Administrator and Approver Help

As a facilities administrator or approver, you may be called upon to activate/remove access or approve/decline requests for facility use. There are several tasks and a couple different roles. See below for quick explanations of each and tutorials for a number of common tasks.

Site Administrator I

The Site Administrator I role can be defined as anyone that may need to approve or decline schedules for a location. On the Home page, they only see schedules for their assigned locations; however they can see events taking place at any location by viewing the calendar. They can only approve schedules for their assigned location(s). They cannot activate a schedule, cancel events, or create invoices.

Please click on the links below to learn more about the functions and capabilities of the FSDirect Site Administrator I role.

Table of Contents

• Site Administrator I Login and Home Page
• How to Enter a Schedule Request 
• How to View and Print the Calendar
• How to Process a Request 
• How to Resolve Conflicts
• Login Help

Site Administrator II

The Site Administrator II role can be defined as anyone that may need to approve, activate, decline, or cancel schedules for a location. They have access to all portions of the system except the account setup tab. On the home page, they only see schedules for their assigned locations; however they can see events taking place at any location by viewing the calendar. They can approve and activate schedules only for their assigned location(s). They can also cancel events and create invoices if needed.

Please click on the links below to learn more about the functions and capabilities of the FSDirect Site Administrator II role.

Table of Contents

• Site Administrator II Login and Home Page
• How to Enter a Schedule Request 
• How to View and Print the Calendar
• How to Process a Request 
• How to Resolve Conflicts
• How to Create an Invoice using Manual Invoicing
• How to Create an Invoice using Fee Tables
• Managing Payments 
• Login Help

Service Provider

The Service Provider can be defined as anyone who may need to perform a task for an event. This role is view only. They can see their assigned tasks on their home page. They have a calendar tab and can see what events are taking place at their locations. They also have access to run calendar reports, which show tasks needed for the events.

Please click on the links below to learn more about the functions and capabilities of the FSDirect Service Provider role.

Table of Contents

• Service Provider Login and Home Page
• How to Complete Event Tasks 
• How to Create a Work Order or Incident
• How to View and Print the Calendar 
• Login Help