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3/20/22 SETTING UP FOR SUCCESS: SCHOOL MAINTENANCE Hosted By: Curtis Marshall Marketing Communications curtis.marshall@schooldu de.com Laura Ann Goodwin Senior Client Advisor [email protected] Christopher L. Cheuk Senior Client Advisor chris.cheuk@schooldude om

Setting up for Success: School Maintenance - SchoolDude

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Page 1: Setting up for Success: School Maintenance - SchoolDude

5/13/2015

SETTING UP FOR SUCCESS:SCHOOL MAINTENANCE

Hosted By: Curtis MarshallMarketing [email protected]

Laura Ann GoodwinSenior Client [email protected]

Christopher L. CheukSenior Client [email protected]

Page 2: Setting up for Success: School Maintenance - SchoolDude

Agenda

Today’s Challenges

What’s At Stake?

Set Up Best Practices

Key Performance Indicators (KPIs)

Resources

Page 3: Setting up for Success: School Maintenance - SchoolDude

What Are Your Top Challenges?

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Are You Using Cloud Solutions?

STS Research Advisors independent survey of 6,800 facilities, maintenanceand administrative educational professionals.

Page 5: Setting up for Success: School Maintenance - SchoolDude

What’s At Stake?

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6SCHOOLDUDE

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7SCHOOLDUDE

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Where Do We Start?

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No Staff! No Time!

• Justify the need for more

staff

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Gain Visibility

• One central

location to manage

your work flow• Quick glance

overview of work• Efficiency gains

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Gain Visibility (continued)

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Automate & Streamline Process

• Approval/Work Order Routing• “Hands off” work order assignment• Routing automatically assigns and

sends work orders to designated

user• Specialized routing available!

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Automate & Streamline Process (continued)

• Notify head custodian for work orders in their building

• Notify technician when work order assigned to them

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Metrics

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Saved Actions

• Create a saved action to easily run search/report again

• Have search/report run automatically on preset frequency to be emailed to you

• Advanced searches

• Reports

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Saved Actions (continued)

OR

Saved Actions can be located a few ways. The first can be located by clicking on “Saved Actions” from the Home screen of your SchoolDudeapplication, under the InformationAnalysis section. From here, click onthe title of the action you would liketo open, and then press the “Search Now” or “Print This button”.

The second way to locate a Saved Action is from the Advanced Search or Reports page. At the top of each page you’ll see a “Saved Search/Report” drop down. Inside each drop down is a list of your Saved Actions to choose from. Once youselect a Saved Action, the page will refresh and populate your selections,then press the “Search Now” or “Print This” button.

Page 17: Setting up for Success: School Maintenance - SchoolDude

Saved Actions (continued)

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The “Summary of Expenditures by Craft”

• Great line item view of each of your crafts.

• Good breakdown of where your resources are going: how many hours, how many work orders, costs for both labor and materials, etc. are going towards each craft.

Craft Summary Report

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Reporting Made Easy!

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Leveraging Dude Data

KPI Dashboards provide comparative benchmarks to measure your performance

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Next Steps….

Set goals for your team or yourselfDedicate time nowConnect with your Success AdvocatesConsider extra training for your team

Remember: we’re here to help

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Next Steps….

Success Advocates:Laura Ann Goodwin

• Senior Client Advisor• [email protected]

Dedicated Team:Email: [email protected]: 877.883.8337

Christopher L. Cheuk• Senior Client Advisor• [email protected]