NJUNS Users Guide.

Transcription

1 NJUNS Users Guide The National Joint Utilities Notification system, NJUNS, is a national organization of member utilities formed for the purpose of improving the coordination of joint ventures. Our system offers utility companies a method of obtaining up-to-date information on a variety of shared concerns, including Pole Transfers, Joint Trenching & Permits for New Attachments to Poles. Copyright 2012 NJUNS, Inc. 1

2 General Information NJUNS Web Site The NJUNS web site contains general information about the company and the login portal to all modules. Important information about the status of the system, training schedules, member code lists, director information, and new user registration can be found here. Login Clicking on Login or visiting will take you to the login screen. Enter your username ( address) and password to sign in. If you check the Remember me box, the system will remember your Username but not your password. Home Tab/Main Ribbon Below is the main ribbon and a description of the purpose of each icon when selected. General Home: Initial screen when logging into NJUNS. Copyright 2012 NJUNS, Inc. 2

3 Favorites: Allows a user to add a ticket or list of tickets to its window and access them quickly via the Favorites icon on the Main Ribbon. Windows (Tabs) Data Close All: Closes all open tabs Close All Others: Closes all open tabs, except the one currently in view Ad Hoc Queries: This is currently not available to users, unless given access. Queries: Accesses all searches. See Queries (Search) for a detailed explanation. Reports: Accesses all reports. See Reports for a detailed explanation. Dashboards Members: Allows users to search for member code information. Pole Attachment: Opens the main Pole Attachment tab, which is the starting point for working in this module. See Pole Attachment for a detailed explanation. Project: Opens the main Project tab, which is the starting point for organizing PT or PA tickets that you may have associated with a project. See Project for a detailed explanation. Pole Transfer: Opens the main Pole Transfer tab, also known as PT+, which is the starting point for working in this module. See Pole Transfer for a detailed explanation. Ticket Lists After opening the Pole Transfer or Pole Attachment Module, users can view tickets from different lists by clicking on the dropdown: Tickets of Interest (Default PT+) This list shows tickets that have been created or updated within the previous 30 days where the user s member code is the Creator, Pole Owner or Next To Go Member. Copyright 2012 NJUNS, Inc. 3

4 Tickets of Interest (Default PA) This list shows open or validated tickets where the current member code is the Licensee or Pole Owner and it has been updated in the previous 30 days. Draft Tickets This list shows tickets in Draft Status where the Creator is the user s current member code. Next To Go Tickets This list shows tickets where the user s member code is the Next To Go Member. Searching for a NJUNS Ticket Quick Search If you know the ticket number or pole number, the easiest way to search for a ticket is to enter the number in the Search field and click on the Search icon. Clicking on the magnifying glass will display a list of results that match your search. Clicking on the Jump to Button will open your result in a new tab. Your member code must be associated with a ticket to view it. Ticket number searches require an exact match to the ticket number (no wildcards). If you aren t sure of the exact pole number, use the wildcards with your entry or use the Query function. Experiment with wildcards to see the different results available. Copyright 2012 NJUNS, Inc. 4

5 PT+ Module Creating a PT+ Ticket 1. Click the Pole Transfer icon. 2. When the main PT+ tab opens, click on new. If the pole owner s member code is not the same as the creator s, type in the proper pole owner s member code. If the code is unknown, search for the correct code or company name and click on the Search icon. Searching by company name provides a list of all member codes associated with that company. 3. Click OK once the pole owner code is selected. A new ticket will open in a separate tab. Copyright 2012 NJUNS, Inc. 5

6 Copyright 2012 NJUNS, Inc. 6 For a list of field definitions, visit Appendix B. 4. Fill out the ticket header fields. The fields outlined in a red boarder are required fields. Once you are finished, click Save in the main ribbon to save the ticket to the NJUNS database. This is required before you can begin adding work steps to the ticket. NOTE: When the ticket is saved to the database, the Ticket Number and Created On fields will be populated. 5. The Add New Instance icon in the steps toolbar is now active. To add a step, click on this icon. 6. Steps represent the work that needs to be completed. Create the steps for a PT+ ticket in the order that they are to be performed in the field.

