Building Operations

Worksite: A Worksite is the centralized management tool in Facility Worksite containing all current and past work orders for all locations. If you do not want all your internal users to see all work orders (because it might be overwhelming or might not be relevant to them), then you can create separate Worksites and assign different groups of users to each if you opt for the Medium Business or Enterprise edition. A common reason to have more than one Worksite is when there are multiple buildings serviced by different facilities teams or sub-teams, and the teams do not want or need to see work orders related to ones that fall outside their interest or responsibilities.

Location: A Location is any separate space within a Worksite that the user wishes to identify as the target of a work order. A Location could be a building, a floor, an auditorium, a room, a kitchen, an outdoor area, etc. By segmenting a Worksite into separate Locations, you can bring uniformity to work order assignment and tracking, in addition to seeing reports and statistics broken down by Location.

Hierarchical Rollup: This is the ability to create a hierarchy of Worksites, and then view and manage multiple lower-level Worksites together in a single higher-level Worksite. A common reason to use this is when someone has the need or responsibility to know what is happening at multiple sites, and wants an easy, consolidated view of all work planned, in progress, or completed across them.

Worksite Templates: If you opt for the Medium Business or Enterprise edition which gives access to multiple Worksites, then Worksite Templates give the ability to configure multiple Worksites at the same time in a common manner, instead of having to configure each one by one. This would include defining the types of work order requests, types of equipment, and other choices available to Worksite users. A common reason to use templates is to provide a standard, uniform environment to all users across all sites, and to make it easier to consolidate statistics and generate reports that cover multiple sites.

Projects & Tasks: The Projects & Tasks module of Facility Worksite enables the creation and scheduling of work that does not involve any building equipment. Examples of this would include creating tasks for getting tenants to update their insurance information, contacting a vendor, conducting a tenant survey, creating a newsletter, finding a service provider, etc.

Incident Reports: The Incident Reports module of Facility Worksite enables the recording and tracking of incidents that occur at a site for which an official record should be kept. Examples of this would include recording details about accidents, vandalism, break-ins, trespassing, fire alarms, etc.

Notifications: Facility Worksite can be configured to automatically generate notifications via email or text (SMS) messages to specific users for certain events, milestones, or changes in work orders. These notifications are a way to notify users quickly about work orders in which they may be interested or upon which they should act, without requiring those users to log into Facility Worksite to gain such awareness. These notifications can include reminders to responsible parties if work assigned to them does not appear to be getting done. There is also an escalation feature so that if a work order isn’t getting addressed within a configurable amount of time by the first person to whom it is assigned, then the next person within the chain of responsibility is notified.

Preventive Maintenance: The Preventive Maintenance module of Facility Worksite enables the creation and scheduling of routine preventative maintenance tasks that must be performed on facility equipment to keep it in good condition. This includes the Asset Manager module that enables the creation of an equipment list (including details about each piece of equipment), from which equipment can be selected when creating work orders. Once preventative maintenance tasks and schedules are configured in the system, these tasks get automatically added to the Facility Worksite calendar, and then notifications are sent with appropriate lead time to ensure preventative maintenance tasks get completed.

Asset Manager: The Asset Manager module of Facility Worksite enables the creation of a list of a facility’s assets, including details and notes about each asset. Items from this asset list can then be referenced within work orders, and users can look up the details and history of each asset.

Worksite: A Worksite is the centralized management tool in Facility Worksite containing all current and past work orders for all locations. If you do not want all your internal users to see all work orders (because it might be overwhelming or might not be relevant to them), then you can create separate Worksites and assign different groups of users to each if you opt for the Medium Business or Enterprise edition. A common reason to have more than one Worksite is when there are multiple buildings serviced by different facilities teams or sub-teams, and the teams do not want or need to see work orders related to ones that fall outside their interest or responsibilities.

Location: A Location is any separate space within a Worksite that the user wishes to identify as the target of a work order. A Location could be a building, a floor, an auditorium, a room, a kitchen, an outdoor area, etc. By segmenting a Worksite into separate Locations, you can bring uniformity to work order assignment and tracking, in addition to seeing reports and statistics broken down by Location.

Hierarchical Rollup: This is the ability to create a hierarchy of Worksites, and then view and manage multiple lower-level Worksites together in a single higher-level Worksite. A common reason to use this is when someone has the need or responsibility to know what is happening at multiple sites, and wants an easy, consolidated view of all work planned, in progress, or completed across them.

Worksite Templates: If you opt for the Medium Business or Enterprise edition which gives access to multiple Worksites, then Worksite Templates give the ability to configure multiple Worksites at the same time in a common manner, instead of having to configure each one by one. This would include defining the types of work order requests, types of equipment, and other choices available to Worksite users. A common reason to use templates is to provide a standard, uniform environment to all users across all sites, and to make it easier to consolidate statistics and generate reports that cover multiple sites.

Projects & Tasks: The Projects & Tasks module of Facility Worksite enables the creation and scheduling of work that does not involve any building equipment. Examples of this would include creating tasks for getting tenants to update their insurance information, contacting a vendor, conducting a tenant survey, creating a newsletter, finding a service provider, etc.

Incident Reports: The Incident Reports module of Facility Worksite enables the recording and tracking of incidents that occur at a site for which an official record should be kept. Examples of this would include recording details about accidents, vandalism, break-ins, trespassing, fire alarms, etc.

Notifications: Facility Worksite can be configured to automatically generate notifications via email or text (SMS) messages to specific users for certain events, milestones, or changes in work orders. These notifications are a way to notify users quickly about work orders in which they may be interested or upon which they should act, without requiring those users to log into Facility Worksite to gain such awareness. These notifications can include reminders to responsible parties if work assigned to them does not appear to be getting done. There is also an escalation feature so that if a work order isn’t getting addressed within a configurable amount of time by the first person to whom it is assigned, then the next person within the chain of responsibility is notified.

Preventive Maintenance: The Preventive Maintenance module of Facility Worksite enables the creation and scheduling of routine preventative maintenance tasks that must be performed on facility equipment to keep it in good condition. This includes the Asset Manager module that enables the creation of an equipment list (including details about each piece of equipment), from which equipment can be selected when creating work orders. Once preventative maintenance tasks and schedules are configured in the system, these tasks get automatically added to the Facility Worksite calendar, and then notifications are sent with appropriate lead time to ensure preventative maintenance tasks get completed.

Asset Manager: The Asset Manager module of Facility Worksite enables the creation of a list of a facility’s assets, including details and notes about each asset. Items from this asset list can then be referenced within work orders, and users can look up the details and history of each asset.