Communicate with Workflows
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Information held in SkillSync is digital and so with workflows we can move that information anywhere in the organization and in any format. 

 

Example: 

  • A technician captures information in a checklist - that checklist can be sent to any designated person (so long as that person has the appropriate level of security and access rights).
  • The information can be sent "as is" 
  • Or, it can be sent via a report. Reports are created by means of a template that orders and structures the information according to need and formatting requirement, such as: 
    • PDF, MS Excel or Word, JPEG, HTML ...
540,414 2475,1897 c0106cea02cf480ca807794945358775 #FFFFFF00 #000000FF 0| false 548,48 #FFFFFF00 #00000000 1| <p><strong>Workflows can be triggered at almost any point during the lifecyle of a document</strong></p> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0

Workflows can be triggered at almost any point during the lifecyle of a document

false 246,126 #FFFFFF00 #00000000 1| The workflow rules can be held in the document, or triggered by some event such as finished and submitting a document - or even a measurement or observation in the field effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
The workflow rules can be held in the document, or triggered by some event such as finished and submitting a document - or even a measurement or observation in the field
 false 87,53 #FFFFFF00 #00000000 1| Field documents effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Field documents
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Supervisor
 false 73,23 #FFFFFF00 #00000000 1| Planning effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Planning
 false 73,30 #FFFFFF00 #00000000 1| SMEs* effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
SMEs*
 false 95,30 #FFFFFF00 #00000000 1| SkillSync AI  effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
SkillSync AI 
 false 95,30 #FFFFFF00 #00000000 1| Health Dept effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Health Dept
 false 95,30 #FFFFFF00 #00000000 1| Supplier effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Supplier
 false 328,31 #FFFFFF00 #00000000 1| <p><strong>Communicate information in any way:  </strong></p> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0

Communicate information in any way:  

false 268,32 #FFFFFF00 #00000000 1| <p><strong>Any format</strong></p> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0

Any format

450,102.9243937232525 2103,481 71d87c7011754dd287ce98c51d582699 #FFFFFF00 #000000FF 0| false 336,36 #FFFFFF00 #00000000 1| By digital transfer, email, notification, print... effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
By digital transfer, email, notification, print...
 256,51.51302931596092 1228,247 49f99b1902f64e3295846f10f13bc56e #FFFFFF00 #000000FF 0| false 336,36 #FFFFFF00 #00000000 1| Common ways of communicating information effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Common ways of communicating information
 false 268,78 #FFFFFF00 #00000000 1| <p><strong>Content of any size or complexity</strong></p> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0

