FAQ Category: QFM Web

  • FAQ

How do I view all the Planned Maintenance Schedules for a particular site?

It is possible to create filters in the Schedule Planner for example to display all Planned Maintenance schedules for a particular site. Access the Schedule Planner from the Events menu option. Click the Filter option to add a filter. Click the Add Criteria From the drop down list select Site. Select the orange lookup option. […]
  • FAQ

How do I use Event Director filter options?

Navigate to the Event Director This can be access from the Events menu option. Click the Change Filter A number of filter options will display. Enable filters as required by highlighting options from Event Event Types or Status fields. Alternatively, filters can be enabled from drop down options. Click the Refresh button to apply filters.
  • FAQ

How do I troubleshoot Schedule issues in QFM Web?

Ensure Schedules have been published.  Verify the activities have solid borders indicating these have been published.  If the activities are unpublished click the Publish button to confirm the activities can be generated into events. Check the workflow scheduler service is running for the Generate Events from Plan and Scheduling – Generate Planned Events service.
  • FAQ

How do I troubleshoot login issues in QFM?

Warning message “User name or password was incorrect”: indicates an incorrect user name or password.  Please check for case sensitivity. Warning message “You are not setup to access system”:  indicates the username does not exist.  You will need to set up as a user in order to log in. Warning message “No geography assigned to […]
  • FAQ

How do I subscribe new Assets to existing Planned Maintenance Schedules?

Navigate to the asset record by searching for the asset in the Find Asset screen. This can be accessed from the Assets menu. From the Asset Viewer click the Schedules. Click the Subscribe to Schedule. Click the lookup option to search for an existing schedule to subscribe the asset to. Select the schedule. Add date […]
  • FAQ

How do I share Event Director views in QFM Web?

The ability to maintain shared views in the Event Director is a permission setting managed in General Settings. Navigate to the Event Director. Once the Event Director view has been maintained click Save View. Update the name in the ‘Save View As’ field. Click the Share View. Click OK.
  • FAQ

How do I setup a Schedule Report?

There are two job types: Group Notifications Group Notifications allow users to attach Lists to scheduled emails, in addition to Reports. A List can either be a .CSV file attachment or rendered HTML embedded into the email body. Mail Merge Notifications Mail Merge Notifications allow users to send emails to recipients who are part of […]
  • FAQ

How do I setup a default home page on QFM Web?

It is possible to set up default home pages on QFM web for user profiles. Navigate to the Managing Landing Page for Profiles This can be accessed via the Administration menu option, Users and Profiles sub menu. Select the profile you wish to maintain the landing page for from the ‘Select Profile’ drop down option. […]
  • FAQ

How do I set up Schedule templates?

Navigate to the General Reference Data This can be accessed from the Administration menu, Manage sub menu. Select Schedule Template Defaults from the drop down option. Click the Edit icon for the PM Events. Click the Change option to maintain the template. You can configure the template, once complete click Save.
  • FAQ

How do I set up data scoping restrictions?

Data scoping restrictions can be enabled by User Class. Navigate to the Data Scope Filters. This can be accessed from the Administration menu option, Users & Profile sub menu. Select the Class you wish to maintain from the ‘Select Class’ drop down option. Select the entity you wish to restrict from the ‘Pick Filter Type’ […]
  • FAQ

How do I see what Services are under a particular Service Group?

Desktop Navigate to the Service Click the Service option. Use the Navigation buttons to browse through the Service records to identify what Services are in a Service Group.  Web Navigate to the General Reference Data This can be accessed from the Administration menu, Manage sub menu. Select the Services option from the drop down list. […]
  • FAQ

How do I reinstate a QFM user account?

Problem How do I reinstate a QFM user account? Resolution To instate a QFM User Account you will use ‘Manage Users’ via the Administration tab on QFM Web. To change these settings you must first login as an Administrator on QFM Web. Navigate to ‘Manage Users’. Un-tick ‘Active Only’ to show expired users. Search for the […]
  • FAQ

How do I publish Schedules in QFM Web?

Problem How do I publish Schedules in QFM Web? Resolution To publish Schedules in QFM Web navigate to the ‘Schedule Planner’. Click ‘Show Prefs’ in the bottom left of the screen, this will reveal the option to select how many weeks ahead you wish to publish your schedules. When you publish from the Schedule planner […]
  • FAQ

How do I provide ‘Self Service’ profile users with access to attachments?

Problem How do I provide ‘Self Service’ profile users with access to attachments? Resolution This is done via ‘General Settings’ within the Administration Tab on QFM Web. To change these settings you must first login as an Administrator on QFM Web. Navigate to ‘General Settings’.   Select the User Class you wish to change the settings […]
  • FAQ

How do I print Event worksheets?

To print an Event Worksheet on QFM Web navigate to the event you wish to print and click ‘Print Worksheet’. You will be presented with a pop-up window, click ‘OK’ on this and the worksheet will be downloaded. To print an Event Worksheet on QFM Desktop, navigate to the event you wish to print and […]
  • FAQ

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 […]
  • FAQ

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 […]
  • FAQ

How do I generate attachments on schedules in QFM Web?

Problem How do I generate attachments on schedules in QFM Web? Resolution To generate attachments on schedules in QFM Web, you should add them against the schedule activity. You will only be able to add attachments after you have saved your schedule (this is the same logic that applies to adding an attachment to an event […]
  • FAQ

How do I generate additional user reports from the Event screen?

Problem How do I generate additional user reports from the Event screen? Resolution User Reports are not created in QFM; they are developed on a per client basis. You can normally replicate the report you want by using filters on an ‘Event History Report’. If you want to find out more about User Reports and […]
  • FAQ

How do I generate a Year Planner Report?

