automated engineering system (aes)

Automated Engineering System(AES)

“Leaking HVAC System Scenario”

Presented By:

Richard Schinner(301) 977 5196

rs@evantageone.com

Bruce Troutman(202) 460 8020

Bruce.Troutman@8020Data.com

A leak is discovered in the HVAC unit in A leak is discovered in the HVAC unit in the MTC Buildingthe MTC Building

The The Building ManagerBuilding Manager Is Contacted Is Contacted

He logs onto the Automated Engineering He logs onto the Automated Engineering System and is taken directly to the page System and is taken directly to the page listing all assets for his building (MTC)listing all assets for his building (MTC)

He locates the HVAC unit in the list and He locates the HVAC unit in the list and “Double-Clicks” on the Icon“Double-Clicks” on the Icon next to the HVAC Unit next to the HVAC Unit

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Building Manager – Step 1Building Manager – Step 1

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A new Work Order is generated (#1073) A new Work Order is generated (#1073) and all of the “important boxes” are and all of the “important boxes” are automatically filled in with information automatically filled in with information about the HVAC unitabout the HVAC unit

The Work Order is automatically assigned The Work Order is automatically assigned to to EngineerEngineer Jackson, because MTC is in Jackson, because MTC is in his Zonehis Zone

The Building Manager sets the priority as The Building Manager sets the priority as “Urgent” and fills in the “Work Required” “Urgent” and fills in the “Work Required” box.box.

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Building Manager – Step 2Building Manager – Step 2

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The Building Manager submits the Work The Building Manager submits the Work OrderOrder

The The Facilities ManagerFacilities Manager is automatically is automatically alerted with an Email to his PC or PDAalerted with an Email to his PC or PDA

The Email has a link that takes the The Email has a link that takes the Facilities Manager directly to Work Order Facilities Manager directly to Work Order #1073#1073

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The Facilities Manager has the option of The Facilities Manager has the option of reassigning the Work Order to another reassigning the Work Order to another Engineer…Engineer…

And he changes the Priority to “Medium” And he changes the Priority to “Medium” because he knows the work load of his because he knows the work load of his EngineersEngineers

He notices the HVAC Unit is under warranty He notices the HVAC Unit is under warranty and adds a comment to the “Work and adds a comment to the “Work Required” box to check if the repair is Required” box to check if the repair is covered under warrantycovered under warranty

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Facilities Manager – Step 1Facilities Manager – Step 1

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The Facilities Manager submits the Work The Facilities Manager submits the Work Order, and an Email is sent to Engineer Order, and an Email is sent to Engineer Jackson’s PC or PDA with a link that takes Jackson’s PC or PDA with a link that takes Jackson directly to Work Order #1073Jackson directly to Work Order #1073

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Engineer – Email Link or PDA ScreenEngineer – Email Link or PDA Screen

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Engineer Jackson takes appropriate tools Engineer Jackson takes appropriate tools to the HVAC Unitto the HVAC Unit

Realizing the repair is simple, he proceeds Realizing the repair is simple, he proceeds to repair a drain hoseto repair a drain hose

He returns to the Automated Engineering He returns to the Automated Engineering System and views his “Outstanding” Work System and views his “Outstanding” Work Orders in the Work Order Log and clicks on Orders in the Work Order Log and clicks on the link to Work Order #1073the link to Work Order #1073

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Engineer Work Order LogEngineer Work Order Log

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Engineer Jackson fills in the Green Area of the Engineer Jackson fills in the Green Area of the Work Order to complete the processWork Order to complete the process

He also fills in Travel and Labor Hours and any He also fills in Travel and Labor Hours and any other costs (Hose Clamp taken from the Parts Bin)other costs (Hose Clamp taken from the Parts Bin)

He also enters a brief description of the repairHe also enters a brief description of the repair

If he had a need for an “Un-stocked” part, he If he had a need for an “Un-stocked” part, he would have marked Work Order #1073 as “In would have marked Work Order #1073 as “In Progress” and entered a note that a part is on Progress” and entered a note that a part is on orderorder

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Engineer Finalizes Work OrderEngineer Finalizes Work Order

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This completes the “Leaking HVAC System This completes the “Leaking HVAC System Scenario”Scenario”

When Engineer Jackson completes the When Engineer Jackson completes the Work Order, the Facilities and Building Work Order, the Facilities and Building Managers are informed with an EmailManagers are informed with an Email

A Work Order Log Report can be A Work Order Log Report can be generated by date range to view both generated by date range to view both “Outstanding” and “ALL” Work Orders“Outstanding” and “ALL” Work Orders

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Work Order Log ReportWork Order Log Report

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