Working with Facilities Management

role facilities administrator, facilities manager, facilities analyst minimum version 2020 2 use to provide robust functionality for the input and management of facilities related and associated activities customers can initiate work orders through a self service portal and track the status of their requests facilities departments can save time by scheduling recurring maintenance activities that automatically generate work orders at the appropriate frequency persona driven dashboards provide valuable insights into the overall facilities operation installation and configuration this section explains the installation and configuration process for itsm enterprise in both cloud and on premise environments, for new and existing customers new customers itsm cloud line of business (lob) is included with itsm deployments for all new customers no additional installation or manual upgrades are required itsm enterprise license or enterprise solution package are required to access itsm enterprise workflows contact ivanti operations to activate lob content if upgrading licensing from standard to itsm enterprise existing customers itsm cloud existing cloud customers who wish to activate will need to engage ivanti professional services https //www ivanti com/services/professional services (pso), certified ivanti partner, or https //www ivanti com/en gb/services/professional services https //www ivanti com/en gb/services/professional servicesivanti operations docid\ xmvzlfcwdkupkfflhopic in order to enable the additional content new customers itsm on premise is included with new on premises installations and can be activated for customers who have the required enterprise licensing contact ivanti professional services https //www ivanti com/services/professional services or a certified ivanti partner to enable the additional content existing customers itsm on premise existing on premises customers who wish to upgrade to will need to engage with ivanti professional services https //www ivanti com/services/professional services or a certified ivanti partner features the facilities management team can handle facilities service requests using a defined workflow work orders for a single job as well as repeated maintenance jobs can be created, tracked, and fulfilled by the facilities management team stock and location of facility assets can easily tracked and maintained from stock management facility location allows tagging of addresses to work orders and locating facility assets by location facility dashboards gives statistics of the functioning of the department which help in making informed decisions and changes in processes important edit and read only permissions for metadata components including fields, relationships, forms, lists, layouts, triggered actions, saved searches and pick lists are indicated by a green pencil or red dot icon in the components indicating a green pencil icon can be edited; components indicating a red dot icon are read only components with no icon displayed can be edited and deleted you can duplicate a read only component and then edit it metadata components marked with a yellow pencil icon indicate a soft lock, meaning they have limited edit permissions for more information on soft lock, see modifying a business object with soft lock docid\ prrpnuvje8dmzc oaqymn user roles the following user roles, with unique responsibilities, are available for facilities management facilities administrator facilities manager facilities analyst dashboards when logged in using a facility management user role, the home page displays dashboards specific to facilities management click my dashboards and select the ones you want to display on your home page the following dashboards are available facilities manager dashboard facilities recurring work order dashboard work order projects dashboard facility assets in stock facility assets by location all active purchase orders by statuses all active shipments by statuses all active assets by location invoices for active purchase orders to facility assets all active work orders by statuses my active work orders my active work orders by priority my open facility tasks my active facility requests all active facility requests all active work orders by location facilities calendar all maintenance schedule entries are added to the facilities calendar from the workspace menu, open the facilities calendar to view the maintenance schedules