Role-Based Desk Instructions (DI)

We have compiled and published step-by-step, screen-by-screen guides to show how to perform common tasks in FAMIS in addition to the generic FAMIS DIs. All DI documents are in PDF format and can be viewed through a web browser or downloaded to your computer (for the most up to date version always refer to the web browser copy).

For Assistance Contact Us at worqs@austin.utexas.edu   

Note: Documents below are PDFs and will open in a new window.

Table of Contents

Role: Technicians

Who should use these instructions: Technicians including trade and other front-line technicians

• FAMIS Administrator Basics Training Part One (PDF: Updated 05-28-2020)
• Equipment Tech Training  (Updated 06-13-2019)
• Equipment Tech Job-Aide (Updated 11-29-2018)
• Business Rules for Techs (TBD)

Role: All Crew Administrative Staff

Who should use these instructions: All crew administrative staff including crew supervisors, crew leaders, planner/schedulers, and administrative assistants/associates.

Basic Admin Training, Setup, and Terminology

All crew administrative staff must take the following training, and can refer back to it, and the setup tips below, at any time.

Basic Admin Training - Part One

• FAMIS Administrator Basics Training Part One (PDF; Updated 05-28-2020)
• FAMIS Administrator Basics Training Part One (PowerPoint; Updated 05-28-2020)

Basic Admin Training - Part Two

• FAMIS Administrator Basics Training Part Two (PDF; Updated 03-30-2020)
• FAMIS Administrator Basics Training Part Two (PowerPoint; Updated 03-30-2020)

Setup

• Creating Quickpick Buttons
• Using Keyboard Shortcuts 
• Creating Custom Workbench Views
• Using Date Fields

Terminology and Examples

• DLR Examples (daily labor entry)  
• WO Types (work orders) (TBD)
• WO Examples (work orders) 

Key DAILY Processes

Enter daily labor (DLRs)

• Daily Labor Entry in FAMIS

Close work orders

1. Sort work orders into trouble tickets, single work orders, and route work orders, and close them in that order.
2. Closing Work Orders (Updated 5-25-18)
3. Labor Entry & Closing Route Work Orders (Updated 7-11-19)
4. Closing/Canceling Work Orders for Sec Labor Crews
   
5. Equipment Notes Job Aid (Updated 02-13-2020)
6. Create a Work Order 

Monitor service request (SR) work benches

• Using Service Request Work Bench
• Creating Custom Workbench Views
• Create a Work Order 
  
  

Key AS NEEDED Processes

Create work orders

• Creating a Service Request
• Create a Work Order

Query equipment

• Equipment Tech Job-Aide (Updated 11-29-2018)
  

Check for duplicate work orders

• (TBD)

Schedule work orders

• Using WO Current Schedule
  
• Printing Work Orders & WO Cost Summary
  
• Batch Printing Work Orders
• Scheduling and Printing Route PMs
• Schedule with Daily Schedule

Other Key Processes

Close multiple work orders

• Close or cancel multiple work orders

Associate work order to a capital project

• Add Work Order to Capital Project (Updated 7-15-19)
  

Add a crew to a work order

• Closing/Canceling Work Orders for Sec Labor Crews 
  

Use work order status and priority

• Use WO Status & Priority

Role: Crew Planner/Schedulers

Who is this for: Crew planner/schedulers, or other crew administrators who have this role within the crew.

Desk instructions TBD

Role: Advanced Crew and Division Administrative Staff

Who is this for: Advanced administrators include experienced managers, technical support staff, crew supervisors, crew leaders, planner/schedulers, and assoc./asst. administrators who are responsible for performing more advanced FAMIS tasks.

Desk instructions TBD