Adding New Shop To FACserv

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
   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. 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)

Add Request Classes

Assign Employees to new Work Group