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Mobile Forms Applications - Excel

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					Response
  Code                                      Response Code Definition
    1    The function or feature is present in the current release and operates as described.
         The function or features are available in an upcoming release. There is no cost for this feature.
    2    (Indicate release number and date of release in the comment column.
    3    The user can modify the software so that the function or feature works as described.

           At no cost, the software can be modified through programming effort to function as described.
    4      This programming effort is included in the proposal estimate of costs and time to implement.
           At cost, the software can be modified through programming effort to function as described.
    5      (Provide an estimate of the costs and time to implement in the comment column.)
    6      The function or feature is not available or does not function as described.
           This function is dependent on another module that has not been requested by the RFP.
           (Discuss how best to achieve this functionality and provide an estimate of cost and time to
    7      implement the module not requested by the RFP in the comment column.)
           If your response does not fit on the above response codes, please provide an explanation in
    8      the comment column.
                                                                                                                  Response
                              Mobile Field System - Desired Functionality                                                                   Comments
                                                                                                                    Code
    Main Line of Business Applications: Emphasys Elite 9.1 (SQL 2008) Work Order and Inventory, ECS Select Inventory Module http://www.emphasys-software.com/, GroupWise 7,
                                                Integration with any industry standard Financial Package (to be re-evaluated in 2011)
                                                                Note: Please see Response Code Tab for valid Response Codes.
                                                                                   Mobile Device Hardware
    1        Field Worker devices need to be rugged
             Supervisor devices need the ability to connect to administrative back-end User Interface
    2
             remotely
             Provide the ability to store form data on the device when transmission cannot occur due to
    3
             poor signal strength
    4        Provide the ability to lockdown phonebooks to only allow calls specified.
    5        Provide the ability to edit phonebooks from a central administration interface
    6        Provide the ability to send updates via push to all or specified devices in the field
    7        Wireless connectivity
    8        Provide push-to-talk two way capability
             Screen must be large enough to enable form field entry with minimal error rate (minimum of
    9
             3.5 inches diagonal)
    10       Provide the ability to scan barcodes
    11       Provide the ability to scan 2D barcodes
    12       Provide the ability to take photos and attach them to a form (work order or inspection report)
    13       Provide the ability to capture digital signatures as proof of service
    14       Provide the ability to match a signature against a template for verification
             Provide the ability to print a representative sample of a work order with signature as a receipt
    15
             for the customer using a mobile printer
    16       4G capable or provide ETA on 4G capabilities
    17       Provide bluetooth printing capabilities with the use of a mobile printer.

    18
             Alternately, provide the ability to print a representative receipt from the mobile device itself.

    19       Provide an "offline" functionality mode where all functions can be performed on the mobile
             device if in an area with a poor signal. Once signal is received, queued data would transmit.
    20       Provide markup capabilities on photos, mobile forms, maps, etc.
    21       Provide GPS capabilities
    22       Provide Sketch Pad capabiliites
                                                                                       Mobile Software
             Provides the ability to electronically fill out a representative mobile Form (mForm) on the
    23       Mobile Device via standard form controls such as free form typing, drop-down selection lists,
             radio buttons, check boxes, etc
             Provides the ability to easily import / export, view, update, prioritize, create new, copy to new,
    24
             transfer and close work order’s




2        Confidential                                                  Content Management, Document Imaging and Workflow RFP                     CMHA Solicitation Number 2009 - 0701
                                                                                                                   Response
                              Mobile Field System - Desired Functionality                                                      Comments
                                                                                                                     Code
             Provides the ability to enter multiple start / stop times for a work order or specific tasks within
    25
             a work order

