Manually Add an Asset Plan
This guide provides step-by-step instructions on how to manually add, edit, and make an asset plan inactive in the Synbiotix HardFM Helpdesk. It includes detailed instructions on selecting categories, plan types, and specialty groups, as well as specifying criticality and recurrence. This guide is essential for anyone who needs to manage asset plans effectively and efficiently.
Lucy Sonner
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19 steps
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52 seconds
1
Navigate to Synbiotix
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Enter your username and password and click "Login"
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Select Helpdesk
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If your site uses the Helpdesk for both soft and hard services, click "Hard FM"
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Click "Assets"
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Select the required hospital from the drop-down box
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Click "View Plans #" for the required asset
Add an Asset Plan
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Click "Add New Plan"
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Select the category. You can choose from the SFG20 core tasks, or your custom PPM jobs
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Select the job type
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Select the specialty group from the drop-down box. Only users assigned the selected specialty group will be able to perform this task.
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Select the criticality of the job
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Enter the action required
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Use the drop-down box to select the occurrence. You can choose daily, weekly, monthly or annually
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Enter the recurrence. In this example, the job needs to be performed every 3 months
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Click "Save"
Make an Asset Plan Inactive
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Change the "Status" toggle to "INACTIVE" to make an asset plan inactive, if required
Edit an Asset Plan