Maintenance1.Review EmployeeConnect – why you want to get your

staff onboard (Absences, Worked, access to AC, bulletin board & communication).

2. Review AdminConnect – Dashboard, Staff Tab,

Finance view, G/L Reporting

3. Review Custodian opportunities (Work Order, Supplies Ordering, Permits, Other?)

4. Discussion – Work Orders. Efficient? Reporting abilities? Help Schools gauge when W/O will be

done?

Work Order Mystery Lake: P/Os, HR, Work Order, Finance Fort McMurray: P/Os, PAY, HR, Work Order, Finance River East Transcona: Just starting Seven Oaks: All features but lost over time Portage la Prairie: All features (new) Turtle Mountain: Not using yet Campbell River: Multi-Level A/P Inv Approval, P/O Delta SD - Maintenance not onboard

Emp Connect

Bulletin Board PAY.325 by employee group/position to keep employees informedOnline Forms EIS.538 and approval/responseExpiring or missing Certificates visible right on sign-in !

ALSO: Consider PRO.525 to EMAIL staff

Emp Connect

Workshops – register online, auto-update certificates

Absence details and balance checking View all Time worked details, overtime,

additional pay Access to Leave Requests Maintain Health & Emergency contacts Maintain demographic Info and phone#’s View evaluations Apply online for jobs Online view for all efiled documents

AdminConnect

DASHBOARD: Shows Admin what needs to be taken care of EMS and FMS

Finance Functions: Work Order, Permits, Stock Requests, Bid Request (no inventory)

AdminConnect Account Lookup and drill down G/L Reporting, G/L search by word, Invoice

Listing by Vendor ... P/O entry (optional), PO and Invoice Lookup

including attachments

Work Order request entry and views.. But cannot approve and limited reporting (regular CIMS for that)

Permit Views and Reporting Request for stock

AdminConnect Staff view (demographics, emergency details,

workshops, efile folder, PD, skills and certificates, absences & Leave requests)

Staff reporting (rosters, absences, emergency and health details)

Assign staff to workshops. Approve staff to attend workshops

Input & View Staff/Sub Records (SUB.001/SUB.002)

Custodians Input Work Order requests & view details of any work

order completed for that location Any issues with this? One issue: Custodian or School Admin cannot currently

gauge when work will be done? Priority code might help. Expected Completion date if that is being used properly… Would it be helpful to show them a global count by type of all work orders

Custodian does not see labour added hours .. Problem?

Access to Permits for view & print PLUS listings

*New ability to input requests for stock - Accumulate requests, fill (if inventory) else create P/O, receive PO, pick list orders

To demo permits go back to Aug 09 dates

Custodians PLPSD - Custodians are onboard daily with checklist

Daily water meter reading Daily list of activity

Auto shop entrance time: 7:00am action: applied salt Bus loop time: 7:15am action: inspected Front entrance Gym entrance Parking Lot

Monthly checklist fire extinguishers

Board Office report: non-compliance and activity reports

Interest ??? What would this look like?

To demo permits go back to Aug 09 dates

Work Order Status’

Requisition Waiting for estimate Go to W/O Work Order Level 1 Completed Cancelled **New (Priority Code = CN)

Work Order Success Dependent on good full descriptions Reasonable expected dates/priority Effectively Completing Work Orders completed to avoid

schools continuing to re-ask for the same thing

Work Order Know how to use your Indexes

A - Search by Description ANY year

6 - Completed Work Orders

3 - Active Work Orders

9 - If you are assigning approvers

Work Order Approval Process

‘I’ndex Multi ‘C’ on anything ready to go so you can auto-advance

Notice status **must be GOTO W/O

- Waiting for Estimate - not ready to approve

- Requisition means Ready to Go says ‘N’

Work Order Within a Request

Confirm priority, description, date information F7 to assign labour (and expected hours) to the work order F13 to approve/print and advance to the next request

If the trade/skill is totally off - Use F6 to update

If you are not happy with the request Add additional text or internal note and change it to Ready to Go N and it will reappear for Custodian

To cancel a work order Add a Cause Code of CNL and update text right there .. Then F15 Complete

Work Order Complete Work Orders

Input W/O Number Input Hours Update Date only if you won’t accept todays date