Prioritizing Work Order: Managing Work Orders by Priority, Task, Proximity Vincent Yee, P.E., vyee@nexgenam.com User Conference | October 19, 2016 1:00 pm – 1:30 pm

How to prioritize work orders & manage work flows? Too many work orders Identifying My WO and All WO Filtering WO Sort WO Assigning work flows to staff

Prioritizing Work Order from List Search for specific WO by number, WO date, start date, end date, asset name, asset number, address, description [UX] Tree: Status, Priority, Type, Task, Crew, Department [O] Filters: Department, Lead, Supervisor, Crew, Type, Priority, Status, [O] Sort: Number, Date, Start Date, End Date, Priority [UX] Color coded Priority & Status [UX]

Prioritizing Work Order from Grid Use funnels to search or narrow down WO [UX] Search or funnel every field [O] Group WO by fields by dragging [UX] Remove columns & fields not used [UX] Save user grid view for future [UX]

Prioritizing Work Order from Map WO are mapped with color coded priority pins [UX] [O] Type in address for user location or user location service (if available) [UX] [O] Hover over pins to see summary [UX] Use map to identify proximity to WO [O] Utilize slider to see more details to narrow search [UX]

Live Presentation of Prioritization Work Order Module

Questions Vincent Yee, P.E. vyee@nexgenam.com 916.779.7300 User Conference | October 19, 2016 1:00 pm – 1:30 pm Prioritizing Work Order: Managing Work Orders by Priority, Task, Proximity