The System Menu

Overview of The System Menu

The Solution Admin can access settings modules by clicking the System Menu button at the bottom of the Main Menu on the Home screen.

The System Menu displays a menu of System Administration modules you can access to view and edit all Performo settings. Configuring these options for your company's specific situation is generally taken care of during system implementation. Some of the settings will not be changed at all, some will be changed infrequently, and some—such as System Users—will be constantly in use.

1. Overview of the System Users Module
2. Overview of the System Preferences Module
3. Overview of the Entities Module
4. Overview of the Buildings Module
5. Overview of the Procedures Module
6. Overview of the Escalation Rules Module
7. Overview of the Email Module
8. Overview of the Email Templates Module
9. Overview of the Data Export Module
10. Overview of the Saved Filters Module
11. Overview of the System Log Module

Overview of the System Users Module

System Users can access the Performo Requester System, the Performo Worker System, or Performo Pro. Typical roles include workers, requesters and the admins who manage and analyze Performo data. You use the System Users module to view and edit system user accounts.

System User List Screen

System User List Screen Overview

You use the System User List screen to view and edit a found set of account records. You can create new users, print user lists based on the found set, and access the Roles List where you can view and edit privileges for different user types.

Things You Can Do on the System User List Screen

1. Creating User Accounts
2. Go to the User Detail screen
3. The Role List screen
4. Preview and print the User List Report

Creating User Accounts

You create System User accounts for the people who need to log in and participate facility maintenance: Workers, Requesters, and Admins. Each of these user types is referred to as a Role. Roles are sets of "CanDo" privileges. We use the term 'CanDo' to refer to privileges because privileges are things you can do. You can specify as many Roles as you need to fine-tune user types to tasks, duties, and responsibilities.

Sections for this Topic

1. Create a Performo Pro Account
2. Create a Worker Account
3. Create a Requester Account

The three most common user types are

• Performo Pro Users
  • Performo Pro users log in to track and manage facility maintenance processes.
  • Depending on specified "CanDo" privileges, Performo Pro users may access any or all Performo modules.
  • CanDo privileges include individualized access to work orders, assets, preventative maintenance schedules, parts and inventory, vendors, staff, system settings, and user management.
• Workers
  • Workers log in to the Performo Worker System to see work orders assigned to them or their maintenance teams.
  • Workers inspect, repair, and maintain the facility.
• Requesters
  • Requesters log in to the Performo Requester System
  • Requesters can enter a work order request and check on the status of previous requests.

Create a Performo Pro Account

You create a Performo Pro Account for the Solution Admin or other role-specific job titles such as Solution Admin, Parts Manager or Asset Manager, for example.

1. Click the System Menu button on the Main Menu to view the list of System Modules.
   • Note: You can only access this button if you have Manage Settings privileges in Role Setup.
   
2. Click the System Users button to go to the System Users List Screen.
   
3. Click the + User button to go to the New User detail screen.
   
   User Detail Screen: Account Information Section
   • All the fields on Account Information section will be blank and the Account ID field is automatically entered with the next unique numerical value.
     
4. Create a User Login.
   • The User login value will typically be the user’s email address or your company’s network login name.
   • Contact Wizard Support if you are unsure what value to enter here.
   
5. Choose or create the Role in the Account Information section.
   
   • Roles
   • Note: to create a Performo Pro user account, you must select a Role that has Performo Pro access rights.
     • This will include at least FM Access as well as CanDos for at least one Performo module.
   
6. Choose Entities they can Access
   • Check the checkbox for each entity the user should be able to access.
   • The All entity is not used for data entry.
   
7. Enter Contact Information
   • Click the link above for specific details about each of the fields in the Contact Information section.
   
8. Click the Proceed button to create their login account.
   • A notification is automatically sent to them via email.
   

Create a Worker Account

Before you can create an account for a worker to log in to, you first create their Worker record record in the Worker's Module.

• The System User account provides access to the web-based Performo Worker system.

1. Create the Worker record in the Worker's Module.
2. Click the System Menu button on the Main Menu to view the list of System Modules.
   • You can only access this button if you have Manage Settings privileges in Role Setup.
   
3. Click the System Users button to go to the System Users List Screen.
   
4. Click the + User button to go to the New User detail screen.
   
   User Detail Screen: Account Information Section
   • All the fields on Account Information section will be blank and the Account ID field is automatically entered with the next unique numerical value.
     
5. Enter the User Login.
   • The User login value will typically be the user’s email address or your company’s network login name.
   • Contact Wizard Support if you are unsure what value to enter here.
   
6. Choose Worker from the Role value list.
   
7. Choose a Username / Password type.
   • Options are Single Sign-on and User Self-Managed
   • Contact Wizard Support if you are unsure what value to enter here.
   
8. Entities Section
   • Check the checkbox for each entity the worker should be able to log in to.
   • The All entity is not used for data entry.
   
9. Enter Contact Information
   • For worker accounts you only need the Contact Name.
   • Optionally, you can right-click the Photo field and paste in a photo.
   • Optionally, you can check the checkbox for In / Out Board Active if your company is using the In / Out Board in the Performo Worker System.
   
10. Worker Interface Settings section
    • If you did not Set up the worker account for the Performo Web System on the Worker Account tab of the Worker Detail screen in the Workers module, then you click the Orders Assigned To field to choose the worker that orders should be assigned to.
    
    • See Worker Interface Settings
11. Click the Proceed button to create the login account for the worker.
    • A notification is automatically sent to the worker via email.

Create a Requester Account

Before you can create an account for a Requester to log in to, you create their Requester record in the Staff Module.

• After you create their Requester record in the Staff Module, you use the System User Detail screen to create the account they use to log in to the Performo Requester System.

• The System User account provides access to the web-based Performo Requester System.

• Note also that you can create the Requester's System User account when you are creating the staff or tenant record in the Staff or Tenants module.

1. Click the System Menu button on the Main Menu to view the list of System Modules.
   • You can only access this button if you have Manage Settings privileges in Role Setup.
   
2. Click the System Users button to go to the System Users List Screen.
   
3. Click the + User button to go to the New User detail screen.
   
   User Detail Screen: Account Information Section
   • All the fields on Account Information section will be blank and the Account ID field is automatically entered with the next unique numerical value.
     
