The marketing request template includes sections and fields for the following:
- Requestor information: name, phone number, and email
- Request details: project title, assigned campaign ID, target audiences, goals, deliverables required, budget, project description, date of request, desired completion date, urgency (low, medium, or high), and notes
- For use by marketing department: accepted by, date, and assigned work order number
The templates available in the FMX Checklist & Template Library have been created by our customers and employees to help get you started using FMX's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace, jurisdiction, and individual circumstances.
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Automate your PMs and inspections with FMX
Keep your assets and operations running smoothly with a reliable preventive maintenance and inspection system.
Solution overviewImport This Checklist into FMX
You can import this checklist as an Instruction Set in the Planned Maintenance feature (required) using a simple spreadsheet. Refer to the instructions below for steps to follow.
Don't have the Planned Maintenance feature?
Keep your operations running smoothly with a reliable preventive maintenance and inspection system.
Explore more capabilitiesKey capabilities
- Asset record storage
- Scheduling calendar
- Inspection checklists
- Floorplan visualization
- Automated reporting
How to import this procedure into FMX
1. Download and prepare the import spreadsheet.
Download the planned maintenance import spreadsheet, which is pre-filled with everything that you need for this checklist.
2. Import the spreadsheet into FMX.
- Log in to your FMX site at [sitename].gofmx.com.
- Navigate to the “Bulk Imports” tab on the left-hand menu. (Note: You must enable Bulk Importing within User Type settings to complete these steps.)
- Click on the “Import” button at the top right of the page.
- Enter a name for your import in the “Title” field.
- Click on the paperclip icon in the “Template” section to upload your completed import file.
- Click the “Save” button to complete your import.
- When your import has been completed, a green “Success!” banner message will appear at the top of your screen.
If you'd like to make adjustments to the new instruction set, follow these instructions:
- Click on the “Planned Maintenance” tab in the left-hand menu.
- Click the “Instruction Sets” tab near the top of the screen.
- Find your new instruction set in the list, and click the “Edit” button.
- Make any adjustments that you need and click the “Save” button at the end of the form.
3. Schedule planned maintenance tasks using this new instruction set.
- Click on the “Planned Maintenance” tab in the left-hand menu.
- Click on the “New task” button in the upper right-hand corner of the grid view.
- Fill out the planned maintenance task form with the required information and add your new instruction set. For more information about your options, see the Creating Planned Maintenance Tasks article in our Support Center.
Having trouble with the bulk import?
If there are any errors on the import, such as typos or mismatched records, FMX will steer you in the right direction by pinpointing the column, row, and cell of the error. See more information about how to fix bulk import errors in the Support Center.
Looking for advanced configuration?
For more information on other build import options, including scheduling the Planned Maintenance tasks and back-filling previous data, see the Bulk Importing Planned Maintenance Tasks and Instruction Sets article in our Support Center.