    26
             Provides the ability to view a configurable previous number of work order’s in a given unit
             Provides a mechanism to update CMHA’s work order system (Elite) with data captured on the
    27
             mobile device
    28       Provide intellisense typing intelligence (learns and suggests common words used)
    29       Provide the ability to track off-hours calls
    30       Provide the ability to add a task to a work order
    31       Provide the ability to create a new work order from the mobile device
             Provide the ability to capture fee for service details (e.g. billing rate, time spent,employee
    32
             name, etc.)
             Emergency work order's should give the receiver an audible and visual cue when one is
    33
             received.
    34       Provide the ability to add a secondary staff member onto a work order
    35       Provide the ability to track hours on a secondary staff member

    36
             Provide the ability to request a transfer of a work order (must be approved by supervisor)
    37       Provide the ability to handle multiple task codes per work order
    38       Provide the ability to store pre-defined task code remedies
             Provide a toolkit to enable self-sufficient and minimal code building of new forms. Please
    39
             describe functionality.
             Provide the ability to retrieve a configurable number of work orders on a specific unit or
    40
             property from the mobile device

    41       Provide the ability for task codes to be trade specific. Using CMHA coe business application,
             backend SQL. Also provide a general maintenance code that can see all task codes
             Provide the ability to remove a parts charge and provide a reason (Ex: utilized an existing
    42
             used part instead of charging out for a new one)
             Provide the ability to perform "Call Backs". Call backs generally are charged a different
    43       amount and is per board approved cost charts. Pulling data from CMHA core business
             processing using SQL.
    44       Provide the ability to manually over ride or enter a unit or building number
             Provide Asset tracking mode to facilitate performance of asset verification during routine
    45       maintenance or inspection stops. Then update CMHA core business application Fixed Assets
             system using SQL.
             Provide a mechanism to look up part numbers using CMHA core Business application (SQL)
    46
             by name or partial name query from the mobile device




3        Confidential                                                  Content Management, Document Imaging and Workflow RFP      CMHA Solicitation Number 2009 - 0701
                                                                                                                   Response
                              Mobile Field System - Desired Functionality                                                      Comments
                                                                                                                     Code
             Provide a mechanism to lock down certain form fields via security so that they can only be
    47
             updated by a user at a configured access level
                                                                                 Work Order Management
             Provide the ability to tier drop-downs in a pre-defined hierarchy. (e.g. Select Plumbing in one
    48
             drop-down and another drop-down populates with tasks specific to plumbing)
             Provide the ability to reopen work order from administration screens from their desktop AND
    49
             in the field.
    50       Provide the ability to post expiring alerts or bulletins to field staff mobile devices
             Provide the ability for the system to notify work order supervisors when an emergency work
    51
             order has been issued
    52       Provide the ability to maintain on-call lists
    53       Provide the ability to recall distributed work order's
    54       Provide the ability to search work order's by unit or property

             Provide the ability to create work order's. If work order is created while in the middle of
    55
             another work order or inspection, once the new work order is created, return the user back to
             the original form in the same location that they were previously working.
    56       Provide the ability to view previous work order's on a unit or property
             Provide the ability to assign and dispatch staff via staff selection or alternatively via bldg/unit
    57
             responsibility
             Provide the ability to assign a work order as an emergency. Emergency work order's should
    58
             give the receiver an audible and visual queue when one is received.
    59       Provide the ability to load balance by either workload or staff dispersement (location)
             Provide the ability to approve a transfer request which would send the transfer to the
    60
             requestee. Track the user who proformed the transfer and the designee.
             Provide a call center feature where customers can enter their own work order via thin client
    61
             app entry. Data would then integrate with CMHA work order system.
             Provide the ability to to download work order's scheduled in the future so that they do not
    62       immediately download into the mobile device. Work orders should download when it is due
             to be performed.
             Provide the ability to perform vacation/sick rerouting or reassignment. If done by a system
    63       outside of CMHA core systems, it must feed the updated information to CMHA core
             application.
             Provide the ability to track mobile device locations via thin client UI. Tracking should be
    64
             visual via mapping or like screen.
             Provide a mechanism to enable the tracking of time on separate tasks within the same work
    65
             order
             Provide the ability to generate a work order ID for each work order generated (alpah +
    66
             numerics)




