sites management guide · web viewwill also record the task durations and dependencies, to ensure...

E N G H O U S E S Y S T E M S L I M I T E D

E N G H O U S E N E T W O R K S D I V I S I O N

A S S E T M A N A G E M E N T G R O U P

SITES MANAGEMENT TRAINING GUIDE

Training Guide

Document ID: TRG198

Revision: 7.01

Lifecycle Status: Work In Progress

Owner: Secure Area

Project: GNO

PROPRIETARY INFORMATION: The information contained in this document is the property of Enghouse Systems Limited. Except as specifically authorized in writing by Enghouse Systems, the holder of this document shall keep all information contained herein confidential and shall protect same in whole or in part from disclosure and dissemination to all third parties.

Associated DocumentsDocument ID Title

Document Revision HistoryVersion Date Author Details0.00 25-FEB-2003 Kevin Bowden Initial Version0.01 25-FEB-2003 Kevin Bowden Guide Created0.02 25-FEB-2003 Kevin Bowden Released to 3.4.20.03 03-MAR-2003 Kevin Bowden Task colour characteristics added - minor

changes made0.04 02-APR-2003 Kevin Bowden Changes made 3.5.3 - In Progress - NOT

COMPLETE0.05 02-APR-2003 Kevin Bowden Title change0.06 03-APR-2003 Kevin Bowden 3.5.3 changes made0.07 03-APR-2003 Kevin Bowden No changes made0.08 07-APR-2003 Kevin Bowden Minor changes made0.09 07-APR-2003 Kevin Bowden Release number changed to 3.5.00.10 08-APR-2003 Kevin Bowden Minor changes0.11 08-APR-2003 Kevin Bowden Released to 4.0.00.12 08-APR-2003 Kevin Bowden Minor changes made - QRI TGraham1.00 08-APR-2003 Kevin Bowden Issued1.01 09-APR-2003 Kevin Bowden Changes made - Tools tab added to

SSO/Tasks1.02 11-APR-2003 Kevin Bowden Minor changes made2.00 18-JUN-2003 Kevin Bowden Naming Change2.01 03-JUL-2003 Kevin Bowden Updated3.00 07-JUL-2003 Kevin Bowden Issued3.01 09-JUL-2003 Kevin Bowden Updated4.00 09-JUL-2003 Kevin Bowden Issued4.01 12-SEP-2003 Kevin Bowden Updated4.02 01-OCT-2003 Kevin Bowden User Diary Added5.00 01-OCT-2003 Kevin Bowden Issued5.01 14-OCT-2003 Kevin Bowden Updated5.02 14-SEP-2004 Anna Fowles Updated to GBL 4.0.35.03 14-SEP-2004 Anna Fowles Updated to GBL 4.0.36.00 19-APR-2005 Anna Fowles Issued.6.01 28-MAY-2012 Richard Hopkins Enghouse format applied6.02 29-MAY-2012 Andrew Watkins Updated spelling and grammar, removed

ref to Gamma6.03 03-AUG-2012 Andrew Watkins Content updated/added7.00 03-AUG-2012 Andrew Watkins Title changed7.01 03-AUG-2012 Andrew Watkins Changed status and circulation

ReviewersReviewer Name Reviewed Date Reviewed Version Review Status

Please Note – Do not manually edit any details above this line. This should be undertaken through the Document Control System only!

Table of Contents

1. Course Objectives..........................................................................................................................7

2. Introduction to Site Search Order..................................................................................................8

2.1. Interaction with Other Modules............................................................................................8

2.2. Typical Departmental Usage..................................................................................................8

2.3. Functionality Overview..........................................................................................................8

3. Site Search Orders - Objectives....................................................................................................10

4. Site Search Orders.......................................................................................................................11

4.1. Accessing the Site Search Order module.............................................................................11

4.2. Details Tab...........................................................................................................................12

4.3. Completing the Site Search Order Details Tab.....................................................................14

4.4. Team....................................................................................................................................17

4.5. Creating a Team...................................................................................................................18

4.6. Candidates Tab....................................................................................................................19

4.7. Preferred Sites Finder Tree..................................................................................................22

4.8. Assigning Candidates to a Site Search Order.......................................................................22

4.9. Tasks Tab.............................................................................................................................23

4.10. Filtering Activity Lists.......................................................................................................24

4.11. Task Procedures...............................................................................................................27

4.12. Completing Tasks on Different Candidates......................................................................28

4.13. More Info Button.............................................................................................................30

4.14. Task Audit Tab..................................................................................................................30

4.15. Task Team Tab.................................................................................................................31

4.16. Dependencies Tab............................................................................................................32

4.17. Team Audit Tab................................................................................................................32

4.18. Tools Tab..........................................................................................................................33

5. Updating Task Ownership with the new Team Members............................................................34

5.1. Using the Team Audit..........................................................................................................35

5.2. Adding a new Team Member...............................................................................................36

5.3. Tools Tab..............................................................................................................................37

6. Task Query Screen.......................................................................................................................38

6.1. Performing a Query in the Task Query screen.....................................................................39

Sites Management Guide

7. Queues........................................................................................................................................40

7.1. More Information Button....................................................................................................43

7.2. Works Order and Planned Maintenance Tasks....................................................................43

8. Introduction to Sites Management..............................................................................................44

8.1. Typical Department Usages.................................................................................................44

8.2. Functionality Overview........................................................................................................44

8.3. Interaction with Other Modules..........................................................................................45

9. Site Management - Objectives.....................................................................................................46

10. Accessing the Sites Module.....................................................................................................47

10.1. Sites Tab...........................................................................................................................47

10.1.1. Location Subtab...........................................................................................................48

10.1.2. Related Sites Subtab....................................................................................................49

10.1.3. Tower Subtab...............................................................................................................49

10.1.4. Utilities Subtab.............................................................................................................50

10.2. Access Tab........................................................................................................................52

10.2.1. General Subtab............................................................................................................52

10.2.2. Physical Subtab............................................................................................................53

10.3. Health and Safety Tab......................................................................................................54

10.4. Site Visits Tab...................................................................................................................55

10.5. Record Details of a Site Visit............................................................................................56

10.6. Construction Tab..............................................................................................................56

10.7. Details Subtab..................................................................................................................56

10.8. Requirements Subtab......................................................................................................57

10.9. Creating a New Rentals Agreement.................................................................................60

11. Site Survey...............................................................................................................................62

11.1. Site Survey Screen............................................................................................................62

11.1.1. Details Tab...................................................................................................................63

11.1.2. Equipment Tab.............................................................................................................64

11.1.3. Growth Tab..................................................................................................................65

11.1.4. Container Tab...............................................................................................................66

11.1.5. Container Tab (cont.)...................................................................................................67

11.1.6. Power Tab....................................................................................................................69

11.1.7. Transmission Tab.........................................................................................................70

11.1.8. Air Con Tab...................................................................................................................72

of 86 Confidential, Enghouse Networks Ltd


11.1.9. Cableways Tab.............................................................................................................73

11.1.10. Antenna Tab.............................................................................................................74

11.1.11. Site Survey - Tower Tab............................................................................................75

11.1.12. Site Survey - Tower Tab (cont…)..............................................................................76

12. Snag Lists.................................................................................................................................78

12.1. Items Tab.........................................................................................................................80

12.2. Attendees Tab..................................................................................................................81

12.3. Notes Tab.........................................................................................................................81

13. User Diary................................................................................................................................82

13.1. The User Diary screen......................................................................................................82

13.2. Month tab........................................................................................................................82

13.2.1. Additional Task Information.........................................................................................84

13.3. Day tab.............................................................................................................................84

13.4. The Action Column...........................................................................................................85

13.5. The Task Column..............................................................................................................85

14. Course Review.........................................................................................................................86



1. Course Objectives

The purpose of this course is as follows:

To provide the user with an overview of the Site Search Order and Sites functionality and typical department usage.

Enable the user to create a Site Search Order record.

To provide an explanation of task tracking and enable the user to record task information.

To explain the query functions and enable users to find existing Site Search Order records.

At the end of the course, the user will be able to:

Create a new Site Search Order record

Assign candidates to a Site Search Order

Track task progress, by using the tasks tab and gaining extra information of task dependencies and task ownership

Attach related documentation to a Site Search Order

Query existing Site Search Orders

Create new candidates, using the Site Management module

Assign Contacts to a site

Record Health and Safety certificate information

Record Site Visit history

Create Rental Agreements

View and create Site Snag Lists

View and review current user tasks within the User Diary



2. Introduction to Site Search Order

The Site Search Order module uses templates to define a set of tasks, their rules and their attributes. These templates are then applied to a Site Search Order, which records the nominal requirements of a network rollout, where potential sites are assigned and the activities required to build the network are planned. Once a candidate has been chosen and work has commenced, the Site Search Order area is used to track the progress of the network build.

2.1. Interaction with Other Modules

LOS (Line of Sight)

NetViewer

Sites Management

2.2. Typical Departmental Usage

The following departments would derive benefit from use of this module:

Radio Planning

Site Acquisition

Programme Management

Civil Works

Transmission Planning

2.3. Functionality Overview

The Site Search Order Module supports the following functionality:

Using specific Task Templates for Network Rollout, Network Maintenance and Network Upgrades in order to apply to Site Search Orders

Query existing Site Search Order Information

Create new Site Search Orders. This must be undertaken with certain mandatory information

Update Site Search Order information

Tracking the progression of Tasks/Activities to monitor the Network Rollout

The Site Search Order module is broken down into the following screens:

Details – The primary Site Search Order details

Candidates – Candidates/sites assigned to the Site Search Order

Tasks – Tracking the progression of Tasks associated with that Site Search Order



Tools - Used to display Task tools information



3. Site Search Orders - Objectives

At the end of this section, the user will be able to:

Define the high level details of a Site Search Order.

Create a team of staff for the Site Search Order.

Assign Candidates to the Site Search Order and set their rank and status.

Track the progress of a task, skip tasks, complete tasks and obtain additional task information.

View procedure lists for tasks.

Perform a query of Site Search Orders to find a chosen Site Search Order.

Perform a query of Site Search Orders tasks on various criteria.

View the queue of tasks assigned to a user.



4. Site Search Orders

Site Search Orders record the coverage requirements identified during cell planning and collects all the relevant data, including supporting documentation, suitable candidate sites and contact information. The Site Search Order record also contains information on the type of equipment intended for this site, where it is located and at what phase of the network rollout the site is required.

This information is then used to attach the relevant tasks, which need to be completed in order to fulfil the coverage requirement. NetOne will also record the task durations and dependencies, to ensure relevant staff are aware of work to be done and the timescales set for this work. Users can also report on work progress via a Business Objects reporting universe, which will deliver fast and detailed reports using client defined criteria and templates (subject to implementation of the NetReporter module). Users can also be informed automatically on task status using NetOne workflow (the ability to send SMS and e-mail 1detailing task status, without accessing the NetOne application).

