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FacilityBot Administrator
Introduction to FacilityBot Administrator Level 1
Quick Overview of FacilityBot
Quick Feature Run-Through (6:29)
Level 1 Outline
1.1 Setting Up
1.1.1 Configuring General Settings (1:12)
1.1.2 Manage Accounts (2:09)
1.1.3 Manage Requestors (2:24)
1.1.4 Setting Up Messaging Channels (1:31)
1.1.5 Chatbot Settings (2:30)
1.1.6 Configuring features
Section summary
1.2 Core Maintenance
1.2.1 Requests
1.2.2 Setting up Custom Service Requests (2:52)
1.2.3 Configuring fault types (2:09)
1.2.4 Configuring High Priority Fault Auto-Detection (2:10)
1.2.5 Creating New Location Tags (1:55)
1.2.6 Making Fault Reports Through Telegram
1.2.7 Making Service Requests Through Telegram
1.2.8 QR Code Web Forms (2:10)
1.2.9 Toilet Feedback Forms
1.2.10 Managing Assets (3:45)
1.2.10A Failure Codes
1.2.10B Asset Downtime
1.2.11 Checklists (5:16)
1.2.12 Scan QR Code to create ad-hoc checklists (1:37)
Section summary
1.3 Workflow Automation
1.3.1 Automate Assignment of Fault Reports and Requests (1:49)
1.3.2 Automate Sending of Survey after Request Completion (1:37)
1.3.3 Configuring New & Existing Workflows (1:40)
Section summary
Level 1 Quiz
Level 1 Quiz
Get Your Level 1 Certification!
Introduction to FacilityBot Administrator Level 2
Level 2 Outline
2.1 Tenant Experience
2.1.1 Introduction to Tenant Experience
2.1.3 Facilities
2.1.4A Visitor Management: Inviting Visitors via Various Messaging Channels
2.1.4B Visitor Management: Setting Up Visitor Form & Invitation Emails
2.1.4C Visitor Management: FacilityBot Visitor iPad App
2.1.5 Hot Desks
2.1.6 FAQs
2.1.7 Surveys
2.1.9 Sending Broadcasts to Requestors
2.1.10 Tenant Portal
Section summary
2.2 Financial Features
2.2.1 Introduction to Financial Features
2.2.2 Schedule of Rates
2.2.3 Expenditures
2.2.4 Procurement
2.2.5 Vendor Management
2.2.6 Billing
2.2.7 Budgets
2.2.8 Customers
2.2.9 Payments
Section summary
2.3 Workflow Automation
2.3.1 Automate Creation of Expenditure Requests for Schedule of Rates Responses
2.3.2 Automating Sending of Expenditure Approval Emails
2.3.3 Automating Alerts after Facilities Booking
Section summary
Level 2 Quiz
Level 2 Quiz
Get Your Level 2 Certification!
Introduction to FacilityBot Administrator Level 3
Course Outline
3.1 Core Maintenance
3.1.1 Introduction to FacilityBot's Parts Feature
3.1.1A Setting Up Parts
3.1.2 Introduction to FacilityBot's Meters Feature
3.1.2A Setting Up Meters
3.1.2B Meter Chart Annotation
3.1.3 Introduction to FacilityBot's Attendance Feature
3.1.3A Setting Up Attendance
3.1.4 Permit to Work
3.1.5 Licenses
3.1.6 Contracts
3.1.7 Responder Live Location
3.1.8 Schedules
Section summary
3.2 Integrations
3.2.1 Introduction to FacilityBot's IoT Sensors Integration
3.2.1A Setting Up MQTT Integrations
3.2.1B Introduction to Node-RED
3.2.1C Setting up Node-RED to send MQTT Data to FacilityBot
3.2.1D Integrating with Third Party APIs
3.2.1F Sensor Maps
3.2.2 BMS Integration
3.2.3 BIM Integration
3.2.4 Introduction FacilityBot's Zapier Integrations
3.2.4A Send direct messages on Slack for new fault reports
3.2.4B Creating cards in Trello for New Fault Reports made in FacilityBot
3.2.4C Archiving new FacilityBot Fault Reports in Google Sheets
3.2.5 SSO Integration
3.2.5A SSO Self-Setup
Section summary
3.3 Reporting & Data Analytics
3.3.1 Statistics
3.3.2 Custom Dashboard
3.3.3 Introduction to Property Portfolio Management
3.3.3A Setting Up the Property Portfolio Portal
3.3.4 Sustainability Data
Section summary
3.4 Cyber Security
3.4.1 Introduction to Two Factor Authentication
3.4.1A Setting Up Two Factor Authentication in FacilityBot
Section summary
Level 3 Quiz
Level 3 Quiz
Get Your Level 3 Certification!
Level 4: Capstone Project
Create a mock site using FacilityBot
1.1.5 Chatbot Settings
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