CoreFM

Settings

• Create an account

  If your organisation wants to use CoreFM to keep track of which accounts your various tasks should be posted on, this...

• Change the columns in a list view

  Overviews in CoreFM are often shown as lists. A standard view is chosen as a default, but the administrator can also ...

• Create a standard view

  As an administrator it is possible to define a standard view to the users of the portfolio, on the different list vie...

Users and Access

• Add a user

  To add a user to CoreFM, follow the step by step. How to: Go to "System information" Click "Groups" Click "Add exist...

• Give access to a user group

  To give a user access to the modules, the user has to be in one or more user groups. The user group is granted access...

• Give access to modules

  To give user access to the necessary modules and functions, the users needs to be added to one or more user groups. H...

• Create a company

  To add a company to CoreFM, follow the steps. How to: Go to "Address book" Open "Companies" Mark the wanted group wh...

• Roles

  Roles are used to define which persons and/or teams who are responsible for the areas of the operation on the individ...

• Delete a user

  Follow the steps if you want to delete a user.  How to: Go to "System information"  Click "Groups" Select the user y...

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Areas

• Create a lease

  You can use CoreFM to keep track of your leases.  It is necessary that the 'Leases' module is activated on the portfo...

• Distribute common areas

  If you have common areas in your leases, you can follow the step by step, to distribute the common areas.  How to: 1....

• Import a drawing

  To import a drawing to CoreFM, you need to make a .dwg file. The room information will also be imported.  Areas are i...

Objects

• Sort objects

  If you have many objects in your CoreFM portfolio, it can be easier to find your objects if you sort them in another ...

• Import more than one object at a time

  It is possible to import more than one object at a time, but first you need to setup an import definition.  Setup imp...

• Create a new building component

  If you want to create a new building component in CoreFM, you need to have the rights to do this. If you do have the ...

Activities

• Create an activity

  This guide describes how you create an activity in CoreFM. How to:  Go to the module "Planning and executing" Select...

• Edit activities

  You can always edit a created activity if you need to add or change information. How to:  Go to the module "Planning...

• Overview of activities

  This guide describes how you can get an overview of all the activities created in the portfolio.  As a user you can c...

• Get activities to generate tasks

  You need to setup the generating of tasks from activities before you can make persons and/or teams responsible for ac...

• Plan recommendations from a Digital Handover

  After ending an Digital Handover, you will have a lot of recommendations that need planning, to be part of the operat...

Tasks

• Overview of events

  You can get an overview of events and you can filter the view exactly how you want it.  How to:  Go to the module "P...

• Change the status of an event

  You can change the status of an event. How to: Go to the module "Planning and executing" Select the menu "Executing"...

• Change the status of an event (App)

  You can change the status of an event on your phone with the CoreFM app.  How to: Open the portfolio Click on "Event...

• Create a flaw report (App)

  To create a flaw report with your phone, you need to install the CoreFM app and login. How to: Open the portfolio Cl...

• Send an event to an external supplier

  You can create an event flow with an external supplier.  To add a company to an CoreFM portfolio, you need to follow ...

• Create a requisition

  It is possible to send a task as a requisition if it is an external contract.  How to: Go to "Planning and executing...

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Reports

• Find key figures

  If you want to know the key figures of your CoreFM portfolio, you can get a report. Follow the step by step.  How to:...

• Make a data extraction

  It is possible to setup a data extraction for reuse, if you have some data you want to extract from CoreFM.  Setup a ...

• Extract an excel list

  It is easy to extract a list view in CoreFM to Excel.  How to: Go to the list Click on the small arrow by "Actions" ...

• Extract a report

  To create a report, you need to have the correct rights (both to the report module and to the data). If you have the ...