7 For a list of field definitions, visit Appendix B. Copying a Step Open the step to be copied and click the Copy icon in the main ribbon or select the step and click Copy the selected instance in the step toolbar. Copyright 2012 NJUNS, Inc. 7

8 The new step will open in a new tab. Make any necessary edits and save the step to the ticket. To insert the new step in a certain order, enter the order number in the Order field. Unless a specific order is listed, steps will be added in sequential order. To move the step up to its correct position, based on field conditions, see Reordering PT+ Ticket Steps below. Reordering PT+ Steps NJUNS allows the ticket creator or pole owner to reorder steps in two different ways. Copyright 2012 NJUNS, Inc. 8

9 Opening a PT+ Ticket When the Ticket Creator or Pole Owner is ready to open the ticket, the Ticket Status must be changed from Draft to Open. Select Open from the Ticket Status field dropdown menu and click save. notifications will be sent to the Ticket Creator, Pole Owner and all step members when a ticket is opened. Updating PT+ Steps The Ticket Creator and Pole Owner can update information on any step. Step members can only update their own step information. To update a step: 1. Select the appropriate step and click Open selected instance (or double click on the step). 2. Make appropriate changes to the step information and click save. The pole owner and the step member will receive an when step information is updated. Completing PT+ Steps When the work is completed in the field, it is imperative that the NJUNS ticket be updated as quickly as possible. Failure to update a ticket step causes the ticket to remain on your Next To Go list. 1. Select the appropriate step and click on the Open icon (or double click on the step). 2. When the step tab opens, click the status drop-down menu and change the status from pending to complete and save. Note: The bulk update feature can also be used to complete steps. View the Bulk Update Quick Guide for more information. Copyright 2012 NJUNS, Inc. 9

10 Closing a PT+ Ticket PT+ tickets can be closed three ways; manually, auto-close and bulk update. Manually Closing a PT+ Ticket 1. Open the ticket and select the ticket status drop-down. Change the ticket status from Open to Closed. 2. Click save to save the changes. NOTE: Only the ticket creator and pole owner can close a PT+ ticket. Tickets can only be closed after all steps are completed. Auto-Close Auto-close allows the ticket to close immediately after the last job step is completed, based on the Pole Owner s member code. The auto-close feature will be from an ongoing basis, once turned on. Any previous tickets that are ready to be closed, will need to be manually closed. If you are interested in utilizing auto-close for your member code, support@njuns.com. Bulk Update The bulk update feature can be used to Close tickets. View the Bulk Update Quick Guide for more information. Copyright 2012 NJUNS, Inc. 10

11 Canceling a PT+ Ticket Canceling a ticket differs from closing one. Canceled should be used only to remove duplicate tickets or to remove tickets which are no longer required, from active status. Closing a Ticket should continue to be used to indicate that all work was completed in the field for that ticket. NOTE: Only the Creator and Pole Owner can cancel a ticket. 1. Open the ticket and select the ticket status drop-down. Change the ticket status from Open to Cancelled. 2. A Cancel Ticket Comment box will appear. This is a required field. 3. Enter the reason for the ticket cancellation in the text box and click Save. An notification will be sent to the creator, pole owner and all step members that the ticket has been cancelled. Copyright 2012 NJUNS, Inc. 11

12 Adding Comments and File Attachments Adding Comments Comments may be added to a ticket by selecting the Comments tab on the ticket. A list of existing comments, if any, will appear with the newest at the top. Click on the Add New Instance icon to add a new comment to the ticket or project. The Priority and Text fields are both required to create a comment. Give the comment a priority using the drop-down menu. Enter text in the text box and click Save. notifications are sent to all members on the ticket when a comment is added. Adding File Attachments Users can attach photos, maps, word documents, spreadsheets and other items to a ticket or project. Click on the File Attachments tab to open a list of current file attachments for the ticket. To view an existing attachment, select it and click Open (or double click). Copyright 2012 NJUNS, Inc. 12

13 To add a file attachment, click on Browse your files or use the drag and drop feature. Multiple file attachments can be added to the ticket at once. Once file is in the pending uploads section, comments can be added. When you are ready to upload the file(s), click on the upload icon. notifications are sent to all members on the ticket when a file attachment is added. NOTE: The maximum File Attachment size is 5 MB per attachment. File attachments will not be included in the notification. Disputes The Dispute tab is designed for the Ticket Creator, Pole Owner or Step Member to add a dispute to a step, if there is an issue with that step. 1. Open the step to be disputed. 2. Click the Disputes Tab. 3. Click the Add New Instance icon to add a new dispute. Copyright 2012 NJUNS, Inc. 13

