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Tutorials, Demos & Product Updates
Short, practical walkthroughs of the tools our customers use every day — space accounting, work management, floorplans, dashboards and reporting.
Jan 23, 2025
Adding Occupants to a Floor
See how easy it is to add people to a floor, in this case a few new contractors need to be seated near a certain project manager. Locate, Filter, Drag and Drop!
Jan 23, 2025
From Charts to Drawings
The new Chart Playground tool allows deep dives into the spaces that make up Categories on a floor. In this example there is a need to locate all laboratory
Jan 4, 2025
M Group Facility Cloud Introduction
https://vimeo.com/1032160286?share=copy
Dec 21, 2024
Step 1 - Creating a New Building
The first step in setting up a new building in the system, for use with occupancy, departmental allocation, and work management, is to create the building
Dec 21, 2024
Step 2 - Adding a Floor to a Building
After creating a building and before floorplans can be uploaded to manage space and personnel, the floor record itself must be created.
Dec 21, 2024
Step 3 - Link a New Floorplan
To get started with most of the space, personnel, and MAC tools, you will need to link a floorplan to your database.
Dec 16, 2024
Independent Facilities Management Software Vendor Competitive Analysis
Dec 15, 2024
Reduce Huge CAD Files with IDN Drawing Impact Tools
The demonstration showcases a tool that analyzes DWG drawings and identifies elements that impact performance.
Dec 15, 2024
Add a Button to a Dashboard
Dec 15, 2024
Change Dashboard Widget
Dec 15, 2024
Change Your Password
Dec 15, 2024
FloorPlate Advanced Reporting (Beta Version)
https://vimeo.com/877625254?share=copy
Dec 15, 2024
Space Data Management Overview - Space Accounting Basics
Learn how to fully understand the the database schema and code structure requirements for a modern facility management software solution.
Dec 15, 2024
Introduction to Space Reporting
https://vimeo.com/808506951?share=copy
Dec 15, 2024
Adding Space IDs - Time Saving Tip
Add space identifiers to every room can be a big job, here are some tips to speed up the process
Dec 15, 2024
Dashboard Overview
The widgets and activities available on any dashboard will be controlled by your security role. The options may also differ, based upon what your organization
Dec 15, 2024
Edit Dashboard - Activate Dash Item
Dec 15, 2024
Form Overview - List Page
The list page of a form can be divided into two big sections. On the bottom half of the page is the data itself, and the top of the page has controls for
Dec 14, 2024
Submit MAC Request - Manual
Dec 14, 2024
Find a Space
Dec 14, 2024
Assign Seating - Floorplan View
Dec 14, 2024
Contact Filtering Options
Dec 14, 2024
Customizing Highlight Queries
Dec 14, 2024
Diagnosing Label Issues
Dec 14, 2024
Entering Operating Costs
Dec 14, 2024
Find a Person
Dec 13, 2024
Floorplan Interface Overview
Dec 13, 2024
Floorplan Printing Overview
Dec 13, 2024
Highlight Space Types by a Single Category
Dec 13, 2024
CAFM System Design Diagram
Platform Overview: A Data-Driven Solution for Facilities Management
Dec 13, 2024
Drawing Preparation Tips and Tricks
https://vimeo.com/showcase/11494368
Dec 12, 2024
Getting Started with CAFM - 6 Lessons
Scroll down to view all 6 lessons - click on the 4 arrows to expand to full screen
Dec 12, 2024
Space Management Webinar Series - 17 Topics
To expand a video in the series click on the player bar to Show controls and click the 4 arrows button.
