Q: What happens during the Deployment Stage?

A: The Deployment Stage is when the physical installation and implementation of the project begins on-site based on the approved design and proposal.

Q: Who is involved in the Deployment Stage?

A: The Installers or Technicians are the primary roles. They perform the actual installation. Field Managers provide oversight and coordination on-site.

Q: What happens in the Deployment stage of a project in OneSurvey?

A: In the Deployment stage, the technician begins and completes the physical work on the project. The technician documents their work with pictures and notes. This labor is reviewed by a project manager, and comments can be made and submitted through the Quality Assurance button in the right toolbar. Once the project passes the Quality Assurance review, it can be pushed forward to the LiveBuilt stage by the QA person with more access.

Q: How does the Quality Assurance function work within the Deployment stage?

A: A Quality Assurance function has been created within the Deployment module, allowing a quality assurance specialist to review the final design at the end of an installation. Using a tablet, they can compare the floor plan with the recorded final changes to check every icon, hardware, and cable. If any issues like code violations, improper installations, or incorrect practices are found, the QA personnel can access a module containing before and after photos. They can take additional photos, as well as leave voice, video, and text comments. Once complete, the system generates a punch list in the project's QA module that outlines areas needing improvement.

Question: How does the Quality Assurance (QA) Field Tool work in OneSurvey?

A: The Quality Assurance (QA) field tool in OneSurvey is a comprehensive feature designed to ensure the highest standards of installation and compliance. It provides a platform for a senior person in charge, such as a field manager, designer, or account manager, to document any non-standard installation issues or bad practices by installers. The QA field tool can be activated by clicking on any icon on the floor plan. The QA specialist can leave an audio recording of their observations, type out additional notes or observations, take pictures and annotate them to describe the problem in detail, and access all pictures taken throughout the project. Once an issue has been resolved, the QA specialist can click on the check button in the QA pop-up, take a picture of the resolved issue, and upload it to the "Deployment Picture" section. The QA specialist can also send the QA report to anyone within the organization who needs to see it.

Q: How does the Opportunity Information dropdown function in the Deployment stage?

A: The Opportunity Information dropdown displays the start date and end date of a project. Hibernate is used by admins when a project is going to have a break period when work is not going to be done temporarily.

Q: How does the Site Information dropdown function in the Deployment stage?

A: The Site Information dropdown displays the address and contact information of the client's project site. This is important for keeping track of the project location and for communication purposes.

Q: How does the Opportunity Team dropdown function in the Deployment stage?

A: The Opportunity Team dropdown displays the assigned employees for a project (Account manager, Surveyor, Designer, Estimator, and Technicians). This helps in keeping track of who is responsible for what in a project and facilitates better coordination and communication among the team members.

Q: What is the Admin Control dropdown in the Deployment stage?

A: The Admin Control dropdown is where an admin can delete a project. This option is not visible from the Technician employee portal. It provides administrative control over the projects and is used when a project needs to be removed from the system.

Q: What is the function of the Opportunity Information and Site Information dropdowns in the Deployment stage?

A: The Opportunity Information dropdown displays the start date and end date of a project. Hibernate is used by admins when a project is going to have a break period when work is not going to be done temporarily. The Site Information dropdown displays the address and contact information of the client's project site. This is important for keeping track of the project location and for communication purposes.

Q: How does the Deployment and Installation Module work in OneSurvey?

A: In the Deployment stage, the technician begins and completes the physical work on the project. The technician documents their work with pictures and notes. This labor is reviewed by a project manager, and comments can be made and submitted through the Quality Assurance button in the right toolbar. Once the project passes the Quality Assurance review, it can be pushed forward to the LiveBuilt stage by the QA person with more access. The Deployment and Installation Module One survey is designed for two groups of users: technicians and field managers. Technicians use OneSurvey based on the historical practice of carrying a printed floor plan. This plan helps them know where to place cables, cameras, or door access. When questions arise, they consult more senior personnel, such as field managers on site. Most technicians do not have a tablet with them during installation since they need both hands for the task. Field managers usually carry the tablet containing the design, enabling them to review pictures and comments to assist in installation. They can also take before and after photos of the project or components. Technicians cannot alter the floor plan even if they have a tablet; they can only view the final design. Field managers, however, have design-level access and can make necessary field changes. Minor changes requested by clients can be addressed immediately, but major changes require communication with office personnel. For example, if a client requests five additional cameras or a change in IDF location, this impacts the overall design. The field manager uses icons or comments in the system to communicate this information to the account manager and designer. Changes in requirements must be authorized by these office personnel to ensure proper pricing and hardware adjustments are made.

Q: How does the QA person update the Quality Assurance section?

A: When anything is changed in the Quality Assurance menu when accessed through the right toolbar, it also updates on the Quality Assurance section that is found on the main nav bar. For clarification, the right toolbar is found on an opened floor plan. This ensures that all updates and changes made during the QA process are accurately reflected in the main Quality Assurance section.

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