Smart Facil­i­ty Soft­ware is announc­ing a new sim­pli­fied means of doc­u­ment­ing your com­plet­ed project work. In pre­vi­ous ver­sions, ES Opti­miz­er required you to sched­ule your projects, and then update the sta­tus of your projects as they were com­plet­ed. How­ev­er, if all you want­ed to do is doc­u­ment your project work the sched­ul­ing require­ment added unnec­es­sary steps to the process.

In our lat­est release, Smart Facil­i­ty Soft­ware is announc­ing our new “Project Doc­u­ment­ing Process,” mak­ing the oper­a­tion of doc­u­ment­ing the project work much eas­i­er. The prime can­di­date for this fea­ture is the Envi­ron­men­tal Ser­vices man­ag­er that wants to enter the com­plet­ed project work in ES Opti­miz­er rather than sched­ul­ing or cre­at­ing work orders. This allows you to doc­u­ment and report on the com­plet­ed project work in few­er steps, sav­ing you time.

To doc­u­ment your project work, please fol­low these sim­ple steps:
1.) Open “Project Assign­ments” Mod­ule in ES Opti­miz­er in the “Man­age Depart­ment” tab.

ES Optimizer Manage Department Tab

2.) Select the “Open” projects view as shown in fig­ure 1.

3.) Select the projects you want to flag as com­plet­ed shown in fig­ure 2

Note: You may need to “Search Projects” to find the projects or rooms that you have com­plet­ed.


4.) Select the “Com­plete Tasks” but­ton shown in fig­ure 3 above. This will reveal the “Clear Tasks” form.


5.) Select the employ­ee that com­plet­ed the project tasks shown in Fig­ure 4 above.

Note: You may want to search tasks com­plet­ed by an employ­ee since this form is employ­ee spe­cif­ic.

6.) OPTIONALLY: You may score your projects, Pass/Fail. The default for all the tasks is “Pass”. If any task fails your inspec­tion you may change the flag to “Fail”.

7.) Click “Save” to update the projects as “Com­plet­ed”.
Note: The “Com­plet­ed On” date can be changed from the default “Cur­rent Date” to your spe­cif­ic date.
Note: You may cre­ate a work order if desired for future ref­er­ence or reoc­cur­ring sched­ul­ing.