CONTROLLED DOCUMENT: WI-ABM-1601
QMS STANDARDS
BUSINESS UNIT:
ABM 551 Fifth Avenue, Suite 300, New York, NY 10176
STANDARD TYPE:
Work Instruction
PROCEDURE TITLE: Project Activity (Smart Market) Onboarding
AREA: Operations TYPE OF PROCEDURE:
Transition and Validation
DOCUMENT NUMBER: WI-ABM-1602 REVISION: 1.2
PROCEDURE STATUS IMPLEMENTED DATE REVISION DATE
Released 06/23/15 05/07/15
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT 1.0
PURPOSE/SCOPE Unified Workforce (UW) Project Activity will allow UW participants to create project teams influenced by financial and social perspectives. UW Project Activity naturally is anticipated to distribute activity via the UW Queue (UWQ) or work activity paths. However, it is not required. With the initiation of the UW Service Network component, companies have been added to the mix and an opportunity has arisen that allows us to add to the logistical and business variables, a financial set of variables. The total cost of a transaction must contain the existing and the new elements shown under the requirements. Through Project Activity, the local labor contractor will have the ability to manipulate their position on the notification ramp by becoming more competitive from a billable rate perspective. The effective use of Project Activity begins with the onboarding process through which UW users are given the initial ability to leverage its features. This Work Instruction (WI) defines the onboarding process for the use of UW Project Activity.
2.0
RESPONSIBILITIES 2.1
TASK RESPONSIBILITIES
It is the responsibility of all participants of UW and Project Activity to read, understand and abide by the provisions of this WI. It is the responsibility of Project Managers from locations or divisions that use UW to read and abide by the provisions of this WI. It is the responsibility of the UW Support Team to ensure the validity and effectiveness of the onboarding process.
Procedure Title: UW Project Activity Onboarding
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CONTROLLED DOCUMENT: WI-ABM-1601
QMS STANDARDS
2.2 APPROVAL / ESCALATION RESPONSIBILITIES The Senior Vice President of Learning and Quality is the point of escalation for all matters contested or inquired upon in this WI. 3.0
PROCEDURE (SOP OR WI STEPS) 3.1
AREAS OF ONBOARDING The onboarding process for Project Activity includes the following areas: Initial Access to Unified Workforce Communication Training Support
3.2
PROJECT ACTIVITY, FIELD WORK ACTIVITY AND ACTIVITY QUEUE As noted in Section 1.0 above, Project Activity naturally is anticipated to distribute activity via the UW Queue (UWQ) or work activity paths; however, it is not required. The distinction is that the activities in both the Queue and Project are not “work activities” – work is actually executed within Field Work Activity. Project Slips can be created via Project Activity, field workers can express interest in the available work, and move to “work phase” all within the Project Activity component.
3.3
CONFIGURATION The configuration and validation of information in the UW Admin Portal work hand in hand with the onboarding process that is performed by the UW Support Team. For those who have already been onboarded into UW and are using its many components, the configuration process involves specific settings unique to Project Activity users. To learn more about the configuration process, see WI-ABM-1603 UW Project Activity Configuration in Section 5.0.
3.4
ONBOARDING
STEP
WHAT
WHEN
1. 1Follow UW Location . Onboarding Process (includes batch import process)
For location implementation
2.
Follow UW Individual Onboarding Process
For new hires or individual access
3.
Series of communication is
Implementation Phase – as
Procedure Title: UW Project Activity Onboarding
COMPETENCY (WHO) > UW Support Team > LQ Team/Project Manager > Location or Solution Supporters > UW Support Team > LQ Team/Project Manager > Location or Solution Supporters Location or Solution Supporters
HOW (TOOLS) WI-ABM-1103 UW Onboarding Location
WI-ABM-1104 UW Onboarding Individuals
http://www.abmlq.com/uwob emailtemplates Page 2 of 5
CONTROLLED DOCUMENT: WI-ABM-1601
STEP
QMS STANDARDS
WHAT initiated (1, 2 and 3 of 6)
4.
