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Training and Support
Here you can find all of the available training curriculum and courses for Facilities Connect and the three focus areas:
Space contains all the information about space and how its used, including campus maps, floor plans, and supports the annual space validation process.
Project Management supports our day to day management of design and construction projects, including project tracking, financial data, and schedule management.
Operations & Maintenance includes service request management system and manages all the corrective and preventive maintenance for the university.
Facilities Connect Overview and Access
Overview
Please click the myHRLearn curriculum link for access to the courses below:
- eLearning (1)
- Facilities Connect: Basic Navigation (eLearning)
- Job Aids (2)
Access and Approver Security
User Training
For General Requesters
Demonstration of Facilities Connect functionality:
Topics demonstrated: Submitting a Service Request, Viewing the Status of a Service Request, Approving Requests (Approvers), Viewing Work Task Cost Information (Data Administrators/ Data Stewards) and Viewing Capital Projects (Data Administrators/ Data Stewards).
Job Guides
- Accessing Facilities Connect and General Navigation
- Creating a New Service Request
- Adding a Chartstring to a Service Request
- Find the Status of an existing Service Request
- Modify or Cancel a Service Request
- Search for a Service Request
- Request Category and Service Request Type Listing
- Estimate Request Manual
- View Work Task Details
Department Administrator
These actions are available to Data Steward, Data Administrator, and Department Financial Administrator.
Job GuidesSpace Information
For Viewers
Please visit this training if you view and report on space information. If you manage and update space, please see the Data Steward and Administrator training.
- eLearning (2) — Please click the myHRLearn curriculum link below for access to the courses below:
- — (curriculum)
- Space Information: Viewing Space
- Space Information: Reporting
- — (curriculum)
For Data Stewards and Data Administrators
Please visit this training if manage and edit space information.
- eLearning (4) — Please click the myHRLearn curriculum link below for access to the courses below:
-
- Space Information: Managing & Updating
- Space Information: Reporting
- Space Information: Notifications & Requests
- Space Information: Change Log
-
- Job Aids (6)
For Validation
Please visit this training if you are responsible for completing the Space Validation process.
- User Guide (1)
- Job Aids (6)
- Space Validation: Access and Navigation
- Space Validation: Sponsored Grant Chartstrings
- Space Validation: Manage Lab Users
- Space Validation: Request Department Assignment Change (Data Administrator)
- Space Validation: Manage Department Assignment Change Requests
- Space Validation: Exporting Your Responsible Spaces
- Space Validation: Template for Coding Research Space
- Space Validation: Space Program Class Codes
- Quick Guides (4)
- Space Information: Additional Resources (Website Only) (4)
For Information Reporting
Please visit this training if you are responsible for providing data on Space Information.
Project Management Information
For Project Managers and Financial Supervisors
- Basic Navigation / Project Walkthru
- Creating a New Project
- Complete a New Project Record
- Creating Project/ Progress Reports
- Managing External Contacts
- Managing Project Phase Checklists
- Financial Management for Capitalized Projects
- Financial Management for Non-Capitalized Projects
Quick Reference Guides:
- Project Naming Conventions
- Project Phase Checklists Tasks
- Manage External Contacts
- Locate Capital Project Work Tasks
- Search Project Work Tasks (All Tasks)
- Project Contact Quick Add Option
- Procurement Tab
- Adjusting Schedule Dates
- Create Baseline Budget
- Create Budget Forecast
- Project Health Dashboards
Training Course Recordings/ Materials
-
Course 1: Project Management and Planning in Facilities Connect
-
Course 2: Introduction to Facilities Connect and Creating a Project
- Course 3: Updating and Managing Projects
- Course 4: Financial Management
- 2024 Project Record Enhancement
- Capital Programs Expansion Overview 2024
- Expansion Overview Recording
For Support Team Members
Please visit this training if you view or support design, construction or renovation projects (Facilities Personnel only).
Job GuidesTraining Course Recordings/ Materials
Operations and Maintenance Information
For Asset Managers
Please visit this training if you manage assets (Facilities Personnel only).
