About this guide

Logging On

Overview

Users - Types & Accounts

Reference

  • Navigation

    Navigation in Flow360

  • Buttons

    Descriptions of the buttons you will encounter in Flow360 and what they do.

Licences

Setting Up

Contacts

Entering Site Data

Standard Tasks

Searching and finding

Filters - finding and refining what you see

NSR and User Tasks

Service provider remits

Employees & Teams

  • Employees overview
  • Adding a contact as an employee

    How to add an existing contact as an employee.

    NOTES:

    • Only employers can add contacts as employees. You may be an employer if you have a Client admin, Provider or Owner admin user account.
    • If you cannot access the Employees tab on your Client/Owner/Provider Home page, please contact Flow360 admin for assistance - your current licence may not allow you to add employees.
  • Employee teams

    Employee teams can be set up by client admin users for their own in-house employee teams and by service providers for their own employee teams. Once a team is established and remits allocated to team members or to the team as a whole, works enquiries and orders can be issued for inidividual team members or for the team in general.

    Orders that have been issued to a team can be re-assigned to an individual operative as required.

  • Team leaders and Providers - overview
  • Employee timesheets overview

    Flow360 has the facility for time spent on actvities to be logged as timesheets against an employee record. Timesheets can also be linked directly to the works order item that they relate to.

    In order for costs to be calculated, an employee must have an employee contract record in Flow360, with details of salary or at least an hourly rate and charge-out rate entered. If this is not available then the client default hourly rate for works (set up in the client preferences) will be used instead.

    Timesheets can be added as follows:

    1. Timesheet records can be added by an employee from their own employee contract record;
    2. Timesheet records that relate directly to works items and orders can also be added by an employee directly on the works item record;
    3. Managers can add timesheet records that relate to works items or orders on behalf of other employees directly on the works item record - this is useful where a contractor or in-house member of the maintenance team is not accessing Flow360 directly themselves but it is still required that timesheet records are recorded in order to allow costs to be accurately calculated.
  • Adding works timesheets

    Timesheets relating to a works order can be added either by the employee doing the work or the manager who issued the order.

    To add timesheets to a works order, follow the steps in this lesson

Rates

Reactive & Planned Tasks

Cost Centres & Finance

Tenders, Enquiries and Works

Helpdesk

Document storage and sharing

Occupancies & Bookings

  • Introduction

    An overview of occupancies (including tenancies) and resource bookings and options.

Inspections

Valuations

  • Adding Valuations

    Setting up standard depreciation for assets, entering manual valuations and calculating automatic depreciation values.

Reports

Communication

  • Messages

    Automatic message creation - sending and receiving messages through Flow360

Events

Categorisations

Troubleshooting