Customer Portal Quick Reference User Guide

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Rafe Parsons
5 years ago
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1 Customer Portal Quick Referece User Guide

2 Overview This user guide is iteded for FM Approvals customers usig the Approval Iformatio Maagemet (AIM) customer portal to track their active projects. AIM is a itegrated project maagemet solutio that is the foudatio for maagig all iformatio to FM Approvals programs. Beefits of the ew system iclude: Automated busiess processes Streamlied data collectio 24/7 access to detailed project iformatio Table of Cotets Because your feedback ad suggestios are valuable to us, we ecourage you to share your commets at AIMHelp@fmapprovals.com. Gettig Started...4 My Projects...8 Terms ad Defiitios...11 AIM Support...14 This user guide is made available for iformatioal purposes oly i support of the relatioship betwee FM Approvals ad its customers. The iformatio does ot costitute a Approvals agreemet, stadard or certificatio. No liability is assumed by or through the use of ay iformatio. 3

Gettig Started Portal Web Address Access to FM Approvals AIM customer portal is available at http://aimcust.fmglobal.

Check email for ew lik to Password Reset page Iitial Logi Steps Step Actio 1 A email will be set with your Customer ID ad temporary password. 2 Ope the AIM Customer Access i your web browser.

3 Gettig Started Portal Web Address Access to FM Approvals AIM customer portal is available at Iitial Logi Steps, cotiued Step Actio 7 Mark checkbox for I accept Terms of Use View of the logi scree 8 Click Cotiue 9 You will see the followig message. Check for ew lik to Password Reset page Iitial Logi Steps Step Actio 1 A will be set with your Customer ID ad temporary password. 2 Ope the AIM Customer Access i your web browser. The URL is: 3 Eter your Address ad Customer ID 4 Eter your temporary password. 5 Click the Log I butto. You will be brought immediately to the terms ad coditios of use page. 6 Read Terms ad Coditios of Use agreemet. Forgot Userame or Password Follow these steps to reset your password: The first time you log i. (Begi at step 4) If you forget your userame or password. Ay time you wish to chage your password. Step Actio 1 Click o Logi problems, or forgot your password? 2 Eter Customer ID ad User 3 Click o Submit Request 4 5

Gettig Started Forgot Userame or Password Step Actio 4 Email set to customer Multiple Accouts Userame ad password are tied to your FM Approvals Customer ID.

4 Gettig Started Forgot Userame or Password Step Actio 4 set to customer Multiple Accouts Userame ad password are tied to your FM Approvals Customer ID. If your compay has more tha oe FM Approvals customer ID, you will eed to request multiple logi userames. 5 Click lik i Audiece Oly authorized cliets of FM Approvals may access this site. 6 Reeter Customer ID ad User Active Projects Active projects are FM Approvals projects that have bee proposed by FM Approvals ad authorized by our cliets. They will be cosidered active util they are completed or caceled, either by FM Approvals or by the cliet. Security Precautios Security is importat to FM Approvals ad to our cliets. Do ot share your logi or password with others. Views The followig views are available i the AIM Customer Portal 7 Eter ew password two times 8 Click ChagePassword After you click o ChagePassword, you will be logged i with your ew password. Scree Project List Project Details Project Milestoes Project Commets Project Ivoices Descriptio All projects that are active or recetly closed Basic iformatio about a project Milestoe plaed, revised ad actual dates Project status updates from the project maager ope ivoices for the selected project 6 7

My Projects Descriptio The AIM Customer Portal is meat to commuicate to customers curret progress o their project i a easy-to-read scree.

Each project will have a traffic light, project ID, project ame, techical cotact, project maager ad state, ad status.

