field tech admin - university of evansvillert89/src/docs/final... · 2016-12-21 · computer...
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FIELD TECH ADMIN
Project Engineer: Ruoqi Tian
Computer Science, University of Evansville
Project Sponsor: Christi Cronin
Metronet Inc.
Project Advisor: Dr. Don Roberts
ABSTRACT
Metronet is a fiber based telecommunications company, and it provides fiber TV,
internet, and telephone services in multiple cities. To provide services such as installations,
maintenance, etc., many technicians go to subscribers’ houses every day. However, most of the
operations that they perform require them to call into some departments back in the company,
where office employees help them look up and update information online. Limited number of
office employees and huge number of technicians result in the fact that most technicians spend a
long time on both waiting and talking. To improve efficiency of technicians and a better service
experience to subscribers, an online web tool is being built. It will allow technicians to log in
using their mobile devices, look up info, perform simple operations, and eventually complete a
service run without calling into the office.
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I. INTRODUCTION
Metronet is a fiber network company located in Evansville, Indiana, and it provides fiber
TV, internet, and telephone services in 25 communities in Indiana area. Like cable TV
companies, Metronet technicians go to subscribers’ homes and offices every day to perform
services, including equipment installations, maintenance, etc. Normally, technicians perform a
lot of tasks that require them to call into company offices, such as subscriber info lookups,
equipment swaps, and work scheduling. The result of a survey shows that the average length of
calls made by technicians is normally more than 5 minutes, and some are even more than 15
minutes. Besides that, to call into TTU/Repair (test and turn up, the department which most
technicians call into), a technician would wait in queues due to the limited number of employees
available at TTU/Repair. With more than 300 hours wasted on technicians waiting and calling
every month, the problem must be solved.
Developing a web tool that runs on technicians’ mobile devices is a solution to this issue.
Field Tech Admin will be a web tool that technicians will log into and perform operations on
their cell phones, tablets, and laptops. It will allow technicians to customize their own
homepages by adding functionalities that are most important, resizing them, and organizing
them. This web tool will take advantage of the structure of existing company-wide background
libraries and databases, allowing efficient debugging and better security.
The design of the web tool is important because a simple and informational interface will
help the technicians to work with more efficiency. After logging into the web tool using their
username/password combinations, they will be taken to a homepage, which is also called a
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dashboard. There will be multiple tabs of different sizes on the dashboard. Each tab represents a
functionality, such as subscriber info lookup, equipment swaps, or terminal box activation, etc.
The web tool is also a web platform which is open to adding more functionalities available to
technicians. Because of various functionalities that technicians would like to see, it is not
possible to add all them into Field Tech Admin during the senior project period. In the future,
engineers still will be able to add functionalities by adding corresponding front end screen,
middleware, and backend scripts, without modifying the main dashboard platform.
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II. PROBLEM STATEMENT AND BACKGROUND
Metronet is a fiber network company, which provides TV, phone, and network services.
Although fiber broadband is the fastest internet available, the services still requires a great
number of field technicians to go to the customers for services such as installation and repair.
Normally, to perform some common actions, field technicians have to call in, wait in a phone
queue, and have someone in the office perform a function for them so they can continue
working. For every appointment, there are many different steps that could require calling for
assistance and there can be up to 4 different groups [1].
Figure 1: Process Map of a Typical Technician Run
Figure 1 shows a typical service run process. For example, a normal service activity would start
with a technician arriving the location, meeting customer, and gathering equipment. Then the
technician would begin his or her work activity, which might require multiple phone calls. It is
very likely that the technician calls TTU (Test and Turn Up) to get information that he or she
does not have access to, such as billing information. Also, it usually happens that a technician
calls Repair if there is any error that he or she cannot deal with. For both TTU and Repair, there
will be queues because there are multiple technicians calling in.