4.1. Accessing the Site Search Order module

The Site Search Order module is located in the Navigator Tree, within the SSO (Works Order) area.

The user can then use their mouse to click on the Works Order / Site Search Order button and the Site Search Order module will appear. The screen will automatically be in data entry mode when opened:

1 In order to use the SMS and Email facilities, an api must be developed to interface NetOne with the client's mail server. The email facility is compatible with any SMTP-compatible mail server.


SSO option


4.2. Details Tab

The Details tab records the essential high level information required to create a Site Search Order record, such as the work category to which this site Search Order will belong and relevant regional and element type information. This information will be used by NetOne to determine the task/activity list for this type of Site Search Order, which will populate the Tasks Tab.

Site Search Orders Details Screen

Work Area is set at default to Rollout and cannot be changed.

Work Category has a list of values of available data, which is dependent on the Work Code which is in turn dependant on the Work Area and Work Category.

The Work ID field displays the unique alphanumeric ID code of the Site Search Order, which will be displayed in the navigation tree once the Site Search Order has been saved. This is entered manually according to the clients naming convention.

The Descriptor field gives a more in depth description of the Site Search Order.

Element is used to assign the element type to the Site Search Order, selected from the drop down list.

Project allows the correct project to be set, selected from the drop down list.

Phase then defines the project level further, detailing to which stage of the project the Site Search Order relates, selected from the drop down list.

The Frequency Band field, if enabled, will hold the data relating to the Network Frequency e.g. 1800, 900 etc. Selectable from a list of values. This field can be turned off and on via a system parameter.

Region assigns a region to the Site Search Order selected from the list of values.

Sub-region assigns a sub region of the region selected, this is selected from the list of values.

Longitude and Latitude contain the coordinate position of the ideal site position; alternatively the user can enter the DMS (Degrees, Minutes, Seconds) of the site into their respective fields. Either entry from the user will populate the alternate fields, for example if the user enters the Easting and



Northing values, the DMS fields are automatically calculated by the NetOne system. The choice of entry is selectable by use of a radio button situated adjacent to the respective fields.

Radius indicates the radius of the coverage area, this will be represented visually in the NetViewer Module.

Start Date is a protected field and indicates the date on which the Site Search Order was created, not the date on which work will commence on this Site Search Order. This is necessary, as historical Site Search Order records from other systems can be imported into NetOne. Therefore the date on which the record appears in NetOne is not always the date the original Site Search Order was identified and created. The format for date fields in NetOne is DD-MMM-YYYY, i.e. 01-JAN-2012. In addition to entering the date manually, the user can enter todays date by using the left mouse button and double clicking.

Status is automatically populated with the default status. The status can only be changed once the Site Search Order record has been saved. Once saved, there is a list of values available, which will display the next status to which the record can be set.

WO Start allows the user to enter the date when work on the Site Search Order will begin. This date is then used to calculate all the baseline and planned completion dates for tasks. It is important to note that if the user does not complete this field, NetOne will use the Start Date as its reference and all task dates will be calculated on that date. However, the Start Date may lead to misleading task dates, so it is important to fill in the WO Start date.

Current Milestone is a protected field and is automatically populated with the latest Milestone that has been achieved for the Site Search Order.

The Notes field allows the entering of free text, up to 1600 characters.

Once the information entered in the Details tab has been saved (using the save icon button or F10), the other tabs in the Site Search Order area become available.

The Other Details option, available from the right click speed menu under Options, activates the dynamic record relating to this project. The dynamic record is a company specific display screen that allows additional data to be captured in addition to the standard fields.

This gives each client the freedom to capture extra data specific to their business. Furthermore, it is also possible to create different data entry fields according to the type of Site Search Order being created. For more information on how this is done, please refer to the NetOne Configuration Guide or contact the system administrator.



4.3. Completing the Site Search Order Details Tab

1. Open the Site Search Order module, by clicking on the Site Search Order button from the main menu:

2. When opening a new screen, NetOne will be in data entry mode and all mandatory fields, which need to be completed in order to save a new record, are displayed in yellow.

3. The Work Area field is automatically populated; therefore the first field the user must complete is the Work Category. Select the required values from the list of values.

4. Whatever the user has selected from the Work Category will determine the list of values available from the Work Code field, which should be selected from the list of values.

5. Complete the Work ID using an alphanumeric code (the format of this code is likely to follow a client specific naming convention).

6. Use the Descriptor code field (which allows free text entry) to indicate the name of the area this Site Search Order will cover.

7. Select the Element, which is the purpose the chosen candidate for this site search order will perform (such as BTS, Node B etc.) from the list of values. As task lists in Site Search Orders can be configured to be element specific, the information selected in this field can be very important.

8. If the user is unable to indicate what element is planned for this site search order, the list of values will always contain the value ANY ANY as a default value or wildcard.

9. Use Project and Phase to indicate in which phase of rollout this site search order will be completed, using the list of values.

10. Indicate the Region in which the Site Search Order is located, using the list of values. As with Element, if the user does not wish to indicate the region, the value CORP (Corporate) can be used as a default value or wildcard. Also, task lists can be region specific, so as with Element it is important to use the most accurate information.

11. Sub Region is not mandatory, but if required, a list of values is available with values relevant to the Region selected.

12. The next two fields may be displayed in two different ways, depending on the clients requirements:



Longitude/Latitude

Easting/Northing

Although not mandatory, the user should be aware that without completing these values, the map module, which allows users to view the location of Site Search Orders and Sites using a map interface, will not be available for records without this information. Equally, if the information is inaccurate, the record will not be displayed in the correct map position. (Please refer to the NetViewer Training Guide for more information and note that the map functionality is subject to the implementation of the NetViewer module). The DMS (Degrees, Minutes and Seconds) fields can be switched on or off by system administrators. If they are displayed, the user can choose whether to enter data in either the Longitude/Latitude and Easting/Northing fields or the DMS fields. If values are entered in the Longitude/Latitude and Easting/Northing fields then the DMS values will be auto-calculated, and vice versa.

Use the Radius field to indicate the size of coverage area this site search order will achieve. The Radius measurement is then used to create the relevant size of coverage circle in the NetViewer Map module (Please refer to the NetViewer Training Guide for more information and note that the map functionality is subject to the implementation of the NetViewer module).

Use the Start Date to indicate the date on which this Site Search Order was created. This data can be entered manually or the user can access a calendar by using F9 and highlight the relevant date with the mouse.

The user is not required to complete the Status field as it will be automatically populated by the system once the record is saved. However, once the record has been saved the user can then change the status field (subject to access rights) to indicate the status level of the Site Search Order.

The WO Start Date should be used to indicate the date on which work on this Site Search Order will commence. As with the Start Date field, the date can be entered manually or by using the F9 Calendar function. Although not mandatory, if this field is not completed the dates in the task list will be created using the Start Date information, which may not always be reflective of the date on which tasks should commence.

The user can use the Notes field to record any additional information relevant to the Site Search Order record. This field is free text.

Save this record by using F10, the button from the toolbar or using the menus and selecting Action > Save.


To enter today’s date in a date field, use a double mouse click. To enter the date manually, use the convention DD-MMM-YYYY (e.g. 01-Jan-2002)


The Current M/S (Milestone) field is non editable and will display the latest milestone achieved against this Site Search Order. This is populated by the completed date in the tasks screen (please refer to later sections of this guide for more information on tasks).

The user builds a staff team for this Site Search Order by accessing the Team option. Use the right mouse button to access the speed menu and go to Options > Team:

The screen will be blank so the user needs to access the speed menu again and select Add Member.

To find a new team member the user must perform a query in the Team Query screen by selecting search criteria (such as displaying all Radio Planners). This is done by selecting one of the values from the list of values found in the User, Role, Region or Sub Region fields (to find all Radio Planners) the user would select the value Radio Planner from the list of the value at the Role field.

Use F8 or the button to execute the query. Highlight the required user from the list and use

the button to add that person to the team.

Continue this process until all team members have been selected. When closing the Team screen, select Update to add the new members of the team to the Site Search Order. If team members already exist which have been added manually through the Tasks Tab and the user does not wish to overwrite these manual changes, select Preserve.

The records Work ID will now appear in the Navigation Tree. To view this record, use the DATA tab on the menu to open the tree and then enter the Work ID, or part of the ID using % as a wildcard, as detailed below (see label 1);



The user should then select the record type from the list of values (as indicated by the label 2) and the records meeting the search criteria will then be displayed in the tree (label 3). The user can then access the record by double clicking on the ID.

4.4. Team

The Team functionality in Site Search Orders allows the user to create a staff team. By building a team a person can become the designated contact for that task. This functionality makes it easier for work to be tracked as task ownership is then displayed in the Site Search Order Task tab, this allows any task queries to be directed to the relevant personnel.

Accessing the Team screen

The user can display the team screen by using the right mouse button to access the speed menu:

The Site Search Order team screen is then displayed:


1

2

3


The Site Search Order/Work ID and Description will display the ID of the currently active Site Search order record, this ensures the user is aware of which record they are currently accessing.

The Works Order/Site Search Order Team screen displays users already selected for the team.

4.5. Creating a Team

In order for the user to create a new team member, the user needs to access the speed menu by using right mouse button and selecting Option > Add Member.

From here the user can also select the Audit option to view the history of the team and all changes made or Update Tasks, this option will update all tasks with the changes made.



The following query screen is then displayed on selection of Add Member, it allows the user to find members of staff by either their name or job role:

The user can search by either:

User – This displays a list of user names.

Region - Users can be assigned to specific regions, therefore only users in that region will be displayed.

Role - This displays a list of job roles and all users assigned to that role.

Sub Region – This is a further classification of Region.

The user can also combine query information to find the relevant staff member. For example, if the user wants to find all Site Acquisition staff in the South West area, they can select Site Acquisition from the Role list of values and South West from the Region list of values (N.B. actual data values may differ in client specific builds, this information is for illustrative purposes only.)

When the query information is selected, the user should then press F8 or the button (execute query). The results will then be displayed and the user should highlight the required person and use

the button. This will close the window and add the person to the team list in the Works Order Team screen.

When a task list is created, tasks can be assigned to a specific role type however it is possible to assign a specific member of staff to a task if they are a member of a team. As a result, once this team is built, these staff members will then be assigned to specific tasks.

4.6. Candidates Tab

The Candidates Tab displays the list of Sites, identified by Site ID, which have been assigned to the Site Search Order. The user can assign sites by selecting from a list of all sites created in Net One and



these sites then become the candidates for fulfilling this coverage area. Once the required candidates have been selected, they are ranked in accordance with their suitability for fulfilling the site search order and a related status value is assigned to each candidate (such as whether the site is the preferred candidate, back up, cancelled).

Primary and backup candidates can be displayed with a user defined colour highlight (as shown in the below screenshot), which are controlled by several system parameters.

