Quick-Start / Building Operations Console

Explore the Building Operations Console

The Building Operations Console enables you to manage your work requests from submitting the request to closing beginning to end from one location. You can perform such tasks as:

report problems and submit them as work requests
issue, complete, and close work, using simple pop-up forms. This enables you to have an accurate count of your work and what the work's status is.
add your data, such as locations, craftspersons, problem types, and as you work.
use a floor plan to select the work's location, if your floor plans have been brought into ARCHIBUS.
schedule craftsperson and estimate their hours.
update work requests with the actual hours when the work is completed.
estimate the trades needed for a work request and reserve parts.
export data to Excel or Word
export floor plans to Word

You can start the Building Operations Console from the Quick-Start home page.

Filter Ribbon

The top of the console includes a ribbon of filter options that enable you to quickly locate work.

Predefined filters. The Show list has predefined filters: These are commonly used filters that can be used alone or in combination with other search criteria. Click the Filter button after making a selection to apply the predefined filter.
Click here to see an image of the Show list of predefined filters.

Grouping. By default, the Building Operations Console groups work by status, but you can change the grouping from the Group By list to see work organized by Problem Type, Craftsperson, Work Order, or Location. When you make a selection from the list, the grouping is automatically applied. without clicking the Filter button
Click here to see an image of the Group By list.

More filter options. Click More and the filter ribbon expands to show additional filter options. Mouse over the fields to show the Select Values button; click this button and you can select the values to filter by. You can select as many criteria as you want to find specific work. For example, you could search for only On Demand work that has an estimated cost greater than $3000. Click Filter after setting these filter options to apply them.
Click here to see an image of the More filter options.

Recent Searches: Click Recent in the Filter ribbon to see a list of your most recent searches, so you can quickly reapply them.

Advancing work using Quick Actions

The Building Operations Console shows all active work requests - that is, those that are not yet closed. Working from the console, you can quickly change the status of work as it progresses. Having up-to-date statuses enables you to have accurate counts of your work for each stage of your workflow.

The Building Operations Console enables you to manage work efficiently. The row for each request includes only the action buttons appropriate to the work's status. These buttons enable you to quickly update work as it moves through your workflow process. Clicking these quick action buttons presents a form that has the most commonly entered information for that action. In some cases, there is no data entry needed; clicking the button advances the status and gives you a message that describes what this action means.

If you want to enter additional information, click the Update button for the request. See How to Update Work Requests and Updating Additional Data.

If a work requests has been estimated or scheduled, the button has a check mark to indicate that this action has been taken. For other actions, such as Issue, the action advances the work to the next status without any data entry needed. For example, issuing an approved work request moves the request to the Issued and in Process grouping.

The following shows the Building Operations Console with the quick action buttons for Approved work requests.

Bulk updating work

Often you will have multiple work requests to process at once.By selecting multiple requests that have the same status, you can select the multi-select actions to act on all the selected requests at once.

For example, click multiple Approved requests that are ready to be worked on to issue them in one operation.

If the action requires you to enter data, the form shows only the information that is likely to be the same for multiple requests. You can bulk update the requests, and, if needed, you can enter additional information for the individual work requests.

Adding data as you work

If you don't yet have the data you need entered into the system, you can add it directly from the forms accessed from the Building Operations Console. For example, if you want to assign a craftsperson that has not yet been added, you can do so from the Select Values form for selecting a craftsperson. The Add New button is available for all data except parts and tools. These items must be added as background data. See Adding Data as You Work.

Managing Work Requests from Beginning to End.