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Also provide the PM Schedule Name (usually job plan name plus the frequency) and the Shadowed By ID when applicable.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},239877,1791197839,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,107,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":30},1099514068035,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","O P E RAT IO NS & MA INT E NA NC E  \nPreventive Maintenance  \nCREATE JOB PLANS USING TEMPLATES  \nVERSION UPDATED  \n1.1  \n03/04/2022  \n  CREATE JOB PLAN WITH TEMPLATE   \nCR EAT E A N EW J O B P LA N W IT H T E M P A LT E  \nDOCUMENT SUMMARY  \nThis job guide provides step-by-step instruction for adding bulk job plans in Facilities Connect using an excel template.  \nThe purpose of this document is to serve as guided reference and/or new hire training.  \nVERSION INFORMATION (THIS DOCUMENT)  \nVersion 1.1 Release Date 03/04/2022  \nOwner NU Facilities  \nVersion Notes  \nThis is the original version of the document; content within represents delivered system functionality at Building Equipment Assets go-live (2/5/2019), and has been verified as up-to-date of this document’s release (03/04/2022)  \nREVISION HISTORY  \nMost Recent 􀃆  \n\n| Version | Release Date | Action | Owner |\n| --- | --- | --- | --- |\n| 1.1 | 03/04/2022 | Updated | NU Facilities |\n| 1.0 | 11/01/2021 | Created | NU Facilities |\n| -- | -- | -- | -- |\n| -- | -- | -- | -- |\n| -- | -- | -- | -- |\n\nVersion 1.1 © 2022 Northwestern University Page 2 of 36  \n\n| CREATE JOB PLAN WITH TEMPLATE |  |\n| --- | --- |\n|  |  |\n| NOW VIEWING | EXCEL TEMPLATE  |\n\n| ▼ | G E T T I N G S T A R T E D |\n| --- | --- |\n| 􀂙 | This process will happen outside of\u003Cbr>Facilities Connect. |\n| 􀂙 | Using the provided Template, you will enter the information for Job Plans and NUIT will bulk upload that information to Facilities Connect. |\n| 􀂙 | While the FC Preventive Maintenance Template consists of many worksheets, the only worksheets we will be modifying are“Job Plan,” “Job Plan to Assets,” and “PM Schedule.” The tabs for these worksheets are highlighted purple. |\n\n􀁘 P R O C E S S  \nVersion 1.1 © 2022 Northwestern University Page 3 of 7  \n  CREATE JOB PLAN WITH TEMPLATE   \nNOW VIEWING  \nFC PREVENTIVE MAINTENANCE TEMPLATE  \n\n| ▼ P R O C E S S |\n| --- |\n| To begin, open the FC Preventive Maintenance Template excel spreadsheet.\u003Cbr>1) Start entering the information on the Job Plan tab:\u003Cbr>a) ID – generated by the user. Standard formatting is the first four digits of the building ID number (in this case Gary’s building ID 8798) and then a two digit suffix starting with “01” and increasing sequentially as job plans are added. The only exception is the “99” suffix, which is being used for contractor PM job plans. In other words, for example if we were to reach job plan 879898, the next job plan would be 8798100.\u003Cbr>b) Job Plan Name – generated by the user. Typically includes building name first and equipment assets. Larger/higher-value assets like air handling units typically have one job plan per asset, including the local equipment ID\\# and location. For example, the air handling unit might be titled,“Gary 5th Floor Air Handling Unit AHU-1”. Smaller items like exit signs and fans are typically grouped into a single PM like “Gary 5th Floor Exit Lights”. |\n\n􀁘 I N F O R M A T I O N  \n|  | \u003Cbr>\u003Cbr>| \u003Cbr>1c |  | \u003Cbr>1d\u003Cbr>|\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n\nVersion 1.1 © 2022 Northwestern University Page 4 of 7  \n  CREATE JOB PLAN WITH TEMPLATE   \nNOW VIEWING  \nFC PREVENTIVE MAINTENANCE TEMPLATE  \n\n| ▼ P R O C E S S |\n| --- |\n| To begin, open the FC Preventive Maintenance Template excel spreadsheet.\u003Cbr>1) Start entering the information on the Job Plan tab (cont.):\u003Cbr>c) Building – full building path pulled from Facilities Connect building record.\u003Cbr>d) Primary Workgroup – the Workgroup that will complete the job plan. |\n\n􀁘 I N F O R M A T I O N  \n|  | \u003Cbr>\u003Cbr>| \u003Cbr>1c |  | \u003Cbr>1d\u003Cbr>|\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n\nVersion 1.1 © 2022 Northwestern University Page 5 of 7  \n  CREATE JOB PLAN WITH TEMPLATE   \nNOW VIEWING  \nFC PREVENTIVE MAINTENANCE TEMPLATE  \n\n| ▼ P R O C E S S |\n| --- |\n| 2) Next, enter the information on the Job Plan |\n| to Assets tab: |\n| This tab lists every asset that is associated with each job","cbCaicGylIIoPwa3","https://ap.wps.com/l/cbCaicGylIIoPwa3","pdf",690277,9,"English","# GETTING STARTED\n## Job Plan tab - required fields (ID, Job Plan Name, Building, Primary Workgroup)\n## Job Plan to Assets tab - asset mapping (ID, Job Plan Name, Unique Building Equipment ID)\n## PM Schedule tab - schedule setup (ID, Job Plan Name, Unique PM Schedule, PM Schedule Name, Shadowed By ID)","[{\"question\":\"What are the prerequisite steps before entering template data for job plans?\",\"answer\":\"Open the FC Preventive Maintenance Template Excel spreadsheet. Complete entries outside of Facilities Connect, using the template’s highlighted worksheets, then rely on bulk upload to Facilities Connect.\"},{\"question\":\"How should Job Plan IDs and names be formatted in the template?\",\"answer\":\"Job Plan IDs follow the first four digits of the building ID plus a two-digit sequential suffix starting with “01”. “99” is reserved for contractor PM job plans. Job Plan Names typically include building name first and equipment assets.\"},{\"question\":\"What information must be entered on the PM Schedule tab?\",\"answer\":\"Enter the Job Plan ID, Job Plan Name, and a Unique PM Schedule ID using the correct 3-digit suffix rule. Also provide the PM Schedule Name (usually job plan name plus the frequency) and the Shadowed By ID when applicable.\"}]","CREATE JOB PLAN WITH TEMPLATE - Version 1.1 - Guided Bulk Upload Setup | PDF",1789154606]