4. Enter the User Login.
   • The User login value will typically be the user’s email address or your company’s network login name.
   • Contact Wizard Support if you are unsure what value to enter here.
   
5. Click the Role field and choose Requester.
   
6. Choose Entities the requester can log in to
   • Check the checkbox for each entity the requester should be able to log in to.
   • The All entity is not used for entering new requests.
   
7. Choose a Staff Contact
   • Since the Staff Account was created previously, you can click the Staff Contact field and choose the name of the person you are adding a login account for.
   • Note that you do not use the Contact Information Section for Requesters. The Staff Contact field connects this System User account to the Staff record in the Staff or Tenant module.
   
8. Click the Proceed button to create the login account for the Requester.
   • A notification is automatically sent to the Requester via email.
   

User Detail Screen

The User Detail screen is used to view and edit user information, and to configure settings for the account.

Things You Can Do on the User Detail Screen

1. Create a New User
2. View and Edit Contact Information
3. View and Edit Worker Interface Settings
4. View and Edit Entity Assignment
5. View and Edit "CanDo Privileges for Roles

View and Edit Contact Information

1. Enter the user name to be used throughout Performo Pro.
   • For example: email notifications, and value lists.
   
2. Right-click the Photo container and choose Paste to insert the user's In / Out board image.
   • This image is also used on the Performo Worker System and the Performo Requester System.
   
3. Click the In / Out checkbox to list the user on the Team tab on the Home screen.
   
4. Click the User File Path field to paste in the default file path used for uploading and downloading images, documents, and reports.
   • For information about the User File Path field See Step number 8 in Things You Can Do on the Document Detail Screen
   
5. Enter Comments, if necessary.
   

View and Edit Entity Assignment

The entity checkboxes determine the locations users can access when they log in.

1. Click the Entity checkboxes for the locations you want the user to be able to log in to.
   • The All entity is not used for data entry
   

The Role List Screen

Roles are templates of "CanDo" Privileges that you set up to grant access to user types based on their participation in facility maintenance at your company, corporation, or institution. You use the Role List screen to view and edit the list of roles that you are using.

1. To get to the Role List screen, click the Actions Menu button on the User List screen and choose Go to Role List

Sections for the Role List Screen

1. Overview of Roles and "CanDo" Privileges
2. The Role Setup Window
3. Things You Can Do on the Role List Screen

Overview of Roles and "CanDo" Privileges

Roles are sets of "CanDo" privileges that establish the records users can view, edit, create, and delete throughout each module in Performo.

• Privileges are divided into four categories of things users can do when they log in:

CanDo	Privilege
View	View Only
Edit	View and Edit
Create	View, Edit, and Create
Manage	View, Edit, Create, and Delete

The Role Setup Window

The Role Setup window displays the Role Name, the number of users, and the number of "CanDo" privileges assigned to that role. The other component of the Role Setup window is the CanDo value list which includes the things you can choose to allow users to do. You use the Role Setup window to choose CanDos for Roles.

The CanDo value list in the Role Setup window

Recap of CanDo options within each Performo module

View	Edit	Create	Manage (and Delete)
Assets	Assets	Assets	Assets
Contacts	Contacts	Contacts	Contacts
Documents	Documents	Documents	Documents
Parts	Parts	Parts	Parts
PMs	PMs	PMs	PMs
Procedures	Procedures	Procedures	Procedures
Workers/Vendors	Workers/Vendors	Workers/Vendors	Workers/Vendors
Work Orders	Work Orders	Work Orders	Work Orders
			Properties
			Settings
			Users

Things You Can Do on the Role List Screen

1. Create a New Role
2. Duplicate a Role

Create A New Role

1. Click the + Role button to view the New Role window.
   
2. Click the Role Name field in the New Role window to enter a Role Name.
   • Click the OK button to open the Role Setup window.
   
3. Click a blank field in the Role Setup window to choose a privilege from the CanDo value list.
   • Repeat this process until you have added all the CanDos for that user type.
   

Duplicate a Role

You can duplicate any role. This will be useful when you are creating a role that is similar to another role.

1. Click the Duplicate Role button to open the Duplicate Role window.
   
2. Rename the role and click the OK button to open the Role Setup window.
   
3. Edit "CanDo" privileges in the Role Setup window.
   • When you are duplicating a role, you scroll down to the blank line at the bottom of the existing list of "CanDo" privileges to add an additional CanDo.
   • You can also click the delete button on the right-hand side of each CanDo to remove that privilege from the duplicated role.
   

Preview and Print the User List Report

1. Click the Actions Menu button and choose User List Report from the value list to open the Edit Report Title window.
   
2. Edit or accept the default report title and click OK.
   
3. Options on the Print Preview Screen
   • Click Print to send the report to your printer.
   • Click Save as PDF to open the operating system Save As window.
   • Click Exit Preview to go back to the System User List screen.
   

Overview of the System Preferences Module

You use the System Preferences module to view and edit settings used throughout Performo.

Things You Can Do in the Preferences Module

1. View and Edit the General Tab
2. View and Edit the Setup Tab
3. View and Edit the Network Tab
4. View and Edit the Graphics Tab
5. View and Edit the Home Screen Tab
6. View and Edit the Assets Tab
7. View and Edit the Rooms Tab

System Preferences General Tab

You use the General tab to view and edit settings used throughout Performo Pro.

Things You Can Do On the General Tab

1. View and Edit The Multi-X Group Term
2. View and Edit the Orderers Term
3. View and Edit the Campuses Label Field
4. Configure Work Orders and Preventive Maintenance Settings
5. Configure Parts Inventory Values for the All Warehouse
6. Configure the Home Screen Chart Auto-Refresh
7. View and Edit Holidays and Dates

View and Edit the Multi-X Group Term

In Performo, we use the term entity to describe elements of your corporate structure that are physically, geographically or financially separate from each other. You can choose the word you use to describe these elements by changing the Multi-X Group Term on the General Tab of the System Preferences module. This term will be used throughout Performo Pro, the Performo Worker System, and the Performo Requester System when referring to locations that users can log in to and perform tasks, duties, and responsibilities.

1. Click the System Menu button on the Main Menu to view the list of System Modules.
   • Clicking this button only works if you have Manage Settings privileges in Role Setup.
   
