Fieldworx User Guide & Help Manual

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1 Version 1.0 Fieldworx User Guide & Help Manual General User Manual TEAMWORX - Allworld Project Management, LLC SARP10 PROGRAM

2 Page 1 CONTENTS 1. INTRODUCTION TO GENERAL INFORMATION USER TYPES & ROLES Administrator Supervisor Inspector Contractor... 2 TABLE OF PERMISSIONS... 3 USER LOGIN USERNAME PASSWORD USER INTERFACE AND APPLICATION INTERFACE MAP SECTION TOOL BAR SECTION Map Layers Tools Update Location Create Incident Dashboard Button (Supervisor Permission) Help Button Sign Out Button Daily Message Section NAVIGATION TOOL Zoom In Zoom Out Default Extent Find My Location Street View Clear Map... 22

3 Page 2 1. INTRODUCTION TO USER GUIDE & HELP MANUAL Preface: Teamworx is a digital platform created as a customizable solution to collect, report, and analyze specific data with relevant visual appeal. is part of Teamworx and it is designed to administer, manage, and improve field allocation resources and field incidents reporting. uses its GPS capabilities combined with GIS features in order to provide accurate, real time, data from the field directly to the office. is not a tracking tool as its location functionality can only be used when the user grants permission. 2. GENERAL INFORMATION 2.1. USER TYPES & ROLES ADMINISTRATOR The administrator user has been granted all access and permission to and its components. The main role of the administrator user is to oversee the correct development of the app as well as to make detailed changes to raw data collected in the field SUPERVISOR The Supervisor user has been granted special permission to oversee the process of data collection and data reporting from the field. Office personnel, and selected field personnel are given special permission for reporting, communicating and data manipulation INSPECTOR The Inspector user has been granted permission to all the data collection and to all the necessary tools to ensure proper data collection in the field CONTRACTOR The Contractor user has been granted permission to use localization functions, navigation tools, and tools in the Tool bar menu.

4 Page TABLE OF PERMISSIONS If the box is checked, then that user level is granted those permissions. PERMISSIONS TO: ONTRACTOR INSPECTOR SUPERVISOR ADMINISTRATOR Map Layers Tools Update Location Create Incident Dashboard Button Help Button Sing Out Button Daily Message View Daily Message Update Navigation Tools Admin Portal Access Personnel Table Access Incident Table Access Grant Permissions Create New Users Access Raw Data

5 Page 4 3. USER LOGIN 3.1. USERNAME Each crew will be given just one username set up by the contractor s representative of. In the case of losing or forgetting your username please contact the representative of your company or communicate with the SARP10 program office for more support. Once the main Login Screen appears in your browser, make sure the Login to Map button is checked: Next, please type your username in the field shown below inside red rectangle. Make sure the Login to Map button is still checked: 3.2. PASSWORD Each crew will be given just one password set up by the contractor s representative of. In the case of losing or forgetting your password please contact the representative of your company or communicate with the SARP10 program office for more support. Please proceed to type your password in the field shown inside the red rectangle:

6 Page 5 4. USER INTERFACE AND APPLICATION INTERFACE 4.1. MAP SECTION The Map Section is the main section of the application. It contains the different types of maps and it is the most important workspace area. The map section will display the icons related to the location of contractors and inspectors, as well as the location for incidents reported in the field TOOL BAR SECTION MAP LAYERS By clicking the Map Layers button, a new window will be displayed: a) Base Map The Base Map option allows the user to select different base maps. There are currently 7 options of base maps. These are: - Streets (Default) - Imagery - National Geographic - Topographic - Dark Gray - Gray - Open Street Map Any of these maps can be changed at any time. By default, all types of users have permissions to change their base map. Every change of base maps is independent of the user that makes the change, which means that, if one user from the same company changes a base map, such change will not have any consequence or effect on the other users base maps.

7 Page 6 b) Weather Radar By selecting the checkbox next to Weather Radar, the map section of the application will display the current weather condition.

8 c) Personnel Layer The Personnel Layer displays the different types of personnel by their work type. There are 7 different types of work types: - Smoke Test Crew - CCTV Crew - Manhole Inspection Crew - Manhole Raising Crew - Point Repair Crew - Sonar Crew - Inspector For better accessibility, the box next to Personnel can be checked at any type to minimize the options. Also, the bar under Personnel can be used to fade (or accentuate) the icons to improve visibility for the user. Page 7 The ability to look at each type of personnel depends on the permissions of each user; this topic is discussed with more detail in section 6. Features.

9 d) Critical Incident Layer The Incident Layer displays the different types of work carried out in the field. This layer can be faded using the bar underneath the bar name. There are 11 different types of work, each one with its specific icon: - Heavy Cleaning Request - Buried - UTL - UTC - SSO - Pipe Collapse - Void - Utility Conflict - Smoke Defect - Surcharge Manhole - Public Engagement Page 8

10 Page 9 e) Sewer Layers One of the most beneficial Layers is the Sewer Layer. By default, this layer is turned on and this layer will display the sewer network based on the latest SARP10 sewer network. To activate or hide assets zoom in to the map and click on the checkbox next to the name of the asset that would like to be shown/hidden.. f) Contractor Boundaries Layer The Contractor Boundaries Layer displays the different contractor boundaries for the SARP10 program. The contract boundaries are the following: - ADS - CES - Cambridge - G2 - Hydrostructures - RJN - VIS For better accessibility, the box next to Contractor Boundaries can be checked at any type to minimize the options displayed in the window. Also, the bar under Contractor Boundaries con be used to fade (or accentuate) the icons for better visibility of the user.