Please see CGU9 for a full discussion of the parameters which affect the SSO module behaviour.

Candidate Details Screen

Work ID – Displays the Site Search Order ID, so that the user is aware of the record being accessed and can ensure they are attaching the candidate sites to the correct Site Search Order record.

Descriptor – Displays the full name of the Site Search Order.

Rank - Assigned to each candidate, indicating the preference level for each site according to its suitability for the Site Search Order. The candidates are ranked numerically, with 1 being the most suitable site. This rank will then determine the order in which the candidate sites are displayed in the Tasks Tab.

Status - Selected from a list of values and represents the candidate site current progression status (e.g. Preferred, Rejected etc.) It provides the user with a quick reference to the site status and can be changed to reflect the latest status of this candidate. This status is changed manually, as such, the user must ensure this information is up to date. If the Status of a site is changed to preferred, that Site will no longer be selectable for any other SSO within the application. Also, the alphabetic suffix (e.g. NEWA) will be removed (e.g. NEW). Only one preferred site can be made for any SSO.

If a candidate status is set to rejected, two more fields become available:



Rej. Reason – the reason why the candidate has been rejected. The rejection reason is a list of standard values based on Lookup Domain REJ.

Rej. Date – the date when the candidate was rejected.

There are two system parameter codes which define the behaviour of the candidate rejection.

NOTE: If a Site is associated to more than one SSO, for example Site 1111A is assigned to SSOs 1111 and 1010; the Site ID will be changed to reflect the last SSO it is assigned to In this case, 1010A. When the candidate becomes Preferred, the Site ID changes, and it is removed from any other SSOs. If the candidate becomes Preferred on SSO 1010, the Site ID changes to 1010 and the site is removed from SSO 1111. If, at a later date, the site reverts to a non-preferred candidate the Site ID will change to reflect this. The new Site ID will always reflect the SSO it is still attached to as a candidate. The suffix will either be the original value, or be derived from the next available suffix for the SSO. In this case the Site ID will revert to 1010A.

The Candidate Status functionality is dependent on the System Parameter ‘CAND - PREF’ being activated within the administration module of NetOne. If not activated, the Site ID of the preferred site and any site assigned to a Site Search Order will remain the same. For instance: if Site 1234A is assigned to Site Search Order 2345, the Site ID will remain 1234A even if the Status of that site is changed to ‘Preferred’.

The remaining fields displayed within the screen contain information pulled through from the Sites Module and displays essential high level site information.

Status History – The Status History button ( ) is located on the top right of the candidates tab, this button will open the following screen:

The Status Progressions screen displays the status history of a highlighted Candidate from the Candidate tab.

Important: A maximum of 26 sites may be assigned to any single Site Search Order.



4.7. Preferred Sites Finder Tree

If the System Parameter, ‘CAND - PREF’ has not been activated the user is able to view all preferred sites within the NetOne application via the Preferred Sites listing within the Finder Tree, as shown here.

If the parameter is activated the finder tree option is not available to the user and therefore will not appear.

4.8. Assigning Candidates to a Site Search Order

This walkthrough will guide the user through assigning sites. The Sites Management section of the guide will walk users through site creation later in the guide.

1. To assign candidates to a Site Search Order, right click on the Candidates tab to access the speed menu, then select from the options Create Site or Assign Site. If Assign Site is selected the following screen will be displayed:

2. The area at the top of the screen, labelled ‘1’, is the search field. The user must enter search criteria in this field to find the candidate required to be assigned to this site search order. However, if the user is unsure of the exact ID, it is possible to use ‘wildcards’ in order to search on partial data. For example:


1

2 1


o To find all sites that begin with BRI, the user can type BRI% (% is a wildcard symbol).

o To find all sites ending in 123, the user should type %123.

o To find all sites contain the search string of ABC, the user should type %ABC%.

3. The search results will be displayed in the section, labelled ‘2’. The user should then highlight the correct site by using the mouse and clicking once on the ID and ensuring it is highlighted.

4. Use the arrow in the centre of the screen which points to the right ( ) in order to move that chosen ID into the area labelled ‘3’. This is the area in which all the chosen candidates will be displayed.

5. Repeat this process until all the required candidates have been selected. Should the user make a mistake and select an unwanted candidate, the user can highlight the candidate in

section 3 and use the arrow that points to the left ( ) in order to move it back into section 2.

N.B Once the candidates have been selected and the user has confirmed the selection by selecting the OK button, the candidate cannot be un-assigned. The OK Button should only be used once the user is sure these sites are the candidate sites for this Site Search Order.

Once all the required candidates have been selected and are displayed in section 3, the user should then click on the OK Button. The window will now close and the Sites will be displayed in the candidate list.

4.9. Tasks Tab

The Tasks tab displays all the tasks that are required to be completed in order to progress the Site Search Order through all stages of acquisition, legals, transmission planning, build etc. through to site debar and integration into the network. The task duration and dependencies on other tasks are set by the site search order type defined in the Details Tab. Task lists, together with task characteristics such as duration and dependencies on other tasks, are set up in the Task Templates module of NetOne. The template used for a Site Search Order is selected using information supplied in the Details Tab. The Tasks displayed have colour references that indicate their current status. For example if a task occurs in the past and the status has not been set to COM (Completed) the task will turn Red. The table shown here gives a guide to these:

Standard colour Black

Overdue task Red

Standard manual change

Planned Date

Black

Blue

Late manual change Red



Planned Date Blue

Standard complete

Planned Date

Black

Grey

Late manual change

Planned Date

Black

Purple

Standard completed Grey

Task Details Screen

4.10. Filtering Activity Lists

It is possible for the user to filter the task list to only display tasks assigned to them by using the

button. To restore the task list and display all tasks, use the button.

If the Team functionality has not been used or users not assigned through the Task Team Tab in the More Info area, the list will appear as blank if the user selects the User Tasks button. Therefore, the user must ensure that the team for this Site Search Order is defined.

Task Display

This displays all Site Search Order level tasks together with the Site level Tasks associated with the highlighted Candidate. Site Search Order level tasks only have to be completed once, irrespective of how many candidates are assigned. Site level tasks (which are indented to the right) will need to be completed on every candidate (such as performing a site survey).



The Task Notes field displays a short code for the task and a description of the task. Overdue tasks will appear in red.

Baseline – When a Site Search Order is created this field is automatically populated using the Site Search Order/WO Date (from the Details Tab), the Baseline date set for any parent tasks, plus time allowed for the task duration or lag-time. This field displays the initial planned date for completion of the task, but it remains the same, whether tasks are completed late, on time, or early. This provides a reference point from which users can report on the differences between baseline planned dates and actual planned dates.

Planned Start - This field cannot be changed manually. It is automatically recalculated if parent planned or completed dates are changed. Setting the planned date to preserved will also apply to the planned start date.

Planned End Date – This field cannot be changed manually if a task is a ‘Milestone Task’. If a user attempts to change the planned date an error message is displayed as below, the date will change automatically if a parent task is completed later or earlier than the planned date, as its child task dates will move to account for this.

Completed – The user enters the date on which the task is completed, in the standard Net One date format DD-MMM-YYYY – 01-Jan-2002. The only exception is that the field will be automatically populated if the Task is a Milestone Task and all of its child tasks have been completed.

The Completed Date field can only be accessed for input if the Task Status has been set to EXE (executing). Once set to executing, the complete date field is no longer greyed out and the user can enter a completion date.

When a Completed Date is entered, the status will then change to COM (Completed). Should this task have tasks dependent on its completion, those child tasks will have their planned dates recalculated to take into account the completion date of the parent task. Task dates, when inserted or amended are recalculated throughout the task list.

Other available Task Statuses are:

PEN (Pending) – Default task status, before the task is activated by changing the status to EXE (Executing).

SKI (Skipped) – This can be used to skip tasks that cannot be completed at present. Skipping a parent task will also temporarily remove its child tasks. The child tasks are set to status CAN (Cancelled). Skipped tasks are not deleted, just hidden from view and can be

redisplayed by using the button.



SUS (Suspended) - This is used to indicate that a task is temporarily suspended, unlike Skipped, it does not hide the task or change the status of its child tasks.

Outcome - This field is only relevant for Decision Tasks. When a Decision Task is completed a pop-up box is displayed (as below) which requires the user to select one of the displayed outcomes. This outcome is then recorded in the Outcome field.

Select Outcome screen

The selected outcome allows the user to choose one of several paths through the task list. The selected outcome also determines whether any tasks are required to be cancelled on the task list, as certain decisions may render some tasks redundant. This functionality means the NetOne will ensure that only relevant tasks are completed. When the selection is complete, click OK to return to Task Tab.

The Count (Commit Count) field records how many times a Task has been completed. It is possible to complete a task more than once, by changing the task status manually, or by including the task in a set of task feedback loop dependencies.

The Pre (Preserved) checkbox is used to prevent the automatic recalculation of a Planned Start Date , which normally occurs when a parent Planned or Completed date is changed. It can be set to ‘preserved’ by manually clicking in the checkbox. It is also set automatically if the user amends the current task Planned date. Preserved Tasks are highlighted in blue.

If a task is late, i.e. it is incomplete and its ‘Planned’ date is before today's date, then the task is highlighted in red.

The Rel (Task Relevance), checkbox is a client definable field.

Ver (Version) displays which version of the task template this Site Search Order is using. This is because the underlying task lists can be changed over time and this allows the user to track which



version they are using (more information on this can be obtained through the System Administrator).

Revision – This field is only relevant for Line of Sight tasks. The revision refers to how many times the Line of Sight survey was carried out before it reached a successful conclusion.

Estimate (Task Estimated Date), is used to enter the estimated date of completion for the selected task.

4.11. Task Procedures

Although the task description provides the user with information about the nature of the task to be completed, it is also possible to view Task Procedures, which provides a detailed list of instructions related to a task.

This can be accessed by, using the right mouse button and accessing the speed menu, when hovering over a task. Once opened, select Option > Procedures from the menu:

This will then display any procedures assigned to a task, as below:

Task Procedures Screen



Each procedure comprises of a Step No (Number) and Step Description, which provides the user with a description of the procedure to be carried out. The Mandatory checkbox will be checked if the step is mandatory. The user can then indicate if a procedure has been completed by checking the Completed check box.

All mandatory steps must be completed before the task can be completed. Each procedure step record should have an associated Comments field allowing users to enter a comment or notes for each procedure step.

To return to the Tasks screen, the user can close this screen using the ‘x’ in the top right hand corner of the screen.

When using the speed menu for task procedures, if no procedure is defined for a task, the following message will appear:

To assist the user with the procedures, a non-enterable check box is shown on the task screen on the left of the Task name:

Where this is checked, procedures exist.

4.12. Completing Tasks on Different Candidates

Ensure that the active Site Search Order has more than one candidate assigned for this walkthrough (this can be checked by looking at the Candidate list in the Tasks Tab and checking the number of Site ID’s displayed).

