REQ 309371 Lanemark eSERV Requirements
Lanemark International
Lanemark eSERV Requirements
CALIDUS eSERV
28th August 2013 - 0.4
Reference: REQ 309371
Contents
Introduction
This document is the Lanemark eSERV Requirements document.
Objective
The primary purpose of this document is to document the requirements gathered from Lanemark International during the sales process, and to present an overview of the process that will be followed in and the work required to the CALIDUS eSERV system.
This document has been written in a manner such that it can be approved by non-technical representatives of Lanemark International whilst also being of sufficient detail to allow the Functional or Technical Specification phase for this area to begin.
Scope and Limitations
This document is based on the documentation provided by the OBS Logistics Sales team, as well as clarification and information derived from meetings with the customer on 20/08/2013 at the customer's site.
- This document reflects the work that will be required to the CALIDUS eSERV system - no provision is made here to any changes required regarding interfacing to and from the NAV system being used. Additional development may be required and will be specified separately.
- The changes will be made in the latest version of the CALIDUS eSERV system.
- The changes have been specified with the Android PDA client in mind.
Client Requirements
Overview
The customer requires a Service execution module, which will be provided by CALIDUS eSERV.
Service Jobs will be sent to CALIDUS eSERV from Microsoft Dynamics NAV (hereafter NAV), for phase 1 - a future phase will ensure that the information is updated back in NAV.
Required Functionality:
- Multiple engineers assigned to one service job
- Vehicle checks
- One job with multiple service items
- One risk assessment per service item to be done at start of job
- If risk assessment is passed then just engineer signs. If failed then engineer and customer sign and job is cancelled.
Note: Lanemark have confirmed that has never happened. - Risk Assessment must be completed for all serviceable items before continuing, although they can be 'pre-completed' before a job starts, outside of the system.
- 4 current types of work report paperwork - determined by the serviceable item
- Additional check-boxes at end of job for "Revisit", "Follow Up" and "Burner safe for use".
- Service Products list to show only what is on the engineer's Van, identified at login.
- Service Products to be user-filtered by group.
- Ability to use products from outside the user's Van stock, and to define new products.
- Optional Job Photo functionality
- Cancellation of a Service is allowed, requiring signatures.
Further phases may also deliver the following functionality:
- Office-only notes
- Auto-Export to Document Management System
The customer also noted the following:
- The majority of the work undertaken (estimated at 75%) is for multiple serviceable items on a single service job.
- The primary contact for the customer is Jeff Foster - if he is out of the business (as is the case from 29/08 - 16/09), then Alan Thompson will be the primary customer contact.
Allocation of Jobs/Serviceable Items to Engineers
The assignation of serviceable items to a user against a particular job will be completed on the NAV system and sent to CALIDUS eSERV in a timely fashion.
Note: This section reflects the requirements on the NAV system for the seamless running of the CALIDUS eSERV system - no provision is made here to any changes required regarding interfacing to and from the NAV system being used. Additional development may be required and will be specified separately.
In NAV, all engineers will be assigned some items to service before the jobs are sent out, through the standard NAV Service Tasks screens.
Where multiple engineers are required on a job, for example:
- 3 engineers on site
- 20 gas burners to service
In practice, the lead engineer will assign the burners to each engineer on the job, rather than pre-assign.
This will be completed through a link to NAV direct from a mobile unit (i.e. a PC).
If this is the case, This would be through the 'Service Tasks' or 'Service Order' screens in NAV.
Note: It will be investigated (as a potential future phase delivery) whether:
- a new screen can be developed to allow users straight into items and resource allocation, like 'Service Order/Resource Tasks'.
- this screen can be made more mobile compliant, and therefore easy to access direct from the CALIDUS eSERV devices themselves.
Additionally, the interface from NAV may also identify standing data, such as:
- Vehicles
- Engineers
- Service Products
- Vehicle Stock
- Reason Codes
Note: NAV must send only Service products to CALIDUS eSERV, as there is a concern over the amount of data to be sent to the devices.
Service PDA Process
When an engineer logs on to a device (using their provided user name, password and vehicle), the assigned work-list will be downloaded onto the device, showing all the jobs in sequence on a Job List.
Selecting a job from the Job List will show the user the job report and customer contact details, allowing the user to contact the customer (through text or phone), or navigate to the customer's address.
The engineer can then choose to start the job, and when they arrive at the site, can being entering the details.
Note: All process up to and including the engineer starting and arriving at the job are generic and described in detail in the user guides, as referenced in the appendices.
The PDA will display the following tabs in order to process the service:
- Job Details
- Info
- Products
- Diagnosis
Note: A 'Refresh Job' option will be available within the Service tabs, to allow the user to pick up the latest information, after they have confirmed they are starting the job. This is to pick up any changes on the job made by NAV users after the job has started. Note also that using this option after the user has started processing the job will result in the loss of any entered data up until that point, so care must be taken when using this.
