Quick Review of Work Order Flow Process, and confirmation of the details potential within a Work Order Discussion – process with your maintenance department – successful, efficient, what comes back on the work order (time spent? Parts?) Confirm Reporting and analysis and discuss whether any loose ends at all with this Do you utilize the auto-post certain charges to the G/L? Discussion: phone/tablet friendly browser app for maintenance to view and manage their work – would this work and be successful? Quick review of Custodian activities module New ability to inventory your preventative maintenance activities which at the appropriate time(s) auto-generate Work Orders

AdminConnect School/custodian adds request for w/o School’s indicate “ready to go” as ‘Y’ WOR.416 Maintenance reviews incoming w/o requisitions Review requisition text – use F10 for extra text if necessary F7 – assign a lead tradesman Who do you want to do the task? Optional: -assign a contractor -edit a priority F13 – ‘A’pprove and print the w/o F9 – print another copy of the w/o if necessary Distribute w/o to boxes and/or tradesman Tradesmen complete the order and return DAILY to maintenance WOR.417 Complete a w/o Work Order Flow Reporting: WOR.552 Lists active or completed w/o by location Lists not yet processed w/o requisitions Reports to a school all active/completed w/o WOR.553 Work Order Listing by Tradesman What’s been completed? What’s outstanding? WOR.894/95.96 On-going statistics F6 – add a category (task) to the work order What’s the task? Would recommend simply printing a report

Input in AC by custodian or by school secretary or both? Approval necessary by principal? Use of internal note? No copy or printed copy sent to maintenance - correct? Number of emergency calls rather than doing a work order? Efficient? Timely? Any improvements needed?

AdminConnect School/custodian adds request for w/o School’s indicate “ready to go” as ‘Y’ WOR.416 Maintenance reviews incoming w/o requisitions Review requisition text – use F10 for extra text if necessary F7 – assign a lead tradesman Who do you want to do the task? Optional: -assign a contractor -edit a priority F13 – ‘A’pprove and print the w/o F9 – print another copy of the w/o if necessary Distribute w/o to boxes and/or tradesman Tradesmen complete the order and return DAILY to maintenance WOR.417 Complete a w/o Work Order Flow Reporting: WOR.552 Lists active or completed w/o by location Lists not yet processed w/o requisitions Reports to a school all active/completed w/o WOR.553 Work Order Listing by Tradesman What’s been completed? What’s outstanding? WOR.894/95.96 On-going statistics F6 – add a category (task) to the work order What’s the task? Would recommend simply printing a report

Processed by clerical, supervisor, multi-layer? Assign Task(s) – F6, Labour – F7, then F13 to approve and Print? Any use of estimates? Any back and forth with the inputter? – uncheck ‘ready to go’ F16 close versus F15 complete Efficient? Timely? Any Improvements needed?

AdminConnect School/custodian adds request for w/o School’s indicate “ready to go” as ‘Y’ WOR.416 Maintenance reviews incoming w/o requisitions Review requisition text – use F10 for extra text if necessary F7 – assign a lead tradesman Who do you want to do the task? Optional: -assign a contractor -edit a priority F13 – ‘A’pprove and print the w/o F9 – print another copy of the w/o if necessary Distribute w/o to boxes and/or tradesman Tradesmen complete the order and return DAILY to maintenance WOR.417 Complete a w/o Work Order Flow Reporting: WOR.552 Lists active or completed w/o by location Lists not yet processed w/o requisitions Reports to a school all active/completed w/o WOR.553 Work Order Listing by Tradesman What’s been completed? What’s outstanding? WOR.894/95.96 On-going statistics F6 – add a category (task) to the work order What’s the task? Would recommend simply printing a report

Printed and distributed all at once to task/guy or are there boxes? How to manage outstanding work orders - report or double copy? Tradesmen give work order back to clerical – input Hours? Parts?

AdminConnect School/custodian adds request for w/o School’s indicate “ready to go” as ‘Y’ WOR.416 Maintenance reviews incoming w/o requisitions Review requisition text – use F10 for extra text if necessary F7 – assign a lead tradesman Who do you want to do the task? Optional: -assign a contractor -edit a priority F13 – ‘A’pprove and print the w/o F9 – print another copy of the w/o if necessary Distribute w/o to boxes and/or tradesman Tradesmen complete the order and return DAILY to maintenance WOR.417 Complete a w/o Work Order Flow Reporting: WOR.552 Lists active or completed w/o by location Lists not yet processed w/o requisitions Reports to a school all active/completed w/o WOR.553 Work Order Listing by Tradesman What’s been completed? What’s outstanding? WOR.894/95.96 On-going statistics F6 – add a category (task) to the work order What’s the task? Would recommend simply printing a report

Paperwork back and work order completed by clerical Using WOR.417 to mass complete/change work orders ** New ability to browse and add attachments to individual work orders (like A/P) – WOR.416 – Becky?

Statistics reporting for checking … and for KNOWLEDGE! Ref: WOR.894 Completed Work Order Summary Work Order Hours $Labour $Parts CARP CUST ELEC GEN WO WO WO WO WO WO Ref: WOR.896 TRADESMAN SUMMARY TRADESMAN COMPLETE HOURS BUMPKIS, GREG GILLIS, PETE JOHNSON, HENRY SMITH, RICK TOTAL Ref: WOR.895 Scheduled vs. Late EMERGENCY RUSH NORMAL LOW DOCID COMPLETE SCHD LATE SCHD LATE SCHD LATE SCHD LATE WO WO WO WO

G/L charges to schools – anybody using to auto-create journal entry for particular items as found by account on work order Create SCH (school pays) in WOR.204

Smartphone or tablet mobile-friendly device for maintenance Wi-Fi necessary or unlimited 3G needed *IMPORTANT: This would be “cute” but more importantly – would it have significant positive impact on the overall system? Must Sign In (not held in credentials) My Work Orders Edit Hours WO Check Electrical Plug Library Wachovia Schl and add additional Extension GENERAL PRIORITY 3 April 1, 2013 WO Problem Girls Washroom Drain Blake School IMMEDIATE PRIORITY 1 **URGENT Edit Parts Complete Work Order How do we feel about then allowing those who do the work order to be able to complete them?

Custodial Activities Management … Define Equipment and actions to take at what frequency -Attachment (if necessary) -Additional Description (Visible to custodian) -Assign to position: knows who to present this to when work needs to get done

Activities present themselves at appropriate time(s) requiring response CustodianA

Some Activities are defined as Prev Maintenance – which will (nightly) check and auto-create Work Order(s) as per defined activities and frequency details. -Information in Text generates the W/O text. -Use the Setup option (One time) to establish work order defaults