CONTROLLED DOCUMENT: WI-ABM-1602
QMS STANDARDS
BUSINESS UNIT:
ABM 551 Fifth Avenue, Suite 300, New York, NY 10176
STANDARD TYPE:
Work Instruction
PROCEDURE TITLE: Unified Workforce Project Activity Configuration
AREA: Operations TYPE OF PROCEDURE:
Needs Assessment
DOCUMENT NUMBER: WI-ABM-1602 REVISION: 1.2
PROCEDURE STATUS IMPLEMENTED DATE REVISION DATE
Released 06/24/15 06/24/15
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. In conjunction with onboarding and equally critical, is the configuration process through which specific settings and features are entered and/or validated. 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 the UW Support Team to complete the steps within their purview specific to the configuration of the Queue functions in UW. It is the responsibility of the UW Support Team to ensure the validity and effectiveness of the processes defined in this WI.
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 this WI.
Procedure Title: UW Project Activity Configuration
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CONTROLLED DOCUMENT: WI-ABM-1602
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QMS STANDARDS
PROCEDURE (SOP OR WI STEPS) 3.1
PRE-CONFIGURATION It is highly recommended that the following steps be taken prior to the configuration process to ensure a smooth implementation and effective use and adoption of Project Activity.
STEP
WHAT
1.
Identify a Solution Supporter and an Executive Sponsor at the location or divisional level
2. 1Follow the . onboarding process, specifically the communication and support steps 3.
3.2
Review the features of Project Activity with the Solution Supporter and how each setting affects the user experience
WHEN When implementing the use of UW or Project Activity to first time users When implementing the use of Project Activity to first time users Before configuration process
COMPETENCY (WHO) UW Deployment UW Support Team
HOW (TOOLS) Manual process Induct into EASI Program: http://www.abmlq.com/easipr ogrambrief
UW Deployment UW Support Team Solution Supporters
WI-ABM-1601 UW Project Activity Onboarding
UW Deployment UW Support Team Solution Supporters
WI-ABM-1603 UW Project Activity Usage and Adoption
ADMIN PORTAL CONFIGURATION The configuration of Project Activity and all other UW Components takes place in the UW Admin Portal. It is where points of configuration for the UW platform are managed, adjusted and displayed. This administrative interface eliminates the use of third party partners to make adjustments or configure certain settings in the platform. Office (where service is administered), entity, and performance components are all available via the Admin Portal. To learn more about the each area of the Admin Portal specific to Project Activity, and how they translate into the features of Project Activity, please read or view the following: o o o
WI-ABM-1604 UW Project Activity Usage and Adoption (Section 5.0) UW Project Activity Quality Manual (Section 5.0) Project Activity Demo Videos (Section 6.0)
The areas of configuration where settings are entered, reviewed, overridden or validated in the Admin Portal are listed below. 
Internal Application o Smart Configuration  Smart Configuration
Procedure Title: UW Project Activity Configuration
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CONTROLLED DOCUMENT: WI-ABM-1602
QMS STANDARDS
Actions: 1. Review the default configuration for the calculations shown in this section. 2. Adjust the numbers if necessary for the group of users who will be leveraging Project Activity; this is only necessary for a brand new, initial implementation of UW/Project Activity. 3. Choose the “Project Slip Distribution” option.
Service Role
Actions: 1. Review the default Service Roles listed. 2. Adjust or add roles as necessary
Smart Notification Template
Actions: 1. Review each notification template 2. Adjust content, message as necessary
Resource Scarcity
Actions: 1. Review the default Resource Scarcity weightage 2. Adjust weightage as necessary Procedure Title: UW Project Activity Configuration
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CONTROLLED DOCUMENT: WI-ABM-1602
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QMS STANDARDS
o
Organizational Hierarchy o Default Settings Action: Validate or override defaults: travel threshold, cost per day, cost per mile, office distance for subcontractors, billable rate weightage, cost of resource weightage, total cost of resource multiplier, project slip distribution o Project role Action: Review and validate the roles listed; enter new roles as necessary o Office rate Action: Review and validate the “Proficiency”, “Billable Rate” and “Cost of Resource” for each listed
o
User o
User Rate Action: Review and validate the “Proficiency”, “Billable Rate” and “Cost of Resource” for each listed
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 EASI Program Project Activity QMS, Quality Management System SOP, Standard Operating Procedure UW Admin Portal UW, Unified Workforce WI, Work Instruction
5.0
ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-ABM-1601 UW Project Activity Onboarding WI-ABM-1603 UW Project Activity Usage and Adoption UW Quality Manual – Project Activity EASI Program Brief
Procedure Title: UW Project Activity Configuration
LOCATION http://www.abmlq.com/wiabm1601 http://www.abmlq.com/wiabm1603 http://www.abmlq.com/qualitymanualpwa http://www.abmlq.com/easiprogrambrief
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CONTROLLED DOCUMENT: WI-ABM-1602
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QMS STANDARDS
ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE UW Project Activity Admin Portal/Configuration Demo UW Project Activity Demo – All Videos
7.0
LOCATION http://www.abmlq.com/projectactivitydemo2 http://www.abmlq.com/uwprojectactivitydemo
ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS
8.0
LOCATION
REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION (MM/DD/YY) LAST APPROVAL DATE (MM/DD/YY)
1.2 06/24/15 06/19/15
DOCUMENT AUTHOR: Melissa Cipriani
DOCUMENT MANAGER: Melissa Cipriani
Reason for Change:
Revision 1.0 1.1 1.2
SECTION / PARAGRAPH CHANGED All 3.0 All
CHANGE MADE
Initial Entry Added section 3.0 Prepare for release after file review approval
Procedure Title: UW Project Activity Configuration
DATE OF REVISION MM/DD/YY 04/20/15 05/07/15 06/24/15
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CONTROLLED DOCUMENT: WI-ABM-1602
9.0
QMS STANDARDS
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 Deployment 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 06/24/15 by Melissa Cipriani
Procedure Title: UW Project Activity Configuration
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