14 4. Select a dispute reason. This is a required field. See below for a list of dispute reason codes. 5. Describe the dispute in the detail field, which is also a required field. 6. Click Save. An is sent to the Pole Owner and Step member and there is now an active dispute on the step. 7. Notes can be added in the Conversation section of the dispute to document or discuss items. Note: An automated DISPUTE step is created when the dispute is added. For more information, visit our Dispute Process Quick Reference Guide. Project Module Creating a Project The Project module is designed as a folder to group tickets together however the individual member desires. It is strictly an organizing tool for tickets and not required. Copyright 2012 NJUNS, Inc. 14

15 Tickets can be associated with multiple projects, so each facility owner can group their tickets as needed. NOTE: The Project List will show all projects that have been created or updated within the previous 365 days for the current code. 1. Click the Project icon under Dashboards. The main Project screen will appear in a separate tab with a list of current Projects. 2. Click New to create a new project. 3. A new Project tab will open. Complete the fields to create the project. For a list of field definitions, visit Appendix B. 4. Click on the New icon or drop down arrow to create a new template or reuse an existing one. A template is not required but can be used to prepopulate certain PT+ header fields. 5. Enter the information necessary to complete the template for your project. Copyright 2012 NJUNS, Inc. 15

16 For a list of field definitions, visit Appendix B. 6. Click save to enter the template information in the database and associate the template with the PT+ Project. Adding Tickets to a Project You can toggle between the PT Tickets and PA Tickets tabs depending on which type of tickets you want to add to this project. 1. To add existing tickets to a project, open the project and click on add existing instance icon from the toolbar. Search by the ticket number or use the drop down to search by tickets of interest or next to go tickets. Select the ticket(s) from the data grid and click Ok. 2. To create new tickets, using the project information to help populate the ticket header, open the project and click Add new instance. Copyright 2012 NJUNS, Inc. 16

17 Closing a Project 1. Open the Project and select the Status drop-down menu. Change the status from Open to Closed. A project can be closed at any time, regardless of the status of the tickets. Closing a project does not affect the tickets within the project. 2. Click Save. Canceling a Project 1. Open the Project and select the Status drop-down menu. Change the status from Open to Canceled. A cancel project comment is required to cancel the project. A project can be canceled at any time, regardless of the status of the tickets. Canceling a project does not affect the tickets within the project. 2. Click Save. Copyright 2012 NJUNS, Inc. 17

18 Pole Attachment (PA) Module The Pole Attachment module allows an applicant to electronically request permission to attach to poles and provides the pole owner an opportunity to accept or reject individual locations and record make-ready costs per pole. After all locations are accepted or rejected, the pole owner can validate the permit. After the pole owner has granted permit validation, the applicant can approve the ticket and begin work when any make- ready is complete. Creating a PA Ticket 1. Click on Pole Attachment from the Dashboards section. This will open the PA Ticket tab. 2. Click on New to create a new PA ticket. A pop-up window will appear. Enter the member code of the pole owner in the text box and click enter. A new PA ticket for the selected pole owner will appear in a new tab. NOTE: The licensee/creator cannot be the same member code as the pole owner. 3. Enter the information for the ticket header. Copyright 2012 NJUNS, Inc. 18

19 For field definitions, visit Appendix B. 4. Click Save to save the ticket header information. This will save the ticket to the database and assign a ticket number to the draft. Copyright 2012 NJUNS, Inc. 19

20 Creating PA Steps 1. In the steps section, click on Add new instance icon to begin adding steps to the ticket. One step for each pole should be created. For field definitions, visit Appendix B. 2. Click Save once the step information is input. Repeat steps 1 and 2 for each individual pole location on the application or use the Copy icon to copy an existing step for modification. Copying a Step Open the step to be copied and click the Copy icon in the main ribbon or select the step and click Copy the selected instance in the step toolbar. Copyright 2012 NJUNS, Inc. 20

