September 2023: Check out what's new with FaciliWorks this month!

September 2023:
Check out what's new with FaciliWorks this month!

Career Management in Facilities Maintenance

by Dan Hounsell

No two career paths of facilities management and maintenance directors are the same. The profession has evolved a great deal in recent decades as more organizations have understood the critical role facilities play in supporting and benefiting the core mission. As a result...

To save time, avoid common mistakes and get the most out of your software, it is imperative to receive proper training and we offer a wide variety of training options to meet every need and budget. Class sizes are limited, so make your reservation now!

FaciliWorks 8i Web Training

October Suite
Sessions 1-5: October 2-6

FaciliWorks Essentials Web Training

November Suite
Sessions 1-4: November 13-16

We also offer regional, onsite and corporate web training! Please contact us to discuss which type of training is right for you.

PRODUCT SPOTLIGHT WEBINAR

WHEN EFFICIENCY IS THE GOAL, FACILIWORKS IS ESSENTIAL

09/20/2023 11:30am – 12:00pm EDT

FaciliWorks Essentials delivers everything you need to manage your facility’s maintenance quickly and effortlessly.

Intended audience: anyone considering FaciliWorks Essentials as their CMMS software solution

Filtering PMs/CMs by Staff Member in Essentials

Your dashboard allows you to see your assigned PMs and CMs, but what if you want to see open PMs and CMs for other personnel? You can create a custom filter by going into PM -> Edit PM (or CM -> CM Manager). Click the Custom Filter icon and then click the (+) icon. This will open the Create Custom Filter window.

Enter the first condition:
- Click the blue box and select Status.
- Click the green box and select Equals.
- Click the grey box and select Open.
This will display all open PMs (or CMs).

Next, click the green (+) icon and select Add Condition which adds a second line of values.
- Click the blue box and select Assigned.
- Click the green box and select To.
- Click the grey box and select the name of a staff member.

Once your conditions are entered, enter a name for the filter at the bottom. Click outside of that text box (which activates the Save button) and then click Save.

To view that filtered list in the future, click the Filter icon in Edit PMs (or CM Manager) and select the filter by its name.

We encourage you to explore the additional capabilities of your FaciliWorks software and as always, keep an eye out for future quick tips.