Job Guides
- Managing Assets: Building Equipment
- Managing Assets: Vehicles, Tools and Test Equipment
- Managing Assets: Create Asset in OTG
For Service Technicians
- Access and Navigation
- View and Search My Tasks
- View My Overdue Tasks
- Using Filters and Sorts for Work Tasks
- Viewing the Details of a Work Task
- Viewing Service Request details
- Adding a Comment to a Work Task
- Adding Documents and Photos to a Work Task
- Viewing Parts Issued to a Work Task
- Viewing Asset Information for a Work Task
- Viewing Procedures for a Work Task
- Adding a Time Entry
- Completing a Work Task
- Place a Work Task on Hold
- Viewing On Hold Work Tasks
- Resume On Hold Tasks
- Add a Resource to a Task
- Request Category and Service Request Type Listing
- Creating a Service Request in OTG
- Timesheets: Overview and Hours Logged Today
- Timesheets: Create Time Entry on a Work Task
- Timesheets: Create Time Entry for Time Off
- Timesheets: Hours Logged This Week
- Locate and Search All Assets
- View Asset Detail
Job Guide - On Base Mileage Application
Job Guides - Desktop
Training Course RecordingsT茅cnicos de servicio (Espa帽ol)
Guías de trabajo para On the Go (OTG)
For Supervisors
Job Guides for On the Go (OTG)
- Register OTG v4.1.2
- Access and Navigation
- Sort, Filter and Search for Work Tasks
- View Submitted Time Entries (OTG)
- Approve Time Entry (OTG)
- Add Time Entry on Behalf of a Resource (OTG)
- View Approved Time Entries (OTG)
- Return a Time Entry (OTG)
- View Unassigned Work Tasks
- View Resource Pool
- View Resource Assignments
- Assign Work Tasks to Resources
- Reassign a Work Task
- Creating a Service Request in OTG
Job Guides for Desktop
- Request Category and Service Request Type Listing
- Supervisor Access and Home Screen
- Supervisor Request Screen
- Supervisor Task Screen
- Search All Service Requests
- Search All Work Tasks
- Search On Hold Work Tasks
- Update Responsible Organization
- Assign Resources
- Adjust Respond By and Due Date
- Adjust Work Time
- Managing My Organizations Active Tasks
- Approve or Return Time Entries (Desktop)
- Enter a Time Entry on Behalf of Others (Desktop)
- Enter a Negative Time Entry
- Manage an Estimate Request
- Perform Estimated Work
- Manage Unassigned Tasks (Desktop)
- Daily Work Order Report
- Work Task Resolution (Desktop)
- Creating a New Service Request
- Adding a Chartstring to a Service Request
- Find the Status of an existing Service Request
FC Training Course Recordings
Job Guide - On Base Mileage Application
Job Guide - Workforce
For Customer Service
Demonstration of Facilities Connect functionality:
Topics demonstrated: Submitting a Service Request, Viewing the Status of a Service Request, Approving Requests (Approvers), Viewing Work Task Cost Information (Data Administrators/ Data Stewards) and Viewing Capital Projects (Data Administrators/ Data Stewards).
Job Guides
- Accessing Facilities Connect and General Navigation
- Creating a New Service Request
- Adding a Chartstring to a Service Request
- Find the Status of an existing Service Request
- Modify or Cancel a Service Request
- Search for a Service Request
- Request Category and Service Request Type Listing
- Locate a Completed Estimate
- View Work Task Details
- Create a Service Request to Perform Estimate Work
For Preventative Maintenance
For Warehouse
Job Guides
- Create Storage Area
- Update Storage Area
- Retire Storage Area
- View Inventory Items
- Manage Inventory Adjustment
- Update Count Task
- Receive Stock POs
- Issue Part to Work Task
- Receive and Issue Direct POs
- Review Work Task for Parts Issued
- View ABC Class Report
- View Part Re-Order Report
- Create Consumable Spec
- Update Consumable Spec
- Create Inventory Item
- Update Inventory Item
- Manage Inventory Adjustment - UOM Conversion
For Finance
- Create Job Cost Detail
- Run Job Cost
- Accounting Hold
- Work Task Billed (Capital)
- Work Task Billed (Ops)
- Job Cost Related Fields
- Job Cost Reconciliation
- Reverse Job Cost Entry
- Project Costing Audit Report
- Work Order Audit Report
- Overrule Billing Type
- Capital Project Assistance Billing Type
- Building Billing Allocation
- Building Billing Allocation - Split