21 The new step will open in a new tab. Make any necessary edits and save the step to the ticket. To insert the new step in a certain order, enter the order number in the Order field. Unless a specific order is listed, steps will be added in sequential order. To move the step up to its correct position, based on field conditions, see Reordering PT+ Ticket Steps below. Deleting a Step A step can be deleted from a ticket when the ticket is in draft status. Highlight the step to be deleted and click on the delete icon. A pop-up will appear asking to confirm the deletion of the step. Click Yes to delete the step(s). Opening a PA Ticket When the Ticket Creator/Licensee is ready to open the ticket, the Ticket Status must be changed from Draft to Open. Select Open from the Ticket Status field drop-down menu and click save. s will be sent to the Ticket Creator, Pole Owner and all step members when a ticket is opened. Now the pole owner can accept or reject location steps, add make-ready costs and grant permit validation for the ticket. Copyright 2012 NJUNS, Inc. 21

22 Validating a PA Ticket After the attachment request is received, the pole owner/alt. pole owner can edit certain fields on the ticket. The Step Status needs to be changed from Awaiting Approval to either accepted or rejected and any make-ready costs for the individual pole should be added also. Updating a PA Step The Pole Owner has two options for updating steps in PA: 1. Open each individual step and accept/reject by updating the step status. Click save to save the update the step. 2. If a PA ticket has many steps, the pole owner has the option to mass update these steps, by using the execute action icon. Accept Selected This allows users to bulk accept the SELECTED steps. Reject Selected This allows users to bulk reject the SELECTED steps. NOTE: The pole owner/alt. pole owner must accept or reject every location before the permit can be validated. Copyright 2012 NJUNS, Inc. 22

23 Permit Info The Permit Info section of the ticket is where the pole owner and alternate pole owner can list the permit number for the application. The permit number can be added at any time, prior to ticket validation. If a conditional approval is allowed by the pole owner, the permit number can be entered and the ticket not validated until after the final inspection of the attachment. Before changing the Ticket Status to Validated, any discussion on make-ready requirements and costs should be finalized and agree upon by both parties. After all location information is acceptable to all parties, the pole owner changes the Ticket Status from Open to Validated. Validating a PA Ticket 1. Click on the down arrow on the Ticket Status field to open the menu of selections. 2. Click Save. An notification is sent to all members on the ticket, notifying them that the ticket was validated. When the ticket status is changed to Validated, the Pole Owner Granted date will be populated by the system. Copyright 2012 NJUNS, Inc. 23

24 Updating a Validated Ticket If changes must be made to a Pole Attachment ticket, including adding new locations, prior to approval by the applicant, the permit must be returned to Draft status by the pole owner before any changes to the Ticket Locations can be made. NOTE: After the applicant has approved the permit, no changes, other than Comments, can be made to the ticket. After the validation has been removed the applicant can make changes to existing locations or add new locations for review by the pole owner. When all changes have been made, the applicant must return the ticket to Open status so the pole owner will be notified of the completed changes. Approving a PA Ticket After a permit is validated, the applicant can accept the conditions and approve the permit. 1. Click on the Ticket Status drop-down to open the menu of selections. Select the approved status. 2. Click Save. An notification is sent to all members on the ticket, notifying them that the ticket was approved. Closing a PA Ticket After a permit is approved, the applicant or pole owner can close the ticket. 1. Click on the Ticket Status dropdown menu and select Closed. 2. Click Save. An notification is sent to all members on the ticket, notifying them that the ticket was closed. NOTE: Once a PA Ticket is closed, it cannot be reopened. Copyright 2012 NJUNS, Inc. 24

25 Canceling a PA Ticket A PA Ticket can be canceled until it is in Approved status. 1. Click on the Ticket Status drop-down menu and select Cancelled. 2. Click Save. An notification is sent to all members on the ticket, notifying them that the ticket was cancelled. Queries and Reports Queries Click on the Queries icon to open the input. The available queries are PT+ Search, PA Advanced Search, PT+ Close Search and PT+ Step Search. If your company or state has requested other special queries, they will be listed here also. Select the appropriate query and click Open, or double click. Copyright 2012 NJUNS, Inc. 25

26 PT+ Search Enter information in the fields necessary to return your desired output. The only required fields are outlined in red, but you can enter as much data as you have/need. Copyright 2012 NJUNS, Inc. 26

27 NOTE: County, Place, Job Type and Priority code cannot be chosen until the State is selected. Click on Run in the top left hand corner when you are ready to run the query. The results will appear in a data grid like the one seen in the ticket lists. Users can customize the data grids as needed by adding or removing fields, filtering, sorting and exporting to Excel. PT+ Step Search This query allows users to search for step information based off certain parameters. The only required fields are outlined in red, but you can enter as much data as you have/need. This query returns step information to the results screen. Copyright 2012 NJUNS, Inc. 27

