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Report maintenance orders as completed by e-mail

FM-Portal

IC1842
FM-Portal

To submit feedback on maintenance and repair services to the FM Portal, all you need is any email account that allows you to send emails.

Procedure in the FM Portal

  1. You have received an email assigning maintenance work to you. This email also includes the feedback cover sheet.

Outlook email window showing notification for order 010.000.783.327 reaching preliminary time, with two PDF attachments highlighted
Outlook email window showing notification for order 010.000.783.327 reaching preliminary time, with two PDF attachments highlighted

Print it out and fill it out completely using a dark pen. The checkmarks must be clearly visible (see the following illustration).

German feedback form for elevator maintenance with checkboxes, signature field, and barcode. Date: 22.07.2014, Location: Köln.
German feedback form for elevator maintenance with checkboxes, signature field, and barcode. Date: 22.07.2014, Location: Köln.

  1. Your registration form must be attached to your email as a PDF file. The registration cover sheet must be the first page of the PDF. Scan all pages containing registration information and combine the scanned documents into a single PDF file, with the registration cover sheet as the first page.

  2. Open a new email message in your email program.

Outlook email composition window showing a maintenance report email with recipient, subject, attachment, and message body
Outlook email composition window showing a maintenance report email with recipient, subject, attachment, and message body

  • Recipient: Enter the email address of the FM Portal.

Note: You can enter the FM Portal’s email address in any of the “To,” “CC,” or “BCC” fields. The FM Portal reads all fields.

Tip: The FM Portal’s email address is used as the sender for automatically sent emails from the FM Portal. You can find the address in any email you’ve received from the FM Portal, such as the email notifying you that a maintenance order has been assigned to you for processing.

  • Enter the subject of the email.

  • Attach the PDF document with the confirmation cover sheet on the first page to the email.

  • Enter your message here. It will be displayed as a comment in the object record.

  1. Send the email.

The confirmation is processed in the FM Portal and automatically sent to your client via the FM Portal. You will also receive an automated email confirming receipt of your confirmation.

Information for the client: If the question “Have the commissioned services been fully completed?” was answered with “Yes,” the maintenance order is automatically marked as complete and set to the workflow status “Review.”

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