IDs and staff records and how the two record types differ.

Session 4: Additional User Tools – This session will introduce you to the mobile view of work order and PM events and the PM calendar view. You’ll also learn about the value of the PM/WO scheduling tool and KPIs and we’ll discuss the role and rules involved in managing spare part inventory usage.

Session 5: Calibration Functionality – This session will introduce you to the calibration event functionality, which is managed separately from the work events in FaciliWorks. You’ll learn how to define a calibration frequency for an asset, which can include the ability to assign and track tolerance value ranges. You’ll also learn how to print a certificate of calibration, how to print a calibration due listing and how to configure FaciliWorks to best suit your calibration needs.