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BIFM Corporate Member FMA


VENUE DETAILS

West Byfleet
Qube Global Software
Centennium House
Pyrford Road
West Byfleet
Surrey, KT14 6LD
United Kingdom
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Planet Facilities Management Software

Helpdesk for Planet FM Enterprise

Who is this course suitable for?

This day course on PFME’s Helpdesk is suitable for Helpdesk Managers, Helpdesk Staff & Supervisors. Completion of Introduction to Planet FM Enterprise course or Structures course.

Benefits

  • Qube Global Software trainers with relevant experience
  • Modern air conditioned training suite with individual PC’s
  • Lunch provided
  • Comprehensive course material to take away
  • Certificate on completion of course
  • More of an understanding & knowledge on how to operate the helpdesk module of PFME in your daily tasks

Course Syllabus

Attendees will be given exercises such as logging calls, adding call categories, creating SLA codes and closing calls to ensure they are able to leave the course knowing how to use helpdesk to its full potential.

Differences Between Calls & Jobs

  • How to log a call
  • Callers Register
  • Location Picker
  • Address Search
  • Call Details
  • Standard Texts
  • Call Categories
  • Notes & Checklists
  • SLA’s
  • Creating a job against a call

Open Calls

  • Distinction between calls & Jobs
  • Use of Filtering
  • Attend/Resolve Calls
  • Work Orders
  • Purchase Orders
  • Additional Callers
  • Contact Log
  • Quotes
  • Sales Invoice
  • Change location/Contact
  • Change/Suspend/Resumes SLA’s

Closed Calls

  • How to close a call
  • Setting Attend & Resolve
  • Times/Dates
  • Closed Call Table
  • Reopen Closed Call

Callers Register

  • Adding Callers
  • Updating
  • Location Info
  • Tree View
  • Assets

Address Search

  • Las Caller
  • Open Calls at Location

Call Details

Standard texts

  • What are they & Where to use them

Call Categories

  • Sub Categories
  • SLA’s
  • Checklists
  • Questionnaire
  • Setting Fields
  • Mandatory Fields
 SLA’s
Helpdesk Reports

Course Schedule

Date Location Price per peson Max. number of people per course Places Available
15th October 2009
1 Day Course		 West Byfleet,
Surrey		 £400 6 Yes


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