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IntelliOffice is a Cloud Based Facilities Management solution that dynamically links AutoCAD floor plan drawings with Human Resource information.
IntelliOffice is a Cloud Based Facilities Management solution that dynamically links AutoCAD floor plan drawings with Human Resource information.
WhAT Facility ManageRs need to know About THEIR PORTFOLIO OF space
WhAT Facility ManageRs need to know About THEIR PORTFOLIO OF space
Portfolio Status and Performance
Easy Access to Floor by Floor Reports and Drawings
Use this site to find guides and training materials for Casual and Advanced End Users, CAD operators and System Administrators. The IntelliOffice Application implementation is unique to each client so some training details here may be different from your Portal, however the Core Platform Concepts are the same for each system.
The way people get work done is by managing data, the main tools used to perform data tasks are Dashboards, Forms, Lists, Queries and Reports. Once you understand the concepts of how these Portal controls are interrelated you will be able to Search, Add, Edit and Report on any facilities related information.
Learn the main terminology for overall system access, your system may look slightly different but most underlying functions are the same for every Portal.
Your Role in an organization will provide select access to certain Reports, Forms and Queries. There could be multiple Dashboards based on your assigned User Rights or Group Role. Dashboard Items can easily be added or rearranged by your Administrator.
Forms allow easy access to the details about anything in the system, from People to Buildings to Equipment. Each item in the database is called a "Record" and each Record has multiple "Fields" of information. Additionally images, maps and floor plans can be added to a Form.
Gain access to an individual Form by clicking on a Record in a List.
All database Records are viewed via a List, this list is officially called a "Table". The facility database has over 100 Tables, each view-able from a List.
The ability to visualize space related data on a plan is called a "Query". You can Highlight a Department's use of Space, breakdown space by Category or Insert Names of occupants inside each space. These Queries are most often published as PDF documents.
Any information in the system can be formatted into valuable reports, all data that is entered into Forms can be Searched, Totaled, Counted, Summarized and Printed or Published to PDF.
Many standard reports are in the system, however it is easy to modify them to your needs.
PDF is the most common method of sharing information, especially if it is a combination of Form Data and interactive CAD plan details. PDF documents can be Reports, Drawings, Queries, Images and more, these can be run manually at any time or automatically scheduled to run at a certain time to capture a "Snapshot" in time of a facility status.
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