fire o&m aim - ssc employee portal o&m with sho… · · 2017-01-17r n o t e s. fire...
TRANSCRIPT
Fire O&M - 3
Table of Contents What is Fire O&M? ................................................................................................................................... 5
What Appears in Fire App? .................................................................................................................... 5
Fire O&M Settings..................................................................................................................................... 6
Fire O&M How-To .................................................................................................................................... 6
Login to Fire O&M ................................................................................................................................ 6
Navigation & Overview ......................................................................................................................... 7
Parts of the Work Order/Phase screen .................................................................................................... 8
Recording Time Using Start/Stop Function .......................................................................................... 10
Recording Time Using Manual Entry ................................................................................................... 13
Change Status ...................................................................................................................................... 14
Add Notes ............................................................................................................................................ 14
Add Pictures ........................................................................................................................................ 16
Create a Material Request .................................................................................................................... 17
Add Asset to Phase .............................................................................................................................. 21
Add Shop Stock ................................................................................................................................... 22
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What is Fire O&M? What –
Formerly iDesk, Fire O&M is the mobile app for iPhones and iPads that connects to the AiM web application.
Allows access to Daily Assignments Access to update Work Order/Phase notes and statuses Access to add Material Requests to a Phase Access to add Related Documents to Work Order/Phase Create Timecards against Work Order/Phase Complete Inventory Physical Count Complete Inventory Counter Release
Fire O&M App Icon -
What Appears in Fire App? Work Order/Phase information is sent to the Fire O&M app by assigning a technician to the
Phase as a Shop Person. The Phase must be in one of the following statuses –
o Assigned o In Progress o Awaiting Materials o Hot Item
What is Fire?
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Fire O&M Settings Available options found under the device settings –
Click on Settings
Scroll to the bottom list of apps.
Look for
Notifications – How the phone notifies the technician of new Work Order Assignments
Background App Refresh – Should the app refresh while the user is not activily in the app
Remember Login – Will remember the Username and password when the app is closed
Launch Browser – Can the user access the full AiM application from the Fire app.\
Server – https://sscaimapp.assetworks.com/fmax
Max rows – how many Work Orders will show on the screen at one time
Fire O&M How-To
Login to Fire O&M
Click on the Fire O&M app icon on
the iPhone screen. User name = Compass ID number Password – first initial last initial and last 4
digits of phone number Ex: ab1234
Click
Settings
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Navigation & Overview
Choose Work Management
Assignment screen o List of Work Orders designated on the
Daily Assignment screen in AiM that should be worked on that day.
Icons at the bottom of the screen – Daily Assignment – Work Orders to complete on set day
Queue – All assigned Phases
Work Orders – All assigned Work Orders
Timecards – List of Work Orders on the day's timecard
More – Additional options
Navigation
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Queue – List of all Work Orders assigned to the technician
The Work Orders are colored based on priority o Priority 1 – Red (0-1 day) o Priority 2 – Yellow (2-5 days) o Prioirty 3 – Green (6-10 days) o Priority 4 – Gray (scheduled)
Under the Work Order # is the building associated to the Work Order.
Refresh the list of Work Orders
Parts of the Work Order/Phase screen
Touch a Work Order/Phase to open up the detail
Work O
rder/Phase Screen
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Starting at the top At the end of the line, indicates more
information is available by touching the arrow Work Order number – Touch line to open
up the Contact detail Phase number Description – Phase description Location – Room number Property – Building number and name Status – Current status of Phase Work Code – Type of work Priority Shop Asset – Asset being worked on Asset Group PM – Checklist for Preventive
Maintenance WOs Extra Description – All information
entered by the customer
Scroll to the bottom to find – Notes – number indicates notes exist Related Documents Material Requests
Work O
rder/Phase
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Recording Time Using Start/Stop Function Should be used when possible
When starting a job, click the stopwatch
at the bottom of the phase screen
The Clock Started message should appear. Click OK
Once time has been started, the stopwatch
will appear upside down. Time can only be running on 1 work order at a time.
Stopwatch Time Entry
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On the Queue screen, an upside down stop watch will appear next to the Work Order/Phase
If you started the clock but the icon does not appear, click the refresh icon.
To stop the timer, click
The Labor Hours screen will appear Confirm the hours Change the Time Type if needed o Straight Time o Overtime
Touch Save
Stopwatch Time Entry
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If you have a coworker without access to Fire, do the following to add their time
After Saving, Touch Crew
The list of other technicians assigned on the Work Order/Phase will appear
Check the names of the technician Click Save This will enter the same amount of time on
a timecard for the other technician.
Crew Time Entry
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Recording Time Using Manual Entry Use if Start/Stop function was not available 0
In an area without cellular service or wifi Emergency response without the Work Order on the phone
Click
The Labor Hours screen will appear Enter the hours Change the Time Type if needed o Straight Time o Overtime
Touch Save
Manual Tim
e Entry
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Change Status
Primary person on the Work Order should update the Phase Status
Touch the Status line to choose the new status o ASSIGNED – Sends the Work Order
information to the phone o IN PROGRESS – Currently working on
the job o HOT ITEM – Work Order has issues or
special circumstances that need to be addressed
o AWAIT MATERIALS – Job is on hold while waiting on material to arrive
o EXTERNAL RESOURCES – Outside contractor will complete work
o COMPLETE – Job is done o CONTRACTOR COMPLETE –
Contractor finished work Click Save to send the changes
Add Notes
At the bottom of the phase screen, touch Notes.
(If there is a number next to Notes, then a Note already exists)
Status & Notes
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Click on the Note to read or Click the Blue Plus sign to add a new note.
Type in the note or use the microphone on the keyboard to enter the note.
Read over the note before saving it. You cannot make changes once saved.
Touch SAVE in the top right corner.
Enter Notes
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Add Pictures
To add a picture, touch the camera at the bottom of the screen
You can take a photo or choose one from the pictures on your phone.
Add Pictures
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After taking or choosing the photo, you will be asked to give the photo a name. If possible use the work order number.
Touch SAVE
Create a Material Request
At the bottom of the Phase screen, click
Material Request
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The Material Request screen will open. Change the Date Needed if item is needed
for a future date. Click Line Items at the bottom
Click the Blue Plus Sign in the top right hand corner.
Click Warehouse and choose the appropriate warehouse from the list
Repeat with Class, Commodity and then Part
Material Request
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Parts can be searched by the description. **If the part cannot be found in the
warehouse, then #01 is available to enter the description. Enter the Part # before entering the description.
At the bottom, enter the quantity Click Save in the top right hand corner
Material Request
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Contine to add additional lines, or return to the Material Request screen.
Change the Status to REQUESTED to submit the material request to the warehouse.
Click Save
Material Request
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Add Asset to Phase
When working on a specific piece of equipment, the Asset tag should be listed on the Phase. Scroll down to Asset Click on the Arrow next to Asset
The list of assets for the building will appear
Choose from the list or Click on the barcode symbol at the bottom
of the page. Take a picture of the barcode
Save changes
Add Asset
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Add Shop Stock Shop Stock is used to charge material stored on a technicians truck.
At the bottom of the Phase screen, click the shopping cart
Choose Stock Loc
Shop Stock