1. From the Candidate list at the top left of the Task Tab highlight the first candidate from the list.

2. Select a Site level task (these can be easily identified as they are indented to the right in the task list) that is currently set to PEN (Pending).

3. Use the list of values in the Status field and set the task to EXE (Executing). The Completed Date field will now change from grey to white.



4. Enter todays date in this field (this can be done by double clicking the left mouse button).

5. Save the record.

6. Now highlight the next candidate in the Candidate list. The user should now see that the same site level task just completed in step 2 of the walkthrough has not been completed on this site. Repeat steps 3 and 4 and again save the record.

7. For the currently highlighted task, add a note in the Task Note field.

8. Highlight the next task in the task list. The user will see that the Task Note field is blank, this is because task notes can be created for each and every task. Add a new note for this task.

9. To check if the task has any dependencies or if the task has any owner, use the

button and click on the relevant tab to gain additional information.

10. Select another task in the list and access the list of values from the Status field. Set the task to SKI (Skipped). The task should be removed from the task list. To reinstate this task back

into the task list, use the button.

Save the record by using F10 (the button from the toolbar) or using the menus and selecting Action > Save.



4.13. More Info Button

Clicking the more info button, located above the task list ( ) opens up the following screen:

Site Search Order More Information screen – Task Audit

This screen gives the user access to a range of functionality, allowing the user to view audited task changes

Task Code and Description are automatically populated from Task Tab.

4.14. Task Audit Tab

Please refer to the above screenshot.

Audit displays changes to task status and task dates. Any changes to the planned date, complete date and status are recorded in the Field Changed field. The Data Changed From and the Data Changed To displays the field values before and after the data has been changed.

The A/M field displays whether the change was automatic (for example, when a parent task is completed late, recalculation of all child task planned dates is initiated) or manual, where a user has simply overwritten an existing value or added a value to a previously blank date field.



4.15. Task Team Tab

Task Team screen

Task Team Tab displays usernames of the individuals who have been assigned, either manually or automatically, to the task in the Name field. The Role and Description fields indicate the job this person performs. The Owner checkbox then displays whether this person is the task owner, as the rule when creating task ownership is that one person must be the owner of the task, even though it is possible to add numerous people to one task.

Team members are assigned to a particular task by opening the list of values in the task owner’s field and selecting appropriate team members for that task. The team members in the list of values are populated from the Team screen accessed through the Details Tab.

If a task is not at the PEN (pending) state this functionality will not be available and the user will be unable to add members via this screen.



4.16. Dependencies Tab

Dependencies screen

The Dependencies tab displays the predecessors and successors of the current task, the current task being displayed in the centre of the screen. Dependencies are established and defined from within the Task Templates screen and cannot be edited here.

4.17. Team Audit Tab

Team Audit screen

The Team Audit tab displays changes to task ownership and team members in the same way as the Task Audit tab screen. The Data Changed From and Data Changed To fields contain information regarding changes of task ownership as well as addition or deletion of task team members.



4.18. Tools Tab

The Task Tool tab is used to display Task Tools information that has been set up in the Tasks and Task Templates screens. The data that pulls through from the Tasks and Task Templates screens can be updated or deleted.

The Header block displays the Task ID, Task Description, Template Version number and Revision details that were created in the Task Definition Tab and these details cannot be updated. The details will populate automatically when the Tools tab is opened.

The Details block will open in a data entry mode allowing the user to view the relevant Tools data.

Note - Tools data is configured in the Asset Management Catalogue screen and pulls through to the tools screen. The user can then select the required values.

Using the list of values button to the right of the Tools Number field the user can select the required details. Once a selection has been made the Tool Number, Tool Description, Tool Type and Tool Type Description all populate automatically with the data set up in The Asset Management Catalogue screen.

The Comments block allows additional information to be added against each individual tool record.



5. Updating Task Ownership with the new Team Members

When new users have been added to the team, the user must update the tasks screen to ensure that the names have now been applied to the roles. This is done by using the speed menu (accessed using the right mouse button) from the main SSO details tab, and selecting Options >Team

This will display the works order team information:

From here, another right click option gives access to the Update Tasks functionality.



The following message will then be displayed:

Update will update all task owners and overwrite any manual changes that were made in the Tasks Tab itself (this will be described further in section 7 – Tasks Tab).

Preserve will add any new members to the team in the Tasks Tab, but will not overwrite any manual changes made.

Cancel will cancel the operation and close this message.

5.1. Using the Team Audit

It is possible to track the changes that have been made to Site Search Order teams (adding new members, changing existing members), by using the Team Audit function. This is accessed by using the right click speed menu and selecting Options > Audit

The audit window will now be displayed:



The Timestamp field displays exactly when the change was made (date and time) and the User displays the person who made the change (their name will be displayed in their Gamma NetOne user name format).

The actual field changed is displayed in the Field Changed field, the original data is displayed in the Data Changed From and the new data displayed in the Date Changed To field. The A/M field displays whether the change was automated (i.e. it was performed by changing the Team in the Team screen and the update function was used) or whether the change was manual (the user can make changes to the team in the Tasks Tab in Site Search Orders, be typing over the existing value.

5.2. Adding a new Team Member

Having assigned a team to a Works Order, it is possible to add members to that team. This is done via the Works Order Team Query screen. This is accessed via a right click menu from the SSO screen, selecting the Options > Team, this then opens the Works Order Team screen. From here, right click and select Options > Add Member.

Within the Works Order Team Query screen, the user may query within the User Roles tab. This will display all available users along with their associated roles. Highlighting a user from the list returned and clicking the Add To Team button will add this member to the Works Order Team.



5.3. Tools Tab

The Site Search Orders (SSO) Tool tab is used to display tools information that has been set up in the Work Code screen. It is used to define specialist tool items needed to complete the work order.

The Header block displays the Work ID and Descriptor details that were created in the Task Definition Tab and these details cannot be updated. The details will populate automatically when the Tools tab is opened.

The Details block will open in data entry mode allowing the user to update and view the relevant Tools data.

Note - Tool data is configured in the Parts Catalogue screen, located in the Asset Management module.

Using the list of values button to the right of the Tools Number field the user can select the required equipment details. Once a selection has been made the Tool Number, Tool Description, Tool Type and Tool Type Description all populate automatically with the data set up from the catalogue screen.

The Comments block allows additional information to be added against each individual tool record.



6. Task Query Screen

To support the users in obtaining useful information on task dates across a number of different records, the Task Query screen (selected from the navigation menu under Site Search Orders) enables the user to query task dates on a number of different criteria and then display all the Site Search Orders containing tasks that match this criteria.

The Task Query screen is accessed from the SSO (Works Orders) menu.

To use this screen, the user can select the criteria with which they wish to search:

Work Area – This restricts the search by the type of order displayed, either Site Search Orders or Planned Orders.

Work ID – This allows the user to select an individual Site Search Order on which to query.



Region – This restricts the query results by region.

Site ID – This will display only those tasks relating to Site Search Orders which have the chosen site (as defined by its Site ID) as a candidate.

Task Notes – This will restrict the query to only displaying specific tasks, therefore should the user run a query selecting only Task 210 for display, only those Site Search Orders whose task list contains Task 210 will be displayed.

The Planned, Estimated and Completed date fields allow the user to restrict the tasks returned in the query by date. For example, should the user only wish to display tasks due before 31 st December 2012, the user would enter 31-DEC-2012 in the Planned To field. Should the user wish to display tasks that have been completed after 1st January 2012 but before 30th May 2013, the user would enter 01-JAN-2012 in the Completed From field and 30-MAY-2012 in the Completed To field.

The Null checkbox next to the Estimated and Completed fields allow the user to define whether only tasks that do not have any data in the estimated and completed fields should be displayed. If the box is left unchecked, all tasks whether they have dates in those fields or not will be displayed.

The Highlight checkbox will highlight in red the completed date field for all tasks that are currently late (i.e. have exceeded their planned date)

The All Tasks and User Tasks checkbox restrict the tasks to be displayed in the query by either displaying all tasks or just those assigned to the individual user.

Works Order Tasks

The results of the query are then displayed in the Works Order Tasks area of the screen. The user

must execute the query for results to display, F8 or the Execute Query Icon from the toolbar.

6.1. Performing a Query in the Task Query screen

1. The scenario for this walkthrough will be to display all Tasks relating to Site Search Orders in a particular region and with all tasks completed after 1st June 2012.

2. Select the required region from the list of values in the Region field.

3. In the Completed From date field, type 01-JUN-2012.

4. To execute the query, use F8 or the button.

5. The results will then be displayed in the Works Order Tasks block.

6. To change the search criteria or create a new query, use F7 or the button.



7. Queues

The Queues screen provides the user with an overview of all tasks assigned to either individual users or to a job role. This enables the user to quickly view all tasks assigned to themselves and the progress of these tasks.

The Queues screen is accessed from the SSO (Works Orders) menu.

The top block of the screen contains the fields that enable the user to create the queue.



The Region field enables the user to display just tasks that are part of Site Search Orders assigned to a particular region.

The Role field:

‘All Roles’Indicates no restriction therefore when selected the display will show all tasks for all roles

‘Assigned’Indicates a task has been assigned a role, therefore will display tasks with the selected roles assigned

‘Unassigned’Indicates no roles assigned to the task, will display those tasks that have yet to be assigned

‘Assigned to…’Indicates role assigned to the task, will display tasks that are assigned to a specific role. The list will display on selection as a list of values (LOV). When selected the tasks shown are for the specified role only.

‘Owned by…’Indicates task is owned by the role selected, will display tasks that are Owned by a specific role. The list will display on selection as a list of values (LOV). When selected the tasks shown are for the specified role only.

The User Field

‘All Users’Indicates no restriction therefore when selected the display will show all tasks for all users

‘Assigned’Indicates a task has been assigned a user, therefore will display tasks with the selected user assigned

‘Unassigned’Indicates no user has been assigned to the task, will display those tasks that have yet to be assigned

‘Assigned to…’Indicates user assigned to the task, will display tasks that are assigned to a specific user. The list will display on selection as a list of values (LOV). When selected the tasks shown are for the specified user only.

‘Owned by…’Indicates task is owned by the user selected, will display tasks that are Owned by a specific user. The list will display on selection as a list of values (LOV). When selected the tasks shown are for the specified user only.

If one of the following values is selected:



Assigned to…

Owned by…

The LOV window will appear showing a list of values for Users. The user can select a user, which will produce a queue of tasks which have been assigned to the user selected from the LOV.

Changes to this field do not impact on any of the other fields.

If an entry is selected, it will be added immediately to the ‘Owned by…’ option. Immediately after that will appear a new entry that consists of the text of the option chosen, but with the ellipsis substituted for a space concatenated with the entry selected in the LOV, e.g. ‘Assigned to Surveyors’. Any option already on the list will be pushed further down. If this leaves more than 4 additional entries on the list after the separator, the 5th entry will be deleted.

