Good afternoon, I am new to Incident IQ/Facilities We have been using it for about 5 weeks and I know we have only scratched the surface of its capabilities. How do you handle tickets for major projects and accounting of projects? Our last program, we created a ticket, scheduled all of the necessary crew members to it and then printed each a copy. THEN, each crew member, when purchasing or using materials for projects, would put the work order number on the receipt and turn it in. We in turn, would then add those costs to the work order. How do you do all of this in IQ? We do not have inventory in IQ, We don’t keep inventory and we do not have a lot of inventory in our shop. Our shop is more than 25 minutes from the furthest school and sometimes it is easier for our crew to just go buy an item, rather than putting away all of their tools and supplies, reloading their vans and driving back to our shop to turn around and go back to the school, unload tools & supplies, etc. Right now, we are ready to throw up our hands and go back to the mobile version of our prior program. We don’t want to create a work order for every team member to work on large projects and we need to be able to properly capture costs for large projects against that large project work order.
Facilities Use in Maintenance Dept.
+1Best answer by Kathryn Carter
One suggestion I would have is to look into adding Ad-Hoc parts to tickets:
Ad Hoc parts can be added via ticket with no inventory. This might be your best bet with your workflow. I am curious if any of our districts have a similar workflow.
+18One suggestion I would have is to look into adding Ad-Hoc parts to tickets:
Ad Hoc parts can be added via ticket with no inventory. This might be your best bet with your workflow. I am curious if any of our districts have a similar workflow.
+2Our district has a similar issue. As needed, we will purchase parts from a local hardware store. I do not see an easy way to add these purchases to the work order, like our previous system allowed. I will look into this Ad-Hoc feature and give this a try. Thank you
+1Ad-Hoc parts do not meet our needs. It does not include budget codes and you cannot run a report with the necessary information. We have tried Ad-Hoc Parts and it definitely does not work to meet our needs.
+2Ad-Hoc parts do not meet our needs. It does not include budget codes and you cannot run a report with the necessary information. We have tried Ad-Hoc Parts and it definitely does not work to meet our needs.
Did you ever figure out a better workflow using IIQ? We are just rolling out Facilities, and this exact scenario came up in our first team training.
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