4        Confidential                                                  Content Management, Document Imaging and Workflow RFP      CMHA Solicitation Number 2009 - 0701
                                                                                                               Response
                             Mobile Field System - Desired Functionality                                                    Comments
                                                                                                                 Code
             Provide the ability to reopen a previously closed work order and update CMHA core business
    67
             application.
                                                                                        Inventory
             Integrate with the existing CMHA Inventory system to enable part usage tracking, purchasing,
    68       transfers, receiving, adjustments, and audit capabilities


             Currently, CMHA has inventory data in ECS Select and Elite. The data currently contained
             within Elite is dummy data to allow the work order module to function. Ultimately as part of
             the proposed Financial\Inventory System upgrade (out of scope for this project), CMHA would
             like the inventory system and Elite to reflect accurate inventory to be fed and retrieved from
    69       the mobile devices to employ “Just-in-Time” inventory controls
             Update work order with parts used, warehouse number, cost, and quantity via scanning a
             standard product barcode for stock supplies or manually entering a product for non-stock
    70       supplies
             Upon upload, part supplies will be updated in Elite, ECS/Industry Standard Financial and
    71       Inventory Packages based upon the work order activity
             Provide the ability to lookup part numbers by commodity code (category), partial part name or
             browse alphabetically. Display description of part, location, and quantity. Display results
    72       sorted by nearest Warehouse with part(s) available.
             Provide a mechanism to lookup selected vendors websites for non-stock items for cost and
    73       availability from the mobile device.
             Support the integration of a Central warehouse application (Currently ECS) with several
    74       satelite warehouse locations
    75       Support orders direct from established vendors
    76       Provide the ability to track parts real-time as they are used or replenished
    77       Provide real-time parts and warehouse information from the mobile device
             Provide the ability to search warehouse(s) for parts and sort results by closest location, from
    78       the handheld.
             Provide an interface for vendor master setup to enable "approved" items to be sold per
    79       vendor from the handheld to the supervisor.
             Provide the ability to track warranties per item to the handheld. Example: A call comes in to
             repair the refrigerator the work order on the handheld would need to flag the asset is under
    80       warranty.
             Maintain conversion table between package barcodes, vendor codes, and CMHA part
             numbers for entire systemMaintain conversion table between package barcodes, vendor
    81       codes, and CMHA part numbers for entire system

             Provide the ability to reconcile items/parts not used in a quarterly audit. Items shown as
    82       "available" if returned to the warehouse or "outstanding" if not returned to a warehouse.
    83       Provide a mechanism to scan individual items or bulk packages into inventory.




5        Confidential                                               Content Management, Document Imaging and Workflow RFP      CMHA Solicitation Number 2009 - 0701
                                                                                                                 Response
                              Mobile Field System - Desired Functionality                                                     Comments
                                                                                                                   Code
              All items should be able to be chosen using hierarchical drop down lists to break inventory
    84        into smaller sets by category.
              Provide a mechanism to add an entry into the product table (i.e. item/vendor/UPC) if a
    85        barcode does not exist from the mobile device
    86        Provide the ability to scan items into and out of CMHA inventory
              Provide the ability to perform inventory audits with the use of the mobile device via scanning
    87        and quantity entry
    88        Provide a mechanism to look up part numbers by name or partial name query
              Provide a mechanism to order inventory from the mobile device by scanning or entering the
    89        P.O. number and then scanning product and entering quantity
                                                                                Time Management / GPS
    90        All GPS features can be locked down on a mobile device by security group or user.
    91        Provide the ability to track mobile devices
    92        Provide the ability to track mobile device location history via breadcrumbs
              Provide a management interface to view a map area with icons for CMHA deployed mobile
    93
              devices
              Provide the ability to send alerts based upon pre-configured criteria (Ex: mobile device in the
    94
              same location for x amount of time, or out of geographic area, etc.)
              Provide the ability to scan bar code into and out of a unit or property capturing system time at
    95
              scan instance.
              Provide the ability for staff to mark a work order "incomplete" to stop the clock capturing
    96
              system time at scan instance.
              Provide the ability to restart a stopped clock when work continues capturing system time at
    97
              scan instance.

