How To Manage Building Operations

This section of the Quick-Start help covers using the Building Operations Console to submit your work requests and manage them from start to end - scheduling, estimating, issuing completing and closing them, so that you have an accurate picture of how much work you have a t each stage of your workflow. These topics are basic procedures that supplement the topics in the lesson plans that describe the benefits of developing specific types of data, such as equipment, tool, or parts inventories.

Using the Building Operations Console's tools

Explore the Building Operations Console

Adding Data as your work

Exporting and Printing Work Request Data to Word and Excel

Selecting the Data Shown in the Building Operations Console

Practicing by Using Sample Data

Delete the BOSMED Sample Data

Managing work

Managing Work Requests from Beginning to End

Tracking Craftspersons and Costs

Scheduling Work Using the Planning Board

How to Create Work Requests

How to Add and Schedule Craftspersons

How to Estimate Trades and Reserve Parts

How to Reassign Work

Reserving Tools for Work Requests

Issuing Work

Getting Work Request Information to the Person Doing the Work

Completing Work

Closing Work

Canceling, Stopping, or Putting Work On Hold

How to Update Work Requests

Updating a Craftsperson's Actual Hours

How to Reassign Work

Developing validating background data

Define Locations

Define your Organizational Units

Define Equipment

Define Trades

Define Craftspersons as Users and Employees

Define Tools

Define Parts Inventory

Define Cause Types

Define Repair Types

For a complete list, see Developing Validating Background Data - Overview

Advanced

Setting the Quick-Start application parameters

Setting Up the Maintenance Mobile App

Developing a Parts Inventory

Developing a Tools Inventory

Manually Adjusting the Parts Inventory

Inventory Transaction report

Advanced Features (Such as tracking additional data, and setting up Quick-Start Preventive) Maintenance)