Facilitrol-X User Guide

https://user-guide.facilitrol-x.io/docs/
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Provides comprehensive instructions and documentation for using the Facilitrol-X product.
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### Download CSV Template for Work Order Start Date Update

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/Import-WorkOrder

Provides the filename for the CSV template used to update Work Order start dates in bulk. Users need to download this file, fill it with the required data, and upload it.

```text
Facilitrol-X_Import_(Work-Orders)Update(Start-Date).csv
```

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### Add New Equipment Form

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Initiates a guided process for registering new equipment items. This ensures that new equipment is correctly placed within the established asset hierarchy.

```text
Add Equipment Button
```

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### Add New Facility

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/facilities

Opens the facility creation workflow to add a new facility into the system. This is initiated by clicking an 'Add Facility Button'.

```UI Interaction
Click 'Add Facility Button' to start the facility creation process.
```

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### Download Facility Import Template

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/Import%20Assets/Import-Facilities

Instructions to download the CSV template for importing facilities. The template file name must contain 'Facilitrol-X_Import_(Asset-Facility)'.

```text
Go to **Settings → Import Facilities**
Select **Assets** from the dropdown
Click on `Facilitrol-X_Import_(Asset-Facility).csv` to download the template
```

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### Equipment Overview Data Fields

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Details the primary identification and structural data for equipment, including reference, status, type, installation date, and manufacturer information.

```text
Description
Reference / Code
Status
Parent Subspace
Equipment Type
Installation Date
Manufacturer / Model
Warranty Details
Additional Information: User-provided data added via custom fields associated with the asset.
Contracts: Displays all contracts linked to the Location.
```

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### Equipment Calendar View

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Presents all scheduled activities related to the equipment in a calendar format for easy planning and overview.

```text
Calendar : View all scheduled activities related to the equipment in a calendar layout.
```

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### Bulk QR Code Generation

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/facilities

Enables the generation of QR codes for multiple selected facilities simultaneously. Further details can be found via a 'Learn More' link.

```UI Interaction
Select multiple facilities and use the 'Bulk QR Code Generation' action.
```

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### Bulk QR Code Generation

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Enables the generation of QR codes for multiple selected equipment items in a single operation.

```text
Bulk QR Code Generation
```

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### Equipment Hierarchy Navigation

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Displays the asset hierarchy, starting from the equipment's parent subspace up to the facility level. Includes search and filtering capabilities within the hierarchy view.

```text
Search & Filter
```

```text
View Modes : Tree/List toggle, Classification view vs. equipment view.
```

```text
Quick Add : Add related components or linked documentation.
```

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### Generate QR Code for Equipment

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Creates a unique QR code for individual equipment items, facilitating easy identification, tracking, and scanning.

```text
Generate QR Code
```

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### Search Facilities by Name or Reference

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/facilities

A dynamic search feature with a dropdown menu to filter results by either 'Name' or 'Reference' fields within the Facilities table.

```UI Interaction
Use the 'Search Bar' and dropdown to filter facilities by 'Name' or 'Reference'.
```

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### CSV Columns for Bulk Work Order Start Date Update

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/Import-WorkOrder

Details the required columns for the CSV file used in bulk updating Work Order start dates. It specifies the column names, their descriptions, whether they are required, and the expected input type.

```csv
Column Name | Description | Required | Input Type
---|---|---|---
minRef | The system-generated ID of the work order | ✅ Yes | Number (from export)
startDate | New Start Date (Format: YYYY-MM-DD) | ✅ Yes | Date
```

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### Import Asset Parameters using CSV

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/General%20Import/Import-Parameter

This section details the process of importing parameters for assets or equipment using a CSV file in Facilitrol-X. It specifies the navigation path, the required CSV filename format, and the essential columns needed in the template.

```Facilitrol-X
Navigate to Settings → General Import
Select the CSV type: Facilitrol-X_Import_(Asset-Parameter).csv
Download the template file and fill out the required fields
Upload the completed CSV for processing
The filename must include Facilitrol-X_Import_(Asset-Parameter)
```

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### Structured Notification Titles

Source: https://user-guide.facilitrol-x.io/docs/Docs/Notifications

Examples of structured naming formats for notification titles, specifically for Work Order alerts, indicating the type of alert such as assignment or SLA breach.

```Markdown
🔖 Notification titles follow a structured naming format, such as:
  * 📌 **Work Order Alert – Assigned**
  * ⏰ **Work Order Alert – SLA Breach**
```

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### Download Facility Update Template

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/Import%20Assets/Import-Facilities

Instructions to download the CSV template for bulk updating existing facilities. The file name must include 'Facilitrol-X_Import_Update_(Asset-Facility)'.

```text
Access **Settings → Import Facilities**
Download the template: `Facilitrol-X_Import_Update_(Asset-Facility).csv`
```

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### Import User CSV File Name Example

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/General%20Import

This snippet shows the expected file name format for importing user data into Facilitrol-X. The file name must contain a specific keyword to be recognized by the system.

```text
Facilitrol-X_Import_(User).csv
```

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### Upload Suppliers - Facilitrol X

Source: https://user-guide.facilitrol-x.io/docs/Docs/Inventory/Suppliers

Guidance on performing a bulk import of supplier data into Facilitrol X using Excel or CSV files. It details the upload process and validation requirements.

```Facilitrol X
##  ➤ Upload Suppliers
**Navigation:** `Inventory → Suppliers → Upload`
To bulk import suppliers:
  1. Click the **Upload** button.
  2. **Drag and drop** a supported document (Excel or CSV) containing supplier data.
  3. The system will parse and validate the input before adding suppliers.


> ✅ Ensure your file follows the required import format.
```

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### Delete Facility

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/facilities

Permanently removes a facility record. This action is available by hovering over a facility row and selecting the 'Delete' option.

```UI Interaction
Hover over a facility row and click 'Delete' to remove the facility.
```

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### Edit Facility Details

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/facilities

Allows users to modify the details of an existing facility by hovering over its row in the table and selecting the 'Edit' option.

```UI Interaction
Hover over a facility row and click 'Edit' to modify its details.
```

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### Export Parameters as CSV in Facilitrol X

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Parameter

This outlines the steps to export parameter data from Facilitrol X into a CSV file. Users can select a date range, specify a file name, and set the file size before downloading.

```Facilitrol X UI
1. Click the **Export CSV** button 📤
2. A popup will appear to:
   * 📅 Select **Date Range**
   * 📝 Choose **File Name**
   * 📦 Set **File Size**
3. ⬇️ Click **Export** to download the CSV file
```

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### Import Parameter CSV File Name Example

Source: https://user-guide.facilitrol-x.io/docs/Docs/Sittings/Import-CSV/General%20Import

This snippet shows the expected file name format for importing parameter data into Facilitrol-X. The file name must contain a specific keyword to be recognized by the system.

```text
Facilitrol-X_Import_(Parameter).csv
```

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### Delete Equipment Record

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Allows for the removal of a specific equipment record from the system. This action should be used with caution as it may have cascading effects.

```text
Delete
```

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### Equipment Linked Entities

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Lists users and management groups associated with the equipment, providing information on personnel responsible for its maintenance or monitoring.

```text
Assigned users
Management groups
```

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### Equipment Work Orders

Source: https://user-guide.facilitrol-x.io/docs/Docs/Assets/Equipment

Provides a comprehensive list of all work orders associated with the equipment, including details like ID, status, description, dates, and SLA metrics.

```text
ID
Status
Description
Category
Start & End Dates
SLA Metrics
Export and Filter Options
```
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