FaciliWorks CMMS Software
FaciliWorks Express Newsletter 
March 2019    
Proper training is a must!  
FaciliWorks Regional Training

To save time, avoid common mistakes and get the most out of your software, it is imperative to receive proper training and we offer a wide variety of training options to meet every need and budget. Class sizes are limited, so make your reservation now!

Web Training Suite 
Our Web Training Suite covers the same topics as a regional training class, but it's broken down into four easily manageable online sessions. You can register for individual sessions when you just need a refresher or you can register for the full suite and learn to use FaciliWorks like a pro, right off the bat.
Regional Training
Do you prefer to get out of the office? A two-day, hands-on regional training class will take you step by step through planning, preparation, setup and successful operation of FaciliWorks. You'll learn how to save time, avoid common mistakes and get the most out of your software. You'll also learn about advanced topics like data filtering, system maintenance, security and more.

Our new regional training schedule will be posted soon. If you would like to be notified when the new regional training classes are announced, please contact our training specialist at the phone number or email listed below.

Custom Training
In addition to the two training types listed above, we also offer onsite training and custom web training. If you need to train more than one user, users at multiple locations or simply want a fully customized training experience on your timeline, please contact us regarding these special training options.

Contact our training specialist at any time for details or registration:

1-800-777-7020 ext. 134
Industry News
Breaking new ground with better innovation management

Essential for business success, innovation is about keeping up with the competition through new products, services or ways of doing things. A new series of International Standards helps organizations maximize their innovation management processes and get the best out of all their bright ideas.

Read the full story on ISO.org 
Referral Rewards Program
For each referral you make, you'll receive a $100 reward* in the form of a Visa gift card, or if you are unable to accept such gifts, you may choose a discount on a future purchase with us. You can refer anyone to us to earn rewards - even your in-house quality, maintenance and supplier inspection teams.

*Click here for more information and start earning rewards now!
FaciliWorks 8i Tech Tip
Quickly Locate Data with Custom Filters in Data Entry Screens 
In FaciliWorks 8i, every data entry form has a Quick Filter that allows you to quickly locate the records you need. The default fields in the Quick Filter might not be exactly what you want right off the bat, but it's quick and easy to define your own filter fields.  
In the Data Administration -> Assets form, click the Quick Filter icon:  
Quick Filter Icon
The default fields in the Quick Filter are Asset Description, Asset ID, Asset No, Asset Warranty, Priority and Status, though these may differ depending on your software version. To customize which fields are presented here, complete the following steps. You must have administrator rights.  
Navigate to the Configuration -> Admin Settings -> Advanced tab and locate the Entry Form area.  
In this example, we want to change the Quick Filter for Assets, so click the Define Pre-filter link that corresponds to the Assets form:  
Define Pre-filter
The ensuing window displays the list of all fields available for the Quick Filter (cropped here for size). Check the checkbox that corresponds to each field you want; uncheck fields you do not want. Please note that if you are using FaciliWorks 8i with Calibration, this list will include fields for gage records as well as asset records.
Pre-filter criteria for Assets
Scroll to the bottom of the screen and click Save; close the Pre-filter Criteria for Assets window and you are returned to the Advanced tab.  
Navigate back to the Assets -> Information tab and click the Quick Filter icon. The filter window opens and now displays your selected fields.
Quick Filter
If so desired, you can have FaciliWorks 8i automatically display the Quick Filter (as opposed to displaying the records) when opening a data entry point, like Assets. To do this, navigate to Configuration -> Global Settings and in the Form Options section, select Use Pre-filter for the appropriate form:   
Form Options
Save your changes.
We encourage you to explore the additional capabilities of your FaciliWorks software and as always, keep an eye out for future Tech Tips.  
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