The Date Fields; From and To

These dates are auto populated. They contain the current week beginning date (the Monday of the current week) and a date showing a 14 day difference. These dates can also be used when creating a Task Queue Request.

1. Using the From date field, enter a date From which the tasks are due to start. This will display all tasks From that specific date onwards.

2. Using a date in the To field will display all tasks up to that specific date and no further.

Note: Double clicking within each field will display the system date.

The following Fields are displayed:

Works Order Key - Unique reference to a Works Order - pulled from Site Search Orders.

Works Order Name - Name of the works order - pulled from Site Search Orders.

Site Key - Unique reference to a Candidate assigned to the works order - pulled from Site Search Orders & Sites Management.

Site Name - Candidate name assigned to the works order - pulled from Site Search Orders & Sites Management.

Task Code Description - Unique code used to indicate a type of task - pulled from Task Templates.

Version - The version number of the task template used - pulled form Task Templates.



Revision - This is only relevant to the LOS module. If a LOS Survey has a status of unconfirmed then the LOS survey process is repeated, the revision number indicates the number of times the LOS Survey process has taken place - pulled from Site Search Orders.

Baseline - Expected date of completion of a task - This is not updateable.

Planned - Expected planned date of completion - This field is updateable, and controlled by a number of system parameters.

Complete - The date the task was completed - This field is updateable pending status and system parameters.

Status – The status of a task indicates whether the task is currently being executed, pending, skipped, suspended etc. Status’s can be set automatically (depending on dependencies) or manually.

Outcome – This is relevant to the AND or Dependency processing. The outcome represents the result of a decision task. Upon selection of an “Outcome”, a set path will be taken for the processing of tasks, as defined in a task template.

When the task records are displayed it is possible for the user to edit the tasks as per Site Search Order and Planned Orders. They have the same administrative rights in Queues as they have in these modules.

i.e.

A task code can be changed to Completed, this will remove it from the display but it will remain in the task listing for the respective Site Search Order or Planned Order.

7.1. More Information Button

If further information is required regarding a particular record, the More Info button will display this. A record must be selected first. See Works Orders Tasks Tab for more details.

7.2. Works Order and Planned Maintenance Tasks

From within the Works Order Queues screen the user is able to define the type of task displayed by opting for either the WO Task (Works Order Task) or the Planned Order Task. This is done by using the radio buttons positioned adjacent to the More Info (More Information) button at the base of the screen.



8. Introduction to Sites Management

A site can be defined as either a physical location of network equipment or a candidate for possible site build. The Site Management functionality in NetOne provides a useful database of pertinent site information, such as accessibility, rentals, health and safety issues, site sharing and visit history. This data can assist engineers, site acquisition and finance in candidate evaluation and site maintenance.

8.1. Typical Department Usages

The following departments would derive benefit from use of this module:

Engineering

Site Acquisition

Finance

RF Planning

TX Planning

Operations

8.2. Functionality Overview

This guide will describe all fields found in the Sites Management module in depth however the following is an overview of the functionality offered by the Sites Management module. This information can assist users in understanding the uses of this module.

The ability to query site information.

Ability to create new sites.

The ability to update selected site information.

The ability to delete selected site information.

The module is broken down into the following screens, these are described in greater depth in the following sections of this guide:

Site – the primary site details.

Access – related site access contact information.

Health and Safety – all site related certificates.

Site Visits – history of site visits made to the site.

Construction – details relating to the construction options available for the selected site.

Rentals – site related rental information.



Tools – used to display Task tools information

8.3. Interaction with Other Modules

The data captured in the Sites Management Module of NetOne is also used in other areas of the application, it provides data to:

Site Search Orders Module

NetViewer Module

Network Elements Module

Links Module

Circuits Module

Materials Management Module

Trouble Ticketing

Planned Orders

Line Of Sight

API Modules

Snag List

Floor Plan

Schematics



9. Site Management - Objectives

At the end of this section, the user will be able to:

Define the high level details of a site record

Define Health and Safety details

Record Site Visit history.

Create rentals agreements, with payment information

Create Site Snag Lists.

Record the details of a Site Survey



10. Accessing the Sites Module

The Sites management module is located in the Navigator Tree, within the Works Orders area. The user can then use their mouse to click on the Sites button and the Sites Management module will appear. The screen will automatically be in data entry mode when opened:

10.1. Sites Tab

The Sites Tab displays high level site address information. This section of the training guide describes how to create a new site record.

Sites Module – Sites List tab

Site ID - The site ID is the unique identifier for the site. This site ID will normally follow a client specific naming convention and is used throughout the application. Therefore it is important that


Site option


the Site ID is entered correctly. (The ID entered by the user should reflect the Site Search Order (SSO) the site will be associated to, for example NEWA, NEWB or NEWC as the Site ID for SSO NEW).

Site Name – This is a descriptive name for the Site, often a brief description of the site location (i.e. London – Oxford Circus).

Site Type – Using a list of values, this field is used to indicate the site type, such as Greenfield, Rooftop etc.

Ops Grades – The current Operational grade of the selected site.

The Other Details option can be found in the right click speed menu of the Site Search Orders screen and activates the dynamic record relating to this project. The dynamic record is a company specific display screen that allows additional data to be captured in addition to the standard fields.

This gives each client the freedom to capture extra data, specific to their business. For more information on how this is done, please refer to the NetOne Configuration Guide or contact the system administrator.

Also available from the right click speed menu are, Floor Plan and Schematics; for further details please refer to the Schematics User Guide.

There are also a number of other tabs on the Site tab, these are: Location, Related Sites, Tower and Utilities.

10.1.1. Location Subtab

Longitude and Latitude – These fields indicate the exact longitude/latitude map position of this site. Alternatively, these fields can be set to display Easting and Northing if required. This information will then be used to ensure the Site appears in the correct position on the Map (also known as NetViewer).

DMS (Degrees, Minutes, Seconds) – These values are, calculated automatically by NetOne from the co-ordinates.

Location Height + Building Height (M) – The user is able to enter the height of both the location and the building, if applicable, for the selected site within these fields.



GPS Verified – A check box to indicate whether the longitude, latitude and height have been verified by an engineer on site using a GPS unit. A checked box will indicate the verification.

Acquisition Conf (Confidence) – This field contains a list of values that allow the user to indicate the likelihood of acquiring this site in order to build a new tower, co-locate on an existing site etc.

Address and Postcode – These free text fields allow the user to enter the full address details for the site.

Permit Confidence - This field also has a list of values showing the confidence levels of obtaining the permits needed to build a site.

Region and Sub-Region – The region and sub region fields contain a list of values displaying all relevant region definitions, the user must select to which region this site belongs.

Notes – This free text field allows the user to record any additional information about the site that could be of importance to other users.

Once all the mandatory fields have been completed, the user is then able to save the record using

F10, the button from the toolbar or using the menus and selecting Action > Save.

Now that the essential high level information has been saved, all other tabs in the Sites Management module are available and the user can add additional information to the basic site details.

10.1.2. Related Sites Subtab

This tab provides the user with the ability to assign multiple related sites to the selected record.

Related Site ID + Site Name – Selected from a list of values the user is able to define a site/sites that relate to the current site.

Notes – The user is able to enter any further information relating to the site.

10.1.3. Tower Subtab

This tab provides more in depth information with regards to an existing tower (should one be present on the site).



Height Above Sea Level – This is a numeric field where users can enter the height of the site above sea level.

Aircraft Warning – An indicator for the user to define as to whether the site has an aircraft warning device such as a flashing hazard light atop.

Height Above Clutter - This is a numeric field where users can enter the height of the site (or the tower/mast being built on the site) above surrounding clutter e.g. trees, houses etc.

Lightning Protector – Used by the user to define as the whether the site is protected by a lightning rod or other lightning protection.

Maximum Tower Height – This is a numeric field where users can enter the maximum height of the tower permissible on this site.

Site Provider - This field has a list of values, which contains a list of other mobile operators or site providers. This field is used when either the operator is site sharing with another mobile operator or when the site is owned by another organisation who owns the land/building etc.

Tower Type – The user can select the tower type on this site from the list of values.

Notes – This free text field can be used to record any other information about the Site Provider or Tower.

10.1.4. Utilities Subtab

The Utilities Tab shows additional information relating to the site’s supply of Electricity and Water.



Electricity Supplier – Selected from a list of values, the user can define the supplier of the electricity supply to the site.

Power Metre Serial Number - This field is used to enter the current metre reading for the site.

Power Quotation Requested - This field is used by the user to state the date a quotation for the supply of electricity was made to the supplier.

Power Quotation Received - Used to state the date a quotation was received. If received the quotation can be attached to the site record via the Attachments module.

Electrical Survey Received – Used to state the date an electrical survey took place.

Metre Point Administration Number – The user enters the metre point number for the site within this field.

Electricity Notes – This is a free text field used to record any information regarding electricity supply to the site.

Sanitation Available - Used to define as to whether sanitation is on site, a check within the respective checkbox signifies this.

Water Supply Notes - This is a free text field used to record any information regarding water supply.



10.2. Access Tab

This tab is for the user to define the access times, if any, for a site with the addition of any note regarding this and the security requirements for the site.

10.2.1. General Subtab

Access Times – Allows the user to enter access times for specific days to a particular site. The time is entered in the HH:MM format (such as 13:00).

Notes – This free text field can be used to record any additional access information, such as ease of access, directions etc.

Security Details

These check boxes are used by the user to specify, for instance do the site owners require notice before a visit can take place. Is the site high security, therefore 3rd Party Supervision is required. A check must be placed within the respective checkbox to confirm either or for these options. Additional notes regarding the security aspects of the site can be placed within the Security Notes field.



10.2.2. Physical Subtab

This tab is for the user to specify specific information regarding the physical location of the site e.g. road width, heights and length, door width and heights for equipment transfers to the site.

Access Road Type – Selectable from a list of values the user can select the type of road giving access to the site.

Parking – The user can specify if there is parking on site, or give details of potential parking facilities.

4wD Required – When checked this field implies to the user that a 4WD vehicle is required to gain access to the site selected.

Lift Available – When checked this field implies to the user that a lift is available on the selected site.

Capacity of Lift – Defined in Kg, this field is used by the user to define the total capacity of the lift on site, if applicable.

Measurements

Item Type + Description – Selected from a list of values the user can specify items such as doors, and in the fields that follow give their measurements for clearance.

Length, Width and Height – The specific measurement of the item selected from the Item Type field.

Notes – Additional notes can be entered by the user regarding the item/s selected.



10.3. Health and Safety Tab

This tab can be used for keeping records of any certificates related to the site e.g. Building Certificates, Health & Safety certificates, including First Aid notes and any Hazards present on the site.

Certificates

The Site ID and Site Name display the ID and description of the active site record, so the user can ensure that they are accessing the required record.

