Tips & Tricks
a few things Customers are doing that we think are pretty slick.
Streamline Materials via Workflow
Bountiful Irrigation, UT
In this video, Bountiful Irrigation uses workflows to add materials and equipment via workflow. The process allows them to select material categories, then individual items within the categories, and enter quantities without leaving the map.
Submit Requests Independent of Service Orders
This video shows the Requests module, available in version 3.0.11. Users can submit basic requests to different divisions without actually creating Service Orders. Service Orders can then be generated and linked to the requests if required.
External Ticket Submission
This demo shows how citizens can login to an external website and submit requests, which translate directly to Service Orders in Elements XS3. Elements users can interact with citizens and keep citizens informed as issues are resolved.
Patching Pot Holes in 3 Seconds
City of Covington, WA
This demo video below, shows how quickly potholes can be patched using Elements XS3. Separate records are created for each pot hole while labor, material, and equipment usage is equally distributed amongst the work orders based on the number of pot holes and the time duration entered by the user.
811 (Locate) Tickets Integration
Automate Receiving and Processing Tickets
In this demo, locate tickets are received via email and Elements XS processes the tickets, displays where they are on the map, and allows users to quickly close out Service Order Tasks to indicate the work has been completed.
Street Maintenance in 2 Seconds
City of Covington, WA
In this demo video, we create separate records on multiple street segments. Each work order indicates which type(s) of work were performed, who did the work, how long it took, which equipment was used, material consumption, and more - all in less than 2 seconds per record.
Map Based Charts & Graphs
This video shows how to select items on the map and generate charts and graphs based on the selected data.
Custom Map Visualizations
City of Maple Valley, WA
Select data on the map and view heat maps, feature clustering, and use on-the-fly custom map visualizations to interact with Elements XS data.
Query via Geometry / Print with Maps
City of Rochester, mN
A basic example of selecting Tasks on the map and printing a list of Tasks together with a map for each Task.
Streamlined Call Intake / Dispatching
City of Rochester, MN
This a fairly sophisticated workflow that shows how to streamline the process of logging phone calls, relating those phone calls to Service Orders, and relating data to multiple types of assets at the same time.