2. Click the Preferences button to go to the General tab of the System Preferences module.
   
3. Click the Multi X Group field to view a value list of potential options.
   • You can choose or enter the entity term your company uses to refer to business units that are geographically or financially separate or distinct from each other.
   

View and Edit the Orderers Term

Requesters, or Orderers participate in facility maintenance at your company by filling out a form on a webpage in the Performo Requester System that tells you about something that requires attention. These people can be Tenants or Staff, and you can change the field labels in Performo Pro, the Performo Requester System, and the Performo Worker System to conform to your company default.

1. Click the System Menu button on the Main Menu to view the list of System Modules.
   • This button only works if you have Manage Settings privileges in Role Setup.
   
2. Click the Preferences button to go to the General tab of the System Preferences module.
   
3. Change the Orderers Type, Orderers Label, and Orderers Label Plural fields to orient Performo Pro to Tenants, or Staff.
   

View and Edit the Campuses Label Field

Many institutions are divided into business units that are geographically separate from each other. Each business unit contains a number of facilities that you have to manage. You can change the change the word that Performo uses to categorize these groups of buildings. You do this by editing the Campus Label field on the General tab of the System Preferences detail screen.

The Campus Label field is used in the following modules:

• Work Orders
  • the Location section of the General tab on the Work Order Detail screen
• PM Schedules
  • the Location section of the General tab on the PM Detail screen
• Assets
  • The Location section of the Overview tab on the Asset Detail screen
• Staff
  • The Employee Information section of the Staff Detail screen.

1. Click the System Menu button on the Main Menu to view the list of System Modules.
   • Clicking this button only works if you have Manage Settings privileges in Role Setup.
   
2. Click the Preferences button to go to the General tab of the System Preferences module.
   
3. Change the Campus Label field and the Campus Plural Label field to orient Performo to Campuses.
   

Click the Campus Label field on the General tab of the System Preferences screen and type in a label to organize and categorize groups of buildings at your corporation.

Configure Work Orders and Preventive Maintenance Settings

There are six checkboxes on the Work Orders section of the General tab of the System Preferences screen to help you configure details about work orders and preventive maintenance. The table below explains the use and function of each button.

Checkbox	Description of Effect or Purpose
Restrict PMs to Weekdays	Creates PM Work Orders on Weekdays only. Scheduled PM Work Orders that occur on the weekend will be deferred to the following Monday.
Exclude Weekends from Duration Calculation	Click the checkbox so PM Schedules are automatically calculated such that if the duration specification results in a weekend start date, it will be recalculated so the start date is the following Monday. This is useful in use-case scenarios where you are tracking target time to completion: so that the start date of a PM Work Order that is created on a Saturday, is the following Monday—and not 48 hours overdue already .
Highlight Overdue Orders	Displays overdue work orders shaded yellow when they are part of the Found Set in list view.
Auto-create PMs from Server	Automatically creates PM Work Orders and displays them in the work order list in the Work Orders Module. You can uncheck this if you prefer to create PM Work Orders manually.
Auto-create PM Future Dates	Automatically calculates and displays future PM dates when you go to the PM Detail screen. You can disable this if you prefer to calculate future PM dates manually with the Regenerate Dates button.
Create PMs for all Props	Automatically creates PM Work Orders for all entities. You can disable this setting if you want to create PM Work Orders manually for all entities in your organization.

Setup Tab

You use the Setup tab to view and edit general settings for the Performo Worker System and the Performo Requester Systems.

Things You Can Do On the Setup Tab

1. View and Edit the Default Property ID
2. View and Edit Performo Request System Options
3. View and Edit Default Reasons for Reassigning a Work Order

View and Edit the Default Property ID

You can choose which entity is selected by default when requesters with access to multiple entities log in.

1. Click the radio button corresponding to the entity to set the default preference.
   • When requesters with multiple-entity access log in, they will see this entity's requests and orders first.
   • They will be able to use the Entity value list to choose a different entity to view and edit orders and requests.
   

View and Edit Performo Request System Options

These settings are configured during the implementation phase and not usually changed thereafter. Contact your Wizard Software Solution Architect if you need further information.

View and Edit Default Reasons for Reassigning a Work Order

Some companies provide field engineers with the ability to reassign work orders. You can view and edit the default reasons that you permit workers to give for reassigning a work order. These 'reasons' appear in the Performo Worker System.

1. Add a reason to reassign a work order
   • Click the + button on the right-hand side of the Worker module section to add a blank line to the Reassign Work Order Reasons portal.
   
   • Click the blank line in the portal to enter the new reason to reassign a work order.
     • You can enter any reason you need to.
       
2. Edit a reason
   • Click any line in the portal to edit that reason.
     • Clicking in the field automatically selects the contents of the field. This is a convenience feature.
     • Begin typing to replace the existing reason with a revised reason.
     • Single click to deselect the contents of the field if you only want to edit part of the existing reason.
   
3. Delete a reason permanently
   • Click the Delete button to open the confirmation window.
   • Note that this does not change any work orders previously reassigned for this reason.
   
   • Click Delete to permanently delete the reason.
   • Note that work orders previously reassigned for this reason will not be changed automatically.
   • Deleting a record is permanent. This is confirmation is required.
   

Network

You use the Network tab to configure the server, email, and the time zone.

Sections: -Web Server -FMP URL -FMS Document Path -Outgoing Server -Incoming Server -Email Settings -Escalation Rules -System Admin Email -SMTP Server -Time Zone

Things You Can Do On the Network Tab

1. View and edit Web Server settings
2. View and edit Email settings
3. View and edit default documents path
4. View and edit email settings
5. View and edit Escalation Rules
6. View and edit the System Administration email address
7. View and edit Time Zone settings

Graphics Tab

You use the Graphics tab to view and edit the logos that appear on screens and reports.

Things You Can Do On the Graphics Tab

1. View and edit the default system logo used on report headers
2. View and edit the property logo

Home Screen Tab

You use the Home Screen tab to change the Home Screen Announcement message that all Performo Pro users see when they log in.

