Group 2 implementation guide

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myFAStrack and FAStrack Mobile

powered by Pruvan™ Confidential © 2010-2011




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Section 1 : Project Overview _____________________________________________ 1-1

Executive Summary for the FAStrack Mobile project ___________________________ 1-1

Overview ________________________________________________________________ 1-1

What Vendors are saying ___________________________________________________ 1-2

Vendor Benefits ___________________________________________________________ 1-2

How it works _____________________________________________________________ 1-3

Section 2 : Implementation Resources _____________________________________ 2-1

Vendor Resource Time Estimates ____________________________________________ 2-1

What is expected __________________________________________________________ 2-1

Key Contact Role Descriptions ______________________________________________ 2-2

Key Contact List __________________________________________________________ 2-2

Remember to Register for Online Training ____________________________________ 2-3

Deployment Calendar ______________________________________________________ 2-4

Group Implementation Calendar ____________________________________________ 2-5

Section 3 : Hardware Requirements _______________________________________ 3-1

Hardware Specifications ____________________________________________________ 3-1

Section 4 : Software Configuration _______________________________________ 4-1

Configuration Overview ____________________________________________________ 4-1

Setting up Sub-users in myFAStrack _________________________________________ 4-2

FAStrack Mobile Software Installation _______________________________________ 4-3

Integration Testing Checklist ________________________________________________ 4-4

Business Audit Checklist ___________________________________________________ 4-4

Section 5 : Vendor Support ______________________________________________ 5-1

Support Contact Information _______________________________________________ 5-1

Work Plan _______________________________________________________________ 5-1

Work Plan Scorecard ______________________________________________________ 5-1




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FAStrack Mobile is designed to simplify vendor’s lives. The goals of FAStrack Mobile are to reduce work turn times and QC efforts. The goals of FAS are:

1) Provide our mutual customers quality results and faster turn times 2) Increase the speed and efficiency of capturing evidence photos, electronic

forms and survey results from the field using Smartphone technology

The Deployment Calendar on page ii outlines the overall timeline to FAStrack Mobile solution release cycle to our vendor community.

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• Why: To assist Vendors to become a FAS certified vendor, meaning:

1. 95% photo volume through FAStrack Mobile

2. Using all myFAStrack features

3. Having onsite Technical Trainer

• What: FAStrack Mobile, an application for approved Android Smartphone devices

• Who: All qualifying Vendors

• When: Starting last quarter of 2011

1. Group rollouts scheduled throughout 2011

2. Three (3) week timeline per group in fourth quarter 2011

• How: Comprehensive training and support program

1. Dedicated FAS Help desk to support and train each Vendors Technical Trainer from on-boarding through full crew deployment

2. Continuous and on-going partnership of support and communication of improvements


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“FAStrack Mobile saves our company thousands of dollars a month. We have

eliminated hours of work a day by knowing where our crews are and receiving photos of

what is happening as soon as it occurs in the field.

-- Darin Bush – Integrity Contracting (multi-state vendor)

“As a small outfit, we were skeptical when told we needed to purchase expensive

Smartphones to send photos into FAS. Once we started using the solution it became

obvious this was a time saver, and easily pays for itself….we are no longer messing

around with memory cards and point/shoot cameras, saving us hours a day!”

-- Kevin Barbot – Barbot Property Solutions (Local owner/operator)

“The FAStrack Mobile project has been a real benefit to our company. It reduces the

typical costs of doing the paperwork and photo management for this industry. FAS is, by

far, the best property preservation company we work with…we want to get more work

from FAS!”

-- Shane Steel - Greener Garden Estate Management (Local owner/operator)

“We significantly reduce our liability by using FAStrack Mobile. We have trusted third

party photos and certified service records for each job. This alone can save our

business!

-- Jeff Schmitt - Cascade Homes (Local owner/operator)

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• Simplifies Photo Management, saves time and decreases labor costs

o Ability to receive near real-time photos from jobsite to myFAStrack.

o No need to transfer photos with memory cards, email, or other methods, all photos stored on your online Pruvan account.

o Works “offline” allowing you to complete work in low/no cell coverage areas

• Eliminates redundant data entry

o Allows streamlined association of photos to work orders, surveys and services

• Lowers operational costs and increases overall efficiency of crews.

o More time in the field, less time in the office

o Lowers photo management effort by 20-50%

o Allow Vendors to better meet turn time deadlines

o Increase job efficiency and overall profitability

• Trusted photos that prove when and where the work was done.

o Reduces liability by having trusted third party evidence of work performed.




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Launch FAStrack Mobile on a certified Smartphone 1) Review current FAS work orders on phone and choose work order

2) Use phones turn-by-turn navigation to arrive at property address

3) Start work at jobsite (GPS will indicate proper location)

4) Take photos that are easily tagged before/after for each services performed

5) Photos are sent to myFAStrack, automatically queued for review

6) When approved photos automatically tagged and transmitted to FAS along with a Certified Service Record for all photos captured at jobsite.

Crew photos in myFAStrack as soon as crew starts work

o Know where your crews are located

Watch work as it occurs, make sure all photos are captured

o No more waiting for photos from crew’s memory card!