Certificates List - This displays a list of the unique ID’s for all certificates that have been created so far. When creating a new certificate, its ID will be added to the list.

Reference – This field is most often used as a descriptive name of the certificate and in combination with the Certificate Type will allow users to easily identify the purpose of the certificate.

Certificate Type – This shows the user what type of certificate this is e.g. health & safety, climbing etc., selected from a list of values

Start date – This shows the user the start date of the certificate, entered in the standard DD-MMM-YYYY format (e.g. 01-JAN-2013)

Expiry Date - This shows the user the expiry date of the certificate.

Notes – This is a free text field for any other relevant information.

First Aid

Note – Used by the user to enter any notes regarding first aid provision on site.



Hazards

Hazard + Description – Selected from a list of values the user can define the types of hazards visitors to the selected site may encounter. The description field will populate when the selection is made.

Notes – For the user to enter any further information relating to and regarding the hazards specified.

10.4. Site Visits Tab

The Site Visits tab shows the details of all the site visits, dates, times and outcomes. This ensures that users can be kept up to date with work done on site and prevent duplication of site visits.


The Titles list displays all visit titles as the date on which they occurred, therefore when adding a new site visit record, the user must enter the date on which the visit took place, in the standard DD-MMM-YYYY format (e.g.01-JAN-2013)

Reason – This is a free text field used to record the reason for the visit.

Outcome – This is a drop down list of values to indicate whether the site visit was successful. For example, whether access could be gained, whether the required member of staff at site was available, the success of a site survey etc.

Site Visit – This has a drop down list of values to indicate the purpose of the visit.

Name - This is a free text field to enter the name of the person who carried out the visit.

Work Done - This is also a free text field to show what work was carried out on the site visit.



Note – The user can enter any notes regarding the visit, in addition to those entered in the previous fields.

10.5. Record Details of a Site Visit

1. Enter the date the site visit took place in the Titles list, using the DD-MMM-YYYY format.

2. Record the reason the site visit took place, using the Reason field.

3. Select a value from the Outcome drop down list of values to indicate whether the visit achieved the desired outcome.

4. Select the type of visit undertaken, by using the drop down list of values in the Site Visit field.

5. Type the name of the person who performed the site visit in the Name field.

6. Record exactly what work was carried out on site during this visit in the Work Done field.

7. Add any additional information not already captured in the Notes field.

Save the record by using F10, the button from the toolbar or using the menus and selecting Action > Save.

10.6. Construction Tab

10.7. Details Subtab

Local Planning Authority – Select from a list of values, the user can specify the Local Planning Authority for contact purposes.

Existing Use of Buildings – The user is able to enter the existing usage of the building, if applicable to the selected site.



Compound Required - This is a checkbox to show whether a compound is needed on the site.

Approval of GA Drawing, Space Available for Cabins, Access for Construction, Issues for Construction, and Nearby Radio Systems – The user is able to utilise these fields to give accurate information regarding the site itself and its surrounding location

10.8. Requirements Subtab

The Requirements subtab allows construction requirements to be recorded.

The Req Code field allows the user to select, from a LOV, the appropriate code for the needed requirement.

The Description field is automatically populated based on the Req Code selected.

The Notes field is a free entry text field.



Rentals Tab

The Rentals tab is used to create records of rental agreements either planned or actually in place with the site owner or owners. Although the actual payment of rent is not processed through this screen, it provides users with a quick reference to the agreement in place and can also provide grounds for comparison with other candidate sites when deciding on which sites to build.

If the NetProperty module is installed, a more sophisticated rental system is available via the Property Legals screen.


Owner - Will display the name of the person who was given the Contact type ‘Owner’ for the selected site.

Rental Agreement

ID - Will be automatically assigned, in numerical order and ensures every rental agreement has a unique ID.

Number of Agreements - Will display the number of previous agreements against each owner (not the number of agreements against each site), as it is possible to have more than one agreement with a site owner.

Type - Is selected from a drop down list and indicates the type of rental agreement, such as freehold, co-location, leasehold etc.

Start Date –Indicates when this rental agreement will commence, entered in the standard DD-MMM-YYYY format (e.g. 01-JAN-2013)



End Date - Indicates the end of the rental agreement, however the user is not required to enter this information as it is automatically calculated from the start date and rental term entered.

Rental Term - Is the length of the rental agreement and is entered in a number of years and months.

Review Frequency – Should a review of the rental agreement be required, the frequency that this would occur can be indicated. The most frequent review would be 1 month, as these fields are in the year and month format.

Term Amount - Is used to record the total rental amount for the duration of the rental term. This will then be used to calculate the Amount Per Year using the Term Amount and the Rental Term.

Initial Payment - Is used to specify the amount of the first payment to be made (which may not always be the same as all other payments, in circumstances such as an initial deposit amount).

Payment Details

Method - Is selected from a drop down list and contains a list of payment methods, such as direct debit, Bank Giro Transfer etc.

Frequency - Allows the user to select how often the payments are made (e.g. monthly, quarterly).

Timing – The list of values for this field will normally allow the choice of advance or arrears payments,

First Payment Date - Is automatically set at the start date given, but can be changed if required, to indicate when the first payment will be taken.

Amount - Allows the monetary amount of the first payment to be entered.

In addition to the standard data entry fields, there is also an Other Details option available from the right click speed menu Options > Other Details, which activates the dynamic record for Rentals, if one has been created by the system administrator. The dynamic record is a company specific display screen that allows additional data to be captured in addition to the standard fields.

This gives each client the freedom to capture extra data, specific to their business. For more information on how this is done, please refer to the NetOne configuration guide or contact the system administrator.



10.9. Creating a New Rentals Agreement.

1. If there is more than one owner, select the required owner from the Titles list.

2. If a Rental Agreement currently exists the add record icon , to create a new record, alternatively

3. Select the type of rental agreement agreed with this owner from the Type drop down list of values.

4. Enter the Start Date for the rental agreement in the standard DD-MMM-YYYY format (e.g. 01-JAN-2013).

5. Once the user has entered the Rental Term Years/Months data, NetOne will then populate the End Date field with the correct information (based on the Start Date and Rental Term). For example, if the user enters 01-JAN-2003 as the start date and 5 and 0 in the rental term (i.e. 5 years and 0 months), the end date field will then display 31-Dec-2007.

6. Should the frequency of review for this rental agreement be every 18 months, the user should enter 1 and 6 in the Review Frequency Years/Months.

7. Enter the Term Amount in numeric format and NetOne will insert the relevant currency symbol. This term amount in combination with the Rental Term field will then calculate the Amount Per Year. Therefore, if the user were to enter a term amount of $50,000 and a rental term of 5 years, the amount per year will display $10,000.

8. Should this owner require a deposit or different first payment to all other subsequent payments, this can be defined by using the Initial Payment field.

9. Indicate the method of payment that will be used to pay this rent to the owner by selecting an option from the Method drop down list of values.

10. The Frequency field should be used to indicate how often a payment will be made to the owner, such as annually, monthly etc.

11. Use the Timing field to then indicate whether the payment will be made in advance or in arrears.

12. The First Payment Date will display the same date as the Start Date field. The user can change this simply by typing a new value over the existing data, ensuring they use the DD-MMM-YYYY format (e.g. 01-JAN-2013).

13. If the user has entered an amount the Initial Payment field then the First Payment field may be used to indicate a difference in the first actual rental payment amount. For example, in situations where the owner requests 2 months payment in the first initial payment as security.

14. Use the Notes field to capture any additional information about the rental agreement.



15. Save the record by using F10, the button from the toolbar or using the menus and selecting Action > Save.

16. If required to add another rental agreement for the same owner, place the cursor in the

Type field and use the button. This will then create a new blank agreement against that owner, which can now be completed. The user should notice that the Number of Agreements field now indicates the addition of this new rental agreement. The user can then repeat steps 1-13.



11. Site Survey

Telecommunications operators require detailed Site Survey information to be readily at hand regarding Sites for several reasons. Such information helps engineers ascertain how the sites are setup and configured without leaving the office. Providing this information in an electronic format allows departments to gain information about a site (which could be 100’s of kilometres away) without making a visit to the site.

11.1. Site Survey Screen

It is the responsibility of the Operations department to record Site Survey details. An operations member will be sent to perform several Site Surveys to gain the required information. An engineer will then be sent on site visits and whilst ‘on the road’, the engineer will record the survey details regarding each site, using predefined forms or spread sheets. On returning to the office, these details will then be input into NetOne so that a record of site survey information can be accessed against the site when making decisions on candidate suitability etc.

Due to the nature of this screen, this section of the training guide simply details each field and its use. As all fields are either free text entry or a selection from the drop down list, no walkthrough is given for Site Survey.

The Site Survey screen can be accessed in 2 ways;

1. Utilising the right click speed menu whilst in the Sites Module, Site tab.

2. Selecting Site Survey from the Navigation Menu.

The top block of the form is used to display the Site ID and the Site Name of the site record currently being accessed. This ensures that the user is adding site survey information to the relevant site record.

Site ID – This field displays the unique identifier for the active site record

Site Name – This field displays the site name or description of the active site record



11.1.1. Details Tab

The purpose of the Site Survey ‘Details’ Tab is to provide the ability to enter general details regarding the Site Survey (see above screenshot).

Survey Date – This is a mandatory date field, which shows the date the survey was performed. The date should either be entered in the standard DD-MMM-YYYY (e.g. 01-JAN-2003) format or the user can use a double click for current date.

Surveyor – This field displays the name of the Surveyor who has conducted the survey.

Time on Site – This field displays the time the survey was conducted (HH:MM – 15:30).

Personnel Present –This field displays personnel, other than the surveyor on site at the time of the survey, if applicable

Site Directions – this field is used to record directions to access the site, double click to view editor window, which provides a large notes area in which detailed directions can be recorded.

Access Rack Length – This field displays the Rack Length as found on the site.

No Gates – Indicators of the number of gates on site.

No Culverts – Indicates the number of culverts (potholes) found on site.

Summer Access Restrictions –access restrictions in place at this time.

Winter Access Restrictions – access restrictions in place at this time.

Site Landscaping – Describes the landscaping of the site.

Site Keys – Indicator as to the location of the site keys, for instance Neighbouring Farmer holds.



11.1.2. Equipment Tab

The purpose of the Site Survey ‘Equipment’ Tab is for the user to enter general details regarding equipment.

Summer Vehicle – Used to specify what type of summer vehicle is required to go on site, select from list of values

Winter Vehicle – Used to specify what type of winter vehicle is required to go on site, select from list of values.

Delivery Route – Used to describe the delivery route used to get to the site, double click to view editor window.

Delivery Route Restrictions – Used to describe any restrictions to the route used to get to the site, select from list of values. Double click to view editor window.

Secure Storage – Checkbox associated with a Yes or No clarification.

i.e. Question? : Is there secure storage?

