Foundation and Advanced courses — theoretical and practical. We also offer a "Home Delivery" service at your premises, or training at our fully equipped training environment.
Foundation · 1 Day · Ref: RM1
Helpdesk & Resource Management
For those who manage service (helpdesk) requests on a daily basis. Introduces users to managing reactive jobs through the CAFM application and seeing them through to completion.
Modules/Features: Reactive Maintenance, Resource/Diary Management Tools, Self-Service Portal (Tabs Web), Call Logging, Mobile Job Responses (Tabs GO) and Reporting Functionality.
Foundation · 1 Day · Ref: PM1
Statutory Planned & Asset Maintenance
Ensuring compliance against legislative requirements is vital. Provides the knowledge to efficiently create and manage your legislative duties.
Modules/Features: PPM Creation (Simple & Advanced), Editing/Managing Schedules, Asset Information, Documentation, Mobile Job Responses & Asset Management (Tabs GO) and Reporting Functionality.
Foundation · 1 Day · Ref: CR1
Resource Booking Management
Suite of tools to support the management of conference/function rooms and associated resources — booking processes, attachments, limitations and reporting.
Modules/Features: Room/Catering/Equipment/Car Park & Visitor Booking, Processing Bookings, Managing & Editing Bookings, Self-Service Web Portals (Tabs Web) and Reporting Functionality.
Foundation · 1 Day · Ref: ST1
Inventory Control
Focus on stock usage and replenishment — record stock items, manage stock movements and replenish stock through purchase orders. Includes Tabs Go for field-based stores auditing.
Modules/Features: Stores Management, Purchase Ordering, Stock Level Control, Stock Replenishment, Stock Auditing, Mobile Stock Management (Tabs GO) and Reporting Functionality.
Foundation · 1 Day · Ref: PO1
Financial Control
Capture financial data and produce reports including profit & loss, spend by building and more.
Modules/Features: Purchase Ordering, Budgets/Cost Code Management, Contracts, Schedule of Rates, Invoice Receipting and Financial Reporting.
Foundation · 1 Day · Ref: EQ1
Sales Management
Lead and client management — manage customer enquiries, produce quotations and sales invoicing.
Modules/Features: Enquiry Management, Quotation Management, Order Processing, Works Invoicing and Reporting Functionality.
Foundation · 2 Days · Ref: EM1
Event Management
Management of events and the booking of required resources such as rooms, catering, parking, accommodation and equipment.
Modules/Features: Event Management, Event Enquiries, Repeat Events, Delegate Management, Sub Event Resources (Rooms, Equipment, Catering, Accommodation, Parking) and Reporting Functionality.
Foundation · 1 Day · Ref: GS1
Survey/Audit Data Processing
Set up and manage surveys and audits — basic and advanced set-up, linking surveys to jobs, copying, editing and completing surveys via mobile devices.
Modules/Features: General Survey Module, Setting Up Surveys, Response Types, Mobile Data Capture, Survey on Completion, Survey as Job Risk Assessment, Advanced (Repeat) Survey and Reporting Functionality.
Foundation · 2 Days · Ref: HS1
Health, Safety & Compliance
Control of safety related information — accidents/incidents, compliance details and safety information.
Modules/Features: HSMS (Accident & Incident Reporting), Compliance Recording, Work Permits, HSMS Configuration, Safety Instructions on Job Descriptions, Document Recording, Risk Assessment via Surveys and Reporting Functionality.
Foundation · 1 Day · Ref: FM1
Transportation Management
Introduction to the transport management tools — capture advanced fleet information and associate vehicles to the transport booking module.
Modules/Features: Fleet Management, Transport Booking, Driver Management, Web Portal Bookings, Fuel Recording and Reporting Functionality.
Advanced · 1 Day · Ref: ADM1
General Administration
Background data structures and management background data — key fundamentals for a clean, well-formed CAFM system.
Modules/Features: Background Data Setup (Clients, Properties, Locations, Contractors, Suppliers, Departments, Regions, Sub Regions, Staff), Adding Users/Workers, Intranet Content Editor, Policy Documents, Document Types.
Advanced · 1 Day · Ref: ADM2
Advanced Administration
Deeper background administration — configuration options, user restrictions, module audit, DIU data import and data cleansing.
Modules/Features: System & Module Configuration, User Profile Management, Module Auditing (where applicable), Data Import (DIU), Data Cleansing.
Advanced · 1 Day · Ref: ADM3
Maintenance Administration
Background data for maintenance jobs at a detailed level — supports the planned and reactive maintenance modules.
Modules/Features: Work Types, Job Descriptions, Priorities, Status Levels, Service Categories, Worker Groups, Advanced Job Management, Maintenance Configuration and Workflow Management.
Advanced · 1 Day · Ref: ADM4
Resource Booking Administration
Add, remove and control the data used by the Room, Catering and Equipment booking modules through default settings and restrictions.
Modules/Features: Room Setup, Layouts, Catering Items, Equipment, Restriction Configurations, Web Portal Room Details and Catering Menus.
Tailored courses available upon request.