Training
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We are glad you joined us to learn about Facilities Connect! Here you can find all of the available training curriculum and courses for Facilities Connect and the three focus areas:
Space: contains all the information about space and how its used. Includes campus maps, floor plans, and supports the annual space validation process.
Project Management: supports our day to day managment of design and construction projects. Includes project tracking, financial data, and schedule management.
Operations & Maintenance: service request management system and manages all the corrective and preventive maintenance for the university.
Facilities Connect Overview and Access/ Approver Security
Overview
Please click the myHRLearn curriculum link for access to the courses below:
Facilities Connect Overview (curriculum)
eLearning (1)
Facilities Connect: Basic Navigation (eLearning) Job Aids (2)
Access and Approver Security
Customer Training
General Requester
Demonstration of Facilities Connect functionality:
Topics demonstrated: Submitting a Service Request, Viewing the Status of a Service Request, Approving Requests (Approvers), Viewing Work Task Cost Information (Data Administrators/ Data Stewards) and Viewing Capital Projects (Data Administrators/ Data Stewards).
Job Guides
- Accessing Facilities Connect and General Navigation
- Creating a New Service Request
- Adding a Chartstring to a Service Request
- Find the Status of an existing Service Request
- Modify or Cancel a Service Request
- Search for a Service Request
- Request Category and Service Request Type Listing
- Locate a Completed Estimate
- View Work Task Details
- Create a Service Request to Perform Estimate Work
Department Administrator
Job Guides
Space Information
Space Information: Viewer
Please visit this training if you view and report on space information. If you manage and update space, please see the Data Steward and Administrator training.
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eLearning (2)
Please click the myHRLearn curriculum link below for access to the courses below:- Facilities Connect: Space Information (Viewer) – (curriculum)
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Space Information: Viewing Space
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Space Information: Reporting
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- Facilities Connect: Space Information (Viewer) – (curriculum)
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Job Aids (4)
Space Information: Data Steward and Data Administrator
Please visit this training if manage and edit space information.
- eLearning (4)
- Please click the myHRLearn curriculum link below for access to the courses below:
- Facilities Connect: Space Information (Data Steward and Administrator) – (curriculum)
- Space Information: Managing & Updating
- Space Information: Reporting
- Space Information: Notifications & Requests
- Space Information: Change Log
- Job Aids (6)
Space Validation
Please visit this training if you are responsible for completing the Space Validation process.
- FY24 User Guides (3)
- Job Aids (6)
- Space Validation: Access and Navigation
- Space Validation: Sponsored Grant Chartstrings
- Space Validation: Manage Lab Users
- Space Validation: Request Department Assignment Change (Data Administrator)
- Space Validation: Manage Department Assignment Change Requests
- Space Validation: Exporting Your Responsible Spaces
- Space Validation: Template for Coding Research Space
- Space Validation: Space Program Class Codes
- Quick Guides (4)
- Space Information: Additional Resources (Website Only) (4)
Space Information: Reporting
Please visit this training if you are responsible for providing data on Space Information.
Project Management
Project Managers & Financial Supervisors
Quick Reference Guides
- Project Naming Conventions
- Project Phase Checklists Tasks
- Manage External Contacts
- Locate Capital Project Work Tasks
- Seach Project Work Tasks (All Tasks)
- Project Contact Quick Add Option
- Procurement Tab
Job Guides
- Basic Navigation / Project Walkthru
- Creating a New Project
- Complete a New Project Record
- Creating Project/ Progress Reports
- Managing External Contacts
- Managing Project Phase Checklists
- Financial Management for Capitalized Projects
- Financial Management for Non-Capitalized Projects
Training Course Recordings/ Materials
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Course 1: Project Management and Planning in Facilities Connect
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Course 2: Introduction to Facilities Connect and Creating a Project
- Course 3: Updating and Managing Projects
- Course 4: Financial Management
Operations & Maintenance
Asset Managers
Please visit this training if you manage assets (Facilities Personnel only).
