How to Submit a Facilities Schedule Request

Creating a new Schedule Request

  1. Log into the portal
  2. Click on Request
  3. Click on Facilities Work Order

From the Schedule Request Module

  1. From your calendar, click on the Schedule Requests module.

     
  2. Click on the New request button in the upper right-hand corner of the grid view.
     
  3. Fill out the schedule request form with the required information; these are fields that contain an asterisk (*).

    *Request Type: This refers to the category of schedule request
    *Event Name: This is the title of the schedule request or event. 
    *Buildings: The Campus where the schedule request will take place.
    *Resources: This refers to the specific area(s) or location(s) in the building where the event will take place.
    *Starts: This is the date when the event will start. If this is an all day event (no specific duration), check the All day box.
    *From: the time when the event start
    *To: the time when the event ends
    *Repeats: This field refers to the frequency of the event. The options are as follows:
    Never - The event occurs one time.
    Daily - The event occurs every (x) days.
    *Every: the event will occur every (number) of days
    *Ends: the event will end...
    The following week – the event recurrences will end the week after the original event date
    The following month –the event recurrences will end the month after the original event date
    The following year – the event recurrences will end the year after the original event date
    After a certain number of occurrences – the event will end after (number) recurrences, including the first occurrence
    On date – the event recurrences will end on a specified date
    Weekly - The event occurs every (x) weeks on (x) days.
    *On: select the days the event occurs each week by marking the appropriate checkboxes
    Example: an event that occurs on Monday, Wednesday, and Friday; every week
    *Every: the event will occur every (number) of weeks
    *Ends: the event will end...
    -The following week – the event recurrences will end the week after the original event date
    -The following month –the event recurrences will end the month after the original event date
    -The following year – the event recurrences will end the year after the original event date
    -After a certain number of occurrences – the event will end after (number) recurrences, including the first occurrence
    -On date – the event recurrences will end on a specified date
    Monthly - The event occurs every (x) months.
    *By: This refers to the manner in which the schedule request occurs. There are 4  options:
    -Day of month - event occurs on a specific date each month (i.e. the 1st of each month)
    -Day of week - event occurs on a specific day each month (i.e. the second Friday each month)
    -Weekday of month - event occurs on a specific date each month, excluding weekend days
    (i.e. the first of each month unless it's a weekend, then move to the first weekday)
    -Weekend day of month - event occurs on a specific date each month, excluding weekdays
    (i.e. the first of each month unless it's a weekday, then move to the first weekend day)
    *Every: the event will occur every (number) of months
    *Ends: the event will end...
    The following week – the event recurrences will end the week after the original event date
    The following month –the event recurrences will end the month after the original event date
    The following year – the event recurrences will end the year after the original event date
    After a certain number of occurrences – the event will end after (number) recurrences, including the first occurrence
    On date – the event recurrences will end on a specified date     Yearly - The event occurs every (x) years.
    *Every: the event will occur every (number) of years
    *Ends: the event will end...
    -The following week – the event recurrences will end the week after the original event date
    -The following month –the event recurrences will end the month after the original event date
    -The following year – the event recurrences will end the year after the original event date
    -After a certain number of occurrences – the event will end after (number) recurrences, including the first occurrence
    -On date – the event recurrences will end on a specified date
    *Biannual events will need to be set up as Yearly, every 2 years.
    Custom - frequency with a unique cadence
    *On: If the event has multiple recurrences without a particular cadence, enter the individual dates.

    Setup time: the time needed prior to the start time for the event set up 
    Teardown time: the time needed following the end time for the tear down of the event
    On behalf of: If another user requested the event but didn't directly enter the request in FMX, select their name in here.
    Attachments: upload any documentation (seating charts, approval forms, etc.)
    Upcoming reminder: receive an email notification (x) days before the event's start date
    Followers: If you'd like to add any other users as followers to the event,select their name here.
    Followers can receive progress update notifications.
  4. Once you have completed filling out the form, click the red Submit button at the bottom of the page.

From the Calendars New Request Button

  1. From your calendar, click on +New Request button in the upper right-hand corner.
  2. Choose Maintenance Request from the list.

Selecting a Specific Date on the Calendar

  1. From your calendar, click on the day for which you would like to create a request. Once selected, this screen will appear:
  2. Click on Schedule Request
  3. A new window will open for you to complete the details of your request. When finished, click Save.

If you experience any issues submitting a request, you can reach out the Help Desk for assistance.

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