Set up FAM Base Product

Refer to the Unifier General User Guide for information about signing in and out of the application.

The following list describes all the steps that need to be completed before you can use FAM:

  1. Add users to the company (Refer to the Unifier General Administration Guide.)
  2. Assign users to the preconfigured groups if they are working on the company workspace. (Refer to the Unifier General Administration Guide.)
  3. 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)
  4. Review the preconfigured groups. Make changes to existing groups or create new groups. (Refer to the Unifier General Administration Guide.)
  5. Create a shell (Region, Site, or Building) instance using the templates. (Refer to the Unifier General Administration Guide.)
  6. Add users to the shell and assign them preconfigured groups. (Refer to the Unifier General Administration Guide.)
  7. Modify the All Properties Single Record Business Process (BP). (See Modifying the All Properties Single Record.)
  8. Specify the Space Occupancy Statuses. (See Specifying the Space Occupancy Statuses.)
  9. Set up the following FAM templates: Asset Templates, Job Plans, and PM Book Templates.

In This Section

Modifying the All Properties Single Record

Specifying the Space Occupancy Statuses


Last Published Tuesday, December 17, 2024