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Renter Solutions
Getting Started for Renters
10
Signing Up / Creating An Account
Logging In
Requirements For Making A Rental Request
Am I Requesting On Behalf Of An Individual Or An Organization?
Account Types for Renters
Forgot Password
Associating Users With Organization Accounts
I Haven't Received An Account Verification Email
Where can I get a W-9 Form?
Requesting a Facility Quick Start Guide
Making and Managing Reservation Requests
17
[Video] Making Reservation Requests
How To Search For Facilities
When Will My Request Be Approved?
How to Make A Payment
How Do I Upload My Insurance Certificate?
Requesting A Change
Cancelling A Reservation
Commenting on a Reservation - Renters
Paying By Check
Requesting Multiple Dates Or Facilities
Requesting A Particular School or District
"Grayed Out" Or Unavailable Facilities
Reservation Approval Notifications
Declined Requests
Using The Dashboard
Where Are My Reservations?
Voluntary Product Accessibility Templates
Attendee Management for Renters
2
Using Attendee Management for Renters
How to Check-In—Attendee Management for Participants
Understanding Rental Fees
6
Why Am I Being Charged These Rates/Fees?
Rate Categories
Receiving Non-Profit Rates
Receiving Special Rental Rates
Fees For Required Services
Receiving An Invoice
COVID-19 FAQs for Renters
5
What is Facilitron doing to assist its customers regarding the coronavirus pandemic?
How will I know if my reservation is going to be suspended?
Can I cancel my reservation?
Should I suspend or cancel my reservation?
If I must cancel, how do I request a refund?
Facility Owner/Administrator Solutions
Getting Started for Administrators
19
[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
What is Facilitron?
What Do I Need To Know?
The Two Parts Of The Facilitron Platform
Internal Reservations vs External Reservations - What's The Difference?
Your Role As A District Administrator (Public Schools)
Directing Renters To Your Rental Request Site
Logging In
Finding the Administrative Dashboard
Finding My School Or District's Calendar
Reservation Detail Page - An Overview
Account Types For Owners/Administrators
Facilitron access for school employees
Creating an account and an organization for your school
Login instructions for Single Sign On (SSO) Districts
Using Chrome's language translation feature
Working with Reservations for Administrators
17
Creating An Internal Reservation
Creating An Internal Schedule With Multiple Dates
Finding Reservations/Navigating To The Reservation Details Page
Approving Reservations (District Admins)
Pre-approving Reservations (School Admins)
Commenting On Reservations - Admins
Internal Commenting on Reservations - Admins
Editing Time, Location Or Equipment (And Applying To Multiple Dates)
Adding or Changing Services
Adding A New Date or "Timeslot" To A Reservation
Adding Additional Facilities to a Reservation
Removing Date(s) From A Reservation
Making Reservation Requests During School Hours
Printing your calendar
Share a Reservation with an External Calendar
Connecting Your Google or Apple Calendar
Creating Maintenance Blocks
Attendee Management for Administrators
3
[Video] How to Use Attendee Management
How to Use Attendee Management for Facility Administrators
Checking-In—Using Attendee Management for Participants
COVID-19 FAQs for Admins
6
What is Facilitron doing to assist its customers regarding the coronavirus pandemic?
Why should facility owners like school districts "suspend" a reservation rather than simply canceling or declining it?
How can I find out what actions neighboring school districts or facility owners are taking?
Why should a school district keep availability open when we know we don't want groups on our sites?
Why is it important for facility owners to track all expenses and revenue loss due to the coronavirus?
What is the benefit to a renter for suspending rather than canceling reservations?
Work Orders
Getting Started with Work Orders
13
Logging In to Work Order Management
Managing Users
How do I 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?
How do I Create Recurring Work Orders?
How do I Search for a Specific Work Order?
What are Estimates? - Feature Overview
Estimates - How to Setup Feature, a Process, and Procedure
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
22
Different Kinds of People/Users
What are the Roles in the System 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