Difference between revisions of "Administration Functional Area"
(→Import Templates) |
|||
(19 intermediate revisions by 2 users not shown) | |||
Line 1: | Line 1: | ||
The Administration functional area is where a manager can customize parts of FacilityFit to meet the needs of their specific facility. | The Administration functional area is where a manager can customize parts of FacilityFit to meet the needs of their specific facility. | ||
− | ==Import== | + | ==Import Templates== |
You may import files from Excel directly into your facility's database. For each type of data, you will need a specific Excel file to put the data into. Please download the appropriate file to your computer and then enter the data in Excel. When finished, you may come back to Administration to upload the data for your facility. | You may import files from Excel directly into your facility's database. For each type of data, you will need a specific Excel file to put the data into. Please download the appropriate file to your computer and then enter the data in Excel. When finished, you may come back to Administration to upload the data for your facility. | ||
Blank Templates: | Blank Templates: | ||
− | + | *[[File:https://aimsqa.aramarkhc.com/MobileInstalls/Import Template Employee.xlsx"|Employees]] | |
− | + | *[https://www.myfacilityfit.com/Content/Templates/ImportTemplateSpace.xlsx Spaces] | |
− | + | *[https://www.myfacilityfit.com/Content/Templates/ImportTemplateSupply.xlsx Assets] | |
− | + | *[https://www.myfacilityfit.com/Content/Templates/ImportTemplateInspection.xlsx Inspection] | |
'''IMPORTANT''' - This import cannot be undone. Make sure that the data is accurate before doing the import. The data may be corrected later by an additional import or by changing the data for each record, but these options will take significant time. | '''IMPORTANT''' - This import cannot be undone. Make sure that the data is accurate before doing the import. The data may be corrected later by an additional import or by changing the data for each record, but these options will take significant time. | ||
+ | |||
+ | ==Types of Screens in Administration== | ||
+ | There are 4 main types of screens in Administration: | ||
+ | # [[File:StarYellow.jpg|40px]] [[Data screens]] - Where you add, delete or edit data in the main function window. | ||
+ | # [[File:StarBlue.jpg|40px]] [[Import screens]] - Where you select files, download or upload information from outside. | ||
+ | # [[File:StarGreen.jpg|40px]] [[Control screens]] - (Simple or Complex) | ||
+ | #* Simple Control screens - Where you are sent to another screen to select a few available options | ||
+ | #* Complex Control screens - A type of Control screen where many more details and selections are available. | ||
+ | |||
+ | ==Administration Help== | ||
+ | |||
+ | ===Account=== | ||
+ | |||
+ | [[Facilities]] [[File:StarGreen.jpg|40px]] (Welcome Message) a type of "Control Screen". | ||
+ | [[Device]] [[File:StarYellow.jpg|40px]] a data screen | ||
+ | [[Cost Center]] [[File:StarYellow.jpg|40px]] a data screen | ||
+ | [[Shifts]] [[File:StarYellow.jpg|40px]] a data screen | ||
+ | [[Cancel Reasons]] [[File:StarYellow.jpg|40px]] a data screen '''Note:''' Corporate Items Cannot be edited | ||
+ | [[Delays]] [[File:StarYellow.jpg|40px]] a data screen | ||
+ | [[Service Types]] [[File:StarYellow.jpg|40px]] a data screen | ||
+ | [[Cost Center Import]] [[File:StarBlue.jpg|40px]] see "Import Screens" above | ||
+ | ===Assets=== | ||
+ | |||
+ | [[Asset Classification]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". | ||
+ | LinkGroups [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | [[Repairs]] [[File:StarYellow.jpg|40px]] a type of "Data Screen" | ||
+ | Safety [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Asset Import [[File:StarBlue.jpg|40px]] see "Import Screens" above | ||
+ | Asset Settings [[File:StarGreen.jpg|40px]] see "Control Screens" above | ||
+ | Warehouses [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Supply Import [[File:StarBlue.jpg|40px]] see "Import Screens" above | ||
+ | ===Bed Cleaning=== | ||
+ | Cleaning Type [[File:StarYellow.jpg|40px]] | ||
+ | [[Cleaning Areas]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". | ||
+ | [[Bed Stat Layouts]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". | ||
+ | Bed Status [[File:StarYellow.jpg|40px]]see "Data Screens" above | ||
+ | [[Bed Cleaning Settings]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". (Welcome Message) | ||
+ | ===Inspection=== | ||
+ | [[Templates]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". | ||
+ | Inspection Type [[File:StarYellow.jpg|40px]]see "Data Screens" above | ||
+ | Score Types [[File:StarYellow.jpg|40px]]see "Data Screens" above | ||
+ | Attributes [[File:StarYellow.jpg|40px]]see "Data Screens" above | ||
+ | Inspection Template Import [[File:StarBlue.jpg|40px]] see "Import Screens" above | ||
+ | ===People=== | ||
+ | [[Training Classes]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". | ||
+ | Teams [[File:StarYellow.jpg|40px]]see "Data Screens" above | ||
+ | Skills [[File:StarYellow.jpg|40px]] '''Note:''' Corporate Items Cannot be edited | ||
+ | [[Job Titles]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". | ||
+ | Wage Premiums [[File:StarYellow.jpg|40px]] see "Data Screens" above'''Note:''' Corporate Items Cannot be edited | ||