11 Page TOOLS The Tools Menu provides the user with two tools: a) Measure Distance Tool The Measure Distance tool is ideal to figure out approximate distances between two points in the Map section. The unit of measure can be selected by clicking in the drop down menu b) Measure Area Tool The Measure Area tool is ideal to figure out approximate areas inside an area of interest. The unit of area can be selected by clicking in the drop down menu UPDATE LOCATION The Update Location menu provides the user with Teamworx most outstanding feature: Real-Time Geolocation. There are three options under the Update Location menu:

12 Page 11 a) Use Current Location: This option is mandatory to all contractors and inspectors. Depending on the work type, contractors and inspectors have been asked to update their respective location by clicking this button every time they move from the worksite and once an hour, whichever happens first. All location records are kept unmodified allowing the administrator to manage, improve or reallocate resources if needed. b) Map Click Location: This options allows the user to click on the map the location where he or she wants to drop his/her pin. This option has been included as a countermeasure in case of bad internet reception. Every time the user cannot update his/her location due to bad reception, he or she should use this option in order to update his/her location. It is important to remark that the supervisor user and administrator user can detect which type of option was used to display the user s location.

13 Page 12 c) Go Home: This option allows the user to pause the application while the user is on work-related breaks. Also, at the end of the day, the user will press this button which will indicate that the job for that day has been completed CREATE INCIDENT There are 11 types of incident options. Each one is unique and requires proper documentation and description. The incidents are shown below:

14 Page 13 a) Heavy Clean Request Use this option to request heavy cleaning for a pipe. The following information will be requested: 1. Facility ID 2. Reasons. Choose from: a. Grease b. Roots c. Gravel d. Silt e. Concrete f. Debris g. Rocks h. Other 3. Description 4. Content Type 5. Data to Upload (picture) 6. Save/Add More/Delete Incident b) Buried Use this option when a manhole has been identified buried and has been marked on the ground. Upon creation, the following information will be requested: 1. Facility ID 2. CCTV Verified button checkbox 3. Next button 4. Description 5. Content Type 6. Data To Upload 7. Save/Add More/Delete Incident

15 Page 14 c) UTL User this option when a manhole could not be located from above ground or by CCTV camera. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident d) UTC Use this option to indicate a sewer segment that was unable to be completed and indicate the reason why it was not completed.

16 Page 15 e) SSO Use this option to indicate a Sewer System Overflow. Please fill out all the corresponding fields: 1. Facility ID 2. Call Date 3. Staffer Name 4. Staffer Cellphone Number 5. Location Address 6. Location Manhole 7. Estimate Flow Rate 8. Possible Cause 9. Is Physical Damage 10. Is Environmental 11. Environmental Damage 12. Is Human Threat 13. Threat 14. Cross Streets 15. Location of item contributing to SSO 16. Response 17. Description 18. Content Type 19. Data to Upload 20. Save/Add More/Delete Incident f) Pipe Collapse Use this option to indicate a pipe collapse in a sewer gravity main. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident

17 Page 16 g) Void Use this option to indicate a void inside a manhole, pipe or on the street. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident h) Utility Conflict Use this option to indicate any type of utility conflict with sewer gravity mains or sewer manholes. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident i) Smoke Defect Use this option to indicate when smoke enters a residence or business requiring resolution. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident

18 Page 17 j) Surcharge Manhole Use this option to indicate the location of surcharged manholes. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident k) Public Engagement Use this option to indicate the approximate location and issues with the public. A description for the issue is needed. Please do not ignore any details. Upon creation, the following information will be requested: 1. Facility ID 2. Description 3. Content Type 4. Data To Upload 5. Save/Add More/Delete Incident

19 Page DASHBOARD BUTTON (SUPERVISOR PERMISSION) The Dashboard button will display the Supervisor Dashboard window which allows the supervisor user access to statistics of incidents and personnel locations in a tabular format and graphical format HELP BUTTON The Help button will allow users access to this help manual. It will also direct the user to personnel specialized in answering any questions related to the functionality and usage of Teamworx.

20 Page SIGN OUT BUTTON The Sign Out button allows the user to close the Teamworx app in their internet browser. Note that this does not remove the user s location from the map. The Go Home button provides that functionality DAILY MESSAGE SECTION Supervisor and Administrator users can update the Daily Message by logging in into the Admin Module (described below). Contractor and Inspector users are allowed to see the Daily Message section, however, they are not allowed to edit it.

21 Page MAP NAVIGATION TOOLS ZOOM IN If the user uses a desktop computer, or laptop. The Zoom In button will be located in the upper left corner of the Navigation Tool bar ZOOM OUT If the user uses a desktop computer, or laptop. The Zoom Out button will be located in the upper left corner of the Navigation Tool bar, underneath the Zoom In button DEFAULT EXTENT The Default Extent button is set to show in the Map section the entire City of Memphis geographical area.

22 Page FIND MY LOCATION This button allows the user to be located within the Map section. It is recommended the use of this button before the Use Current Location button from the Update Location menu STREET VIEW This tool allows the user to see Google Street view feature. In order to use it, first click the Street View button and then click the area of the map in which the user would like to use this feature.

23 Page CLEAR MAP This tools allows the user to erase the figures created with the Measure Distance and Measure Area tools from the Tools Menu DIRECTION AND NAVIGATION TOOLS GET DIRECTIONS This allows the user to navigate to any Incident or User on the map. By selecting one of these points, the user can select the Get Directions tool and it will either open Google Maps in the browser or open the phone s mapping application, depending on settings. The user will receive turn-by-turn directions to the location that they selected. Note that pop-ups need to be enabled to use this feature.

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