Facilities Page Explained

Overview

This article will cover the options available on the Facilities Page in the IMC.  

Requirement

• Administrator login to the IMC with access to the Facilities Page. 

Listing

The Facilities page lists all Facilities under your account. 

Options

• Facilities:  Select from the drop-down menu.  Options include:
  • All Facilities
  • All of My Preferred Facilities - This is default if you have set up Preferred Facilities.  See KB809 for details. 
    • Note:  When this option is selected the Manager filter on the listing below is no longer needed, and therefore removed.
• Filter by:  After entering filter criteria click Search to filter the list of Facilities.
  • Facility:  Type the name (or partial name) of a facility.
  • Ext ID:  Filter the listing by External ID assigned to the Facility.  See KB163 for details.
  • Manager:  If All Facilities is selected above, this option will be available.  Select from the drop-down menu to filter by manager.  See KB800 for details on assigning a manager to a Facility on the CRM screen.
    • All Managers:  All facilities assigned to all managers.  This includes those for which a manager has not been specified.  This is the default.   
      
    • My Facilities:  All facilities for which you are the Account Manager.  See KB800 for details on assigning a manager to a Facility on the CRM screen.
    • Not Specified:  List facilities for whom no manager has been assigned.
    • Choose a Manager:  Managers who have been assigned to facilities as Account Manager will be listed.  Choose a manager from the list to filter the list to facilities for that Account Manager.
      
• Actions:
  • Click on the Facility Name to open the Settings page for that facility.
  • Click on the View link in the URL column to view the URL for the facility.
  • Click the green plus sign in the QA column for a specific facility to manage QA Requirements for that facility.
  • Click the Copy icon in the Copy column for a specific facility to create a new facility which is a copy of that facility.  The Facility Settings page will open for that new facility, where you can modify and manage settings for that facility.
  • Click on the icon in the CRM column for a specific facility to open the CRM page for that facility.
  • Options at the bottom of the listing:  
  • New - Create a new facility.  This will bring up a page with various fields where facility information can be entered.  See KB219 for details on creating a facility.
    
    Check the box to select one or more facilities for the following actions:
  • Delete - Delete the facility(ies) selected from the list above.
  • Edit Facilities - Edit multiple facilities at the same time by selecting facilities on the listing.
  • Download CRM - Bulk download of the PDF version of the CRM screen for the selected facilities.  See KB686 for details on the CRM feature.