A new CAMP feature. eworkorder Configuration Basic Enhanced Elite

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1 eworkorder: ENHANCED A new CAMP feature The eworkorder feature of CAMP MTX is very flexible, accommodating a wide variety of operational requirements. This document provides an overview of the system settings and the feature changes associated with the Enhanced eworkorder configuration as shown in the table below. This configuration adds in ezsign functionality to the Basic eworkorder which leverages the icamp system. To get started with any one of the three eworkorder configurations, please contact us at CAMP Customer Support by ing support@campsystems.com. eworkorder Configuration Basic Enhanced Elite ezsign ezsign ezsign Logbook Plan Maintenance!!! Assign Work!!! Configure Workflow!!! Breakdown Tasks into Steps!!! Point- of- Maintenance Capture!!! Electronic Traceability of Work!! Electronically Signed Work Compliance Forms!! Regulatory Compliant Electronically Signed Logs! Paperless Hangar! Contents eworkorder with ezsign... 3 The Setup... 3 The Functionality... 6 Work Assignments... 6 Task Updates Task Steps Electronically Stamping Documents Generating Prefilled Work Compliance Forms Page 1 of 1

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3 eworkorder with ezsign The Enhanced eworkorder feature, which includes ezsign, serves to significantly enhance the CAMP MTX system functionality by projecting the work order directly into icamp to create a channel of communication between the PC- based MTX system and the mobile icamp platform. This opens up additional feature sets that include task assignments, the ability to manage task updates from directly within the work order, a method to record the distinct steps taken to address individual tasks and a means to electronically stamp tasks as complete directly from within the system by utilizing an electronic signature. These changes enhance the channels of communication through the CAMP Maintenance Tracking System, tightening the interactions between the maintenance personnel. They also support the move to a paperless work environment. The Setup To get started with the Enhanced eworkorder feature, contact either CAMP Customer Support, your Field Service Rep or your Analyst for assistance. They will work with you to determine your setup requirements as well as information on the general structure of your operation, such as whether you leverage internal Inspectors as a second set of eyes on the physical work addressed and/or if you run a dedicated Quality Department to ensure all documentation remains in order. This information is key to ensure that Enhanced eworkorder conforms to your operational profile. When complete, your company level profile will look similar to the one below. Figure 1 eworkorder with ezsign Setup Page 3 of 3

4 Figure 2 ezsign Settings within User Administration While CAMP will assist with your initial company level settings, your designated ezsign System Administrator is responsible for establishing and maintaining each digital signature profile within the application. To do so, the Administrator navigates to Settings and selects User Administration to search for each person who is to be set up with the electronic signoff (Figure 2). Figure 3 Settings at the User Profile Level Upon accessing a User s profile, the Admin locates the ezsign frame in the middle of the screen and selects the Enable Electronic Signature checkbox in the upper left corner for each User who is to have digital signature capabilities. The next step is to choose the individual s name from the Technician pull down as this will map this User to preexisting information within the system which then automatically populates the remainder of the fields, as shown in Figure 3. In the case where the User s name is not present, the Admin needs to select <New> at the top of the list, complete the Certification Number and then select the Authorized Roles which the User is to have within the organization. Everything needed to maintain an electronic signature for a User within the system is contained for the ezsign System Administrator within this area of each User s profile. Note that the control of the Passcode is intentionally left with the User. When each User first logs into the system after the initial setup, they are presented with a pop up that asks them to set their Passcode. They are the only ones who know their Passcode numbers, which they can change at any time using My Settings as shown in Figure 4. The System Administrator, however, does have a degree of indirect control in that he can force a Passcode change if he feels that the individual s information has been compromised. Forcing a User to change their Passcode is addressed through the Reset this user s Passcode selection at the base of the ezsign frame in the User s profile as seen in Figure 3. Page 4 of 4

5 Figure 4 ezsign Passcode Changes The final step for the System Administrator is to add the Work Order menu to each User s icamp application. Doing so permits the User to access all work orders within the icamp system that are formatted using the new eworkorder structure. So only those work orders created from this point on will be shown in icamp. To enable the menu, simply check the Work Orders checkbox under the icamp Privileges frame within the User profile as shown in Figure 5. Figure 5 icamp Settings After the access is provided to icamp, all Users who have ezsign capabilities also have the option of establishing an actual digital signature using their smart phone and/or tablet. This is not mandatory as they can still electronically stamp their work without one. To set up a digital signature, navigate to Settings located at the base of the screen (Figure 4) and follow the onscreen prompts on the User Info screen as shown in Figure 6. Page 5 of 5

6 Figure 6 ezsign, Establishing a Signature Using icamp The Functionality With the Enhanced eworkorder setup complete, all aircraft within your organization will take on the new attributes as established. The remaining sections within this document provide an overview of the new functionality that is now available. Work Assignments As planned maintenance activities are reviewed and subsequently scheduled throughout the course of the day, the workflow that s built into the CAMP MTX system provides both System Administrators and Users the ability to assign work to others. This can be done at the individual task level within the eworkorder by expanding the task and selecting the name of the individual from within the pull downs. These assignments can be made for the Technician, Inspector and/or the QC roles. Take a look at Figure 7 and note that the positioning of the selection fields are important as this is not using the ezsign functionality to sign off any work but rather to select the person who will complete that work assignment. Figure 7 CAMP MTX eworkorder with ezsign, Assigning a Task to Technician Kaiser Souse To address personnel assignments en masse, the User has the option of selecting a series of tasks followed by the Manage Work Assignments selection from the Action found within the eworkorder. Page 6 of 6

