Submit a Work Order FAMIS

request internal form FAMIS Accruent WorkOrder

What is It?

A step-by-step guide to creating a Work Order using Accruent/FAMIS. All current Staff and Faculty at Montana Tech have access. This form is best tackled with a top-down approach because selections you make early on influence what you can select further down the form.

Note: Any field with a red asterisk mark (✱) is a required field.

How to Create a Work Order in Accruent/Famis

Step 1:

Navigate to UM Famis portal using following link: https://login.umt.edu/idp/profile/SAML2/Unsolicited/SSO?providerId=umt.famis.com

Note: If you have any questions, please email the work order desk (facilitiesworkorders@mtech.edu) or call 406-496-4168 and provide your NetID and contact information.

Step 2:

Step 3:

Navigate to the Create Request tab.

Step 4:

In the property section, select the building in which you are requesting a service.

Step 5:

Select the appropriate floor from the dropdown menu.

Step 6:

Select the appropriate room number from the dropdown menu labeled "Space."

Step 7:

Select a Type from the dropdown menu.

Note: All work requests should fit into one of these general categories.

Step 8:

To further refine the nature of your request, select a Sub Type from the dropdown menu.

Step 9:

Select a Priority from the dropdown menu.

Step 10:

Please provide a description of the order in the "Describe your Request" text box.

Avoid starting with phrase like “May I please have someone fix...” Instead, use a brief 20-character summary, like "DHC102 LIGHT OUT."
Provide a detailed description so that we know precisely what it is you are requesting.
For an example, refer to the figure below.

Step 11:

Verify all contact information in the "Who is making the request?" section.

The default contact settings are retrieved from the Banner User record.

Step 12:

You now have the option to add yourself as a watcher. If you wish to be a watcher select, "Add Myself as a Watcher."

Step 13:

If you would like to receive notifications regarding your work order request, check the box under "Notification?"

Step 14:

If needed, complete the "Requested Completion Date" section for when the work should be completed.

Include the "Requested Completion Date" in the description section.

Step 15:

Navigate to the Accounts slider, then select "Add Banner Index and Account."

Step 16:

To add a new account string select "Add New."

Step 17:

In the pop up screen, start at the top and enter your Index number in the Banner Index field.

If you are unsure on how to complete this section, please reach out to your department head.
If you are having any problems, please email the work order desk (facilitiesworkorders@mtech.edu) or call 406-496-4168 and provide your NetID and contact information.

Step 18:

You will likely see some combination of the Index, Fund, Org, and Program fields populate once you’ve made your selection.

Step 19:

Enter your account information in the Account field, then select "Add."

Step 20:

Your account string is now created. You will notice a "percentage" area. This allows you to allocate charges to multiple account strings simultaneously.