Dec 11, 2024
Import Contacts
Dec 11, 2024
Working With Queries
Dec 11, 2024
Marking a Building as Inactive
Dec 11, 2024
Project Approval Module - Customizable Process Flow Module
Learn how an enterprise project approval process works, nine different people involved with getting a project approved - step by step
Dec 11, 2024
20 Top Features of the IDN FloorPlate CAFM System
7 minute video of what is different in the IDN FloorPlate system. The PDF Flip Book document is below
Dec 11, 2024
Move a Query Label
Dec 11, 2024
Set Building Primary Image
Dec 11, 2024
Move Assigned Personnel
Dec 11, 2024
Submit a Feature Request or Bug Report
Dec 11, 2024
Using the Drawing Impact Tool
Dec 11, 2024
View Building Summary Information
Dec 11, 2024
Working With Surfaces
Dec 10, 2024
Work Management System Demonstration - all Features - Reporting - plus PM process
This 35 minute demo covers everything you would expect in a high level, but in depth overview of a powerful CMMS solution
Dec 10, 2024
Quick Review Of The Work Manager Role - a Simple Process with No Supervisors or Trade Assignments
This video quickly covers the most basic work request management process - there is a single Role of a Work Manager. When a service request is received a Work
Dec 10, 2024
Introduction to IDN Work Management Software - Affordable & Mobile CMMS
The above video walks through the Work Request process and the Steps involved with assigning the approved ticket to a trades worker who is using a phone for
Dec 8, 2024
Building and Equipment Map
It can be useful to visualize buildings and external equipment on a map. This can be done easily using the buildings form.
Dec 8, 2024
Floorplan Interface Overview
A general overview of how to use the floorplan interface.
Dec 8, 2024
Relink an Existing Drawing
How to relink a CAD drawing
Dec 4, 2024
How to Generate Building Reports
This document describes how to generate and view building reports within a system. There are two main types of reports:
Dec 3, 2024
Quickly Add Equipment Symbols on a Floor Plan
This document provides step-by-step instructions for adding and editing equipment symbols on a floor plan using FloorPlate software. It covers selecting the
Nov 29, 2024
How to Create a New User in the CAFM system
This document provides instructions on how to import contacts into a CAFM system. It outlines the steps for downloading a template to ensure data is formatted
Nov 29, 2024
Work Management - Viewing a PM Calendar Schedule
View PM Calendar (1)Download
Nov 29, 2024
Import Contacts to a floor plan
While many organizations will have some sort of HR feed to populate the contact list, you may occasionally need to manually import contacts to a floor plan
Nov 29, 2024
Enterprise Level System Overview - 9 Major Topics
A set of 9 videos detailing the IDN CAFM System for an enterprise level organization
Nov 27, 2024
Floorplan Printing Overview
Floorplan Printing OverviewDownload
Nov 24, 2024
Advanced Work Management Course - 6 Role Based Lessons for Each Step in The Maintenance Service Request/Work Order process
This is a 6 lesson overview of the roles and processes involved in a multi trade maintenance team software solution.
Nov 20, 2024
Working with Space Categorization
Space Categories and Types are a very important part of Space Management. This video explains in just 2 minutes how the work with the tools to add or change
Nov 14, 2024
Working with Floorplan Queries - Powerful Benefits in Just 4 Pages
While your floorplan UI should have many of the commonly used queries for your organization, you can also manually show and hide queries when the need arises.
Nov 13, 2024
Quickly Find any Space on a Floorplan
Quickly find a space with an easy search - in this case find room 127 and display it on the floorplan. Any User can have the FIND buttons on their Dashboard,
Nov 10, 2024
Learn to Manage your Facility in 15 minutes
https://vimeo.com/1027479615?share=copy This is the best place to start learning how to add a new floor, link it and edit many data details
Jul 3, 2024
How to Perform an Effective Floorplan Space Survey in 4 Easy Steps
The purpose of the Space Survey tool is to conduct space surveys, which involves collecting data about the occupancy and status of spaces on every floorplan
Jul 3, 2024
Introduction to FM - over 110,000 YouTube Views!
This video has been watched on YouTube over 110,000 times, it demonstrates the interest worldwide for getting a better understanding of Facilities Management
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