Job Guides
Training Course Recording
Service Technicians
Job Guides for On the Go (OTG)
- Access and Navigation
- View and Search My Tasks
- View My Overdue Tasks
- Using Filters and Sorts for Work Tasks
- Viewing the Details of a Work Task
- Viewing Service Request details
- Adding a Comment to a Work Task
- Adding Documents and Photos to a Work Task
- Viewing Parts Issued to a Work Task
- Viewing Asset Information for a Work Task
- Viewing Procedures for a Work Task
- Adding a Time Entry
- Completing a Work Task
- Place a Work Task on Hold
- Viewing On Hold Work Tasks
- Resume On Hold Tasks
- Add a Resource to a Task
- Request Category and Service Request Type Listing
- Creating a Service Request in OTG
- Timesheets: Overview and Hours Logged Today
- Timesheets: Create Time Entry on a Work Task
- Timesheets: Create Time Entry for Time Off
- Timesheets: Hours Logged This Week
- Locate and Search All Assets
- View Asset Detail
Job Guide - On Base Mileage Application
Job Guides - Desktop
Training Course Recordings
Técnicos de servicio (Español)
Guías de trabajo para On the Go (OTG)
Supervisors
Job Guides for On the Go (OTG)
- Register OTG v4.1.2
- Access and Navigation
- Sort, Filter and Search for Work Tasks
- View Submitted Time Entries (OTG)
- Approve Time Entry (OTG)
- Add Time Entry on Behalf of a Resource (OTG)
- View Approved Time Entries (OTG)
- Return a Time Entry (OTG)
- View Unassigned Work Tasks
- View Resource Pool
- View Resource Assignments
- Assign Work Tasks to Resources
- Reassign a Work Task
- Creating a Service Request in OTG
Job Guides for Desktop
- Request Category and Service Request Type Listing
- Supervisor Access and Home Screen
- Supervisor Request Screen
- Supervisor Task Screen
- Search All Service Requests
- Search All Work Tasks
- Search On Hold Work Tasks
- Update Responsible Organization
- Assign Resources
- Adjust Respond By and Due Date
- Adjust Work Time
- Managing My Organizations Active Tasks
- Approve or Return Time Entries (Desktop)
- Enter a Time Entry on Behalf of Others (Desktop)
- Enter a Negative Time Entry
- Manage an Estimate Request
- Perform Estimated Work
- Manage Unassigned Tasks (Desktop)
- Daily Work Order Report
- Work Task Resolution (Desktop)
- Creating a New Service Request
- Adding a Chartstring to a Service Request
- Find the Status of an existing Service Request
FC Training Course Recordings
- Course 1: My Workgroups (06:19)
- Course 2: Time Approvals (09:15)
- Course 3: Work Task Management (07:13)
- Course 4: Time Entry Management (05:09)
Job Guide - On Base Mileage Application
Job Guide - Workforce
Customer Service
Job Guides
- Access and Home Screen
- Request Screen Overview
- Manage Requests
- Contact Center Screen
- Tasks Screen
- Contact Center-Customer Interaction Form
- Call Log
- Dispatch Tasks
- Manage an Estimate Request
- Manage Duplicate Requests
- Manage Service Request Drafts
- Search All Service Requests
- Search All Work Tasks
- Search On Hold Work Tasks
- Request Category and Service Request Type Listing
- Create a Capital Project Work Task
- Create a Preventive Maintenance Work Task
- View Job Cost Report
- Assign Resources
- Update Responsible Organization
- Adjust Respond By and Due Date
- Adjust Work Time
- Overrule Billing Type
- Comment View by Role
Preventive Maintenance
Job Guides
Warehouse
Job Guides
- Create Storage Area
- Update Storage Area
- Retire Storage Area
- View Inventory Items
- Manage Inventory Adjustment
- Update Count Task
- Receive Stock POs
- Issue Part to Work Task
- Receive and Issue Direct POs
- Review Work Task for Parts Issued
- View ABC Class Report
- View Part Re-Order Report
- Create Consumable Spec
- Update Consumable Spec
- Create Inventory Item
- Update Inventory Item
- Manage Inventory Adjustment - UOM Conversion
Finance
Job Guides
- Create Job Cost Detail
- Run Job Cost
- Accounting Hold
- Work Task Billed (Capital)
- Work Task Billed (Ops)
- Job Cost Related Fields
- Job Cost Reconciliation
- Reverse Job Cost Entry
- Project Costing Audit Report
- Work Order Audit Report
- Overrule Billing Type
- Capital Project Assistance Billing Type
- Building Billing Allocation
- Building Billing Allocation - Split
Human Resources
NUPD
Job Guides
Reports
Job Guides