7 This displays a pop up that allows the assignment of one Technician, Inspector and/or Quality Control individual to all tasks in one fell swoop. You can see this sequence in Figure 8. Figure 8 CAMP MTX eworkorder Leveraging Work Assignments en Masse Page 7 of 7

8 With the assignments established, Technicians and Inspectors can now access the Alert Center within icamp to retrieve what has been assigned to them. Clicking on My Work Assignments displays a list of aircraft containing an individual s open assignments as shown in Figure 9. Selecting an aircraft lists the work orders that contain the items that they ve been charged with and which are waiting to be addressed. Figure 9 Accessing All Work Assignments in icamp Page 8 of 8

9 After completing the tasks, the Technician uses icamp again to enter all of the pertinent compliance information. When ready, he electronically signs off the job using the ezsign feature, at which time he may stage it for review by his Inspector. To sign the task, the Technician enters his ezsign Passcode in the field directly underneath the assignment pull down and selects the green check icon to process his stamping. As soon as the system completes its routine checks, it displays the Technician s name against the task indicating that the work is complete. The Technician now assigns an Inspector to the task by selecting the relevant name from the pull down within the task; this summons the Inspector to the aircraft to validate the job performed. Figure 10 ezsigning My Work and Summoning an Inspector in icamp Page 9 of 9

10 There are two important items that need to be highlighted here to better understand the workflow within icamp. The first is that the QC Review role, if set up within your organization, is conspicuously absent from the icamp mobile application, by design. Since the QC Review of the work is orientated towards a review of the compliance documentation, we expect this to be completed within an office setting on a PC and not on the hangar floor. It s an integral part only of the PC- based CAMP MTX system. The second item of importance is the need to ensure that all Users have a basic understanding of the placement of the callouts. Differentiating between the assignment selection and that of an electronic signature is particularly key as they share the same space on the screen. The logic here is that the assignment will always precede the signature, so that when the work is complete the signature signoff replaces the assignment selection on the screen. This is true in both the icamp and CAMP MTX systems. Task Updates As Technicians complete their work, they can access the system either through CAMP MTX or through icamp to enter their compliance data. This information does not need to be entered all at once as the data can be entered and saved incrementally, allowing each person to complete their input over a period of time. Documentation relating to the physical compliance can also be uploaded to the work order and associated with the task using the Attachments link as displayed to the left of the screen at the base of the task (see Figure 11). After all of the information is entered and the Technician associates his name to the job, the system changes the state of the task to indicate it is waiting for an Inspector to review the completed work. After all key personnel have stamped their names against the task, its state changes to Work Completed enabling the Update Status button at the top of the screen. Selecting this button processes the compliances within the system, creating a permanent record of the work performed. Note that this step can only be done through CAMP MTX as icamp does not have access to this function. Page 10 of 10

11 Figure 11 eworkorder Task Updates Page 11 of 11

12 Task Steps The Task Steps feature is another functional expansion to the eworkorder which records the individual steps taken to complete the work for any task. It permits Users to record all of the sequential physical steps, down to the smallest of details, associated with an assigned job. To create steps, a User simply selects the task and chooses the Add Steps option from the Action Menu, which adds a new section between the compliance and the signoff areas at the base of the screen (Figure 13). Simply fill in the description. There is no limit to the number of steps that can be created, all of which can be edited and repositioned as required. Figure 12 eworkorder Task Steps Page 12 of 12

13 Electronically Stamping Documents Using the ezsign feature is very simple as the process is quite intuitive. The Technician is tasked with filling in the compliance information and making sure that all supporting paperwork is attached to the task after completing the work. This information can be input incrementally over time as you can save information without triggering the task update. To do this, use the Save Task button at the lower right of the screen see Figure 13. After entering all the information, the Technician signs the work by entering his Passcode in the white box below the Technician label. Upon submission, the system validates the Passcode and ensures all of the mandatory compliance fields are properly addressed. It then electronically stamps the Technician field, also in Figure 13, second screen. When finished, all of the information is locked down, effectively sealing the task in support of the stamping. To correct a data error, the signature can be removed using the Remove ezsign button which unlocks the information for edit. However the electronic signature needs to be processed a second time by an authorized Technician to move forward with the compliance. If the organization enforces a mandatory Inspection and QC Review, each of these needs to be performed before the Update Status button can be used, which will then trigger the physical update of the task. Figure 13 CAMP MTX eworkorder Updates, Post Technician Signing Page 13 of 13

14 Generating Prefilled Work Compliance Forms Printing work compliance forms from the eworkorder is a simple task that can be addressed at any time by anyone. With the ezsign feature, the forms can be produced with all of the compliance information prepopulated, including the electronic signature. Simply select the task, access the Print Compliance menu and choose Print Work Compliance Form. Figure 14 CAMP MTX eworkorder, Printing Work Compliance Forms Page 14 of 14