Special Lifting Requirement – Used to specify what type of special lifting equipment is required on site, select from list of values.

BTS Housing Type – Used to specify what type of BTS Housing is being used, select from list of values.

No of Existing Sectors – Numeric field showing the number of sectors currently existing on site - Max characters 6.

Existing BTS Type – Field showing the BTS type currently existing on site - Max characters 20.

Number of Radio Cabinets – Numeric field showing the number of radio cabinets currently existing on site - Max characters 6.



1800MHz on Site? – Field showing the 1800 MHz currently existing on site, if applicable - Max characters 20.

No. TRX – Numeric field showing the number of TRX (Transmitter Receiver) currently existing on site - Max characters 6.

Combiner Type – Define the type of combiner available on site - Max characters 20.

List Exterior RF Equipment – Max characters 20.

External Generator Socket – Max characters 20.

External Generator Socket Type – Max characters 20.

11.1.3. Growth Tab

The purpose of the Site Survey ‘Growth’ Tab is for entering information about the growth potential of the site.

Proposed Growth Figures

3G Floor Space – Used to specify the floor space available on site - Max characters 20.

OMNI to Sector Planned – Are there plans to create a sectored site in the future? - Max characters 20.

Growth Other – Used to describe general growth information on the site.

Comment on 3G Installation

3G Equipment Space Requirement – Any likely problems envisaged for the installation of equipment.

Co-Sited Equipment in Cell Site



Co-Location Equipment Type – Used to describe co-location equipment information on the site, double click to view editor window - Max characters 20.

Access Requirement – Any special access requirements for service of co-sited equipment, double click to view editor window - Max characters 500.

Equipment Powered – How is co-sited equipment powered?

11.1.4. Container Tab

The purpose of the Site Survey ‘Container’ Tab is for entering general details regarding the container for the site.

Predominant Building Use – Used to describe information about the primary use of the building on the site: i.e. if this site was located on a rooftop, the building could be a bank or shopping mall - Max characters 50

Building Type – Describes the building type of the site - Max characters 20.

Cell Site Floor Structure Block

Site Floor Type – Describes site floor type information on the site. - Selected from a list of values.

Floor Sub Structure Condition – Describes sub structure condition of the floor - Max characters 20.

Under Floor Access Restrictions – Enter here whether the site has under floor access restrictions.

Max Equipment Height – Enter a measurement for the max height of equipment - Number field – max characters 3.

Under Floor Access – Describes whether the site has under floor access, designated by a checkbox, checked for Yes.



Cell Site Wall Structure

Site Wall Type – Describes the type of wall on site, selected from a list of values.

Wall Structure Condition – Describes the structural condition of the walls on site, selected from a list of values.

Wall Access – Details if there is access to the site wall, yes or no? – Checkbox.

Cell Site Roof Structure

Site Roof Type – Describes the site roof type on site, selected from a list of values.

Roof Structure Condition – Details the condition of the roof structure?

Selected from a list of values

Roof Access – details if there is access to the roof? Yes or No? – Checkbox.

11.1.5. Container Tab (cont.)

Additional information regarding the previous tab.

Container Structure Condition – Describes the condition of the container structure? - Selected from a list of values.

Container Access – Details if there is container access, Yes or No? – Checkbox.

Floor Access – Details if there is floor access, Yes or No? – Checkbox.

Container Wall Access – Details if there is container wall access, Yes or No? – Checkbox.

Container Access Restrictions – Details if there are any restrictions to the Container?



Floor Access Restrictions – Details if there are any restrictions to the floor? - Selected from list of values.

Container Wall Access Restrictions – Describes what restrictions there are to the wall access? - Selected from list of values.

Max Equipment Height – Details the maximum height for equipment on the site? - Number field, max characters 5.

Container Roof Access – Describes what access there is to the roof? - Selected from list of values.

Container Roof Access Restrictions – Describes what restrictions are there to the roof access - Selected from list of values.

Rectifiers - All Sites

Rectifier Type – Describes what type of rectifier is currently on site? - Max characters 10.

No of Rectifier Modules – Details how many rectifier modules are there? - Numeric field, max characters 6.

Total No of DC Circuit Breakers – Details how many circuit breakers are there on site? - Numeric field, max characters 6.

Circuit Breakers Not in Use – Details how many circuit breakers are there on the site that are not used? - Numeric field, max characters 6.

Non Standard Rectifier – Details if there are any non - standard rectifiers on site? - Max characters 100.



11.1.6. Power Tab

The purpose of the Site Survey ‘Power’ Tab is for entering Power supply details about a site.

No of Battery Banks – How many batteries are there on site? - Numeric field, max characters 6.

Battery Type – What type of battery is on site? - Selected from list of values.

Year of Manufacture – What year was the battery manufactured? - Date field.

Power – All Sites

No of Phases – Number of power phases for this site. Numeric field, to a maximum of 8 characters.

Surge Protection Device Type – Is there a surge protection device on site? - Selected from list of values, drawn from parts catalogue.

Equipment Sharing AC Supply – Is there equipment sharing AC device on site, Yes or No? – Checkbox.

Transformer Type – What transformer type is on site? - Selected from list of values, drawn from parts catalogue.

Power Metre Number – Enter current metre reading - Max character 20.

KVA Rating – What is the KVA rating on site? - Max characters 20.

Existing Circuit Breakers – Number of existing circuit breakers currently onsite - Number field, max characters 6.

Transformer Location – Where is the transformer located? - Max characters 20.



Unused Circuit Breakers – Number of unused circuit breakers currently onsite - Number field, max characters 6.

Pole Fuse Location – What is the location of the pole fuse? - Max characters 20.

Supervisory Panel

Supervisory Panel Type – What type of supervisory panel is currently onsite? - Selected from list of values, drawn from parts catalogue.

Panel Description – Enter description of panel, double click to view editor window - Max characters 1600.

11.1.7. Transmission Tab

The purpose of the Site Survey ‘Transmission’ Tab is for entering general information regarding the Transmission details obtained during a Site Survey.

Duplexer Type 1 – Duplexer Type 1 - Selected from list of values.



MHA Type – What type of MHA is currently on site? - Selected from list of values.

Dup Type Count – Number of duplex types on site - Numeric field, max characters 6.

Quad Coupler Type 1 – Quad Coupler Type 1 - Numeric field, max characters 6.

Quad Coupler Type 2 – Quad Coupler Type 2 - Max characters 20.

Quad Coupler Type 3 – Quad Coupler Type 3 - Max characters 20.

Duplexers Sect 1 – Number of Duplexers in referred section - Numeric field, max characters 6.





Transmission DMR Equipment Block

Link Supplier – Who is the link supplier? - Selected from list of values, drawn from Supplier and Description table.

Protected – Is the supply protected? Yes or No – Checkbox.

Link/Part Number – This is the part associated with the Link itself. - Selected from list of values, drawn from the parts catalogue.

Dish Size – Define the size of the dish - Selected from list of values.

Link Capacity – Define the link capacity associated with the link. - Selected from list of values.

Azimuth – Define Azimuth - Selected from list of values.

Link Other End – Select linked site. Allows the definition of a/the site connected to the site undergoing survey - Selected from list of values.

Polarisation – Specify the disk polarisation - Selected from list of values.

Dish Dual Pole – Specify disk dual pole - Selected from list of values.

No YAGIS – A unidirectional antenna. Specify number of YAGIS on site - Numeric field, max characters 6.

YAGIS Azimuths – Specify YAGIS Azimuth - Max characters 20.

Leased Circuits Block

Circuit Designation – What is the circuit designation? - Max characters 20.

Ext Source Required – Is an extension source required? - Max characters 20.

No Leased Lines – Number of lease lines - Numeric Field, max characters 6.



11.1.8. Air Con Tab

The purpose of the Site Survey ‘Air Con ‘ Tab is for entering Air Conditioning information gathered during the Site Survey visit.

Air Conditioning Equipment

Air Con Supplier – Who is the air conditioning supplier? - Selected from list of values, drawn from Suppliers table.

Air Con Part Type –Air Conditioning Part Type - Selected from list of values, drawn from part catalogue.

No of Air Con Units – Number of air conditioning units onsite - Numeric field, max characters 6.

Building Air Con Location – Where is the air conditioning building located? - Max characters 20.

Air Con Description – Describe the air conditioning unit - Max characters 1600.

Build Air Con System – Does an air conditioning unit need to be built? Yes or No – Checkbox.

Building Window Description – Describe the building window - Max characters 1600.

Extraction Fan

Extraction Fan Supplier – Who supplies the extractor fan? - Selected from list of values, drawn from supplier table.

Extraction Fan Type – Define the fan type - Selected from list of values, drawn from parts catalogue.

Fan Housing Diameter – Define fan housing diameter - Max characters 20.

Extraction Flow Rate – Define the flow rate of the fan - Max characters 20.

Extraction Filter Alarm – Define the type of filter alarm - Max characters 20.



11.1.9. Cableways Tab

The purpose of the Site Survey ‘Cableways’ Tab is for entering Cableways information gathered during the Site Survey visit.

Cableways

Cableway Description – Describe the feeder cable - Max characters 1600.

Feeder Cables

Feeder Cable Type – Define the type of feeder cable - Selected from list of values, drawn from parts catalogue.

No of Feeder Cables – Define the number of feeder cables - Numeric field, max digits 6.

No of Spare Feeder Cables – Define the number of spare feeder cables - Numeric field, max characters 6.

Lightning Surge Protection – Define the lightning protection - Max characters 20.

Feeder Cable Length – Define the feeder cable length - Max characters 20.

Part No of DMR Cables – Define the part number of the cables - Max characters 20.

No of Each Type of DMR Cable – Define the number of each type of DMR cable - Numeric field, max digits 6.

New Feeder Cable Description – Describe the new feeder cable - Max characters 1600.

New DMR Cable Desc – Describe new feeder cable - Max characters 1600.

Feeder Cables Earth Location – Define the location of the earth cable - Max characters 20.



No of Spare Glands – Define the number of spare glands - Numeric field, max characters 6.

No of Additional Glands – Define the number of additional glands - Numeric field, max characters 6

11.1.10. Antenna Tab

The purpose of the Site Survey ‘Antenna’ Tab is for entering Antenna details of the Site.

Earthing/Lightning Protection

Grounding System – Define the type of grounding system available - Max character 20

Spare Earth Bar Capacity – Define the capacity of the spare earth bar - Max character 20

General Earth System Description – Describe the earth system - Max character 1600

No of Spare Points – Numeric fields, Max character 6

Ground Antenna Mountings – Max character 20

Ground Antenna Mountings Size – Max character 20

Rooftop Earthing Bar – Max character 20

Rooftop Earthing Bar Size – Max character 20

Rooftop Connect Buildings – Max character 20

Sectors 1, 2 and 3 Details

Antenna Type – Define antenna type - Selected from list of values, drawn from part catalogue.

