Getting Started for Renters 11

• Requirements For Making A Rental Request
• Am I Requesting On Behalf Of An Individual Or An Organization?
• Account Types for Renters
• Signing Up / Creating An Account
• Logging In
• Forgot Password - Renters
• I Haven't Received An Account Verification Email
• Adding Additional Users to your Organization
• Requesting a Facility Quick Start Guide
• Where can I get a W-9 Form?
• Transferring Your Rental Organizations Account to a new user

Making and Managing Reservation Requests 24

• [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 Request 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
• Requesting A "Change Request" to your Reservation
• Cancelling A Reservation
• Declined Requests
• Where Are My Reservations?
• 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—Attendee Management for Participants

Understanding Rental Fees 7

• Why Am I Being Charged These Rates/Fees?
• Can I Get A Refund?
• Rate Categories
• Receiving Non-Profit Rates
• Receiving Special Rental Rates
• Fees For Required Services
• Receiving An Invoice

COVID-19 FAQs for Renters 4

• 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?

Payments and Refunds 1

• How to Request a Refund

Getting Started for Administrators 12

• 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)
• Creating an account and an organization for your school
• Finding the Administrative Dashboard
• Customizing Email Notifications
• Account Types For Owners/Administrators
• Using Chrome's language translation feature
• Submitting New or Updated Photos of Facilities
• Directing Renters To Your Rental Request Site

Calendar Support 7

• Finding My School Or District's Calendar
• Customizing and Saving Calendar Views
• Creating Internal Events on the Calendar
• Creating Maintenance Blocks
• Printing Your Calendar
• Connecting Your Google or Apple Calendar
• Calendar Time is Wrong for Subscribed Calendar

Logging In & Adding Staff/Users 6

• Logging In
• Login instructions for Single Sign On (SSO) Districts
• Troubleshooting for Single Sign On (SSO) Districts
• Forgot Password - Administrators
• Facilitron Access for Staff/Employees
• Adding Staff/Users to your Account

Working with Reservations for Administrators 21

• Creating An Internal Reservation
• Creating An Internal Schedule With Multiple Dates
• Finding Reservations/Navigating To The Reservation Details Page
• Reservation Detail Page - An Overview
• Share a Reservation with an External Calendar
• Approving Reservations (District Admins)
• Pre-approving Reservations (School Admins)
• Commenting On Reservations - Admins
• Internal Commenting on Reservations - Admins
• Using "Alert Facilitron" with Comments
• Editing Time, Location Or Equipment (And Applying To Multiple Dates)
• Adding or Changing Services
• Adding A New Date or "Timeslot" To A Reservation
• Replicate Timeslots
• Adding Additional Facilities to a Reservation
• Removing Date(s) From A Reservation
• How to Change the Renter on a Reservation
• Making Reservation Requests During School Hours
• 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 4

• [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

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?

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

Getting Started with Work Orders 14

• 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
• How Do I Add a New User to the Work Order System

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