Things You Can Do On the Home Screen Tab

1. View and edit the default Home Screen Announcement Message

Assets Tab

The Assets tab is divided into tabs for Asset Classification, Asset Attributes, and a Structures and Classification Diagram. Asset classification helps you manage a large number of assets. You group assets together in categories to make it easier to:

1. Pick assets to add to preventive maintenance schedules and corrective maintenance work orders.
2. To find, view and edit a Found Set of assets on the Assets List screen.
3. Asset Attributes help you create and implement templates of data points that you want to track and manage for assets used throughout your organization.

Asset Classification Level	Asset Classification Level Name
Level 1	Asset System
Level 2	Asset Category
Level 3	Asset Function

Things You Can Do On the Assets Tab

1. View and Edit the System Level of Asset Classification
2. View and Edit the Category Level of Asset Classification
3. View and Edit the Function Level of Asset Classification
4. Add, Edit, or Remove Assets Classifications from Attribute Templates

View and Edit the System Level of Asset Classification

Add a Classification Level 1 (System)

1. Click the + button in the upper, right-hand corner of the Classification Level 1 (System) portal to add a blank line to the portal.
   
2. Enter the Asset System Name and click the Attribute Template field to choose one if necessary.
   • The Attribute Template field displays a list of attribute templates.
   • Attribute templates are the specified fields you are using to collect data about each, individual asset within the asset classification group.
   

Delete a Classification Level 1 (System)

1. Click the red x in the white circle on the right-hand side of the asset system record to open the confirmation window.
   
2. Click Delete to remove the Classification Level 1 (System) permanently.
   • Confirmation is required when you delete because there is no undo.
   • Note that deleting a system also deletes related categories and functions, but does not affect Assets previously designated to be in that asset classification group..
   

View and Edit the Category Level of Asset Classification

Add a Classification Level 2 (Category)

1. Click the + button in the upper, right-hand corner of the Classification Level 2 (Category) portal to add a blank line to the portal.
   
2. Enter the Asset Category Name and click the Attribute Template field to choose one if necessary.
   • The Attribute Template field displays a list of attribute templates.
   • Attribute templates are the specified fields you are using to collect data about each, individual asset within the asset classification group.
   

Delete a Classification Level 2 (Category)

1. Click the red x in the white circle on the right-hand side of the asset category record to open the confirmation window.
2. Click Delete to remove the Classification Level 2 (Category) permanently.
   • Confirmation is required when you delete because there is no undo.
   • Note that deleting a category also deletes related functions, but does not affect Assets previously designated to be in that asset classification group.
   

View and Edit the Function Level of Asset Classification

Add a Classification Level 3 (Function)

1. Click the + button in the upper, right-hand corner of the Classification Level 2 (Category) portal to add a blank line to the portal.
   
2. Enter the Asset Function Name and click the Attribute Template field to choose one if necessary.
   • The Attribute Template field displays a list of attribute templates.
   • Attribute templates are the specified fields you are using to collect data about each, individual asset within the asset classification group.
   
3. Check the Life Safety checkbox if the function of this asset poses a life safety risk.
   
4. Click the Risk field to choose a risk level.
   
5. Click the Function Risk field to choose a functional risk level.
   

Delete a Classification Level 3 (Function)

1. Click the red x in the white circle on the right-hand side of the asset function record to open the confirmation window.
   
2. Click Delete to remove the Classification Level 2 (Category) permanently.
   • Confirmation is required when you delete because there is no undo.
   • Note that deleting a function does not affect Assets previously designated to be in that asset classification group.
   

Add, Edit, or Remove Assets Classifications from Attribute Templates

You view and edit Asset Attributes on the Asset Attributes tab of the Assets tab in System Preferences. Asset attributes are consistent across entities. This means that all the asset managers across all the entities of your enterprise use the same asset attributes and asset templates. You create the asset attributes to collect the data that you want — and you are not hampered by information that does not apply to your situation, industry, or area of expertise.

• Asset Attribute values are the data points.
• Asset Attribute Templates are groups of data points that you use to keep track of each instance of a particular kind of asset.
• The work order admin and the field engineer can view and edit Asset Attributes in Performo Pro and the Performo Worker System.

Asset Attribute Templates

You can create templates of asset attributes.

• A template is a grouping of attributes.

• Each row in the Asset Attribute Templates portal is one grouping of asset attributes.

• The portal displays the Asset System, the Template Name, and the Attribute Names.

• You use the template every time you add another one of that particular asset. For example: freight elevators.

  • This organizes the data points you want to capture for all your freight elevators in all your buildings across the enterprise.

• Templates are grouped together by Asset Classification Level 1 (System).

• Each template contains one or more asset attributes that you can use to add values to — for each asset of that type.

Create a New Template

1. Click + on the right-hand side of the Asset Attribute Templates section.
   
2. Enter the Asset Classification System from the value list.
   
3. Enter the Template Name in the middle column.
   
4. Click the Edit Record button to view and edit the Select Attributes for the Template
   
5. Check the checkbox in the Select column to add attributes to the template.
   • Thereafter, the work order admin, and, or the field engineers will add values to those attributes for each of those assets that you are managing and maintaining.
   

Rooms Tab

You use the Rooms tab to view and edit Room taxonomy.

Things You Can Do on the Rooms tab

1. View and edit the list of Room Categories
2. View and edit the Room Category / Type Setup portal- types of room for each category

Overview of the Entities Module

You use the Entities module to view and edit details about each entity. The word Entity refers to divisions within your company, corporation, or intuition, that are physically, geographically, or financially separate from one another. The Entities Module is divided into the Entity List Screen and the Entity Detail Screen.

Entity List Screen

You use the Entity List screen to see a high level overview of the entities that comprise your organization. These details include the number of buildings and work orders in each entity.

Things You Can Do on the Entity List Screen

1. Create a New Entity
2. View Entities on a Map

Entity Detail Screen

You use the Entity Detail screen to configure location specific settings such as address, location labels, logos and company name, values for departments, trades, job types, buildings, and purchase order details. You configure these details for each of your corporations entities.

