Tips:

Create and Use Workbenches

You can create customized workbenches with the column display and sort order that helps you find information fast. You can choose filters and the display order to create workbenches specific to your needs.

Objectives:

What does it affect?

Workbenches display data on service requests, work orders, projects, etc. and can be sorted and filtered for specific information.

Who has access?

All FM Staff.

Getting Started: Navigating to Service Request Workbench

A Workbench is a tool to filter and display data. By creating your own private workbenches, you can see data specific to your job responsibilities and in a format that is most efficient for you. As an example, we will use the Service Request Workbench.

Graphic: FAMIS Admin navigation menu displaying Service Request Workbench

Hot Tip! Create QuickPick button for yourself! (right click in left margin, choose add a QuickPick button, choose Form, select Service Request Workbench application and label button, click Finish)

 

Step 1: Select a Workbench to duplicate

The default folder view for Service Request Workbench is All Active Service Requests. This Workbench shows all active service requests sorted by (1) Start Date and (2) Priority, with nothing filtered out. It is refreshed each time you exit. Use this workbench as is, or use it as a basis for creating a workbench tailored to your needs.

Graphic: FAMIS Service Request Workbench.  Cleck Edit button to create a new workbench

Preset Workbenches: Look in the Folder drop-down menu to see other preset workbenches. For example, the Ready for Customer Service Review workbench displays all service requests that are ready to be processed into work orders. (Most service requests do not need approval; only service requests from CAs need approval from the Housing Office.) Another example, the Estimate Requests workbench displays all estimates with a maintenance type of ESTIMATE and a status of REQUESTED.

 

Step 2: Create a new Workbench and Name the Workbench

Always click the Duplicate button first to create a copy of the complete list. If you do not Duplicate the workbench first, you will be changing the shared workbench. Use a short, specific name for your new workbench.

IMPORTANT NOTE: You need to Duplicate the original so you don't change the shared workbench and have a basis to return to when you want to create a different filtered workbench.

Note: Workbenches are public and visible to all users unless you click the Private box in the Edit Folder.

Graphic: Workbench window with Duplicate Button Graphic: small window with field to enter the new workbench name

 

 

 

 

Step 3: Filter and Display a Workbench

Option: Click the Filter tab. For example, if you would like to filter for all Custodial requests on the Evanston Campus buildings, you would click the drop down box next to the Site field and choose EV and next to the Maintenance Type field, choose Custodial.

Option: Click the Display tab; select a Primary and Secondary sort. Select the Display Order of the Columns. You cannot delete columns, only change the order.

Graphic: Workbench Filter tab with filter options displayed

Graphic: Workbench Display tab with sort options and column order option


Finishing Up: View your new Workbench

Graphic: FAMIS Service Request Workbench with drop-down menu to locate new workbench[image010.jpg]

Click the X in the upper right corner of the Main FAMIS page to exit FAMIS.

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