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Planned maintenance

Planned Maintenance Course - Block Management


Description
This course will show you how you can use Fixflo's Planned Maintenance tool to keep compliant with both your statutory and non-statutory events across your entire portfolio. Please only select and complete this course if you are using Fixflo's Block Management package.

This course will save your progress, so you can revisit modules at any time.

Enjoy the course!
Content
  • Course agenda
  • Planned maintenance course agenda
  • Introduction to the course (1 minute)
  • Video: Introduction to planned maintenance (1 minute)
  • Service event templates (8 minutes)
  • Video: Service event templates (4 minutes)
  • Key learnings: Service event templates
  • Quiz: Service event templates (2 questions)
  • The works planner (10 minutes)
  • Video: The works planner (5 minutes)
  • Interaction slide: The works planner
  • Key learnings: The works planner
  • Quiz: The works planner (2 questions)
  • Manually adding service events (25 minutes)
  • Video: Adding a service event manually (12 minutes)
  • Interaction slide: Adding service events manually
  • Key learnings: Adding service events manually
  • Key learnings: Adding a contractor to a service event
  • Key learnings: Requires review
  • Quiz: Manually adding service events (3 questions)
  • Video: Cost codes (2 minutes)
  • The instruction date (8 minutes)
  • Video: The instruction date (4 minutes)
  • Key learnings: The instruction date
  • Quiz: The instruction date (3 questions)
  • Closing a planned maintenance issue (8 minutes)
  • Video: Closing an issue (4 minutes)
  • Key learnings: Closing an issue
  • Quiz: Closing a planned maintenance issue (2 questions)
  • The compliance matrix (10 minutes)
  • Video: The compliance matrix (4 minutes)
  • Interaction slide: The compliance matrix
  • Key learnings: The compliance matrix
  • Key learnings: Service events not required
  • Quiz: The compliance matrix (3 questions)
  • Bulk importing service events (15 minutes)
  • Video: The bulk import spreadsheet (12 minutes)
  • Quiz: The bulk import spreadsheet (5 questions)
  • Video: Uploading your import spreadsheet (2 minutes)
  • Making the works planner visible to your clients (8 minutes)
  • Video: Making the works planner visible to your clients (2 minutes)
  • Interaction slide: Making the works planner visible to your clients
  • Key learnings: Making the works planner visible to your clients
  • Quiz: Making the works planner visible to your clients (4 questions)
  • Archiving, bulk updating and searching for service events (15 minutes)
  • Video: Archiving a series of events (2 minutes)
  • Interaction slide: Archiving a series of events
  • Quiz: Archiving a series of service events (2 questions)
  • Video: Bulk updating service events (5 minutes)
  • Key learnings: Bulk updating service events
  • Video: Searching for service events (2 minutes)
  • Tracking planned maintenance on your dashboard (20 minutes)
  • Video: Tracking planned maintenance on your dashboard (8 minutes)
  • Interaction slide: Tracking planned maintenance on your dashboard
  • Key learnings: Tracking planned maintenance on your dashboard
  • Quiz: Tracking planned maintenance on your dashboard (3 questions)
  • Video: Using the multiple dashboard feature on Fixflo Manager (7 minutes)
  • Key learnings: Fixflo Manager
  • Feedback
  • Feedback survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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