1. 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. 1 2 3

2. 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

3. 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?

4. 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

5. 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?

6. 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

7. 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?

8. 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

9. 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?

10. Statistics reporting for checking … and for KNOWLEDGE! Ref: WOR.894 Completed Work Order Summary ----------------------------------------------------------- Work Order Hours $Labour $Parts CARP CUST ELEC GEN ----------------------------------------------------------- WO005 47 24 2 21 WO015 39 19 1 19 WO030 54 14 2 39 WO035 38 18 2 18 WO040 22 18 3 1 WO045 85 61 8 15 ----------------------------------------------------------- 380 206 24 149 Ref: WOR.896 TRADESMAN SUMMARY ----------------------------------- TRADESMAN COMPLETE HOURS ----------------------------------- BUMPKIS, GREG 72 146.0000 GILLIS, PETE 3 3.0000 JOHNSON, HENRY 206 206.0000 SMITH, RICK 25 24.0000 TOTAL 308 380.0000 Ref: WOR.895 Scheduled vs. Late ----------------------------------------------------------- EMERGENCY RUSH NORMAL LOW DOCID COMPLETE SCHD LATE SCHD LATE SCHD LATE SCHD LATE ----------------------------------------------------------- WO002 35.. 16. 14 5.. WO009 9.. 5.. 4.. WO028 23 7. 7 2 1 4 1 1 WO030 66.. 3. 6 9 32 16

11. 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

12. 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 WO001 10029 Check Electrical Plug Library Wachovia Schl and add additional Extension GENERAL PRIORITY 3 April 1, 2013 WO002 20014 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?

13. 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

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

15. 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