28 Reports NJUNS provides users with a selection of canned reports. Click on the Reports icon to open the list of available reports. Below we explain some of our reports in detail. For a document with all reports and queries, visit content/uploads/queries-and-reports-quick- Guide.pdf PT+ Aging Report The PT+ Aging Report provides the same information as the automated Monday Report. However, the days over can be varied between 0 days and 90 days. 1. Enter one member code by either typing it or using the Select Icon. 2. Use the drop-down menu to select the desired Days Over interval. If you leave this blank, you will pull 0 days over. 3. If desired, enter a date range. 4. Click Run to begin the report. Like all reports, PT+ Aging will load the data directly to Excel and save the results to your PC. Copyright 2012 NJUNS, Inc. 28

29 The result is a multiple page report. The Table of Contents Page lists each report with a description of the results. Click on the blue hyperlink or use the worksheet tabs to open the pages. Each report viewpoint has a detailed data page and a graphical representation of the data page. PT+ Detail Report Then PT+ Detail Report is a data dump and returns all ticket information. The required fields are outlined in read; other fields are needed to set the parameters for the output. Each Member Code field will accept multiple values. The more information added, the narrower the resulting data output will be. a & b) Ticket From & Ticket To: For entering a ticket number range to narrow the resulting output. c & d) Created Date From & Created Date To: For entering the Created Date range for the report. Copyright 2012 NJUNS, Inc. 29

30 e & f) Updated Date From & Updated Date To: For entering a range of dates for tickets updated. g) Ticket Status: must be selected from a menu of statuses. Click on the select icon to open the Selector menu. Users can select one or more statuses. h, i & j) Ticket Creator, Pole Owner & Next To Go Member: used to set the criteria for the report output. Enter one or more member codes in the appropriate fields either by typing them in, separated by a comma, or by using the select icon. k) State: For state information. l) County: For county information. m, n, o, p & q) Step information fields: Used for step member, step status, job type and step completed date fields to report on step information. Once you have entered the parameters needed, click Run to run the report. PT+ Detail will load the data directly to Excel. The result is a report listing all ticket fields with the auto filter turned on. Use the power of Excel to manipulate your data to the desired format. PT+ Next to Go (Separated into 2 different reports: Pole Owner and Step Member) The Next To Go Report provides the user with a list of tickets and the next to go step. It does not return the full ticket. Both reports are run in the same manner. However, the PT+ Next To Go Pole Owner searches for where the member code(s) input are the pole owner and pulls those tickets. The PT+ Next To Go Step Member searches for where the member code(s) input are the next to go step member. Copyright 2012 NJUNS, Inc. 30

31 1. Enter the member code or codes desired. 2. Enter state information if you choose. 3. Select one job type from the dropdown menu if desired. 4. Click Run to run the report. The PT+ Next to Go reports will load the data directly to Excel. The result is a report listing the ticket header information and the next to go step information. There is also a red worksheet tab called NTG Stats. This provides a breakdown of the data in the report. Appendix A Favorites Favorites allows users to pin tickets to a Favorites tab to easily access tickets. This is a temporary way to easily access tickets. 1. Select the data grid row or rows to create a favorite tab. The Tab name will reflect the current entity you are selecting from, however this can be renamed. 2. Click on the Favorites icon (lightning bolt) from the toolbar and click on New Favorites Tab or select an existing Favorites tab. Copyright 2012 NJUNS, Inc. 31

32 NOTE: For your Favorites list to be saved upon your next login, make sure to pin the Favorites list. The push pin icon will be turned down and an orange color if the Favorites are pinned. Creating a Map Microsoft s Bing Map program is currently used to create maps for attachment to projects or tickets. Click the Create Map link on the ticket header to begin the process. If a County and Place have been entered prior to creating a map, it will zoom into the region area of the county selected. Map Creation Tools Zoom in (1 = 25 m is max) to allow the push pin locations and line segments to be as accurate as possible. The final version will adjust the scale so that it fits on the viewing screen. Because this map is dynamic, the viewer can zoom in or out as desired to see the map. Depending on the quality of the aerial photography available, you may have to experiment with zoom levels for optimum viewing when using Aerial View or Bird s Eye View to locate poles. The saved version of the map will not contain the aerial photography, but it can be re-added to view at any time the map is open Pan Tool: allows the user to scroll the map in any direction to locate the desired area Zoom Bar: (magnifying glass) zooms the map into the desired level of detail. This can be done using the zoom tools, double clicking on the map or using the mouse scroll wheel. The map will zoom into the selected area. Copyright 2012 NJUNS, Inc. 32