Things You Can Do On the Entity Detail screen

1. View and Edit the General Tab
2. View and Edit the Graphics Tab
3. View and Edit the Value Lists Tab
4. View and Edit the Campuses and Buildings Tab
5. View and Edit the The Map Tab
6. View and Edit the Parts Tab
7. View and Edit the Communications Tab

The General Tab

You use the General screen to view and edit initial configuration settings. Sections: -Contact Information -Entity Information -Labels -Time Zone

Things You Can Do on the General Tab

1. View and edit the entity name
2. View and edit the markup % to apply to billed work orders
3. View and edit labels used for locations
4. View and edit Notification Email Addresses for work order admins
5. View and edit the Time Zone to be used for work orders
6. View and edit the next work order number
7. View and edit the next PM Schedule number

The Graphics Tab

You use the Graphics tab to view and edit logos and photos used throughout Performo. Sections:

• Screens
• Reports
• Entity Photo

Things You Can Do on the Graphics Tab

1. View and edit the logo displayed on reports
2. View and edit the report header and footer

The Value Lists tab

On almost every screen in Performo Pro, The Performo Worker System, and the Performo Requester system value lists are employed to constrain, simplify, and clarify data entry. Choosing a value from a list eliminates typographical errors, and makes it easy for admins, requesters, and field engineers to view and edit data consistently.

Departments — Priorities — Trades and Job Types

1. Click the Value Lists tab to view the lists of things you use at your company, corporation or institution.
   
2. Use the Value Lists tab to view and edit the list of options
   • Departments
   • Priority
   • Trades and Job Types.
   • Note:
     • Workers, requesters, and other work order admins all chose values from these lists when viewing and editing work orders, assets, and PM schedules.
   • Section Notes:
     • The right-hand side of the Trades and Job Types section displays job types after you select a trade.
     • Those are the Job Types for that trade.

Things You Can Do on the Value Lists Tab

1. View and Edit the Departments Value List
2. Add, View, and edit the Priority Value List
3. Create a New Priority
4. Configure a Default Target Time Reference for the Priority
5. View and Edit the Trades Value List
6. View and Edit the Job Types Value List
7. Configure a Default Priority for Each Job Type

View and Edit the Departments Value List

Each entity at your company, corporation, or institution can have its own value list of departments. Departments are seen on the Work Orders Detail screen in Performo Pro, and throughout the Performo Worker System and the Performo Requester System. You use the Departments value list when you create records in the Staff Module.

1. Go to the Departments Value List
   • Click the System Menu button on the Main Menu to view the list of System Modules.
   • The button only works if you have Manage Settings privileges in Role Setup.
   
2. Click the Entities button to go to the System Users List Screen.
   • You can view and edit the Departments value list on the Value Lists tab of the Entity Detail screen.
   
3. Click anywhere on the record of the entity you want to view and edit.
   • You can view and edit the value lists for one entity at a time.
   
4. Click the Value Lists tab to view and edit the options on the Departments value list.
   • The default for the Entity Detail screen is the General tab.
   
5. Add A Department
   • Click the + button to add a blank line to the Departments value list.
   • The blank line is automatically added to the top of the Departments value list.
   
6. Enter the department name in the field.
   • The department will be alphabetized automatically when you depress the TAB or ENTER key.
   • It is not necessary to use the RETURN key as this adds an unusable blank line to the value list.
   
7. Delete A Department
   • Click the white X in the red circle to open the Delete Department window.
   
8. Click Delete to permanently remove the department from the list.
   • Confirmation is requested because there is no Undo command.
   • Note that removing the department from the value list does not remove it from any work orders or staff or tenant records where it has been previously entered.
   

Configure a Default Priority for Each Job Type

Priorities are used to specify the importance of work orders in order for field engineers to determine which work orders to pursue first, and which to pursue second. You specify priorities and escalation rules.

1. Click the field in the first column to edit the priority order number.
   • Priorities are listed in numerical order in the portal.
   
2. Click the field in the Target Hours to Complete column to edit the default time reference for that priority record.
   • Note that this field is displayed in hours, so you have to convert one day to 24 hours when entering data in this field.
   • Hours are counted based on the date and time the request was created or when the work order was created if there was no request first.
   • Weekends and holidays are not counted as work days when calculating when the work order is overdue.
   
3. Click + to add a record to the portal.
4. Click x to delete a record from the portal.

Create A New Priority

1. Click the + button in the Priority section to create a blank line at the top of the Priority portal.
   
2. Click the field in the first column to edit the priority order number.
   • Priorities are listed in numerical order in the portal.
   
3. Click the field in the Target Hours to Complete column to edit the default time reference for that priority record.
   • Note that the data in the Target Hours to Complete column is displayed in hours.
     • Convert one day to 24 hours when entering data in this field.
   • Hours are counted based on:
     • the date and time the request was created or
     • when the work order was created if there was no request first.
   • Weekends and holidays are not used to calculate when the work order is overdue.
   

Configure a Default Target Time Reference for the Priority

1. Click the Target Hours to Complete field to enter a default number of hours for that priority.
   • Note: This value is used to calculate the Target Date and Time for work orders configured with that priority.
   • A priority record with a numeral 4 in the Target Hours To Complete field means work orders with that priority must be completed within 4 hours of work order entry or they will be marked as OVERDUE.
   • If Escalations are enabled, email notifications might be sent out at that time.
   

View and Edit the Trades Value List

You use the Trades and Job Types portals to view and edit the list of Trades, and the Job Types associated with each Trade.

1. Click the Trade radio button to view Job Types related to that Trade in the right-hand portal.
   
2. Click + in the Trades portal to add a Trade.
   
3. Click + in the Job Types portal to add a Job Type to a Trade.
   
4. Enter a numeral in in the Priority column to configure the default priority.
   • Work orders with that Job Type will be assigned that priority by default.
   

Example

• A requester chooses the Carpentry Job Type for a Window Repair.
• The request is automatically sent to the field engineers assigned to the Carpentry trade.
• The request also has a default time reference of four hours.
• One of the field engineers approves the work order and assigns it to herself.

Related

Notifications will be sent out via email message:

• if Escalations are enabled,
• if the work order is not completed within the time reference.
  • Note that work orders that are not completed in the time reference are marked with the overdue status.

View and Edit the Job Types Value List

1. Click the Trade radio button to view Job Types related to that Trade
   
2. Click + in the Job Types portal to add a Job Type to a Trade.
   
3. The radio-button that is filled-in blue and the blue highlight on the trade record in the Trades portal is a visual indication of the Trade that is selected.
   • The job types listed on the right are under the trade selected on the left.
   

