Recent updates
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EAM Work Order Classes and Assignment
Updated onArticleThis document guides staff on the Work Order class to use and who to assign them to. This suggestion from Alan Williams (SRPD) will help reduce confusion on where to assign work orders.
Additional Information Systems / EAM User Tutorials / EAM Parks Staff
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RecConnect - Emails and Mailing Labels
Updated onArticleRecConnect is a reporting tool that sets up convenient customer interaction through email blasts or printing mailers and is customizable so that you can identify the specific group that you wish to reach. All of this is done within the PARKS DIRECT.
PARKS DIRECT User Manuals / Reporting / Other Reports
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What are Follow-up Work Orders?
Updated onArticleFollow-up Work Orders are created from work orders that have a Checklist. This allows for inspectors to get corrective work done for checklist items in a few steps. Based of the inspectors' work program, the checklist results will determine what requires follow-up.
Additional Information Systems / EAM User Tutorials / EAM Parks Staff
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How to Book Labor in EAM
Updated onArticleBooking Labor tracks the number of hours employee has worked on for each work order’s activity.
Additional Information Systems / EAM User Tutorials / EAM Parks Staff
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How to use Work Order Templates
Updated onArticleAdding a Work Order Template
This process is to assist managers with their work management processes and returning a portion of their time. Managers have a 10-step process for managing work orders. The most time consuming part of the process is adding activities and the details that go with them (especially on multiple Work Orders). With the templates provided, their process has been reduced to four. As a result, maintenance managers can shift remaining time towards planning and other major projects.
Additional Information Systems / EAM User Tutorials / EAM Parks Staff
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Facility Rental Guidelines
Updated onArticleThese guidelines apply to all facility rentals by private individuals and groups unless otherwise noted in the Facility Information Sheet, or by exceptions approved by the Director or designee.
PARKS DIRECT User Manuals / Global Sales / Facility Reservations
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Complete a Community Connect Reservation
Updated onArticle- Open the client's account in Global Sales, using any method that works best for you. For this example, I will be using the "Household Number".
PARKS DIRECT User Manuals / Global Sales / Facility Reservations
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Setting up a Workstation to Scan Memberships
Updated onArticleOne benefit to PARKS DIRECT is that users can conduct business at a workstation while simultaneously scanning membership passes with an application that runs in the background. Because of PARKS DIRECT's ability to multitask, there is no need have a dedicated workstation for scanning memberships.
PARKS DIRECT User Manuals / Global Sales / Visit Processing
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Program Registrations with Fee Assistance
Updated onArticleOnce the completed application has been received and verified by the Facility Manager, an applicant who wishes to register for classes while their Fee Assistance Application is under review (with tickler text on the account) is allowed to do so at a price equal to 10% of the program’s full value. Leave the remaining balance account until the Fee Assistance application is processed and an award percentage is approved.
Parks Direct Policy & Procedures / Financial Policies & Procedures / Fee Assistance Manual
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Process a refund to a third-party billing account
Updated onArticleThis article describes how to process a cancellation when a third-party organization made the original payment. In these cases, all funds paid by the third party organization must be returned and should not be placed back on the client's PARKS DIRECT account.
Parks Direct Policy & Procedures / General Policies / Withdrawals & Refunds