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Knowledge base
Renter Solutions
Getting Started for Renters
12
Requirements For Making A Rental Request
Am I Requesting On Behalf Of An Individual Or An Organization?
Account Types for Renters
Signing Up and Creating a Renter Organization
Logging In - Renters
Forgot Password - Renters
Troubleshooting Log In Issues - Renters
How to Receive an Account Verification Email
Adding Additional Users to Your Organization
Submitting a Reservation Request
Where can I get a W-9 Form?
Transferring Your Rental Organizations Account to a new user
Making and Managing Reservation Requests
23
[Video] Making Reservation Requests
How To Search For Facilities
Requesting A Particular School or District
Requesting Multiple Dates Or Facilities
"Grayed Out" Or Unavailable Facilities
When Will My Reservation Be Approved?
Reservation Approval Notifications
Commenting on a Reservation - Renters
Using the Dashboard - Renters
How to Make A Payment
Paying By Check
Insurance - Frequently Asked Questions
How Do I Upload My Certificate of Insurance (COI)?
What happens if my Certificate of Insurance (COI) does not meet requirements?
How Do I Upload My Document? (Non Profit Determination Letter, Team Roster, Tax Exemption Letter, etc.)
Requesting a Change to your Reservation
Cancelling A Reservation
Declined Reservation Requests
Finding Reservations/Navigating to the Reservation Details Page - Renters
Voluntary Product Accessibility Templates
What Happens if I Am Locked Out of the Facility?
How Do I Upload My Vendor's Certificate of Insurance (COI)?
What is a Certificate of Insurance (COI)?
Attendee Management for Renters
2
Using Attendee Management for Renters
How To Check In and Out of Attendee Management - Participants
Understanding Rental Fees
7
Why Am I Being Charged These Rates/Fees?
Can I Get A Refund?
What are Rate Categories and How are they Assigned?
Receiving Non-Profit Rates
Receiving Special Rental Rates
Fees For Required Services
Receiving An Invoice
Payments and Refunds
0
Facility Owner/Administrator Solutions
Getting Started for Administrators
10
What is Facilitron?
What Do I Need To Know?
Internal Reservations vs. External Reservations - What's The Difference?
Your Role As A District Administrator (Public Schools)
Creating an Account at your School or District - Administrators
Using the Dashboard - Administrators
Customizing Email Notifications for Administrators
Using Chrome's language translation feature
Submitting New or Updated Photos of Facilities
Directing Renters To Your Rental Request Site
Calendar Support
6
Finding My School Or District's Calendar
Customizing and Saving Calendar Views
Creating Maintenance Blocks
Printing Your Calendar - Administrators
Connecting Your Facilitron Calendar to Google or Apple Calendar
Calendar Time is Wrong for Subscribed Calendar
Logging In & Adding Staff/Users
6
Logging In - Administrators
Troubleshooting Log In Issues - Administrators
Login instructions for Single Sign On (SSO) Districts
Troubleshooting for Single Sign On (SSO) Districts
Forgot Password - Administrators
Adding Staff/Users to Your Account - Administrators
Working with Reservations for Administrators
20
Creating An Internal Reservation
Creating An Internal Schedule With Multiple Dates
Finding Reservations/Navigating to the Reservation Details Page - Administrators
Reservation Details Page Overview - Administrators
Sharing a Reservation with an External User or Calendar
Approving Reservations for Administrators
Pre-approving Reservations for Administrators
Commenting On a Reservation - Administrators
Internal Commenting on a Reservation - Administrators
How to "Alert Facilitron" via Comments
Editing Time, Location or Equipment (and Applying to Multiple Dates)
Adding or Changing Services and Equipment
Adding and Replicating Timeslots on a Reservation
Replicate Timeslots
Adding Additional Facilities to a Reservation
Removing Date(s) or Timeslot(s) From a Reservation
How to Change the Renter on a Reservation
Finding Your Reservation Placed at Another School Site
How to Send an Invoice on the Reservation Details Page
How to pre-approve and approve automated change requests for reservations
Verifying and Invalidating Insurance/COIs
7
How to Read a Certificate of Insurance/Explanation of Coverages
Steps to Verify/Invalidate a COI After OCR Scan
Alternate Insured Name
Validate Proper Form
Invalid Hold Harmless Agreement or Policy Statement
Wrong Document Type/Format
Special Notes for Reviewing Insurance/COIs
Training Videos
5
[Video] Get Started Videos: Review and Approve a Reservation
[Video] Get Started Videos: Make Changes to a Reservation
[Video] Get Started Videos: Creating an Internal Schedule
[Video] Administrative Video Training Course
[Video] Change Requests: Pre-Approval & Approval
Attendee Management for Administrators
2
[Video] How to Use Attendee Management
How to Use Attendee Management for Facility Administrators
Work Orders
Getting Started with Work Orders
20
Logging In - Maintenance
Managing Users
How To Create a Work Order
What is the Basic Workflow of a Work Order?
The Different Statuses of a Work Order and What They Mean
Understanding a Work Order and its Components
What is the Work Order Calendar?
What are Receiving Work Orders?
What are Recurring Work Orders?
Creating Recurring Work Orders (RWO's) in Facilitron Works
How do I Search for a Specific Work Order?
What are Estimates? - Feature Overview
Estimates - How to Setup Feature, a Process, and Procedure
Adding a User to Facilitron Works
How to Personalize Your Facilitron Works Homepage: A Step-by-Step Guide
Logging In To the Facilitron Works App For Workers
Creating a User's Worker Profile
How To Submit a Work Order on the Facilitron Works App
Downloading the Facilitron Works or Facilitron FIT App
Using Followers on Facilitron Works
Work Order Reports
5
What are Reports? - Overview
What is the Custom Report Generator?
How do I Export Data Reports?
What is the Maintenance Plan?
What are Performance Measures?
Work Order Management
26
Different Kinds of People/Users
What Roles Are There on Facilitron Works, and What Do They Do?
Managing Users
How do I set up a Maintenance Technician?
How do I set up Electronic Distribution of Work Orders to my Crew?
Additional Menus Available for User Roles
How do I Delete a User, Worker, or Property from the System?
What are Approval Groupings?
Site Based Worker Work Order Assignment Process
How do I Auto-assign Workers to Properties?
How do I Associate Worker(s) to a Property?
Places/Location/Properties:
Hazardous Materials
Inventory - Assets:
Inventory - Consumables:
Managing Different Alerts
What are Performance Metrics?
Do I have the Ability to Conduct Surveys?
Managing the Website
Different Work Order Choices
What is Key Management?
Adding Tech Ticket Tracking to the System
How To Add Missing Buildings and Locations to Works
How to Access Your Work Orders on the Facilitron Works App
Closing Work Orders on the Facilitron Works App
Conducting an Inventory Tour of Assets