Flow360 Getting Started Guide

How to access this guide

A brief introduction

Navigation in Flow360

Descriptions of the buttons you will encounter in Flow360 and what they do.

Usage licence agreements and software licence.

What are the basic requirements to getting Flow360 running?

The different types of home in Flow360

A quick guide to the various client level preferences

Preference settings that apply to all users

A quick look at the contacts list and it's central role in Flow360

Adding a new contact to Flow360

How to log a request for a new user account

Deciding on a hierarchical data structure for your site and resources

Setting up new sites in Flow360 - who does it and how.

Establishing a single or multiple clients on a site.

Populating your sites with assets and their contents

Adding basic condition, priority and maintenance due date information to Items and Components.

How to set up and manage managers and surveyors on sites

Where to put all that extra information you want to maintain about your resources.

Use the filters to find resources with specific types of custom data

How to edit resource names and other information

How to use the popup filter panel to refine the set of records you are viewing.

Interpreting the filter status

Setting and re-setting criteria, executing the filter.

Adding your own composite and component tasks with costs breakdown, description and method to Flow360

Creating a new user component element to add to a user composite task

What are service provider remits and how do they function within Flow360

Setting the geographical areas that a service provider covers

Setting the work types that a service provider provides

Setting the cost remits for a service provider, including costplus and flexi-contract options.

An explanation of how stored rates in Flow360 are used when issuing enquiries and orders and how to view them.

How to target a specific rate for a task and for use in cost projections.

Updating the rates attached to maintenance and other tasks when newer rates are available or to prioritise rates for a specific service provider in cost projections.

How to add maintenance or other tasks to a resource

Setting up a new reactive maintenance task and sending out a direct order for immediate implementation.

NOTE: This example assumes that the required task does not already exist in the maintenance list for the relevant resource. If it does, then the first few steps (task allocation) can be ignored - simply start from the 'Start the Order' step.

How to set up a new cost center and budgets

Setting default cost centres at client and individual site level

How to change the cost centre that a particular task or works item is linked to.

Checking on tasks and works cost centre allocations

An overview of the different types of instructions that can be issued through Flow360

Setting up and sending out a new tender enquiry, enquiry or order.

Adding tasks to a new enquiry or order

How to check messages and respond to a tender enquiry (service provider or contractor)

Responding to a new works enquiry (srevice provider or contractor)

Converting a returned enquiry into an order.

The issuing manager can confirm or cancel any returned enquiries. Confirmed enquiries are converted into new orders containing one or more of the items on the enquiry (the manager is able to cancel or confirm each item individually if necessary). If the manager cancels a returned enquiry then no new order is created and the enquiry status is clearly shown as cancelled.

Starting a new order - setting start dates and updating progress on works items

Determining the requested start date for works order items

Checking the status of helpdesk issues

Adding a new helpdesk issue as an occupier or as a manager

Changing the person currently in charge of a helpdesk issue.

Setting the Key doc flag

How to link an existing document to another object in Flow360

How to view and print documents stored with Flow360

Meter readings are one of a number of different 'inspections' that can be attached to objects in Flow360. These include asbestos inspections, meter readings (manual and automated), water testing, stock and condition checks and so on.

Some of these can be added manually whilst others such as automated meter readings are submitted on-line by remote sensors or monitors.

Viewing usage charts and target charts

How to add a asbestos inspection record

Confirming stock levels and / or condition of listed items.

Setting up standard depreciation for assets, entering manual valuations and calculating automatic depreciation values.

A quick overview

Automatic message creation - sending and receiving messages through Flow360

An overview of events in Flow360

Categorise your resources for easier location