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In their Green Belt project, Metronet employees Christi Cronin and Trey Bowles are
trying to improve the efficiency of field operations by finding out reasons of calls, reducing
number of calls, and reducing average time of calls. According to data from Green Belt Project
Summary, field technicians make approximately 3000 calls a month to the Repair and TTU call
queues during customer appointments. The average length of the calls is around 6 minutes,
excluding the time the technician is on hold. Each month, this causes over 300 hours (1.875
FTEs) of wait time for technicians and customers. In addition, the time that repair is spending on
resolving issues that may not be necessary [2]. Appendix A lists some sample calls with reasons.
It is easy to notice that many of them are simple issues and that there are a lot of similar issues.
Cronin and Bowles believe that developing a web-tool for field technicians to complete simple
operations themselves as a necessary part of solving this problem.
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III. REQUIREMENTS AND SPECIFICATIONS
Requirements
Metronet has a company-wide web services template. As with many of the web tools that
are being used, Field Tech Admin will follow Metronet Web Framework and Web Services
Architecture. It uses model-view-controller (MVC) architecture and has “front end”,
“middleware”, and “back end”. A “front end” screen consists of an HTML template, a CSS
stylesheet, a JavaScript script with jQuery. The “front end” interacts with Middleware using
AJAX. Middleware library files should be implemented in Perl so they can associate with
Metronet Web Service Description Language (WSDL) files. It is normal for multiple Metronet
web tools to share the same “back end” library written in Perl because of its great compatibility
to “front end” files written in HTML, JavaScript, and middleware WSDL files. Field Tech
Admin will take advantage the “back end” library as well.
As a part of requirement gathering, a survey was sent to the technicians and accepted
responses from Oct. 4th to Oct. 14th. There are 8 questions about requirements and specifications
of Field Tech Admin. During the 10 days when the survey was open, 22 technicians completed
the survey with detailed responses. Part of the summary of the responses is in Appendix B.
It is important that technicians have access to Field Tech Admin using their mobile
devices anytime, especially during a service run. According to the responses of 8, technicians use
all kinds of different devices, including iPhone, iPad, Android Phone, Android Tablet, and Dell
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Laptop. Field Tech Admin, which runs on web browsers, must be able to fit different screen
sizes with responsive design.
Security is also very important for a web tool, because users need to be able to log into it
remotely and safely. Considering the fact that there already exists a company-wide user database
and same credentials can be used for multiple applications, Field Tech Admin also will take
advantage of the user credential system so it can be accessed by technicians using their company
usernames and passwords. However, Field Tech Admin will be an external web application so
that it can be accessed by technicians through any network considering the difficulty of
connecting to Metronet VPN.
Specifications
To make the most of the flexibility of the web tool interface, each field technician can
customize his or her Dashboard/Landing Page to show the most important content. Also, since
Field Tech Admin will be used and maintained after the senior project, it must be scalable to
additional features in the future.
Question 4, 5, 6, and 7 in the survey helped gather requirements by asking technicians to
list their common reasons to call in multiple departments and what they would like to see on
their dashboard of the web tool. As noted in the problem statement, TTU (Test and Turn up, the
department where subscriber information will be turned up and returned to technicians) and
repair are the department they call in the most. According to the responses of question 4,
following are the major reasons of calling:
- Equipment swaps
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- ONT Activation and status/lookup (ONT: Optical Network Terminal Box. The DVR,
router, and VEN plug into the ONT. TTU can reset the ONT remotely.)
- STB resets (STB: Set top box. Device within customer home/location that allows
customer to connect to service. Only for video service.)
- Spatial info lookups
Equipment, ONT, STB operations will be definitely on the interface of Field Tech Admin. It is
helpful that there already exist libraries for remote reset in the “back end”. Spatial info lookups
also will be a part of the interface. The only web tool that technicians currently have access to is
called ETA and it is a work scheduling system. Through question 6, we learned that there are
many functions that were not available in ETA but the technicians would like to see, including:
- Unassigned work bucket
- Timeline
- Mac activation
- Previous order notes/history
- Internet speed tiers
There is no doubt that adding these functions to the interface of Field Tech Admin will greatly
help the technicians. In a meeting on Nov. 2nd, 2016, the manager of TTU and Repair Mike
Sibrel confirmed from a TTU/Repair perspective that those are common reasons techs call in and
can help reduce that number of calls, as building agreement between TTU/Repair (the
department that will benefit from this project) and MIS (the department sponsoring this project).