This scree shows the Project ID, the (FM Approvals) project maager, the (cliet) techical cotact, the project authorizatio date, the project traffic

5 My Projects Descriptio The AIM Customer Portal is meat to commuicate to customers curret progress o their project i a easy-to-read scree. View of Project List scree From this view you ca see a complete list of active projects. Each project will have a traffic light, project ID, project ame, techical cotact, project maager ad state, ad status. Project Detail Scree Oe of four screes available for each project. This scree shows the Project ID, the (FM Approvals) project maager, the (cliet) techical cotact, the project authorizatio date, the project traffic light, the state, the status ad the local (FM Approvals) egieer. A search optio is located at the top of this widow. Click o the project ame to avigate to the project details. Click o the Log Off lik to log out of the system. Project Milestoes Scree This scree shows the milestoes ad their plaed, revised ad actual dates. 8 9

Milestoe Documets Received Samples Received Test/Aalysis Start Successful Test/ Aalysis Fiish Draft Report Available Project Audit(s) Complete Fial Techical Review Complete Date of Approval

6 My Projects Terms ad Defiitios Project Commets Scree This is a ruig list of status update commets etered by the project maager. Milestoes The followig milestoes will be listed for each project: Project Ivoice Scree This is a list of ope ivoices for this project. Milestoe Documets Received Samples Received Test/Aalysis Start Successful Test/ Aalysis Fiish Draft Report Available Project Audit(s) Complete Fial Techical Review Complete Date of Approval Descriptio FM Approvals has received all ecessary documets for this project from the customer FM Approvals has received all ecessary product samples for this project from the customer Testig ad/or aalysis has begu Testig ad/or aalysis for this project has bee successfully competed The date the iteral review process ca start. Used for projects whe a iitial audit is eeded. This is the date whe the audit(s) is(are) complete The fial techical review has bee completed The product has bee Approved. The product ca ow be labeled FM Approved. Search Feature Here you ca eter a FM Approvals Project ID to search for a specific project. States The followig project states are used i AIM: State Proposal Pre-Test/Pre-Aalysis Test/Aalysis Report Geeratio Fializatio Defiitio The customer has requested a proposal ad FM Approvals is developig ad reviewig the proposal. The project has bee authorized, but testig ad/or aalysis has ot yet begu. FM Approvals has begu testig ad/or aalysis The report is i developmet The product has bee Approved 10 11

7 Terms ad Defiitios Project Roles The followig roles are see i the AIM Customer Access: Role Project Maager Techical Cotact Local Egieer Descriptio The FM Approvals egieer maagig this project The customer s techical cotact for this project Your local FM Approvals cotact Statuses The followig project statuses are used i AIM subdivisios of the states defied o page 12: Stoplight Colors Color Gree Yellow Red Grey Descriptio The project is o track. The project was experiecig problems, but those problems have bee resolved. The project is experiecig problems that eed to be resolved. o status is available olie because the project is ot beig processed through AIM. For these projects o AIM status or milestoe pla is available. Please cotact the project maager for further details. Status Proposal Developmet Proposal Review Set to Customer Awaitig Authorizatio Active Report Developmet Report Review Compilatio ad Dissemiatio Program Complete Customer Hold FM Approvals Hold Awaitig Customer Hold Awaitig FM Approvals Hold Cacelled Not Approved Defiitio The customer has requested a proposal ad a FM Approvals egieer is developig the proposal. The FM Approvals team is reviewig the draft proposal. The proposal package has bee approved ad set to the customer. FM Approvals is actively workig o this project. The project report is beig writte/developed. The project report is beig reviewed. The product has bee approved ad the report ad certificate are set to the customer. The documets are cofirmed ad archived. The project is o hold due to customer costraits. The project is o hold due to FM Approvals costraits. A request has bee made to put a project o customer hold. A request has bee made to put a project o FM Approvals hold. The project has bee cacelled. FM Approval has ot bee grated. Milestoe Dates Colum Headig Plaed Revised Actual Explaatio These are the dates that each milestoe was origially plaed to be completed. If all rows cotai the same date, please igore these dates as they are default values from the iitial coversio process. If aythig i the origial pla is chaged, or if a milestoe goal has ot bee met, project maagers may submit a revised pla to their techical team maager. If approved, a revised date will show up i this colum. These are the actual dates whe the milestoes are reached. If all rows cotai the same date, please igore these dates as they are default values from the iitial coversio process

8 AIM Support Notes Cotact us How ca we help? Us Sed us a to AIMHelp@fmapprovals.com with your questios or commets about the iformatio you see here. Call Us For questios about your accout, you ca reach us, at +1(781) Cotact your Project Maager You ca cotact your project maager to get more iformatio about your project

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