Campuses and Buildings Tab

You use the Campuses & Buildings tab to view and edit buildings located at each corporate campus.

Things You Can Do on the Campus & Buildings Tab

1. View and Edit Campuses
2. Create a New Campus
3. Edit Campus Details
4. Delete a Campus
5. View and Edit Buildings
6. Create a New Building
7. Edit Building Details
8. Go to the Building Detail Screen
9. Delete a Building

View and Edit Campuses

If your organization has properties, locations, or business units that are physically, geographical, or financially separate from each other, you can use Campuses to separate the buildings that part of each property, location, or business unit. Additionally, you can change the term "Campus" to any term that makes sense to your company, corporation, or institution.

You use the Campuses portal to view and edit the campuses that into which the entity is divided. You can add as many campuses as you need.

Best Practice. You are not required to add a Campus if your company only has one location - even if there are many buildings. You use Campuses to divide buildings into more than one category.

Create a New Campus

1. Click the + button on the right-hand side of the Campus portal to open the message window.
   
2. Click the OK button to create a blank line at the top of the Campuses portal.
   
3. Enter a unique Campus ID, a Campus Name, and a description of the campus in the portal.
   

Edit Campus Details

1. Click any field in the a campus record in the Campuses portal to edit the information.
   

Delete a Campus

1. Click the Delete button to view the confirmation window.
   • Further information about when you delete a record.
   
2. Click OK to confirm you are deleting the campus permanently.
   • There is no undo.
   • Building records previously assigned to this campus will not be changed automatically.
   

View and Edit Buildings

Simply stated, buildings are the locations of work orders and asset management. You use the Buildings portal to view and edit buildings related to a Campus in an entity.

Things You Can Do in the Buildings Portal

1. Create a New Building
2. Edit Building Details
3. Go to the Building Detail screen
4. Delete a Building

Create a New Building

1. Click the + button on the right-hand edge of the Buildings portal to open the message window.
   
2. Click okay to add a blank line at the top of the portal.
   • The message reminds you to be sure to Enter a unique Building ID when you create a new building.
   
3. Enter building details, including a unique Building ID in the Buildings portal.
   

Edit Building Details

1. Click any field in the Buildings portal to edit the information in that field.
   

Go to the Building Detail Screen

1. Click the Building Detail button to go to the Building Detail screen in the Buildings module.
2. Click the Back button if you need to go back to the Campuses & Buildings tab.
   • the Back button is in the upper, left-hand side of the screen on the Title bar.
   

Delete a Building

1. Click the Delete button to view the confirmation window.
   • Further information about when you delete a record.
   
2. Click OK to confirm you are deleting the building permanently.
   • There is no undo.
   • Floor records, work orders, and preventive maintenance schedules previously assigned to this building will not be changed automatically.
   

The Map Tab

You use the Map tab to enter the GPS coordinates of the entity.

• Sections on the Map Tab
  • Map Setup
  • Map Display

Things You Can Do on the Map Tab

1. View and edit the GPS coordinates of the entity

The Parts Tab

You use the Parts tab to view and edit Purchase Order details.

• Sections on the Parts Tab
  • Default Parts
  • Purchase Order
  • Request Form Settings

Things You Can Do on the Parts Tab

View and edit Purchase Order Information

The Communications Tab

You use the Communications tab to view and edit the:

1. Web Requester interface Help Contact
2. Web Requester Alert Message
3. Internal and External Communications Messages

Things You Can Do on the Communications Tab

1. View and edit the Web Requester Interface Help Contact
2. View and edit the Web Requester Alert Message
3. View and edit Communications Messages

Web Requester Interface Help Contact Information

Use the Web Requester Interface Help section to view and edit the information that appears in the bottom, left-hand corner of every screen in the Performo Request System.

• Data entered in the fields appears on the web pages.
  

Web Requester Alert Message

Use the Web Requester Alert Message section to view and edit the information that appears on the upper, left-hand side of the Home Screen of the Performo Worker system.

• Data entered in the fields appears on the web pages.

Communication Messages

Use the portal in the Communication Messages section to view and edit internal and external messages that requesters, work order admins, and field technicians access via the Messages section of the Performo Worker System and the Performo Requester System.

• Messages:
• Internal or external.
  • Internal messages go between the work order admins and the field technicians.
  • External messages go between the requesters, field technicians, and the work order admins.

Overview of the Buildings Module

Buildings are locations where work orders take place. Also, places where assets are installed, maintained, and in use. For further classification purposes, you can further break down buildings into Floors in this building and Rooms on this Floor.

Things You Can Do in the Buildings Module

1. View and Edit the Buildings List Screen
2. View and Edit the Building Detail Screen
3. View and Edit the Floor List Screen
4. View and Edit the Floor Detail Screen
5. View and Edit the Room List Screen
6. View and Edit the Room Detail Screen

View and Edit the Buildings List Screen

You use the Buildings List screen to view and edit a Found Set of Buildings.

1. Click the Buildings button on the System menu to go to the Buildings List screen.
   
2. Click any record on the Building List screen to go to the Building Detail screen.
   
3. Click + Building to go to the a blank Building Detail screen where you can start entering data.
   • be sure to enter a unique building ID in the Building Overview section.
   
4. To get to the Floors List screen, click the Floors button.
   
5. To get to the Rooms List screen, click the Rooms button.
   

View and Edit The Building Detail Screen

You use the Building Detail screen to view and edit details about the space, including a list of the floors in the building. You can also navigate to the Floors List screen or the Rooms List screen.

• Sections on the Building Detail screen:
  • Building Overview
  • Building Notes and Photo
  • Floors for this Building
  • Map

1. To get to the Building Detail screen, click on any record on the Building List screen
   
2. Click + Building to go to the a blank Building Detail screen where you can start entering data.
   
   • be sure to enter a unique building ID in the Building Overview section.
3. To get to the Floors List screen, click the Floors button.
   
4. To get to the Rooms List screen, click the Rooms button.
   

Floors for this Building Section of the Building Detail screen.

• When you are looking at the Building Detail screen, you can go directly to the details for any floor.

