The following tutorial shows field staff and utility adminstators how to create a work order with the GIS software application GeoViewer™ from Nobel Systems.
GeoViewer is used to monitor and manage water utility assets. Field staff can view, analyze and collect critical GIS data, online or offline. Adminstrators can track hours, equipment, materials, and contractors. In addition, GeoViewer offers billing integration. Other features include valve exercising, submitting dig mark tickets, and leak management, plus much more.
An edited transcript of the video is below.
Table of Contents
How to Create a Work Order in GeoViewer™: Transcript:
In this video, we will go over how to use GeoViewer™ online and GeoViewer™ Mobile to create an updated work order. We use In this example a parcel with a brown water complaint.
First, log in, zoom into the map, and find your asset. By clicking on the parcel, you find on the left all the information needed for this parcel and the parcel summary with buttons next to it. To open the work order, click on the pencil icon to open the work order form.
At the very top is a description of the work order, as well as the address that of the parcel.
Below this, is your priority, the person your work order is assigned to, as well as the status of the work order.
The last two sections on the bottom are the department and comment section to give more description on this work order.
Since we’re doing a brown water complaint example what you do is go to the top of the work order and click on the drop-down in the description section.
Now we see an alphabetical list of all the items that can are possible to assign to the work order.
We’re going to use brown water. Next, we set this priority as an emergency, so the field technician knows this needs to be looked at right away.
For Assign To, we already have our Dev account selected, but if this were real, you’d be able to tap on this and select any of the other users that you might have in your system.
The status is what we use to track the work orders as being finished, currently worked on, or an issue that has yet to be assigned.
I’m going to leave it as a fieldwork request right now, so I can use this to show you how to update a ticket status later.
We can use “Department” to distinguish work orders between different departments further.
Use “Department” to distinguish work orders between different departments
We’re going to go ahead and use “Brown Water” as the example for the complaint.
Last, on “Add Comment,” we can write that a customer called and gave us a complaint about brown water.
From here, you merely have to hit save to create the work order.
In GeoViewer™Mobile on the right, a notification pop-up alerts you to the new work order. You will also see a notification on GeoViewer™Online.
We now need to update the work order so that it is released and the field technician can see it in his to-do task list.
To do this, first close parcel information. Click on your toolbox and go to “Work Order.”
Because we left it as a fieldwork request, the technician needs to click on the request column. The result shows you a breakdown of all of the work orders that are currently in the request state.
To edit the request, click on the pencil icon, which opens the work order that we just created. It should have all the information that you entered.
To change it, so the field technician gets it in his to-do box, click on the fieldwork request under status and set it to “Released for Work.”
Click “quick update,” and GeoViewer™Mobile and Online notifies you that the work order was updated.
You can also see in GeoViewer™Mobile under “My Tasks,” the open work orders box changes from 22 to 23, indicating that a new work order was updated and needs to be addressed.
Now that we’ve updated the work order, the field technician can look at it and see what he needs to do. The field technician, for now, can begin their work by just clicking on the “My Open Work Orders” under “My Tasks.”
This action opens a list that contains all of the currently open work orders. You can see that our brown water example is currently at the top.
Click on this, and an information view with the map zoomed in as close as possible to the location indicated by the pinpoint, in addition to all the information about the work order is displayed underneath. Scroll through to read.
To finish the work order, click on “Update” and the information for that work order that can now be edited. From here, the technician can scroll down to see that comments about the brown water complaint, and they need to look at it.
Once the technician is done doing their test, they can add more comments to it say no issue found, or perhaps they did find an issue and they add that information here.
Once done, the technician can log the number of hours he put in if needed. To view this information, scroll down and to see view labor, equipment, materials, and contractor.
All of these sections can be used to track the total cost of a work order.
All of these sections can be used to track the total cost of a work order. For this example, we’re going to add a couple of people who maybe were out there helping do the inspection.
Tap on the plus button and click the employee’s drop down and you can see a list of all the possible employees that can be added. Scroll through this or use the search feature to find a worker.
I’m just going to go ahead and pick these top two guys. Next, you can add the description, such as “both people tested water at fire hydrants for brown water.”
I’m just going to go ahead and put “Test” for the sake of simplicity. Last, you just put in the number of hours. We’re going to put one because they did it pretty quick, and then click done and then hit save.
Both technicians have been added to the work order, and you should see GeoViewer™Online populate with that update.
The same process can be used to add equipment, materials, and contractors to the work order as needed. Once all work is completed, make sure to set the status from “release to work” to “closed.”
Add equipment, materials, and contractors to the work order as needed
The status indicates that the work order has been finished and that there’s no more work to be done.
Another feature you can use is to add photos or videos to a work order for evidence to prove that field staff completed their tasks.
To do this, click on the photo button at the top. The screen displays options to add photos or a video. Click the blue plus icon at the bottom right corner, and you have the option to upload a video or photo.
Tapping on “add photo” opens the ability to take photos. If it’s the first time a photo is being taken, a pop-up asks to allow the application access to your camera. Click okay.
I’m going to go ahead and a picture of this chair.
Once the photo is taken, you’ll be asked to confirm if you want to use the picture or retake it.
You now can add some markups to the photo. You add arrows, circles, and squares to a photo if you’re trying to indicate something of particular importance. Since it’s just a chair, I’m just going to say no.
From here you can see the photos now been added, just hit save, and what it’ll do is close back out to your work order.
Another feature of GeoViewer™is a PDF button that allows you to print or email the work order.
Another feature of GeoViewer™is a PDF button that allows you to print or email the work order.
Remember to click save after filling in all information, and close the work order view.
GeoViewer™Mobile and Online show a notification that the ticket was updated.
By clicking the back arrow button, top left, you’ll go back to your list of all of the work orders that still need to be completed.
You can see that our brown water ticket is no longer there because we set it as “closed” and it is removed from our to-do list.
By going back one more screen to our “Maintenance BI,” we see that our completed work orders for the day have increased by one, from 146 to 147.
You can also see that our total to-do task list is now only 22.
The last thing that you might want to do with GeoViewr Online is perhaps check on that closed ticket.
In GeoViwer Online, if you still have your work orders set to open, you’ll be able to click between either “released for work,” “field work request” or “closed.” As you can see, we’re currently looking at “field work request.” It has a bunch of other requests in it and other examples and tests that we’ve done.
Under “released for work,” you can see the emergency brown water ticket is no longer here.
However, if you click on “closed,” you can see the brown water ticket shows at the top.
If you want to look at this ticket, click on the “closed” tab and it’ll open up all your work orders. Click on the arrow, and it adjusts the map to show you the location of all completed work order tickets, as well as all the information regarding that ticket. It also displays the photos at the bottom.
To get a better view of the report, click on this report button here on the top.
It takes about a minute to gather all the information for this ticket and create a file for you.
As you can see, it gives you the map location here at the top, and then it gives you all the information that was input into this ticket.
You can print, save it locally, or email it.
Thes are the basics you need to know about creating, updating, and looking at a report for any work order that you’ve created with Nobel Systems’ GeoViewer™Mobile and Online GIS application.
For more information about GeoViewer contact us at 909-891-0896 or send us a message.