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March 2007March 2007FAMIS TrainingFAMIS Training
Service RequestsService Requests
Facilities ManagementFacilities ManagementWestern Washington UniversityWestern Washington University
March 2007March 2007
March 2007March 2007FAMIS TrainingFAMIS Training
Service Request TopicsService Request Topics
Service Request ResponsibilitiesService Request Responsibilities
Service Request WorkbenchService Request Workbench– Actions & DecisionsActions & Decisions
Hands on ExerciseHands on Exercise
March 2007March 2007FAMIS TrainingFAMIS Training
Service Request ResponsibilitiesService Request Responsibilities
All FAMIS Self-Service Requests for All FAMIS Self-Service Requests for Western are managed as Service Western are managed as Service Requests by Funding AuthoritiesRequests by Funding Authorities
Funding AuthorityFunding Authority– Individuals with approval to expend fundsIndividuals with approval to expend funds– Typically facility fund managersTypically facility fund managers
March 2007March 2007FAMIS TrainingFAMIS Training
Service Request ResponsibilitiesService Request Responsibilities
FAMIS Funding AuthoritiesFAMIS Funding Authorities– Craft fieldCraft field
Craft Configuration Craft Configuration – User Guide > Gen Info > FAMIS AccessUser Guide > Gen Info > FAMIS Access
– Who are theyWho are theyFAMIS Funding Authority Report FAMIS Funding Authority Report
User Guide > Gen Info > FAMIS Access User Guide > Gen Info > FAMIS Access – Service Request Workbench Delegators Service Request Workbench Delegators – Service Request Workbench AssignmentsService Request Workbench Assignments– Service Request Workbench Department Routing Service Request Workbench Department Routing
Coordinators Coordinators
March 2007March 2007FAMIS TrainingFAMIS Training
Service Request WorkbenchService Request Workbench
Workbench summarizes & organizes Workbench summarizes & organizes requests needing actions or decisions requests needing actions or decisions Service Requests actions and decisions Service Requests actions and decisions using the FAMIS User Guideusing the FAMIS User Guide– User Guide > Service Step Guide > Service RequestsUser Guide > Service Step Guide > Service Requests
– Verify requests are yoursVerify requests are yours– RoutingRouting
Routing Coordinators Routing Coordinators AssignmentsAssignments
March 2007March 2007FAMIS TrainingFAMIS Training
Service Request WorkbenchService Request Workbench
Service Requests actions and decisionsService Requests actions and decisions– Review, Categorize and Refine the Work PlanReview, Categorize and Refine the Work Plan– FundingFunding– Proceed with Work or not – Status’s AvailableProceed with Work or not – Status’s Available
Scheduled – make a Work OrderScheduled – make a Work Order
Convert to ProjectConvert to Project
UpdateUpdate
Hold Hold
CancelledCancelled
March 2007March 2007FAMIS TrainingFAMIS Training
Service Request ResponsibilitiesService Request Responsibilities
Funding Authorities are responsible to Funding Authorities are responsible to manage Service Requests in any Statusmanage Service Requests in any Status
RememberRemember– Until a Service Request is funded by either Until a Service Request is funded by either
being Scheduled or Converted to a Project is being Scheduled or Converted to a Project is not Work for FM.not Work for FM.
March 2007March 2007FAMIS TrainingFAMIS Training
Hands On ExerciseHands On Exercise
Example Using the FAMIS User Guide Example Using the FAMIS User Guide – http://www.wwu.edu/depts/fm/FAMIS_Guide/index.htmlhttp://www.wwu.edu/depts/fm/FAMIS_Guide/index.html
Create and Process a Service RequestCreate and Process a Service Request– Access the FAMIS User GuideAccess the FAMIS User Guide– Access FAMIS Self-ServiceAccess FAMIS Self-Service
User Guide > Self Service > Opening FAMIS Self ServiceUser Guide > Self Service > Opening FAMIS Self Service– Create a Self-Service Service routed to youCreate a Self-Service Service routed to you
User Guide > Services Step Guide > Self-Service RequestsUser Guide > Services Step Guide > Self-Service Requests– Access the FAMIS ApplicationAccess the FAMIS Application– Process the Service Request through Proceed with Process the Service Request through Proceed with
Work or NotWork or NotUser Guide > Services Step Guide > Service RequestsUser Guide > Services Step Guide > Service Requests
March 2007March 2007FAMIS TrainingFAMIS Training
DiscussionDiscussion
Questions - Questions - contact Elaine Kazmierski, 2034contact Elaine Kazmierski, 2034