He also confirmed that all the information mentioned above was safe to be retrieved through
Field Tech Admin.
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IV. DESIGN APPROACH
System Overview
To access Field Tech Admin web tool, a technician will have to enter the URL on a web
browser. After logging in, a technician will be taken to the home page, which is also called the
dashboard. Dashboard is the main interface of the web tool, which is supposed to provide
information tabs and functional buttons. Since Field Tech Admin allows technicians to log in
without VPN, a high-security structure is required. The dashboard is an HTML based web page.
Each functionality will be in a small window, where technicians can perform operations such as
entering subscriber IDs for information and so on. As shown on Figure 2, The front end of each
specific functionality will make web service calls using AJAX to the middleware. The
middleware will interact with libraries for this specific functionality as well as all public libraries
on the server. Most importantly, the database cannot be accessed through front end.
Figure 2: Web Call Flow and Data Transfer
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Functional Decomposition
The dashboard is the most important component of Field Tech Admin because it provides
information, shows various options, and lets technicians customize tabs.
Figure 3: Initial Dashboard Interface Layout
Figure 3 is the initial design of the dashboard interface of Field Tech Admin. The computer
version of interface is on the left and the mobile version is on the right. There are four buttons on
the top of the screen. With the initial design of the home page, technicians will be able to add,
remove, resize, and rearrange functionalities.
During a conference call with sponsor on Nov. 29th, 2016, some potential issues of the
initial design of home page was discussed. To achieve a simple and clean interface, a
“hamburger” menu button was to be added to homepages in replacement of “Add”, “remove”,
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“drag”, and “settings” buttons (they become sub-buttons under the menu button). Username will
be displayed in a drop-down window with mouse over action on computer view, and it will be
always displayed on mobile view. Another issue was the difficulty of implementation of
dragging and moving functionalities around on a mobile phone interface due to various types and
sizes of screens. Technicians still will be able to rearrange by changing the order of
functionalities under the menu button. As shown in Figure 4, in the early stage of
implementation, most functionalities will have the same size. It is possible that technicians will
be able to resize the functionality windows in the future.
Figure 4: Improved Dashboard Interface Layout
Spatial info lookup is a simple functionality that can be added to the homepage in early
stage of implementation. Spatial info is a special string containing spatial code that helps
technicians locate the terminals of subscribers, and it can be queried from the company database
of which schema is shown in figure 5. Once spatial info lookup functionality is added to the
dashboard, technicians will be able to click on the search bar in the “spatial info lookup” window
and search by entering address information. Normally, this simple operation requires them to call
into TTU, which takes several minutes. Through Field Tech Admin, they can retrieve the
information through one click. The implementation of this functionality will involve frontend
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info display, AJAX web service call, and programming database in the backend querying data
from the company database powered by Oracle.
Figure 5: Database Schema of Spatial Info
The level of difficulty for implementation of functionalities such as unassigned work
bucket, previous notes lookup, and timeline is close to spatial info lookup because they only
involve retrieving data, thus can be implemented in a similar pattern. Functionalities such as
equipment swaps, ONT activation, and Mac activation are more complicated because they
require data modification.
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Third-Party Subsystems
Most functionalities of Field Tech Admin will involve retrieving or modifying data. This
web tool will utilize the company commercial database of Metronet powered by Oracle. There
are multiple databases being used for different purposes. The most used database is called QCC1,
and it keeps track of subscriber data, including general data, service information, billing
information, transactions, and Billing Data Model. There are four development copies of QCC1,
named TST1 – TST4 [3]. For development and test purposes, TST1 will be used so that
unnecessary data modification can be avoided.