Training is scheduled and completed
5.
Send out next set of communication (4 and 5 of 6)
6.
Initial log in of users
WHEN prompted by LQ Team or Project Manager Deployment Phase
Deployment Phase – as prompted by LQ Team or Project Manager Deployment Phase
COMPETENCY (WHO)
HOW (TOOLS)
> LQ Team/Project Manager > Location or Solution Supporters > End Users Location or Solution Supporters
Project Activity Overview Demo Videos: http://www.abmlq.com/uwpr ojectactivitydemo
End Users
QuickTips: How to log into UW for the first time: http://www.abmlq.com/firstu wlogin
http://www.abmlq.com/uwob emailtemplates
How to log into UW in Outline Mode; http://www.abmlq.com/uwou tlinemode
4.0
7.
Support process is followed
PostDeployment
> UW Support Team > Location or Solution Supporters
WI-ABM-1551 UW Support and Notifications
8.
Send out final communication (6 of 6) – Mainstreamed
PostDeployment Phase
Corporate Quality Manager
http://www.abmlq.com/uwob emailtemplates
SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM ABM LQ, Learning and Quality Project Activity QMS, Quality Management System SOP, Standard Operating Procedure UW, Unified Workforce WI, Work Instruction
Procedure Title: UW Project Activity Onboarding
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CONTROLLED DOCUMENT: WI-ABM-1601
5.0
QMS STANDARDS
ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-ABM-1103 UW Onboarding Location WI-ABM-1104 UW Onboarding Individuals WI-ABM-1602 UW Project Activity Configuration
6.0
LOCATION http://www.abmlq.com/wiabm1103 http://www.abmlq.com/wiabm1104 http://www.abmlq.com/wiabm1602
ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE UW Project Activity Demo – All Videos
7.0
LOCATION http://www.abmlq.com/uwprojectactivitydemo
ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS R-WI-ABM-1105-4 Communication Templates QuickTip - How to Create a New UW Account QuickTip – How to log into UW for the First Time QuickTip – How to log into UW in Outline Mode
8.0
LOCATION http://www.abmlq.com/uwonemailtemplates http://www.abmlq.com/wiabm1102a http://www.abmlq.com/firstuwlogin http://www.abmlq.com/uwoutlinemode
REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION (MM/DD/YY) LAST APPROVAL DATE (MM/DD/YY)
1.2 06/23/15 06/17/15
DOCUMENT AUTHOR: Melissa Cipriani
Procedure Title: UW Project Activity Onboarding
DOCUMENT MANAGER: Melissa Cipriani
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CONTROLLED DOCUMENT: WI-ABM-1601
QMS STANDARDS
Reason for Change:
Revision 1.0 1.1 1.2
9.0
SECTION / PARAGRAPH CHANGED All Section 3.0 All
DATE OF REVISION MM/DD/YY
CHANGE MADE
Initial Entry Add all sections of 3.0 Updates based on File Review feedback; prepare for release
04/20/15 05/07/15 06/23/15
ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS
The following roles must be notified whenever this WI is revised and rereleased.
ABMLQ, Senior Vice President ABMLQ Team UW Support Team
10.0 APPROVALS PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. DOCUMENT REVIEW FIRST APPROVER NAME: GREG LUSH BUSINESS UNIT: ABM
SECOND APPROVER NAME: MATT SEXTON BUSINESS UNIT: ABM
TITLE: SENIOR VP, LEARNING AND QUALITY TITLE: UW DEPLOYMENT SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
THIRD APPROVER NAME: MIKE WALKER BUSINESS UNIT: ABM
TITLE: DIRECTOR, EMERGING INNOVATIONS SIGNATURE: ELECTRONIC APPROVAL
DOCUMENT HISTORY SECTION: Document Created on 04/20/15 by Melissa Cipriani Document Modified on 05/07/15 by Melissa Cipriani Document Modified on 06/23/15 by Melissa Cipriani
Procedure Title: UW Project Activity Onboarding
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