Job Details
This tab displays contact information and a summary of the instructions for the whole job (not the service items).
Job Details tab
A Cancel Service button will be added to the bottom of this screen. If for any reason the user wishes to cancel the service, they can click this button.
This will prompt the user to enter the reason why the service of all serviceable items is being cancelled (through a Picker) - these reasons are fully configurable, and is expected to contain a reason (Risk Assessment Failure).
If the entire job is cancelled in this way, the user will then be prompted to obtain a signature of the customer and for themselves.
Info
Info tab
Pre-work Checks pop-up
Info will show (in section 3):
- Range - Service Group - drop-down list entry of:
- TX/TRX/MTX
- DB
- FD/FDB
- Non-Lanemark
- Burner Model - New field. Entered by Admin and Engineer?
- Burner Serial No - New Field. Entered by Admin rather than Engineer.
- Lanemark Service Item Number - Service ID. Entered by Admin, displayed here.
- Application -
Warning: New field. Entered by Engineer. - Location On Site - Warning: New field. Entered by Admin and Engineer?
- Reason For Site Visit - Warning: New field. Entered by Admin, displayed here?
Warning: All may potentially be pre-populated by the office staff, so proper fields against the Service.
If there are multiple serviceable items on the job, the screen also would have navigation buttons left and right of the title (sections 1 and 2), to allow the user to switch between serviceable items. A label showing the record being processed (e.g. "1 or 6") would be shown, allowing the user to see how many there are. The Service ID (LS Number) of the serviceable item will be displayed on the top of the form.
Switching between the serviceable items will change the displayed data on each of the tabs to the next service record - the same affect can be made by swiping left or right on the title label.
A Pre-Work Checks button will be shown in section 4 (titled Risk Assessment) - this pops up the pre-work checks pop-up form:
All contents will be configured, entered like Vehicle Checks, through a scrolling frame.
The items required during Risk Assessment will be based on the existing form - some changes will be made to the Risk Control section.
- Person responsible for your safety - text entry - required.
- Brief description of work to be done - text entry - required.
- Hazards associated section:
- This will list a number of check-boxes, identical to those on the sheet. It is not required that all be checked.
- Risks (Other) - text entry - optional.
- Overall Risk Assessment - drop-down list of: High/Medium/Low - required.
- Risk Control section (Measures to be taken...):
- A number of check-boxes will be identified for the user to tick here, to make entry of this easier than it currently is on the sheet. These are optional.
- Risk Control (Other) - text entry - optional.
On saving the checks, the user will be asked to confirm that these are now completed (through a Complete button). If so, they will be marked as such and the user will be allowed to exit and the title of the Risk Assessment button will be updated to show the status (Complete or Incomplete).
The user will also be offered a button to indicate that the checks are not required (through a Not Required button). If this is clicked, the user will be asked to confirm this and, if so, the checks will be marked as not required, but completed anyway.
Initially, the user will not be able to select any tab except Job Details and Info. Only when the Risk Assessment checks for this particular Serviceable Item are complete (or marked as pre-completed) will the user be able to select any other tabs for this Serviceable item.
Note: These configurable Pre-Work Checks are not search-able, exportable or reportable within CALIDUS eSERV, but can be displayable in the Admin client or on the Service Report.
If there are multiple serviceable items on this service job, a Cancel Item button will be added to the bottom of this screen. If for any reason the user wishes to cancel the service of the particular item shown, they can click this button. This will prompt the user to enter the reason why the item is being cancelled (through a Picker) - these reasons are fully configurable, and is expected to contain a reason (Risk Assessment Failure).
If a single serviceable item is cancelled in this way, the item will be removed from the serviceable items on the Job and the user will be returned to the Job Details display.
Products
Products tab
Products will be modified to:
- pre-filter the list to show only products that are available to the engineer's vehicle (entered at log in)
- show the Product Model selection above the Product selection, if configured.
If so, the user selects a product group, then the product list will be filtered to show only products that belong to this group. If none is selected, all products will be shown.
The Removed button will be removed from the screen (through configuration). Instead, this will be replaced with an Other button. This button will display a pop-up allowing:
- Product Model filtering
- the user to search via product code or description
- remove their own van stock limitation, opening up to all service stock.
- Identifying which van's stock was used. Other also allowed (in the case where the stock was simply purchased by the driver for the job).
Additionally, there will be the ability to identify that this is 'Other' stock, and manually key a description against it - this is to represent stock that does not come from any van stock nor is stored by the customer, but that has been purchased specifically for this job.
Diagnosis
Diagnosis tab
Post-work Checks pop-up
The Diagnosis tab is used for entry of Report of Visit.
Additional check-boxes will be added for "Revisit", "Follow Up" and "Burner safe for use". These will be prompted for if configured this way from the Admin system.