Content of any size or complexity

450,147.85938043856598 2873,944 5c6ea31fc05047688b79e26d87a76dd7 #FFFFFF00 #000000FF 0| false 336,68 #FFFFFF00 #00000000 1| A simple summary, a pre-defined matrix, a 50 page report with chapters, pictures ...or a simple graphical representation effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
A simple summary, a pre-defined matrix, a 50 page report with chapters, pictures ...or a simple graphical representation
Reports - customized, automated and delivered in any format
572,548 1422,1363 8a102d6d4b4d48dc913402577eb8d79e #FFFFFF00 #000000FF 0| 17,22 17,22 ca687225343141698c021c1403e58cb4 #FFFFFF00 #000000FF 0| 16,21 16,21 191c3fa788fc43ad9c8b953fde9023ba #FFFFFF00 #000000FF 0| 16,21 16,21 7c177e6dc7c64262aab0587abd9ba2d3 #FFFFFF00 #000000FF 0| 16,22 16,22 f678b3e74c49484fa2b0e8196501df5d #FFFFFF00 #000000FF 0| 17,22 17,22 ca687225343141698c021c1403e58cb4 #FFFFFF00 #000000FF 0| 16,21 16,21 191c3fa788fc43ad9c8b953fde9023ba #FFFFFF00 #000000FF 0| 16,21 16,21 7c177e6dc7c64262aab0587abd9ba2d3 #FFFFFF00 #000000FF 0| 16,22 16,22 f678b3e74c49484fa2b0e8196501df5d #FFFFFF00 #000000FF 0| false 439,49 #FFFFFF00 #00000000 1| From whatever device choose the Print option, our example here is from the wind turbine industry<br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
From whatever device choose the Print option, our example here is from the wind turbine industry
 false 439,49 #FFFFFF00 #00000000 1| Two main reports, the entire turbine audit or only for the Direct Drive section <br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Two main reports, the entire turbine audit or only for the Direct Drive section
false 440,61 #FFFFFF00 #00000000 1| Then select the variant: a report with all the comments (OK, NOK) or the Snagging List - the observations made for jobs to be done, an Excel report (see an example below). <br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Then select the variant: a report with all the comments (OK, NOK) or the Snagging List - the observations made for jobs to be done, an Excel report (see an example below).
false 439,143 #FFFFFF00 #00000000 1| <div>Reports are driven by templates and embedded in the templates are the instructions for routing, examples: <br /></div><div><ul><li>Send by notification via the cloud (user clicks on the link)</li><li>A PDF or Excel send via email (fully automated) <br /></li><li>A physical print of the report</li><li>Formats include: PDF, Word, Excel<br /></li></ul></div> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Reports are driven by templates and embedded in the templates are the instructions for routing, examples:
  • Send by notification via the cloud (user clicks on the link)
  • A PDF or Excel send via email (fully automated)
  • A physical print of the report
  • Formats include: PDF, Word, Excel
 false 435,68 #FFFFFF00 #00000000 1| Reports can also be onscreen displays, updated dynamically, an example is the operations follow-up screen that shows the status of jobs, time to completion etc.<br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Reports can also be onscreen displays, updated dynamically, an example is the operations follow-up screen that shows the status of jobs, time to completion etc.
 16,22 16,22 91e7625b035443f485964200a264843b #FFFFFF00 #000000FF 0| 16,22 16,22 d5791e0c64724c238809d80d2eef068c #FFFFFF00 #000000FF 0| 16,22 16,22 91e7625b035443f485964200a264843b #FFFFFF00 #000000FF 0| 16,22 16,22 d5791e0c64724c238809d80d2eef068c #FFFFFF00 #000000FF 0| false 432,68 #FFFFFF00 #00000000 1| SkillSync has an out-the-box interface to Power BI (Microsoft) a popular way of building information dashboards with graphics. <br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
SkillSync has an out-the-box interface to Power BI (Microsoft) a popular way of building information dashboards with graphics.
Example: PDF print-out to exacting standards
16,21 16,21 4f5ba7c7c0c74d3ea90e94c24f37e2c9 #FFFFFF00 #000000FF 0| 16,21 16,21 18db6dc74f514cf7a3ffb0f612df91ed #FFFFFF00 #000000FF 0| 17,22 17,22 d1fac98f17774003b245163a56bcb1d9 #FFFFFF00 #000000FF 0| false 250,126 #FFFFFF00 #00000000 1| <div>The regulatory authorities want to see this:</div><div><ul><li>detail of Customers</li><li>Situation, geolocation, <br /></li><li>Last time inspected, main values</li><li>...<br /></li></ul></div> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
The regulatory authorities want to see this:
  • detail of Customers
  • Situation, geolocation,
  • Last time inspected, main values
  • ...
 false 541,145 #FFFFFF00 #00000000 1| <div>The frustrations and time losses for technicians are thus eliminated. <br /></div><div><ul><li>The SkillSync job template is designed for maximum efficiency for technicians</li><li>The SkillSync print template is triggered by some event - such as the user finishing a task, and it takes the information the user has entered (into the job template) and re-formats it to suit the end-user required information and format. <br /></li></ul></div> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
The frustrations and time losses for technicians are thus eliminated.
  • The SkillSync job template is designed for maximum efficiency for technicians
  • The SkillSync print template is triggered by some event - such as the user finishing a task, and it takes the information the user has entered (into the job template) and re-formats it to suit the end-user required information and format.
299,423 487,689 0ee1cd217e024b8d997402f9b324bf34 #FFFFFF00 #000000FF 0| 179,314 179,314 b4a290ee5b474481b214f7008a7aebe5 #FFFFFF00 #000000FF 0| 299,365 565,689 38fd8f0f8f5f48c9ad32d049177eace7 #FFFFFF00 #000000FF 0| 170,365 359,773 869377aeb5d94b80aa14e67d7393e697 #FFFFFF00 #000000FF 0| 56,39 62,70 false normal #000000FF 2| false 258,106 #FFFFFF00 #00000000 1| <div>The technician does not want to fill in any information already done before:</div><div><ul><li>Provide customer code and all other information is auto-filled<br /></li></ul></div> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
The technician does not want to fill in any information already done before:
  • Provide customer code and all other information is auto-filled
 56,39 64,95 false normal #000000FF 2| false 240,196 #FFFFFF00 #00000000 1| <div>The regulatory authorities want to see this:</div><div><ul><li>For each step of the tests, the value</li><li>When a reading or test indicated a difference it has to be reflected in the report</li><li>Each field in the report must be completed exactly</li><li>...</li></ul></div> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
The regulatory authorities want to see this:
  • For each step of the tests, the value
  • When a reading or test indicated a difference it has to be reflected in the report
  • Each field in the report must be completed exactly
  • ...
 56,39 62,70 false normal #000000FF 2| false 245,162 #FFFFFF00 #00000000 1| <div>Technicians just want to concentrate on the job and input data as it becomes available or in the sequence in which they note values and measurements... <br /></div> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Technicians just want to concentrate on the job and input data as it becomes available or in the sequence in which they note values and measurements...
52,47 72,124 false normal #000000FF 2|
Report information order is different from the order of input