33 Eyeball: allows the user to add features to the map and to turn off the street and road labels, as needed. If aerial photography is available for the area, click on Aerial View to make it appear. If 3-D photography is available, click on Birds Eye View to make that level of photography available. This gives a slightly angled view of the location that may help better locate poles. Add a Point on mouse click: is used for identifying pole locations. To indicate pole locations, select the Pushpin tool, move the cursor to the desired location and click the left mouse button. Repeat until all pole locations are indicated on the map. Add a Line Segment on mouse click: is used to illustrate buried facilities or project boundary lines, select the tool, move the cursor to the line s starting point, click and release the left mouse button, move the cursor to the next point and click the mouse button again. Continue connecting the dots until the line or polygon has been completed. Find a Place: If you know the exact address of the pole location, you can type it into the Search text box (ex Main St, Stone Mountain, GA) and click on the magnifying glass and the map will zoom to that point (1 = 200m). This operates similarly to a GPS location search. You can then zoom further in manually before adding points or lines to the map. Add pole locations or lines, as needed, to describe the area relating to the ticket and click Apply Changes to attach the map to the ticket. After attached, the map can be edited until the ticket is closed. Only the creator or pole owner can edit the map. Working with Data Grids A data grid is the method in which ticket and steps are displayed in lists within NJUNS. Data grids allow the user to customize the columns that are currently being viewed. Below shows an example of a data grid and the customizable options: 1. Sorting: By clicking on the column heading once, the column will sort A-Z. If you click on it again it will sort Z-A. Copyright 2012 NJUNS, Inc. 33

34 2. Adding/Removing Fields: By right clicking on any of the column headings, a menu of available fields will appear. The fields with a check next to them are currently being showed, but you can deselect and select to add and remove the fields. 3. Filter: By clicking on the filter icon to the left of the column heading, a box will appear to allow to you filter on that field. 4. Reorder Columns: By dragging and dropping the column headings, you can reorder them. 5. Export to Excel: By clicking on the export icon (6 th icon on the toolbar), you will be given the option to export your results to Excel. The data grid icons are identified below: Copyright 2012 NJUNS, Inc. 34

35 NJUNS Notifications NJUNS notifications are plain text or HTML with a specific subject line with indicators on Ticket Type (New, Header or Step Updated, Step Added, Status Change, Comment Added, File Attachment Added, Disputed Step, etc.), Ticket Number, Status, Ticket Type and Next To Go Member Code. On new tickets, all listed member codes receive an . Subsequent s are delivered to the appropriate parties. Changes to ticket data will be indicated by striking through the original data and indicating the current data underlined next to it. Instance Tool Ribbon The Instance Ribbon is a menu that only appears when a user has a ticket or step open. Save and Save & Close: Both icons save the ticket or step you are working on. Clicking save will save the ticket or step and leave the tab open. Selecting Save & Close will save the ticket or step and close the tab you were viewing. Cancel: Clears any changes not saved to the tab that is in view. By clicking Cancel, the window will refresh and any unsaved edits will disappear. Copyright 2012 NJUNS, Inc. 35

36 Refresh: refreshes the ticket or step that the user is viewing. Favorites: Add tickets to your favorites list. See favorites section for more information. More > Copy Instance: function duplicates the current item being viewed into a new instance of that item. If you have a step open and hit copy, it will copy the step information onto a new step tab. If you have a ticket open, it will copy the header onto a new ticket tab. Copy Link: copies a hyperlink of the ticket you have open to your clipboard on our PC Mail Link: brings up the user s default program and inputs the hyperlink to the ticket in the body of the . NOTE: The recipients must be registered users of NJUNS to view the link because the system will require the recipient to log in before opening the ticket view. Clone: allows the user to copy an entire ticket, including steps, to minimize ticket creation time for multiple tickets that are similar. The ticket number is assigned and step information is copied. Make any changes necessary and save them the same way you would when creating a new ticket. Change the status of the ticket from Draft to Open. Send Message: allows a user to send an notification from the system to different parties on the ticket and even those who are not on the ticket. Analytics: allows a user to see who has viewed the ticket. Audit History: allows a user to track all changes and updates made to a ticket. Copyright 2012 NJUNS, Inc. 36

