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FAQ's

How do I set up 2X and RDP software?
  • The 2X RDP Client – can be downloaded from http://www.2x.com/rdp-client/downloadlinks/
  • Start the 2X RDP Application and select ‘Add New Connection…’ from the ‘File’ menu. Enter the details as below, replacing the username and password with the ones provided by a representative from the SWG Professional Services team.
  • Click on the ‘Display’ tab and ensure configuration matches the screenshot.

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  • Click on the ‘Local Resources’ tab and ensure configuration matches the screenshot.

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  • Click on the ‘Experience’ tab and ensure configuration matches the screenshot.q43 image 3

 

  • Click on the ‘Advanced Settings’ tab and ensure configuration matches the screenshot
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  • If you are connecting from behind a Proxy server you will have to contact your IT department in order to get help configuring the connection. The relevant screen on the client software can be found under the Network tab.

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  • Click ‘OK’. You will see the new connection in the 2x client’s window.
  • 2X will add a new item to your Start menu as below. Once you have performed the above steps you should not need to do them again, from now on you can just go directly to the Start menu.
  • Select the ‘QFM5’ entry. You might see a security warning dialogue like below.
    Check that the certificate is for app.swgasp.com by clicking on the ‘View Certificate…’ button.  If so, you can tick ‘Do not ask me again.’
  • After a short delay, the QFM application will launch in a window on your local desktop. You should be using the username and password provided to log on.
How do I see what Services are under a particular Service Group?

Desktop

  1. Navigate to the Service
  2. Click the Service option.
  3. Use the Navigation buttons to browse through the Service records to identify what Services are in a Service Group.

 Web

  1. Navigate to the General Reference Data This can be accessed from the Administration menu, Manage sub menu.
  2. Select the Services option from the drop down list.
  3. Use the Navigation buttons to browse through the Service records to identify what Services are in a Service Group. Alternatively, use the filter option in the Service Group column to restrict by a Service Group and display the Services associated to the filtered Service Group.

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How do I print Event worksheets?
  1. To print an Event Worksheet on QFM Web navigate to the event you wish to print and click ‘Print Worksheet’. Q14IMAGE1

    You will be presented with a pop-up window, click ‘OK’ on this and the worksheet will be downloaded. Q14IMAGE2

    To print an Event Worksheet on QFM Desktop, navigate to the event you wish to print and click the printer icon in the top left.
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  2. You will be presented with a pop-up window, click ‘Yes’ on this and the worksheet will be downloaded to a report viewer and from here you can save it where you want.
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How can I change the view on Event Director so it looks the same on QFM Web and QM Desktop?

Problem
How can I change the view on Event Director so it looks the same on QFM Web and QM Desktop?

Resolution
The Event Director on the Desktop contains all the data in the system; it has the capacity to do this as it is a standalone program.

The Event Director programme on QFM Web is filtered based on time scale – the default value for this is 30 days but this can be changed as you require.  The reason we have a filter on the Web Event Director is to increase the performance of the system.

It is not recommend that you make these two Directors match, as the filters prevent performance issues on QFM Web.

How do I link service groups, services and work types to site geography?

Problem
How do I link service groups, services and work types to site geography?

Resolution
You can link up the Service Matrix (Service Group, Service, Worktype and Priority) via QFM Desktop.

This is done via the ‘Services’ tab.
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You cannot filter the Service Matrix based on Geography because you can log any type of Service Event anywhere in Geography.

How do I install QFM 5 Desktop?

Problem
How do I install QFM 5 Desktop?

Resolution
QFM5 Desktop is installed using install media provided by SWG. For clients who require are large amount of Users on QFM Desktop we would recommend installing QFM Desktop on a terminal server which users can connect to via applications such as Citrix or 2X.

If you are not using a terminal server to host QFM Desktop and you require QFM Desktop a copy will have to be manually installed on your computer.  In this scenario please file a request with your QFM Administrator or contact Support on support@swg.com  for assistance.

How do I import data into QFM?

Problem
How do I import data into QFM?   

Resolution
QFM data import not recommend by SWG without prior training, as incorrectly imported data can result in problems throughout the system.

The import can be collated on an Excel document named ‘Data Import Spreadsheet’, and a blank copy of the spreadsheet can be found on the root directory of your QFM5 Desktop install.

SWG offer training courses on the QFM Import; please contact your SWG Account Manager or Support team on support@swg.com to learn more.

 

How do I delete old event data from QFM?

Problem
How do I delete old event data from QFM?