The easiest sequence of work for technicians and the way in which they record information whilst on the job is almost NEVER the same sequence for the stakeholder who needs the report.

 

Examples:

 

  • The executive summary or overview always comes first for stakeholders - for the technician it is usually the last thing done on a job.
  • In the report a stakeholder may only want to see a thumbnail (miniature) photo of a defective item, and in a separate section see all such photos in a bigger size
  • Some reports require photos of BOTH defective items and the items that are OK - other reports may only want the NOK (not okay items)
  • Text, photos and observations are well suited to a Word/PDF format but other information is best managed in Excel as we have seen above

 

The print template solves all such issues: from Mtv job templates, the information is fed into a print template that has its own specific structure and format.

182,298.0505415162455 554,884 4c77593547e049d48390ebb43f4bf90a #FFFFFF00 #000000FF 0| 287,399 1019,1418 659f28f1148d455fb72ca49d61479caf #FFFFFF00 #000000FF 0| 6,21 129,-20 false normal #000000FF 2| #DC96D5FF 294,205 330,233 7b013b1c8d0a4ecc8b1ef3350d5a899a #FFFFFF00 #000000FF 0| false 192,84 #FFFFFF00 #00000000 1| The work templates of technicians are designed to suit the way the logic and sequence of the work. <br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
The work templates of technicians are designed to suit the way the logic and sequence of the work.
false 192,106 #FFFFFF00 #00000000 1| Reports are customized and information placed in the sequence and format that is most appropriate to the stakeholder.  <br /> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Reports are customized and information placed in the sequence and format that is most appropriate to the stakeholder. 
Example of an Excel Report
576,400 940,653 056d7b84c30942a7bb5e8f9438592355 #FFFFFF00 #000000FF 0| 96,24 129,63 false normal #000000FF 2| 77,26 39,67 false normal #000000FF 2| false 100,30 #FFFFFF00 #00000000 1| <span style="color: rgb(255, 0, 0);">Pivot tables<br /></span> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Pivot tables
84,30 94,58 false normal #000000FF 2| false 169,20 #FFFFFF00 #00000000 1| <span style="color: rgb(255, 0, 0);">See photo(s) of issues <br /></span> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
See photo(s) of issues
131,36 182,73 false normal #000000FF 2| false 226,25 #FFFFFF00 #00000000 1| <span style="color: rgb(255, 0, 0);">Link to Mtv source document<br /></span> effra,helvetica,arial|normal|normal|16px|none #000000FF 0,0
Link to Mtv source document

The above report is a portion of a more complete report (more columns) generated from 2 wind turbine technicians after a week spent in the field making observations about work that had to be done.

 

  • Each technician had a form called "Remaining works"
  • This was configured for easy capture of work to be done
    • The geolocation, time, asset, observation and comments were captured
    • Plus photos and other details
  • Thus during the week some 100 or so details were captured between the two technicians
    • The observations from the two technicians was consolidated into a single report
    • Output to Excel
  • Report sent automatically to Engineering
    • Engineering thus had a summary of all the issues needing attention "no work was neglected or forgotten"
    • Also, because of the variety of the work (priority, time required...) Engineering was able to make full use of the pivot tables (visible in the report) to better manage the work.

 

The most important benefit from this feature is that nothing is ever overlooked or neglected. A full close-out loop is applied to every issue.