Antenna Count – Number of antenna - Numeric field, max characters 10



Antenna Azimuth – Define antenna Azimuth - Selected from list of values

Antenna Separation – Define antenna separation - Max characters 5

Separation Meas or Est – Define separation measurement or estimate - Selected from list of values.

Antenna Separation Centres – Define number of separation centres - Max characters 5

Antenna Height Ground – Specify antenna height ground - Numeric field, max characters 10

Antenna Height Access – Specify antenna height access - Numeric field, max characters 10

Remote Tilt Installed – Define if remote tilt is installed, Yes or No? - Checkbox

Antenna Tilt Setting – Specify antenna tilt setting - Max characters 10

Additional Antenna – Define if there is another antenna on site - Max characters 10

Additional Antenna Desc – Description of additional antenna - Selected from list of values.

Antenna Access – Type of antenna access - Selected from list of values.

11.1.11. Site Survey - Tower Tab

The purpose of the Site Survey ‘Tower’ Tab is to record details of the Site Tower following a Site Survey visit.

Tower

Tower Type – Define tower type - Selected from list of values.

Tower Head Type – Define tower head type - Selected from list of values.

Cable Entry Gantry – Define the cable entry gantry type - Selected from list of values.

Tower Height – Define the tower height - Max characters 10.



Tower Climbable – Specify if the tower is climbable, Yes or No? – Checkbox.

No Catinary Wires – Define number of catinary wires - Numeric field, max characters 6.

No Spare Catinary Wires – Define number of spare catinary wires - Numeric field, max characters 6.

No Mast Brackets – Define number of mast brackets - Numeric field, max characters 6.

Spare Bracket Locations – Define the location of the spare bracket locations - Max characters 20.

Safety System Desc – Define Safety System - Max characters 1600.

Access Restriction Description – Describe any and all access restriction/s to the tower - Max characters 1600.

GPS Antenna

Lat South Deg, Min and Sec – Define the Latitudinal South measurements for Degrees, Minutes and Seconds.

Lat East Deg, Min, and Sec – Define the Latitudinal East measurements for Degrees, Minutes and Seconds.

GPS Reading – The GPS location reading of the tower.

No. of Satellites Acquired – Numeric field, max characters 6. Figure must be less than 999999.

Specific Location GPS Reading – Enter GPS reading for tower.

11.1.12. Site Survey - Tower Tab (cont…)

Additional information regarding the previous tab.



Site Prep Recommendations

Cell Site Summary – Entry of a Cell Site summary. - Max character 1600.

Drawings

Floor Plan Description – Entry of a Floor plan description. - Max character 1600.

Wall Elevation – Define the wall elevation in field A, B, C and D. In addition any other elevations that exist on the site will be defined in field.

RF Plumbing Diagram – An entry should be made here if RF Plumbing diagrams are available.



12. Snag Lists

During the rollout, maintenance and upgrade phases for a site there is a need to:

Record and Track issues

Ensure that certain activities are carried out (additional to the Site Search Order or Planned Order task list)

Manage third party suppliers using snag lists

A Snag List contains a set of snag items that are associated with a site. For ease of use, these Snag List items are grouped into categories, so that users can simply select the category or categories relevant for the type of work being done on the site. By selecting the category, all the relevant individual items will then be displayed.

An example of a Snag List could be that once a site has been built, a meeting between the vendor responsible for building the site and the operator is held to ensure all work has been carried out to agreed standards and requirements. This is known as ‘Final Acceptance’. Whilst the completion of this event may be tracked using a single activity in the task list in Site Search Orders it may be necessary to track in more detail any specific checks, tasks or problems that were carried out, this is done during the Final Acceptance.

There are two ways to access the Site Snag List screen:

1. It is possible to open the Snag List details form as a standalone module from the Administration menu. If this option is selected the form will open in insert mode. The user then selects the relevant Site ID from the drop down list in order to attach a Snag List to the required site:

Snag list main details



2. The user can also open the Snag List details using the speed menu and right clicking the mouse button in the Sites Form. When accessing the Snag List in this manner, the Site ID will already be populated with the active site record’s ID. This is the easiest way to access Site Snag Lists.

The Site ID field will automatically display the ID and site name of the active site, when the Snag List is accessed via the speed menu in the Sites form. If the user has accessed the Site Snag List screen via the Admin Menu, the user is then required to select the relevant site from the list of values.

The date fields can be populated by either typing a date into this field using the DD-MMM-YYYY format (e.g. 01-JAN-2012) or placing the cursor in the Date field and using a double click on the mouse. This will populate the date field with the current date. This date is normally the date on which the items on the Snag List will commence.

Creation Date – the date the snaglist was created.

Proposed Comp. – the date by which the snaglist should be completed.

Actual Comp. – the date the snaglist was actually completed.

The Category field contains a list of all the various types of Snag Lists created in NetOne. The user simply selects the type of Snag List required. Numerous Snag Lists of various types can be assigned to a single site. The only situation in which this would not occur is if the Snag List Categories have been defined and created, but the individual items for that category have not yet been defined. Should this occur, contact the system administrator for further details.

Seq. is the sequence number of the snaglist where there are multiple lists attached to a single site – for example, one snaglist may need completing prior to another list.

Ver. is the version number of the snaglist. Snaglists can be version controlled with an incremental integer – when a new version of an existing snaglist is created, only the in completed snag items are



brought through to the new version. Versions are controlled via a right mouse click menu from the main details block.

The Snag List should then be assigned to a member of staff; this is done by selecting the relevant person from the Engineer drop down list of values.

Status is the standard NetOne status control, which allows lists to be marked at different statues, for example, open, closed, in progress etc.

Once the category has been selected, save the record by using F10 or the button from the toolbar or using the menus and selecting Action > Save.

12.1. Items Tab

The Items tab is populated with the Item No. and Item Description. The Status field will then display the starting status for this item, such as Under Review. As Snag List items are completed, the status can then be changed to indicate this. Often, the Status field is also used to indicate whether the item has passed or failed. Once a line item is completed, the Completed date is updated to reflect this.

The Item Notes field is a free text field that can be used to add any additional useful information about the review of this item in this free text field.

See the “snag list main details” screenshot above.



12.2. Attendees Tab

The Name field has a list of values, which contains a list of contacts. The user selects the contacts that attended the item review from this list.

12.3. Notes Tab

The Notes field is then available for the user to add any additional information about the Snag List as a whole, in this free text field.



13. User Diary

The NetOne application provides the function to create and manage Works Orders and Planned Orders (for maintenance). These consist of a list of tasks, which need to be performed in order to be complete. These tasks can be assigned to individuals in the form of task ownership.

The User Diary module displays the Tasks, together with the associated Works Orders and Planned Orders, to which the current user is assigned, principally, but not limited to, field engineers to aid in the organisation and tracking of current tasks. It is possible to view the diary on a 24-hour basis, a weekly basis or month-by-month.

13.1. The User Diary screen

The User Diary is accessed via the Navigation bar under the SSO (Works Orders) heading.

The purpose of the diary is to provide users of NetOne with a method of organising their day-to-day tasks through the Works Orders and Planned Orders assigned to them. Multiple views of the data will be available through hourly, daily, and monthly views.

13.2. Month tab

The initial view is the monthly-based calendar view (as shown here) with the user’s tasks displayed in a box for the date on which they are associated. By default, the current system date will be highlighted.

The Month Sub-tab will display the monthly-based Calendar View data with the user’s tasks displayed in the box for the date on which they are associated. By default, the current date will be highlighted. Other days in the month will be selectable by clicking on the date on the calendar. All the tasks for the currently selected day will also be displayed with the day of the month in a larger text box at the bottom of the window.



Diary screen month view

The Calendar View will display the calendar (plus outstanding actions) for the current user logged onto the NetOne Application.

The display shows colours indicating the current status of the task displayed. The table shown here outlines those colours.

Selected Task StatusColour

Text Background

No Incomplete Task Red White

Yes Incomplete Task White Red

No Completed Task White Black

Yes Completed Task Black White

No Standard Colour Black White

Yes Standard Colour Black Yellow

It is be possible to move to the next or previous month using the “>>” and “<<” buttons respectively and the next or previous year using the “>>>” and “<<<” buttons respectively.

Previous Year Currently displayed date Following Year

Previous Month Following Month

Specific days in the month can be selected by clicking on the respective day within the Month tab. Navigating to the Day tab for an expanded view of the tasks for the selected day. Alternatively, double clicking the respective date on the Month tab.



13.2.1. Additional Task Information

All tasks for the currently selected day will also be displayed with the day of the month in a larger text box at the bottom of the window.

Displaying all details relating to the selected task, this text box is not editable but allows the user to see a fuller view of all tasks on the selected date for the associated Site Search Order or Planned Order.

13.3. Day tab

The Day Sub-tab will display the daily-based Diary View data. By selecting the “Day View” or double-clicking on a day in the Calendar View, the Diary View will appear. The displays shows as default from 08:30 to 17:00 as a standard working day.

Diary screen – Day tab

The Day tab displays an Only Incomplete Tasks checkbox, to allow the tasks displayed to be filtered i.e. to display only incomplete tasks and to remove completed tasks from the display.

As in the Month tab, the user is able to navigate to previous and following months and, in this case, Days by using the date navigator to the top right of the screen.

Previous Month Currently displayed date Following Month

Previous Day Following Day

The Day view consists of 24 hours in segments of 30 minutes. Each segment holds a maximum of a single entry. Each segment is split into two columns called Action and Task.



13.4. The Action Column

Additional details can be added or amended to a segment by double-clicking the Action column. This will bring up a Task Editor window.

Alternatively the additional details text can be typed directly into the respective Action field.

The Action Column may be marked as completed to eliminate it from the list of outstanding tasks.

13.5. The Task Column

The Task column is automatically populated with data referring to the selected tasks from the Month tab. This data is derived directly from the Site Search Order or Planned Order record to which the tasks are associated therefore this data is not editable by the user.

The Task column has an associated Completed checkbox, which will be checked if the task has a completed date.

Double-clicking on the Task column will automatically display either the Site Search Order or Planned Order screen, dependant on the task selected, in update mode. The Site Search Order and Planned Order screens will automatically display the correct record for the selected task.



14. Course Review

At the end of the course, the user should now be able to:

Site Search Orders

o Create a new Site Search Order record.

o Assign Candidates to a site search order.

o Track task progress, by using the tasks tab and gaining extra information of task dependencies and task ownership.

o Attach related documentation to a site search order.

o Query existing Site Search Orders.

o Create new candidates, using the Site Management module.

Sites

o Define the high level details of a site record.

o Define Health and Safety details.

o Record Site Visit history.

o Create rentals agreements, with payment information.

o Create Site Snag Lists.

o Record the details of a Site Survey.

User Diary

o Using the User Diary for allocated Tasks.

o Displaying relevant Site Search Order and/or Planned Order records.