Resolution
Event  data is locked down and cannot be easily deleted from the system, since it is standard practice to retain historical event data for auditing purposes. If required, SWG can archive old data and create a blank database which does not contain any historical event data, which can be used moving forward.

If you wish to find out more about SWG’s data archiving services, please email support@swg.com or contact your SWG Account Manager.

 

 

 

How do I delete QFM Services which are being used by existing Events?

Problem
How do I delete QFM Services which are being used by existing Events?

Resolution
If you wish to remove a Service which has been used for events, you will first have to change the Service on the events which use the Service you wish to remove.

This is general rule for removing data in QFM.

How do I create Sites?

Problem
How do I create Sites?

Resolution
To create a new site, the best way is to login to QFM Desktop.

  1. Navigate to ‘Site’.
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  2. Click the ‘Add’ button in the bottom right corner (as is the standard in QFM Desktop).
  3. You will now be able to enter values for a new Site, when you have finished click ‘Save’ in the bottom right.
How do I create new Geography in the correct format?

Problem
How do I create new Geography in the correct format?

Resolution

The correct format for Geography differs from one client to the next there is no set standard across the board.

The most common approach however is to use one of four levels:

  1. Site – The complex/campus name e.g. The Olympic Park.
  2. Location – The building name e.g. The Olympic Stadium.
  3. Unit – The area or floor number e.g. Level 1.
  4. Partition – The room number or partition e.g. D45e.
How do I create new QFM user accounts?

Problem
How do I create new QFM user accounts? 

Resolution
To setup new user accounts you will need to log in to QFM Desktop with a user who has Administrator rights.

  1. First navigate to ‘Personnel’ and create a new personnel record for the new user to use.
  2. Now navigate to ‘Maintain Users’ from the Admin tab.
  3. Click the ‘Add’ button in the bottom right which will start the new user wizard:
    a. Enter a username.
    b. Select the personnel name which you have just created in the previous step.
    c. Create a password.
    d. Select your language.
    e. When you have added all of these fields you can now save the new User. There are additional fields such as Expiry date but these are optional.
How do I create a Schedule Planner Report?

Problem
How do I create a Schedule Planner Report?

Resolution

  1. You can create a Schedule Planner Report via the Report Centre.
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  2. You can then either :
    a. Generate an Event History Report and create a filter for PM Events (this process is explained in detail in ‘How do I create a report based on filters in QFM Web?’)
    b. Generate a ‘Year Planner Report’ which will be report version of the same thing you see on the Schedule Planner screen.

 

How do I cancel an Event?

Problem
How do I cancel an Event?

Resolution

  1. To cancel an event in QFM Web you simply add a cancelled time into the Key Dates section of whatever event you wish to cancel and then click ‘Update’.
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  2. You will get a pop-up message instructing you that once you cancel an event in QFM you cannot un-cancel it. Click ‘Ok’ to proceed and QFM will then cancel the event and in doing so set the status of the event to ‘Cancelled’.
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How do I add a new Work Type in QFM?

Problem
How do I add a new Work Type in QFM?

Resolution
To add a new work type in QFM you will need to use QFM Desktop:

  1. Login to QFM Desktop with a Admin or Helpdesk level user. If you do not have a user of this level please contact your QFM Administrator.
  2. Navigate to the ‘Events’ tab.
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  3. Navigate to ‘Work Type’, which is found with within the ‘Setup’.
  4. Click the ‘Add’ button tton in the bottom right.
  5. A new row will have been added at the bottom of the list, fill this out without the Name of the new Work Type, an Optional Description, leave Category as ‘Standard’, leave ‘Export Value’ blank.Q1IMAGE2
  6. Click the ‘Save’ button in the bottom right.
  7. The Work Type has now been added into the system, it can then be managed via the ‘Services’ Tab within ‘Work Type’.

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How do I access the templates for Event instructions?

Problem
How do I access the templates for Event instructions?

Resolution
Templates are created in QFM Desktop under each Work Type in the messages section of the Work Type screen.

1) First login to QFM Desktop, with a Helpdesk user.
2) Navigate to the ‘Events’ tab.
3) Navigate to ‘Work Type’, which is found with within the ‘Setup’.

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4) Select the Work type you wish to access the template for.
5) Click the ‘Update’ button in the bottom right.

Click the ‘Mes’ button shown below.

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Now you can enter in a template for the instructions which will be used as a default when events are logged against this Work Type. Click the ‘Save’ button when you are finished.

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