    98        Provide the ability to manually override time keeping if the barcode cannot be read capturing
              system time at scan instance. If manual override is enacted, capture unit and staff member.
              Provide the ability to stop time by a scan out or the closing of a work order from the mobile
    99
              device capturing system time at scan instance.
              Provide the ability to add time to a work order for circumstances where the tasks were
              completed before the work order was entered (i.e. emergency completed before work order
    100
              was created). Overrides should be flagged by the system so that they can be identified via
              management reporting.
    101       Provide turn-by-turn navigational capabilities (with route optimization)
    102       Utilize GPS to provide optimal routing to staff
    103       Utilize GPS to track emergency assignments
    104       Utilize GPS to track closest warehouse with an available part or closest vendor
              Provide the ability to customize maps with destination markers applicable to staff (e.g. parts
    105
              vendors, locations, gas stations, etc.)?
    106       Provide the ability to define a geofenced area for GPS tracking.




6         Confidential                                                Content Management, Document Imaging and Workflow RFP      CMHA Solicitation Number 2009 - 0701
                                                                                                              Response
                              Mobile Field System - Desired Functionality                                                   Comments
                                                                                                                Code
              Provide service visit forecasting by utilizing work order's assigned to a staff member and
    107       average amount of time to complete service codes to give customer a time window for their
              work order resolution
              Enable dispatch to better plan routes to minimize mileage, fuel costs and vehicle wear-and-
    108
              tear
              Wireless timesheet functionality (clock in and out) that tracks time and attendance via the
    109
              mobile device and uploads data to Ceridian.
    110       Provide the ability to track time for multiple task codes on a given work order
              Provide a mechanism to assign images, letters, or other keys to crews for easy map location
    111
              identification
                                                                                         System Integration
    112       Must integrate with Emphasys Elite 9.1 work order software (SQL 2008)
              Must integrate with ECS inventory system (System Builder also known as Unidata running on
    113
              Unix).
    114       Must integrate with industry standard inventory and financials systems
    115       Must integrate with Ceridian Time and Attendance system
              Integrate with the existing CMHA Payroll Time and Attendance system to enable clocking in /
    116
              out via a button and GPS Location on the mobile device
    117       Must integrate with OnBase 9.2 Document Imaging platform
    118       Must integrate with Groupwise 7.0 email server.
              Provide the ability to make available work order data to OnBase so that work order images
    119
              can be created with digital signature and stored as needed.
              Ensure the device retains data until transfer or synch has been completed. The intent is to
    120
              prevent loss of data in the event of malfunction or lost signal.
                                                                                             Inspections
    121       Provide the ability to create work order(s) from an inspection
              Provide the ability to add new inspection areas (e.g. bathrooms, bedrooms, etc.) to the
    122
              inspection form
    123       Provide pre-defined descriptions with editable text for frequently used responses
              Provide the ability to select the applicable inspection form (Ex: 1. Move In / Out 2.
    124
              Housekeeping 3. UPCS 4. REAC)
    125       Provide the ability to upload inspection and work order data
              Provide the ability to perform asset audits whenever an inspection is conducted by scanning
    126
              applicable asset tags (i.e. asset tags on stoves or refridgerators)
                                                                                            Infrastructure
              System MUST support Citrix environments (Presentation Server 4.5; Xenapp Version 6 to be
    127
              implemented)
    128       System MUST support WYSE thin terminals (Model C90LE running Windows XPE)
    129       Provide the ability to shadow a mobile device user for troubleshooting purposes
    130       System must run on Windows 2003 (upgrading to Windows 2008)