37 NJUNS Audit: allows a user to track updates, like audit history, on tickets from the legacy system. These are any tickets older than November Print: The Print icon allows the user to view the ticket. When viewing a ticket, click Print and it will bring up the printer friendly version in a separate window. From this window, the entire ticket can be viewed, printed or saved to a file in one of several formats. PT+ Module NOTE: All fields indicated with a red border are required. Copyright 2012 NJUNS, Inc. 37

38 When first created, all NJUNS PT+ tickets are in Draft status. This allows the user to create and update the ticket without sending s to all parties listed on the ticket until they are ready. Ticket Status Instance Reason Displays the current status of the ticket and will change as the ticket status is updated. A read-only field explaining the reason for the ticket being in a certain status. Ticket Number A read-only field that is populated by the system when the ticket is saved. Created On A read-only field that is populated by the system when the ticket is saved, stating the date the ticket was created. Created By Member Defaults to the member code of the user creating the ticket. This field is not editable Contact Name Defaults to the user s name creating the ticket. State Defaults to the state assigned to the member code in the Database. County A required field. Type the first few letters of the county name in the field, or select it from the drop down. County must be selected prior to trying to select Place. Place Operates similarly to County for selection, but is not a required field. Latitude For the pole owner s Y coordinate from whatever GPS or grid program they use to identify pole locations. Copyright 2012 NJUNS, Inc. 38

39 Longitude For the pole owner s X coordinate from whatever GPS or grid program they use to identify pole locations. Start Date Date that work should begin on a ticket. It defaults to the day after the ticket is opened. This field is read-only. Next To Go Member A read-only field that will indicate the first pending step member on the ticket. The value will change as steps are completed. Next To Go Step Remarks Works similarly to Next To Go Member but indicates the step number that is next to go. A 1,000 character field that allows the ticket creator or pole owner to provide additional information Create Map Allows the creator or pole owner to attach a map to the ticket. For instructions on creating maps, see Creating a Map. Pole Owner The Pole Owner member code of the ticket. It defaults to the code entered when initializing the creating ticket process. Ticket Type Allows the creator or pole owner to classify a ticket. It is a drop-down list of ticket types for selection. The ticket type selected should closely reflect the reason for the notification. Pole Number The pole number of the pole needing work. Contact Phone Defaults to the phone number listed in the user s profile. Contact Phone Ext Defaults to the value in the user s profile. House Number A non-required field to provide an address for the pole location. Copyright 2012 NJUNS, Inc. 39

40 Street Name A non-required field for listing the street name of the pole location. Priority Code Misc. ID A number 0-9, is a required field used to indicate the sense of urgency for the ticket. If your state has standardized the priority code list, the description associated with the priority code number will be shown in a drop-down menu. If it has not, only the numbers will be shown and it needs to be defined locally. A field that can be used by the creator or pole owner to record additional data if needed. It is often used to reference internal systems. Work Requested Date The goal date that the pole owner wants all work on the ticket to be completed. It can be manually typed or selected using the Calendar. Copyright 2012 NJUNS, Inc. 40

41 PT+ Ticket Step Fields Order Status Allows the user to number the step. If left blank the system will number your steps in sequential order. Defaults to Pending for all newly created steps. Member Job Type Required field for the step member code of the company owning the facilities referenced in that step. Required field that allows a user to select the type of work that needs to be completed. Number of Poles Days Interval Job ID Defaults to 1. NJUNS best practice is to create one ticket for each pole. Required field used to enter the number of days that the pole owner gives the step member to complete their work. Alpha/numeric field designed for the pole owner or step member to use for data pertaining to the step member s job authorization. Copyright 2012 NJUNS, Inc. 41