+ | Employee Import [[File:StarBlue.jpg|40px]] see "Import Screens" above | ||
+ | ===Space=== | ||
+ | Space Content [[File:StarYellow.jpg|40px]] see "Data Screens" above'''Note:''' Corporate Items Cannot be edited | ||
+ | Space Type [[File:StarYellow.jpg|40px]] see "Data Screens" above'''Note:''' Corporate Items Cannot be edited | ||
+ | Equipment [[File:StarYellow.jpg|40px]] see "Data Screens" above'''Note:''' Corporate Items Cannot be edited | ||
+ | Tasks [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Non Space Tasks [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Space Group [[File:StarYellow.jpg|40px]] see "Data Screens" above '''Note:''' Corporate Items Cannot be edited | ||
+ | HL7 Location [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Cleaning Procedures [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Cleaning Precautions [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Space Import [[File:StarBlue.jpg|40px]] see "Import Screens" above | ||
+ | ===Transport=== | ||
+ | Transport Types [[File:StarYellow.jpg|40px]] see "Data Screens" above '''Note:''' Corporate Items Cannot be edited | ||
+ | Equipment [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Dispatch Time Code [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | ===Work=== | ||
+ | Problem Group [[File:StarYellow.jpg|40px]] see "Data Screens" above'''Note:''' Corporate Items Cannot be edited | ||
+ | Problems [[File:StarYellow.jpg|40px]] see "Data Screens" above'''Note:''' Corporate Items Cannot be edited | ||
+ | Shops [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | Sub Type [[File:StarYellow.jpg|40px]] see "Data Screens" above | ||
+ | [[Work Request Settings]] [[File:StarGreen.jpg|40px]] a type of "Control Screen". |
Latest revision as of 11:20, 27 May 2016
The Administration functional area is where a manager can customize parts of FacilityFit to meet the needs of their specific facility.
Contents
Import Templates
You may import files from Excel directly into your facility's database. For each type of data, you will need a specific Excel file to put the data into. Please download the appropriate file to your computer and then enter the data in Excel. When finished, you may come back to Administration to upload the data for your facility.
Blank Templates:
IMPORTANT - This import cannot be undone. Make sure that the data is accurate before doing the import. The data may be corrected later by an additional import or by changing the data for each record, but these options will take significant time.
Types of Screens in Administration
There are 4 main types of screens in Administration:
- Data screens - Where you add, delete or edit data in the main function window.
- Import screens - Where you select files, download or upload information from outside.
- Control screens - (Simple or Complex)
- Simple Control screens - Where you are sent to another screen to select a few available options
- Complex Control screens - A type of Control screen where many more details and selections are available.
Administration Help
Account
Facilities (Welcome Message) a type of "Control Screen". Device a data screen Cost Center a data screen Shifts a data screen Cancel Reasons a data screen Note: Corporate Items Cannot be edited Delays a data screen Service Types a data screen Cost Center Import see "Import Screens" above
Assets
Asset Classification a type of "Control Screen". LinkGroups see "Data Screens" above Repairs a type of "Data Screen" Safety see "Data Screens" above Asset Import see "Import Screens" above Asset Settings see "Control Screens" above Warehouses see "Data Screens" above Supply Import see "Import Screens" above
Bed Cleaning
Cleaning Type Cleaning Areas a type of "Control Screen". Bed Stat Layouts a type of "Control Screen". Bed Status see "Data Screens" above Bed Cleaning Settings a type of "Control Screen". (Welcome Message)
Inspection
Templates a type of "Control Screen". Inspection Type see "Data Screens" above Score Types see "Data Screens" above Attributes see "Data Screens" above Inspection Template Import see "Import Screens" above
People
Training Classes a type of "Control Screen". Teams see "Data Screens" above Skills Note: Corporate Items Cannot be edited Job Titles a type of "Control Screen". Wage Premiums see "Data Screens" aboveNote: Corporate Items Cannot be edited Employee Import see "Import Screens" above
Space
Space Content see "Data Screens" aboveNote: Corporate Items Cannot be edited Space Type see "Data Screens" aboveNote: Corporate Items Cannot be edited Equipment see "Data Screens" aboveNote: Corporate Items Cannot be edited Tasks see "Data Screens" above Non Space Tasks see "Data Screens" above Space Group see "Data Screens" above Note: Corporate Items Cannot be edited HL7 Location see "Data Screens" above Cleaning Procedures see "Data Screens" above Cleaning Precautions see "Data Screens" above Space Import see "Import Screens" above
Transport
Transport Types see "Data Screens" above Note: Corporate Items Cannot be edited Equipment see "Data Screens" above Dispatch Time Code see "Data Screens" above
Work
Problem Group see "Data Screens" aboveNote: Corporate Items Cannot be edited Problems see "Data Screens" aboveNote: Corporate Items Cannot be edited Shops see "Data Screens" above Sub Type see "Data Screens" above Work Request Settings a type of "Control Screen".