As an additional phased development, office-only notes may be added at this point.
If Test Results are required, a Post-Work Checks button will appear here (labelled as Test Results). This shows a post-work checks pop-up to enter the details, which are configurable at the Product Group level, as entered by the device user in the Info tab. Much like Risk Assessment, the tests required will be presented in a scrolling frame, different for each range. As the tests are many and various, these are not listed here.
Note: These configurable Post-Work Checks are not search-able, exportable or reportable, but can be displayable in the Admin client or on the Service Report.
Job Completion
When the user clicks the Done button, once all information entered (validated) on all the tabs, the engineer will be prompted for signature, as will the customer. These signatures would only be prompted once, and used on both the Service Report and Risk Assessment pages (if required) of the Service report, per serviceable item.
After Signatures have been entered, the user will have the opportunity to take a photo against the job (not the serviceable items).
Note: At this time, automatic updating of the NAV system will not be completed - this will be done as part of Phase 2. Information will be viewed in and extracted from the Admin system. The Service Invoice screen contains functionality that enables jobs to be marked with a flag to indicate that they have been processed, and to drill down into details of the particular jobs - this screen will help the Admin users when manually processing these jobs.
Service Report
Service reports can be run against completed jobs. Initially, these will be run from the Admin system and saved to disk, to be stored within the customer's Document Management System.
Note: The product is being modified at this time to provide an automatic export of these Service Reports to a defined filesystem or FTP server - it is expected that this will be used when available to automatically produce these Service Reports in PDF form in a specific folder with a defined naming convention. It should also be noted that this process could then be modified further (as part of a later phase) to export to specific sub-folders.
There is 1 Risk Assessment format and 4 Service Report formats.
These formats are not based on configuration against the Job Group (other than to choose Lanemark's format) - they are based on the serviceable product type, which should be entered against the service records.
Note: As only the Test Results section varies, the customer has agreed that one consolidated format should be used for the electronic format, spanning two pages:
- Page 1 - The Risk Assessment (always produced)
- Page 2 - The Service Report consolidated format (always produced)
- Page 3 - The specific Test results, based on the service item being tested (if the item was not cancelled). This will be based on the Product Group selected against the Serviceable Item.
The pages will be printed per Serviceable Item on the Service Job.
( Note: The details of what data items will be mapped where has not at this early stage been decided. This will be firmed up when NAV mapping of the data occurs.
Note: With all these formats, "Sheet X of Y" is no longer necessary.
All service report formats will be presented in Portrait orientation.
All service report formats feature the sections containing the same data, detailed here:
- Service Job number - Job Code
- Customer Name and Site Address - from the Customer/Job Address information
- Customer Reference No - Customer Reference
- Site Name - Placed in Owner Name
- Site Reference Number - Warning: Unknown. Could use External Reference?
- Customer Order No - Sales Order Number
- Site Contact Name - from the Customer/Job Address information
- Site Contact Tel. Number - from the Customer/Job Address information
- Site Contact Mobile Number - Warning: Unknown
- Burner Model - System Type. Warning: Entered by Admin and Engineer?
- Burner Serial No - Warning: New Field. Entered by Admin rather than Engineer.
- Lanemark Service Item Number - Service ID. Entered by Admin.
- Application - Warning: Unknown. Entered by Engineer.
- Location On Site - Warning: Unknown. Entered by Admin and Engineer?
- Reason For Site Visit - Warning: New field
- Office Instruction - Office Instructions
- Details of Parts/Materials Used During Visit:
- Part Number - Service Product identified by user - blank if this is a new 'Other' product
- Description - Service Product Description
- Quantity - Quantity entered by user.
- Engineer Visit Comments - Diagnosis Narrative entered by user
- Revisit Required - New flag for entry against Service
- Follow Up Required - New flag for entry against Service
- Site Contact Name - Signatory entered by Engineer (defaulted from Customer Contact)
- Site Contact Signature - Customer Signature
- Service Engineer Name - User Name from Log-on
- Service Engineer Signature - Engineer Signature.
- Is Burner System Safe For Use - New flag for entry against Service.
- Travel Time
- Day - Warning: Mon, Tue, etc?
- Date - Arrival Date
- Start Time - Arrival Time
- Finish Time - Actual End Time
- Day -
The Test Results section of the various forms differ - this data will be taken from the configurable fields data against the different product groups:
- TX/TRX/MTX
- DB
- FD/FDB
- Non-Lanemark
Each will be configurable with the post-work Test Results that are required.
| Warning: | The only check that appears difficult to achieve would be on the TX format, where this appears to require a graphic. Could this be a Drop-down List instead, with options Fully Open/Fully Closed/Set? |
| Warning: | "Comp. Air: Yes" on all formats - Should this be displayed on the device for the user to see? Should it be on the form instead? |
| Warning: | Test 8 on TX - label error - should this be "Air Pressure Switch Setting at Test Point"? |
| Warning: | Test 12 on DB - label error - should this be °C/Min/Max? or does this belong to Spray/Bake/Economy? |
| Warning: | DB range format - as this is different to the others, should this be consolidated into the same format? |
| Warning: | All formats - strike-through choices (e.g. Yes/No, 1ph/3ph) - would you just like the value chosen by the engineer to be displayed? |
Service Report - TX/TRX/MTX
Note: This format is similar to the non-Lanemark Service Report - the only difference is in the Test Results section, which will be printed as a separate page.