42 Next To Go (NTG) Start Date Read-only field populated by the system. For step #1 it will default to the day after the ticket is opened. For all other steps, it will be the day after the previous step s completion date. If work steps are completed out of order, the system will adjust the next pending step start date based on the latest previous step completion date. Response Request Date Read-only field populated by the system as the Next To Go Start Date + the number of calendar days entered for the Days Interval field for that step. The initial value is determined based on step #1 s NTG Start Date and the intervals for each step on the ticket. It will repopulate based off the completion of the previous step. Completed Date Read-only field populated by the system when the step status is changed from Pending to Complete. Remarks A 1,000 character field and any remarks added here apply only to the specific job step. Instance Reason Read-only field explaining the reason for the ticket being in a certain status. Ticket A hyperlink indicating the ticket number associated with the step. Member Pole Number Is for the pole number used by the step member, if there is one. It is not intended to be the one for the pole owner, unless the pole owner is the step member. Latitude Is for the step member s Y coordinate from whatever GPS or grid program they use to identify pole locations. Longitude Is for the step member s X coordinate from whatever GPS or grid program they use to identify pole locations. q. Location Is a field to be used by the step member. It can be used to reference an internal system. Reference Is a field to be used by the step member. It can be used to reference an internal system. Copyright 2012 NJUNS, Inc. 42

43 Task ID Is a field to be used by the step member. It can be used to reference an internal system. Project Module Name Enter the name of the project here. This is a required field. Project Number Read-only field that is populated by the system when the project is saved. Created by Member Read only field that defaults to the member code of the User. The hyperlink will provide information on the member code and primary contact. Status Defaults to open when the project is saved. It will remain open until closed by the member code that created it. Copyright 2012 NJUNS, Inc. 43

44 Instance Reason Allows multiple reasons for the project being in a certain status. Currently, it will default to the same value as the Project Status. Ticket Template Allows the user to populate fields that will be used to create new PT+ tickets from project information. Project Template (Pole Transfer Only) Template Name The name of the template. This field is required. Contact Name Contact name to be used for new tickets. Contact Phone Enter phone number. Contact Phone Ext. Enter extension if applicable. Create Map A map can be created for the project. Click Create Map to create it. Copyright 2012 NJUNS, Inc. 44

45 Remarks State 1,000 character field to provide additional information about the project. Select the state from the drop-down list. County Select the county from the drop-down list. Street Name Enter if project will consist of work on one street or highway. Priority Code Code will apply to all tickets created for the project. Copyright 2012 NJUNS, Inc. 45

46 PA Module PA Ticket Header Fields NOTE: If an application crosses state lines, create one ticket for each member state. Contact Name Defaults to user logged into the system. Contact Phone Defaults to the user logged into the system. Contact Phone Ext. Defaults to the user logged into the system. Copyright 2012 NJUNS, Inc. 46

47 State Required Field that defaults to the state for the Creator. County Required field. State must be selected first. Click on the down arrow to expand the list. Place Map Not a required field. County must be completed for the field to become active. Used to identify the location of the poles. See Creating a Map for a detailed explanation. Pole Owner The member code selected at the start of the ticket creation process. Alt Pole Owner Used if there is a joint pole owner for the poles. Copy to Member Request Number Number of Poles Used if another member needs access to the ticket. Used if there is a Request Number for the application. Number of poles on the application. This number must match the number of steps on the application. Contract Date The date of the permit request Remarks A 1,000 character field used for additional information about the ticket. Copyright 2012 NJUNS, Inc. 47

48 Pole Attachment Step Fields Job Type Select the job type that best describes the ticket being created. Owner Pole Number License Pole Number Pole Set Year If known, complete here. Otherwise leave blank for pole owner to complete. The applicant s pole number for the location. The pole birthmark or pole owner s records. Pole Height Pole Class Pole height from birthmark or pole owner s records which is an integer field. Alpha/numeric field stating the class of the pole. Attachment Height PT Ticket Existing or proposed attachment height. Use if there is a PT+ ticket associated with the attachment. Copyright 2012 NJUNS, Inc. 48

49 Response Date Number Power Supplies Is Anchor Attached The date that the step is accepted or rejected by the pole owner. The system will populate this date when the step is completed by the pole owner. Required Field for the number of power supplies being attached to the pole. If the answer is no, leave it blank. If yes, click once to add a check mark in the box. Is Engineering Complete If the answer is no, leave it blank. If yes, click once to add a check mark in the box. House Number Street Number of the pole location. Street Name Required Field. Street name of pole location. Pole Owner Cost Alternate Pole Owner Cost Other Cost Field to be completed by the pole owner if applicable. Field to be completed by the pole owner if applicable. Field to be completed by the pole owner if applicable. Remarks Any additional remarks about the individual pole location. This field holds 1000 characters or less. Copyright 2012 NJUNS, Inc. 49