1. To go to the Floor Detail screen, click the Edit Floor button.
   • The Edit Floor button is located on the right-hand side of each record in the Floors for this Building section.
     

View and Edit the Floor List Screen

You use the Floor List screen to view and edit a Found Set of Floors in buildings.

1. To go to the Floor List screen, click the Floors button on the Actions bar on any screen in the Buildings module.
   
2. Once you are on the Floor List screen, click any record in the list to go to the Floor Detail screen.
   
3. View and Edit the Floor Detail Screen
4. To get to the Buildings List screen, click the Buildings button.
   
5. To get to the Rooms List screen, click the Rooms button.
   

View and Edit the Floor Detail Screen

• You use the Floor Detail screen to view and edit information about the space, including rooms on each floor.
  • Sections:
    • Rooms on this Floor
      
    • Floor x Overview
      
    • Floor Plan Setup
    • Map

1. To go to Room details, Click the Edit Room button.
   • The Edit Room button is on the right-hand side of the Rooms on this Floor Section.
   
2. To get to the Buildings List screen, click the Buildings button.
   
3. To get to the Rooms List screen, click the Rooms button.
   

View and Edit the Room List Screen

You use the Room List screen to view and edit a Found Set of rooms and to get to the Room Detail screen.

1. To go to the Room List screen, click the Rooms button on the Actions bar.
   
2. Once you are on the Room List screen, click any record in the list to go to the Room Detail screen.
   
3. View and Edit the Room Detail Screen
4. Click any record on the Room List screen to go to the Room Detail screen.
   

View and Edit the Room Detail Screen

You use the Room Detail screen to view and edit:

1. General information about the room.
2. The GPS Location of the room.
3. The map with a pin where the room is.

1. View and Edit the Room Detail Screen
2. You can Enter GPS coordinates manually, or click on the map to enter automatically.
   
3. Click the Edit Location checkbox to activate the GPS locating feature.
   
4. Click anywhere on the map to pin the room to that location and enter the GPS coordinates in the General section .
   
5. Click the Rooms button on the Actions bar to go to the Room List screen.
   

Categorize Buildings with the Campus Field

You use the Campus field to group buildings together.

• You can View and Edit the Campuses Label Field in the Entities module.

Click the Campus field to choose an option from the Campus value list.

You use the Buildings module to add, view and edit rooms, floors, and buildings.

Overview of the Procedures Module

Procedures are lists of tasks, duties, and, or responsibilities that you specify and save as templates for field engineers to use when completing preventive or corrective maintenance work orders. You use the Procedures module to view and edit your templates. The Procedures module is divided into the Master Procedure List screen, and the Master Procedure Detail screen. The Master Procedure Detail screen is divided into tabs for Task List, Text, PM Schedules, PM Assets, and Notes. The Procedures module is accessible from the System menu.

Overview of Roles and CanDo Privileges

Master Procedures List Screen

The Master Procedure List screen is for viewing and editing a Found Set of Master Procedures. The default Found Set for Master Procedure List screen is all records, sorted by the Code field

1. Click the System Menu button on the Main Menu of the Home screen to view the list of system modules.
   
2. Click the Procedures button to view the Master Procedure List screen.
   
3. You use the Master Procedure List screen to view and edit a found set of master procedures.
   

Tools to Search and Filter Data

There is an extensive array of tools accessible on the Master Procedure List Screen to filter the list so that you can view and edit the procedures that you need to.

Find records using:

1. The Global Search Field
2. The Filters Window
3. Constrain-by
   

Things You Can Do on the Master Procedures List Screen

1. Create a New Master Procedure
2. Print the Procedures List Report
3. Delete a Procedure

Create a New Master Procedure

A Master Procedure template is added to to a preventive maintenance or corrective maintenance work order. Field engineers use the text and task steps to complete the work order. You can also attach a procedure to an asset. PM and CM Work Orders with the asset attached display the task steps and text specified in the master procedure template.

1. Click + Master Procedure to go to the Task List tab of the Master Procedure Detail screen.
   
   The Master Procedure Detail screen will be blank, and the Master Procedure ID Code will be automatically entered and displayed.
   
2. Click the System field to choose a system from the value list.
   • Systems are used to categorize Master Procedures.
   • When you choose a template of task steps in the Work Orders module, The PM Schedules module, or the Assets module, only that system's procedures show up in the Name value list.
   
3. Click the Name field to enter a name for the Master Procedure.
   • Best Practice is to use a name that accurately and concisely defines the procedure so you can identify it quickly in a list.

4. Enter Master Procedure Tasks

5. Enter Master Procedure Text

6. Enter Master Procedure Notes

Print the Procedures List Report

1. Click the Actions Menu button and choose Procedures List Report to open the Edit Report Title window.
   
2. Edit the default report title if necessary and then click OK to go to the Print Preview.
   
3. Options on the Print Preview Screen
   • You can save the report as a PDF or send the report to a physical printer if you need a card copy.
   • Click Exit Preview to go back to the Master Procedure List screen.
   

Delete a Procedure

1. Click the Record Menu button and choose Delete Procedure to open the confirmation window.
   
2. Click Delete to remove the Master Procedure record permanently.
   • Confirmation is required because there is no undo when you delete a record.
   • Assets, Work Orders, and PM Schedules with the Master Procedure attached are not changed.
   

Master Procedure Detail Screen

You use the Master Procedure Detail screens to view and edit all the components of a master procedure.

Master Procedures Defined

Things You Can Do on the Task List Screen

You use the Task List screen to view and edit a series of to do items.

1. Click + Task to enter a blank line at the top of the portal.
   
   • Check the Task List - Active checkbox and the task list will appear on work orders.
   • Enter the ordinal task number in the number field. The ordinal number determines the order of task steps on the work order.
   • Enter the task step Description.
   • If the Task is a Meter Reading click the Meter field and choose a meter type.
     • This creates a space on the work order for Field Engineers record the results.
   
   • Click the Bold checkbox and the description will be displayed bold on the work order.
   • Click the Indent field and type in any ordinal number of spaces to indent that task step on the work order.
     • This will be useful if you want to nest 'parent' task steps under 'child' task steps.
   