7         Confidential                                              Content Management, Document Imaging and Workflow RFP      CMHA Solicitation Number 2009 - 0701
                                                                                                                   Response
                              Mobile Field System - Desired Functionality                                                     Comments
                                                                                                                     Code
    131       System must support integration with Groupwise 7
                                                                                          Reporting
    132       Provide a report of all off-hours calls. Emergency work order's should be denoted.
              Provide a method to capture audit metrics on usage such as:
               Smart phone - detail per device calls coming in, calls going out, date and time, length of
              call, with caller id information.
               GPS - user and search criteria used
    133        Mobile Device - user, log in date and time
              Provide task code reporting (e.g. number of calls per task code, average time spent on a task
    134       code total, average time spent on a task code per field worker, etc.)
              Capture overall metrics such as total cost per unit or property broken down by parts and
    135       services.
              Provide the ability to compare variances of staff time metrics per task codes. (i.e. John
              Maintenance takes an average of 25 minutes to complete a sink stoppage, staff average is
    136       30 minutes = +5 variance)
    137       Provides the ability to easily create ad-hoc reports
    138       Provides the ability to export report data to excel
    139       Provide an inventory report to show inventory in/out by date range
    140       Provide common reports for:
    141                                             Completed work order’s
    142                                               Open work order’s
    143                                            work order’s by employee
    144                                Incoming, transfers, and disbursements of stock
    145                                                Inventory counts
    146                                            System errors/exceptions
                                                                                               Security
    147       Provide the ability to remotely shut down a device (e.g. lost or stolen)
              Provide tiered administration access (i.e. each supervisor has access to their staff except
    148       tranfer requests)
    149       Provide a central administration interface for mobile device software support
              Provide the ability to lock (password protect) devices on a administrative determined time
    150       increment
                                                                                      Asset and Vehicle Tracking
    151       Provide the ability to track fixed assets (e.g. stove or refridgerator)
    152       Provide the ability to track CMHA vehicles
              Provide the ability to track vehicle location history via breadcrumbs (including time spent at a
    153       location)

    154       Provide a management interface to view a map area with icons for CMHA deployed vehicles




8         Confidential                                                Content Management, Document Imaging and Workflow RFP      CMHA Solicitation Number 2009 - 0701
                                                                                                                    Response
                               Mobile Field System - Desired Functionality                                                     Comments
                                                                                                                      Code
              Provide the ability to send alerts based upon pre-configured criteria (e.g. engine idleing,
    155       same location for x amount of time, etc.)
    156       Provide vehicle tracking metrics for average speed, mileage, etc.
              Provide vehicle tracking maintenance reminders (Ex: tracks mileage and standard
    157       maintenance)
              Provide the ability to define a geofenced area(s) and send alerts to management when
    158       vehicle tracked goes outside of geofence
              Provide the ability to integrate with CMHA inventory systems (ECS\Industry Standard
    159       Financial and Inventory Packages, Wisetrack (SQL 2008)
              Provide a mechanism to assign images, letters, or other keys to vehicle assets for easy map
    160       location identification
              Provide a mechanism to flag locations as a particular type (i.e. HVAC Vendor, Hardware
    161       Store, Non-Work Related Site, etc.)
    162       Provide the ability to report on stops and travel time by particular type or driver
              In the case of flagged vendor stops, provide reports when vendor visited was not the most
    163       optimal based on distance
              Provide a mechanism to send out an automated email to a Supervisor if a stop has been
    164       made at a “Non-Work Related Site” or other configurable location type
                                                                                     Financial System Integration
              Provide the ability to capture Unit/Property/AMP cost info (labor, materials, overhead) as well
    165       as fee for service data




9         Confidential                                                Content Management, Document Imaging and Workflow RFP       CMHA Solicitation Number 2009 - 0701

				
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Description: Mobile Forms Applications document sample