Alert that checks for an equipment record in e-automate to indicate an active FM Audit installation. Requires that FM Audit be hosted on-site in a server that CEO Juice has access to.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert sends a weekly report of customers that are reporting in FM Audit, but the matching customer in e-automate does not have an equipment record to indicate the customer has an FM Audit installation. In order to use this alert, you must be following a process of creating a 'dummy' equipment record of a specific model for each customer who has FM Audit running. The alert finds the 'dummy' equipment record based on a specific model that you use solely for these 'dummy' equipment records.
The alert looks directly into the FM Audit database to determine which customer locations have a functioning FM Audit installation, and therefore, to use the alert, you will need to be hosting FM Audit on-site. Before installation, you'll need to provide the model that is used for all of the 'dummy' equipment records, as that is hardcoded into the process and not a variable on the alert.
The two requirements for this alert:
1. You are hosting FM Audit on an internal server that CEO Juice can access. If you are NOT hosting FM Audit onsite, then this alert will NOT work as it needs direct access to the FM Audit database.
2. You are following the practice of creating a 'dummy' equipment record for each customer with an active FM Audit installation, and all of these equipment records have the same model.
Run Schedule: Mondays at 6 AM
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
This alert has no variables.
* * *
Alert Functionality
Alert Functionality
1. You'll need to provide the model used in your e-automate for the 'dummy' equipment records that indicate an FM Audit installation, for example, a model that is called 'FMAudit'
* * *
Best Practices & Tips
Best Practices & Tips
1. The practice of creating a 'dummy' equipment record for each FM Audit installation serves two purposes:
A. It gives visibility inside of e-automate into which customers have FM Audit monitoring.
B. It provides a record inside of e-automate to which calls can be attached for the purpose of tracking labor on the initial install and any service or maintenance required on the FM Audit software, or the computer hosting it.
For this alert to work, you just need to have an active equipment record assigned to the customer location and a specific model used for all of these equipment records. All other details are at your discretion and may be modified to suit your individual business practice.
* * *
Related Alerts
Related Alerts
ID118 - New Accounts Added Today in FM Audit
ID122 - Closed Service Call for Successful FM Audit Installation
ID123 - FMAudit Calls where Installation was not successful
* * *
0 Comments