Upgrading your facility management systems doesn’t have to be overwhelming. At Follett Software, our guided implementation process for Facilities Schedules and Work Orders is built for ease, clarity, and speed – whether you’re transitioning from a legacy system or starting fresh.

A Guided Journey from Day One

Once your contract is signed, you’ll be partnered with a dedicated implementation specialist who will walk you through every step– from initial data collection to staff training.

Step-by-Step: Facilities Schedules Implementation

Typical Timeline: 30-60 days
Objective: Set up facility use scheduling, approvals, and integrations

Step 1: Data Collection & Review

We begin by exporting your existing data from platforms such as FSDirect or Event Manager. This includes:

• Locations and rooms
• Users and roles
• Fee schedules
• Approval processes
• Community organizations

This data is loaded into a Google Sheet, which your team can review and revise before we import it into ML Schedules.

Step 2: Customizing the System

Next, we tailor your instance to fit your needs:

• Design your facilities use request form
• Set up blocked dates and calendar rules
• Configure backend settings and notification workflows

Step 3: Website Integration & Tools

We’ll assist your tech team in linking ML Schedules to your district website, and provide:

• Account creation and request submission guides (video and PDF)
• Integration with athletic calendars, payment systems, and single sign-on (SSO)

Step 4: Training for Admins and Approvers

We conduct role-specific training, ensuring your staff can:

• Approve community group accounts
• Submit, edit, and manage requests
• Generate reports and manage event calendars

Optional: Event History Import

We’ll discuss importing historical event data based on how far back you’d like to retain access.

Step-by-Step: Work Orders Implementation

Typical Timeline: 30-60 Days

Objective: Centralize and streamline maintenance and preventative work orders

Step 1: Data Collection & Review

We gather backend data from your previous system, including:

• Locations and room numbers
• Routing processes and approval workflows
• Equipment, problem types, and PMs
• User roles and permissions

As with Facilities Schedules, this data is entered into a shared spreadsheet for your team’s review before importing into the platform.

Step 2: System Configuration

We’ll walk you through:

• Setting up work request forms with custom question fields
• Reviewing backend configurations
• Making any adjustments to imported data

Step 3: Staff Training

We provide comprehensive training sessions where your team learns to:

• Submit and approve maintenance requests
• Assign and complete work orders
• Track status and generate custom reports

Optional: Historical Request Import

We’ll work with you to decide how much of your historical maintenance data you’d like to import prior to go-live.

Bringing It All Together

By combining Facilities Schedules and Work Orders, your district gains a powerful, unified platform to manage:

• Facility use and scheduling
• Maintenance and repairs
• Communication and approvals
• Data insights and reporting

Whether you’re moving away from another platform or starting with a brand-new system, Follett Software Facilities Suite ensures a smooth, supportive, and stress-free onboarding experience.

Ready to streamline your operations?
Contact us to learn more about getting started with Facilities Schedules and Work Orders.