Things You Can Do on the Text Screen

You use the Text screen to view and edit work guidelines added as text. Master Procedure text can be duties, responsibilities, notes, or any other content. The purpose of this content is to guide or assist field technicians during the process of completing CM and PM work orders.

1. Click the Text tab to view and edit master procedure text.
   • Click the Text - Active Checkbox to display this content on CM and PM work orders.
   
2. Enter duties, responsibilities, notes or any other description of tasks for the Master Procedure.
   • This content guides field engineers and is printed on CM and PM work orders.
3. Click Convert to Tasks to open the Convert Text to Tasks window.
   
4. Choose an option in the Convert Text to Tasks window.
   • Click Replace to delete existing tasks before adding each paragraph as a line item on the Task List screen.
   • Click Append to add each paragraph as a line item on the Task List screen.
   
5. Refer to Things You Can Do on the Task List Screen to edit each step.
   • The Text - Active checkbox will automatically be unchecked on the Text Screen.
   • The Task List - Active checkbox will automatically be checked on the Task List screen.
   

Master Procedure PM Schedules Screen

You use the the PM Schedule screen to view the PM Schedules that the Master Procedure is attached to.

1. Click any PM Schedule record on the PM Schedules screen to go to the Overview tab of the PM Schedule Detail screen in the PM Schedules module.
   
2. Click the Back button on the Title Bar of the PM Schedules Detail screen to get back to the Master Procedures module.
   

Master Procedure PM Assets Screen

You use the PM Assets screen to view assets where the master procedure is attached to the PM Schedule for that asset.

1. Click any Asset record on the PM Assets screen to go to the Overview tab of the Assets Detail screen in the Assets module.
   
2. Click the Back button on the Title Bar of the Assets Detail screen to get back to the Procedures module.
   

Master Procedure Notes Screen

You use the Notes screen to view and edit comments about the Master Procedure. These notes are for internal use and do not appear on the CM or PM work orders.

1. Click the Notes field to enter text about the master procedure that will be for internal use and will not appear on CM or PM work orders.
   

Overview of the Escalation Rules Module

Escalations and priorities are used with Trades and Job Types on Work Orders to create a way for you to a) set rules about which work orders should be done before other work orders, b) set rules for when orders are considered overdue, and c) set rules about who will be notified about the status of those overdue orders. You use the Escalation Rules module to view and edit these specifications.

View and Edit Work Order Priority and Escalation Rules

You can specify criteria on the Escalation Rules screen to determine when notification email messages are sent. In situations where more than one Escalation Rule applies to a work order, the Escalation Rule with the lower Rule number takes precedence.

Escalation Rule Examples:

• Work requests on Critical No. 1 Assets must be assigned within 30 minutes.
• A Worker must respond to work order on Critical # 1 Assets within 60 minutes.
• Work requests on Critical No. 2 Assets must be assigned within 2 hours.
• A Worker must respond to work order on Critical # 2 Assets within 4 hours.

In the event these criteria are NOT met, then the escalation rule triggers and notifications are sent via email.

Specify Escalation Rules

1. Click the Escalation Rules button on the System Menu to view the Escalation Notice Rules Screen
   • The System Menu button will work for you if you have Manage Settings privileges in Role Setup.
   
2. View and Edit Escalation Rule Parameters
   Part I
   • Rule #: The lower rule number determines which escalation notice is sent in situations where more than one rule applies to a work order.
   • Work Order Type: Set the radio button to designate if the rule applies to Requests, CMs, or PMs. You can tick one radio button per rule.
   • Critical # Choose a Critical number. Note that Critical numbers are specified on assets. You can choose the N/A option if this escalation rule does not apply to work orders with assets.
   
   Part II
   • Time Reference can be based on Elapsed time from Work Order Creation or the Target Date field on the work order.
   
   Part III
   • Email Message Template Choose an email template to be sent when the work order is overdue.
     • Note that the email message template is where you specify who receives the email notification.
   

Overview of the Email Module

You use the Email module to view email messages sent to recipients from Performo Pro. These are predominately automatically generated and sent email messages, but in certain circumstances, an email message is manually created and sent to one or more recipients.

1. Email messages are automatically generated at Work Order Milestones such as when work is requested, assigned, reassigned, past due, escalated, or completed.
2. You can manually send email messages from the Work Orders module in Performo Pro.
3. Workers can manually send email messages from the Performo Requester System.
4. Requesters can manually send email messages from the Performo Requester System.

Email List Screen

You use the Email List screen to view a found set of email messages having been sent by the Performo system. The Email List Screen is view-only.

Overview of the Email Templates Module

You use the Email Templates module to create email messages to be sent to designated recipients in certain situations such as when work orders are requested, assigned, reassigned, past due, escalated, and completed.

Email Templates List Screen

1. Click Email Templates to view and edit the list of email templates.

You use the Email Template List screen to view and edit email templates used in automatically sent email notifications.

Things You Can Do on the Email Templates Screen

1. Create a New Email Template
2. Go To the Email Template Detail Screen
3. Go to the Emails List Screen

Email Template Detail Screen

1. Click any email template on the Email Template List screen to view the Email Template Detail screen.

You use the Email Template Detail Screen to view and edit Email Information, Email Text, and Email Recipients for the template.

Things You Can Do on the Email Template Detail Screen

1. View and edit Email Information
2. View and edit Recipients
3. View and edit the subject line and email body text

Overview of the Data Export Module

You use the Data Export screen to choose data to export for business intelligence or enterprise integration purposes. Note that the Data Export Module is slightly more advanced and requires users to have advanced database knowledge. In most cases, you will work closely with your WSS Solution Architect when using this module.

Things You Can Do in the Data Export Module

1. Choose data to export
2. Choose the Export Folder
3. Export data

Overview of the Saved Filters Module

Saved Filters List Screen

You use this screen to view and edit the list of Saved Filters

Things You Can Do on the Saved Filters List Screen

1. Use Filters to create a Found Set of Saved Filters
2. View and edit Saved Filters details
3. Delete a Saved Filter
4. Share a Saved Filter with other Performo Pro users

Overview of the System Log Module

System Log Screen

Things You Can Do On The System Log Screen

1. Use Filters to create a Found Set of events

1. Click System Log to view the System Log screen.
   

The System Log screen displays user login and server activity. The System Log screen is view only.