Refer to the Unifier User Guide for information about signing in and out of Unifier.
The following list describes all the steps that need to be completed before you can use FAM:
- Add users to the company (Refer to the Unifier Administration Guide)
- Assign users to the preconfigured groups if they are working on the company workspace. (Refer to the Unifier Administration Guide)
- Review the shell templates provided with FAM. If you need to make changes, copy and modify the template to suite your business needs. (Admin > Templates)
- Review the pre-configured groups. Make changes to existing groups or create new groups. (Refer to the Unifier Administrator Guide)
- Create a shell (Region, Site, or Building) instance using the templates. (Refer to the Unifier Administration Guide)
- Add users to the shell and assign them preconfigured groups. (Refer to the Unifier Administration Guide)
- Modify the All Properties Single Record Business Process (BP), see topic Modifying the All Properties Single Record.
- Specify the Space Occupancy Statuses, see topic Specifying the Space Occupancy Statuses.
- Set up the following FAM templates: Asset Templates, Job Plans, and PM Book Templates.