Adding New Shop To FACserv

Add Labor Class

1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
2. Click on Labor Classes
3. Click New (Top of Hierarchy window)
4. Click Labor Class
5. Fill in the fields as shown in the above picture
   1. Name
   2. Description
   3. Account Information
   4. Rate
   5. All 'Labor' fields
   6. Last Rate Change Date
6. Click Create

Add Work Group (triOrganization)

1. Data Browser -> Organization -> Organizations (opens hierarchy editor)
2. Click on Work Groups
3. Click New (Top of Hierarchy window)
4. Click Work Group

1. Fill in the fields as shown in the above picture
   1. Name
   2. Short Name
   3. Organization Type
   4. Work Group Class
   5. Supervisor
2. Click Create Draft
3. Select Team Members and Contact tab
4. Click Find on Team Members section
   1. Search for Supervisor and shop employees
   2. Once an employee is found mark the check box and click OK
   3. Repeat for each employee
5. Click on each Employee Record in Team Members section to update organization and (OPTIONAL) labor class
   1. Revise Employee record
   2. Click Find on ?Primary Organization section
   3. Type 'Workgroup' into Type filter box
   4. Type name of work group into Name filter box
   5. Mark radio button for desired work group
   6. Click Ok
   7. (Next Steps are OPTIONAL and may not be needed) Click 'Credentials' tab
   8. Select existing labor class in Labor Details section
   9. Click on Remove
   10. Click on Add
   11. (New Window) Click 'Find' on Labor Details section
   12. Select desired Labor Class and click Accept
   13. Click Create
   14. Activate Employee record
6. Select General tab on Work Group screen
7. Click Activate

Add Service Assignment Class (Classification)

1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
2. Expand Service Assignment Class
3. Click on Facilities
4. Click New (Top of Hierarchy window)
5. Click Service Assignment Class

1. Fill in the fields as shown in the above picture
   1. Name
   2. Description
   3. Default Service Provider
2. Click Create

Add Service Plan (triMaintenance)

1. Data Browser -> Maintenance -> Service Plan
2. Click Add (Upper right corner of service plane list)

1. Fill in the fields as shown in the above picture
   1. Name
   2. Request Type
   3. Work Type
   4. Service Class
   5. Service Provider
   6. Due Within
   7. Create Project or Tasks
   8. ?Project Type
   9. Project Template
   10. Project Assignment Rule
   11. Task Assignment Rule
   12. Task Assignment Dates Rule
   13. Task Grouping Rule
2. Click Create

Add Inventory Location (triInventoryLocation)

1. Data Browser -> Inventory -> Inventory Locations (opens hierarchy editor)
2. Click on Facilities Management Irvine
3. Click New (Top of Hierarchy window)
4. Click Primary Location

1. Fill in the fields as shown in the above picture
   1. Name
   2. Inventory Location Class
   3. Manage By Organization -> Name
   4. Manage By Contact Lookup
   5. Ship To Look Up
2. Add Account Information for Credits/Debits
   1. Click Find on Add Account Information for Credits/Debits section
   2. Click Add on results list
   3. Fill in the fields with as much information as possible
      1. Account
      2. Fund
      3. Sub
      4. Object
      5. Project
      6. Valid From
         1. Set to one day previous or earlier if exact date known
      7. Valid To
         1. Set to 01/01/9999 
   4. Click Create
3. Add Account Information for Markup
   1. Click Find on Add Account Information for Markup section
   2. Click Add on results list
   3. Fill in the fields with as much information as possible
      1. Account
      2. Fund
      3. Sub
      4. Object
      5. Project
      6. Valid From
         1. Set to one day previous or earlier if exact date known
      7. Valid To
         1. Set to 01/01/9999
   4. Click Create
4. Click Create Draft
5. Click Activate

Add Request Classes

1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
2. Expand Request Class
3. Expand General Repairs and Renovations
4. Click on Corrective Work
5. Click New (Top of Hierarchy window)
6. Click Request Class

1. Fill in the fields as shown in the above picture
   1. Name
   2. Service Class
   3. Contact Center Request Type
2. Select Service Plan tab
   1. Fill in the fields
      1. Service Plan Name: UCI - Fire Extinguisher - Corrective Maintenance - Create Facilities Project - Create Single Work Task - Auto-Assign to Service Provider
3. Select Duplicate Search tab
   1. Fill in the fields
      1. Duplicate Handling: No Duplicate Search 
4. Click Create
5. (OPTIONAL) Repeat Request Class addition steps for sub-request classes. Do not attach Service Plan for sub-request class groupings like 'Corrective Work'