Documentation  >  Admin  > 

Utility

The Utility screen is used to manage utilities and the statuses and high profile options associated with them.

To create a utility, click the Create Utility button, then enter all of the utility information into the corresponding fields. Once all necessary information has been entered, click the Save button.

To edit an existing utility, enter a part of or the whole utility name or abbreviation, and click the Search button located to the right of the Require Area field. Then, select the utility and make any changes necessary. Once all necessary changes are made, click the Save button.

The Utility screen is shown below:

You can change the columns that are displayed on the Utility pane by configuring the grid.

Create/Edit Tab

The Create/Edit tab contains fields for the following utility information:

• Utility Name
• Abbreviation - The abbreviation is case/space sensitive, and it is very important to enter in the Abbreviation correctly.
• Require Area - does not apply in most cases, and it is recommended that Require Area is not used. More information about Require Area can be found here.
• Customer - To associate the utility with a customer, click the button to the right of the field. This will open a dialog box for searching for the customer to associate with the utility. The customer must already exist. Customers are created using the Admin/Customers screen.
• Office - Click the button to the right of the field to search for the office that will be assigned to the utility. This field serves to associate an office and address with the utility. Offices are created using the Admin/Office screen.
• Screen Bucket - This optional field is used in cases where the locates for this utility are sent to a screener before being assigned to a locator. This field specifies where the locates are routed for screening.
• Excavator Signature - specifies whether a signature is required and whether this requirement can be overridden. This controls the Tablet PC feature that allows a locator to electronically collect an excavator's signature in the field using a pen based Tablet PC. If override is enabled, the locator is allowed to skip the step of collecting the signature. More information about the Excavator Signature feature is located here.
• Facility Type - specifies what type of facility a utility is. For example, water, cable, gas, etc. The list of available facility types is managed on the Admin/Selection Options screen. To add additional facility types, create a selection option with the value, "UtilityFacilityTypes", for the Category field.
• Service List - specifies the service list associated with the utility. This service list will be used for the terms assigned to this utility.

Statuses Tab

The next tab over is the Statuses tab. This is where you will select the available statuses for the drop-down boxes for that utility. Highlight a status, and click the right arrow button to move it over to the selected statuses list. Once you have moved the status over to the selected list you can configure the options for the status. The following options are available for each status:

• Screening - If checked, the status is only visible to users with screening rights.
• Default Billable - If checked, an activity with this status will automatically be considered billable.
• Default Closing - If checked, the locate will be closed if it is set to this status.
• Override Billable - If checked, when this status is used on an activity, the user will be able to determine whether or not the activity is billable.
• Override Closing - If checked, the user will be able to determine whether the locate will be closed if it is set to this status
• Requires Note - If checked, the status will require a note to be entered when saved.
• Requires Photo - Indicates that as a part of closing locates for this utility, the locator should attach a photo to the ticket.

Once you've selected the statuses and set the options, click on the Save button. The Utility is now available for use.

The Statuses tab is shown below:

You can change the columns that are displayed on the Statuses tab by configuring the grid.

High Profile Tab

The High Profile tab is used to add High Profile options for the utility. You can select an option from the Available High Profiles list, or you can add a new High Profile option.

To add a High Profile option, click the Add button located directly above the list of Utility High Profiles. Enter a High Profile Reason and description in the dialog box, then click the Save button in the dialog box.

Once all the information about the utility has been entered, click the Save button located to the right of the Create Utility button.

The High Profile tab is shown below:

Customer Regions Tab

The Customer Regions tab is used to specify which customer regions are assigned to each utility.

To add a new assigned customer region, select the customer region(s) you want to add to the assigned customer regions from the Available list on the left, and click the right arrow button, located in the center between the two lists.

To remove an assigned customer region, select the customer region(s) you want to remove from the Assigned list, and click the left arrow button, located below the right arrow button in the center between the two lists.

To remove all assigned customer regions, click the double left arrow button, located below the left arrow button in the center between the two lists.

To refresh the list of available customer regions, click the refresh button, located below the double left arrow button in the center between the two lists. The same effect can be achieved by pressing "F5" after highlighting a right in the Available list.

The Customer Regions tab is shown below:

You can change the columns that are displayed on the Customer Regions tab by configuring the grid.

Terms Tab

The Terms tab provides a read-only view of the terms assigned to the utility.

The Terms tab is shown below:

You can change the columns that are displayed on the Terms tab by configuring the grid.