Service Report - DB
Service Report - FD/FDB
Engineer Site Risk Assessment
This form will be printed one per Serviceable item. This report will be printed in Portrait format, matching closely the following format:
The information on this report will be taken directly from the data entered by the user, and configured in the definable fields, other than the following:
- By: - User Name
- Date: Job Actual Start Date
- Site - Site Name
- Service Job - The Service ID Warning: This means that, if there were 6 items to be serviced, there would be 6 Risk Assessments, but they would all have the same (Job-level) service ID? What then is the Lanemark Service Item Number, and why wouldn't this be the item on the Service Risk Assessment form?
- Date - Job Actual Start Date
- Engineer Print - User Name
- Engineer Sign - Engineer Signature.
- Customer Print - The Customer Signatory (rather than Customer Contact Name)
- Customer Sign - Customer Signature
The definable fields will not be manipulated in any other way than to format it for the report. Note that this means that, if the items are not present in the configuration for the report, this could break the layout of the report and make reports not work. This will affect only jobs completed after the configuration is changed.
The signatures on this screen will be taken from the standard Job signatures. If the Risk Assessment passes, only the Engineer signature will be populated.
If no Risk Assessment was entered into for this Serviceable Item (because the user chose to indicate that they have already been completed through a Method Statement), this section will be empty.
Appendix A: Table of SCRs
Warning: This section has not yet been updated to reflect additional developments required since the new version (0.4) was created.
| SCR# | System | Area | Description | Estimate (Days) | Notes |
| 1 | eSERV | All | Significant UDF field modifications | 5.75 | |
| 2 | eSERV | All | Multiple Serviceable Items Per Service Job | 10.75 | |
| 3 | eSERV | PDA | New Info tab fields required | 2.75 | |
| 4 | eSERV | PDA | Configurable Pre-work Checks (for Risk Assessment) | 5.75 | |
| 5 | eSERV | PDA | Complete Pre-work checks before any other data entry | 1.75 | |
| 6 | eSERV | PDA | Products filtered based on available Vehicle stock | 1.50 | |
| 7 | eSERV | PDA | User-filterable Products based on Group/Model | 2.50 | |
| 8 | eSERV | PDA | Configurable Post-work Checks (for Test Results) | 3.25 | |
| 9 | eSERV | PDA | Display Status of Pre-work and Post-work checks on form | 0.75 | |
| 10 | eSERV | PDA | Diagnosis to be modified for additional check fields | 1.75 | |
| 11 | eSERV | PDA | Diagnosis narrative to become unrestricted field | 0.75 | |
| 12 | eSERV | PDA | Allow Cancellation of Service Job | 1.50 | |
| 13 | eSERV | Admin | New Service Report formats | 5.00 |
Notes:
- All ballpark costs in this document are provided as-is, are legally non-binding and subject to raising a formal change request with OBS Logistics.
Appendix B: Document References
B.1 References
| Ref No | Document Title & ID | Version | Date |
| 1 | UG 291094 EPOD Admin User Guide | 2.0 | 4/4/2012 |
| 2 | UG 291097 EPOD Client User Guide | 3.0 | 23/4/2013 |
B.2 Glossary
| Term | Definition |
|---|---|
| EPOD | Electronic Proof of Delivery. The OBS EPOD system is CALIDUS ePOD. |
| CALIDUS eSERV | The OBS mobile system to complete Service functionality in the field. This is part of the CALIDUS ePOD system. |
| PDA | The mobile device on which the C-ePOD system will run in the field. This can be a Phone, EDA or industrial PDA, running Android. |
| DAL | Data Access Layer. A mechanism for accessing data by the system that is removed from the application, allowing for simplified access and providing protection to the data, as only approved DAL methods can be used to modify it. |
| GPS | Global Positioning System. A mechanism of retrieving accurate positioning information in the form of Latitude and Longitude (Lat-Long) co-ordinates from a device. |
| GPRS, 3G, HSDPA, Data Service | All terms referring to mobile device network connectivity, and the speed at which the device connects to the internet. |
B.3 Authorised By
Julie Taylor | OBS Project Manager | _____________________________ |
Jeff Foster | Client Representative | _____________________________ |
Alan Thompson | Client Representative | _____________________________ |