As a tool used by employees of Metronet, Field Tech Admin will run on Metronet server
and use the domain provided by sponsor.
Also, as mentioned in the last section, Field Tech Admin will use the backend libraries
written in Perl. As a web tool that will benefit the company, Field Tech Admin will also take
advantage of the proprietary code frameworks of Metronet. During conference call with
Metronet employees, two web frameworks, named ISR and VES, were introduced for having
similar requirements and specifications as Field Tech Admin. As shown in figure 6, ISR and
VES both have “dashboard” interface and support responsive web design. The source code of the
two web tools will be very helpful for implementation of Field Tech Admin.
Figure 6: Interfaces of ISR (left) and VES (right)
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V. DESIGN EVALUATION
The ultimate goals of the project is that technician will not have to call in TTU/Repair
after using Field Tech Admin. Other surveys will be conducted for getting information average
calls per month for technicians.
Dashboard: By the time Field Tech Admin is rolled out, technicians will be able to log
into the web tool using either computers or mobile devices without VPN. Each technician will be
able to add and remove functionalities using the menu button.
Unassigned work bucket, Timeline, Previous order notes, Internet speed tiers, ONT
lookups: These functionalities will be added to the homepage, each in a window. Since only data
retrieve is involved, these functionalities will be implemented first. Data will all be retrieved
from company commercial database.
Equipment swaps, ONT Activation, STB reset, Mac Activation: As mentioned in design
approach section, these functionalities will be implemented after the other ones are implemented
and tested, due to more complicated data modification.
Conclusion
The project engineer, Ruoqi Tian, is believed to be qualified to design, implement, and
test this project. Tian has been an MIS intern since May 2016 and has over six months of
experience working with Metronet MIS team under project sponsor, Christi Cronin. During his
work at Metronet, Tian has written, fixed, and rolled out over 20 Perl scripts, which ensured
high-level Perl programming skill. Tian also helped maintain several web tools by fixing
frontend files, and backend libraries, gaining strong ability of programming in HTML,
JavaScript, and jQuery, as well as sufficient experience with company-wide web frameworks.
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The sponsor of this project, Christi Cronin, is the supervisor of Tian. Cronin has over
thirteen years of experience working at Metronet and she masters Perl and other programming
languages. As one of the initial designers, Christi is also very familiar with Metronet web
frameworks and willing to provide any assistance. Since Tian directly reports to Christi,
communication between project engineer and sponsor is frequent. The mandatory weekly touch
base also ensures that engineer can ask any question about the project and that sponsor is always
updated on the progress of the project.
The implementation of Field Tech Admin will kick off in mid December 2016. The
interface implementation and testing will take approximately 150 hour. Starting in January 2017,
functionalities will be added into the interface while fixing the interface because more problems
will come up as functionalities are added.
Following is a schedule of future work of the implementation of the project:
December – 30 hours 13th – 16th Design docs, homepage
implementation
January - 40 hours 2nd – 6th, 9th – 13th Homepage implementation
16th – 20th, 23rd – 27th Spatial info, Previous notes
February – 40 hours 30th – 3rd, 6th – 10th Previous notes, ONT lookups
13th – 17th, 20th – 24th Unassigned bucket, timeline
March - 40 hours
27th – 3rd, 6th – 10th (if functionalities above
completed) equipment swap,
ONT activation 13th – 17th, 20th – 24th
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VI. REFERENCES
[1] Christi Cronin, personal communication.
[2] Christi Cronin and Trey Bowles, Green Belt Six Sigma Project Summary submitted on Aug.
1st, 2016.
[3] Metronet, New Hire Guide – Database.
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APPENDIX A
The above spreadsheet lists all 14 TTU (Test and Turn Up) calls made by technicians on a single
day. “ONT issue” is the reason of 5 calls and “Triple play issue” is the reason of 6 calls.