Facility / Location Import & Manage

To set up a property management system in DreamzCMMS, establishing a facility is a crucial precondition. Here are the key steps and considerations for creating a setup for property. A facility in DreamzCMMS refers to a specific property or group of properties that need to be managed. This could be a building, a campus, or a portfolio of properties.

Here is a reference video:

Step by step instructions to create a facility

• Go to asset menu

• Click on Facility

• Click on  from to at right page

• Click on Locations or Facilities from the popup

1. Fill up the data of respective fields like code, name, description and category 

2. If the location has a parent facility, select the existing facility name. If NOT then leave the field blank

3. Fill up the address data, it will automatically identify the latitude and longitude and locate the google map location

4. Click on Save button to complete the location creation process

Data Migration

Step by step instructions to import facility data using excel

• Click on Asset menu

• Click on Facility

• Click on More at top right corner 

• Click on Location Import submenu 

Download the sample file from import example link

• Fill up the file and Upload using choose a file button 

• Click on Import button

Note: You can use the name or code from system in the excel file to fill up the migration data

Step by step instructions to manage facility / location

• Click on facility under asset menu

• Select a location from checkbox 

• Click on Create work order from top right to create work order for that location

• To modify data click on 

• To delete a location click on 

• For similar type location create you can use 

• From the right, click on Search button to search location using various filter

• Click on any location code or name from grid for detailed view of a location

• Click on Floor plan tab to see the equipment on map 

• Click on log to see the list of  work orders, work requests, scheduled maintenance, offline track report

• Click on personnel tab to add or view the allocated user for that location

• Click on Online button on top to make the location offline. Add date, time and status and save it.