Asset and Facilities Management
0 (Closed courses will not be included.)
1 (Closed learning paths will not be included.)
Overview
  • Overview
Description

Explore the standard Asset/Facilities Maintenance workflow.

 

Common industries: HVAC, Electrical, Landscaping, Security, Cleaning, Facilities (FM), Security, Data, Fire

 

Basic workflow outline:

  • Work order is received, or scheduled maintenance job is due to service or maintain client assets
  • Work order is entered as a task, or a periodic template generates a job 
  • Task assigned to worker to attend or assigned to a contractor
  • Compliance/forms (no current courses)
  • Task asset fields filled out (no current courses)
  • Start the job, asset passed or failed, record materials, labour, expenses, notes, photos, POs etc
  • The job is completed, and the final invoice is raised to match the work order received
  • The invoice is paid.

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