Getting going - from zero to running in 4 steps

Minimum requirements

As a minimum in order to function, Flow360 requires at least one site, with an owner and a client.

When you first start using Flow360, contact records for the owner and the client will need to be entered and each will require a username and password in order to access the solution. Normally Flow360 Limited will help you in setting these things up as part of the installation and familiarisation process.

Having established contact details for these users, the owner can then log on and set up one or more sites and establish clients on those sites. The client/s then need to set up a range of preferences - this is covered in the section on Client Preferences.

You are then ready to go - add detailed site and asset information, establish managers, surveyors, service providers and occupiers, set up maintenance regimes and start creating tenders and orders. You can also share and disseminate documents and collate automated meter readings from sensors installed on site.

As a web-based Software as a Service solution, Flow360 requires no installation on your computers or network - you are ready to go as soon as you have your username and password.

Step 1 Owner (or admin) sets up site/s

See section Entering site data > Add a site

Step 2 Owner (or admin) assigns client/s to site/s

See section Entering site data > Setting up site clients

Step 3 Client (or admin) assigns manager/s and surveyor/s

See section Entering site data > Setting up managers and surveyors

Step 4 Entry of site data

See sections Entering site data > Add a site
then Entering site data > Add sub resources

Going forward

Where you go from here depends on how you are intending to use Flow360...

• To manage a reactive maintenance or site helpdesk, assign the helpdesk manager and set up key personnel as general, general admin and occupiers as required to allow other users to log new issues; ensure that in-house workforce and outside contractors have access to works orders by setting these up as providers and / or employees;
• To manage planned maintenance or other tasks, set up the schedule of tasks, assigned to the resources on your site/s;
• To store and share documentation, upload and attach documents to the resources on your site/s;
• To monitor energy usage, enter meter readings either manually or automatically;