To send asset documentation to the FM portal, all you need is any email account that allows you to send emails.
Procedure
Open a new email message in your email program.
Recipient: Enter the FM Portal’s email address.
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 informing you that a maintenance order has been assigned to you for processing.
Subject: Enter the subject of the email. In the middle, between four hash symbols, enter the barcode of the object to which the documentation refers.
Example: The object has the barcode 368586. Then enter the following in the subject line, for example: “Supporting document for problem identification for elevator ##368586##”.
Tip: Your client has likely already provided you with the object’s barcode. If this is not the case, contact the client.
Attachments: If you are not including the documentation directly in the body of the email, attach the document to the email, e.g., as a PDF or Word file.
Email text: Enter your message here. If you are not sending the documentation as an attachment, enter the documentation text here. The message entered here will be displayed as a comment in the object record.
Send the email.
The information is integrated into the object history in the FM Portal. The integration may take some time.