Problem How do I generate a Year Planner Report? Resolution You can create a Year Planner Report via the ‘Report Centre’. A Year Planner Report is a report version of what you see on the ‘Schedule Planner’ screen.  
  • FAQ

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 […]
  • FAQ

How do I disable automatically filling fields in QFM Web?

Problem How do I disable automatically filling fields in QFM Web? Resolution There are various fields that can be setup to fill automatically, based on selected data. The setting for this can be found on ‘General Settings’. To change these settings you must first log in as an Administrator on QFM Web. Navigate to ‘General Settings’. Select […]
  • FAQ

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. Navigate to ‘Site’. Click the ‘Add’ button in the bottom right corner (as is the standard in QFM Desktop). You will now be able to enter values for a new Site, when you have […]
  • FAQ

How do I create reports in QFM Web that have dynamic dates so I don’t have to change them each month?

Problem How do I create reports in QFM Web that have dynamic dates so I don’t have to change them each month? Resolution When creating a report there will be times when you wish to create dates that are dynamic so that you don’t have to keep changing the dates for a regular report. In […]
  • FAQ

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: Site – The complex/campus name e.g. The Olympic Park. Location – […]
  • FAQ

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. First navigate to ‘Personnel’ and create a new personnel record for the new user to use. Now navigate to ‘Maintain Users’ from the Admin […]
  • FAQ

How do I create a Schedule Planner Report?

Problem How do I create a Schedule Planner Report? Resolution You can create a Schedule Planner Report via the Report Centre. 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 […]
  • FAQ

How do I create a Planned Maintenance Schedule in QFM Web from scratch?

Problem How do I create a Planned Maintenance Schedule in QFM Web from scratch? Resolution To answer this question we will run through a worked example. The first thing we want to do is find the asset which we want to create a schedule for, do this via the ‘Find Assets’ screen. The easiest way of […]
  • FAQ

How do I create a report based on filters in QFM Web?

Problem How do I create a report based on filters in QFM Web? Resolution To explain this process we are going to explain it via a worked example. We are going to create a report which we will be setup to pick up all events logged in the last month based on two filters. To […]
  • FAQ

How do I configure email notifications on QFM Web?

Problem How do I configure email notifications on QFM Web? Resolution To configure email notifications on QFM Web you must first login as a user with administrator rights. Navigate to ‘Notification Settings’. You will now be presented with the crib sheet for configuring email notifications, on this page you can choose to turn on/off a […]
  • FAQ

How do I change the room setup configuration for Room Bookings in QFM Web?

Problem How do I change the room setup configuration for Room Bookings in QFM Web? Resolution To configure a room setup you will have to navigate to ‘Room Details’. Select the room you wish to change via the navigation bar on the left hand side of the screen. Once the room loads you should be […]
  • FAQ

How do I change the recipients of a Scheduled Report?

Problem How do I change the recipients of a Scheduled Report? Resolution To change the recipients of a Scheduled report can be done in two ways; it depends on how the report was setup initially. If the report was setup with just one recipient then you can change the recipient by navigating to the report in […]
  • FAQ

How do I change the QFM timeout settings in QFM Web?

Problem How do I change the QFM timeout settings in QFM Web? Resolution To change the timeout settings of QFM changes will need to be made to the configuration file on the Web Server which hosts QFM Web. Please contact support@swg.com and request the change, stating what you would like it to be set to. […]
  • FAQ

How do I change Planned Maintenance Schedules in QFM Web?

Problem How do I change Planned Maintenance Schedules in QFM Web? Resolution To change a Planned Maintenance Schedule on QFM you must first navigate to the schedule you wish to change. Once you have entered the schedule you will need to enter the editing mode, to do this click the ‘Change’ button which will be […]
  • FAQ

How do I change Event dates if the fields are greyed out in QFM Web?

Problem How do I change Event dates if the fields are greyed out in QFM Web? Resolution If a field is greyed out in QFM Web for a User then this can normally be configured to be updatable via General Settings in Administration, come fields cannot be updated such as ‘Cancelled’. To change these settings […]
  • FAQ

How do I cancel Room Bookings in QFM Web?

Problem How do I cancel Room Bookings in QFM Web? Resolution To cancel a Room booking you first need to navigate to ‘Find Room Booking’. Search for the room booking you want to cancel, once you have found it open up the booking. To cancel the booking, click the ‘Cancel’ button at the top of […]
  • FAQ

How do I cancel an Event?

Problem How do I cancel an Event? Resolution 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’.   You will get a pop-up message instructing you that once you cancel an event in QFM you […]
  • FAQ

How do I add an attachment to an Event in QFM Web?

Problem How do I add an attachment to an Event in QFM Web? Resolution To add an attachment to an event you must first log the event, you cannot add an attachment to an event that is yet to be created. Navigate to the event you wish to add the attachment too. Click on the […]
  • FAQ

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: 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. Navigate to […]
  • FAQ

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 […]
  • FAQ

I would like QFM Web configured so that contractors can view and maintain only the events assigned to them.

Issue I would like QFM Web configured so that contractors can view and maintain only the events assigned to them. Resolution The process for this undertaken in desktop QFM and must be carried out by a user with administrative rights. Make sure the contractor has a record set up in the Contractor screen. In the […]
  • FAQ

How do I export to Excel in QFM Web?

Problem How do I export to Excel in QFM Web? Resolution Most of the areas in QFM Web support exporting to Excel. When generating history reports you have the option of exporting in Excel or PDF before you create the report. In lists and on the event director the option is given to you via […]

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