Photos securely stored in your online account

o Photos stored on phone SD card as backup

o Photos third party certified, proving work was performed

Take Photos using approved Smartphone Devices. Photos sent to myFAStrack in near real time. No more emailing photos! Photos in your online account.

Point and Shoot Camera compared to FAStrack Mobile


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Vendor Benefits

See work as it occurs in field in myFAStrack

Active work orders are shown as soon as the first photo is taken

Review and approve photos pending approval from your field crew(s) using myFAStrack

Automatic Transfer

More information and specific features of FAStrack Mobile, Certified Service Records can be found in the training materials and training sessions found on the FAS project website located at http://myfastrack.fieldassets.com.

http://fasconnect.fieldassets.com/




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Use the table below as an estimate to help you plan for the transition to FAStrack Mobile over a three (3) week work plan. These estimates are based on previous implementation experiences. Depending on the complexity of your organization, these estimates may change. Additionally a single resource in your organization can fulfill some or all of the roles identified below, if qualified to do so.

Estimated Vendor Resources required by Role

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As needed to escalate issues

Technical Trainer (Vendor IT Lead)

1-2 hours to understand FAStrack Mobile

Crew Lead taking photos (crew person performing field tasks)

1 hour to understand FAStrack Mobile trained by your internal Technical Trainer

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By committing to the work plan you are committing to assign resources within your organization to complete tasks outlined in the work plan. These estimates are our best guess at the effort required by you and your staff using FAStrack Mobile. In general the commitment is:

1) Provide a technical resource to install and configure hardware and software in Week 1 and be responsible for technical support.

2) Perform all work orders daily using the FAStrack Mobile software and provide data analyst to review transactions.

3) Attend the training seminars with a minimum of the Technical Trainer to have an internal resource that can train crew members within your organization.


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Please complete the Key Contact List and return to the identified FAS Project Manager (identified in the Key Contact List).

Instructions:

1) Identify the Executive Sponsor. This is typically the owner of the business or operational manager responsible for clearing any obstacles for a successful implementation of the work plan

2) Identify the Technical Trainer individual who can contact FAS for technology issues.

a. This resource will responsible for deploying and supporting FAS software and associated hardware devices to your field crew(s)

b. This resource is responsible for the accuracy of data transmitted to FAS and is the primary contact for data discrepancy issues

c. This resource will be able to receive training from FAS and contact FAS Help Desk support team

3) The Crew Technician is who performs the work in the field. These resources must be trained by and support requests must go through the Vendor Project Manager.

KEY CONTACT LISTS MUST BE FINAL BY:

FRIDAY OF WEEK 2

Please submit your key contact list in draft along with your RSVP for participation in the work plan before the end of Week 1.

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Key Contact List

Project Role Name Email Phone Responsibilities

FAS Executive Sponsor (CEO)

[email protected]

Removes obstacles to successful implementation

Vendor Executive Sponsor (CEO/VP)

Clear obstacles to successful implementation

Vendor Technical Trainer (Operations)

Responsible for support and deployment to field crews/staff

FAS Help Desk Contact

Responsible for training Vendor Help Desk Lead

KEY CONTACT LISTS MUST BE SENT TO FAS BY: FRIDAY OF WEEK 2

Email completed contact list to [email protected]




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• Please self register for training event Monday of Week 2 https://student.gototraining.com/07442/catalog/6454831781721352448

• Please self register for wrap up session Thursday of Week 3 https://student.gototraining.com/07442/catalog/6454831781721352448

• Training and Wrap up is scheduled at 3:00PM Central, Monday of Week 2 and Thursday of Week 3

FAS Online Training Course Catalog:

https://student.gototraining.com/07442/catalog/109414104

REGISTRATION MUST BE COMPLETED BY:

FRIDAY OF WEEK 1

“FAStrack Mobile saves our company thousands of dollars a month…”

--Darin Bush – Integrity Contracting





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NOTE: The deployment calendar of the FAStrack Mobile software release process details how the FAS team intends to train vendors. It is important you not miss your scheduled group, or you will be rescheduled and may miss FAS deadlines. All vendors are now required to use FAStrack Mobile.


myFAStrack and FAStrack Mobile powered by Pruvan™

Confidential © 2010-2011

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PLEASE NOTE: FAS will evaluate Vendor compliance to the work plan above. It is imperative that you allocate the identified resources and commit to the deliverable timelines to keep your scorecard “Green”. This means all deliverables must be completed on time according to the Implementation Checklist, and your crews must be taking certified photos using FAStrack Mobile by the end of Week 3.

Group Monday Tuesday Wednesday Thursday Friday

Week 1 Register for Group Training

Prepare team to

participate, identify Key

Contacts

Week 2

Attend online Kick-Off

Session, 3pm Central Time

(Required)

Week 3

Attend online Feedback and

Followup session, 3pm

Central Time (Optional)

Make sure your using

FASmobile2 to successfully

complete work plan

Summary

Train all crews to use FASmobile2 software in field

Provide feedback and use online training and support tools at

http://fasconnect.fieldassets.com

Summary to team, and prep for Next Group Onboarding Group

End Users continue to use software and provide feedback

Weekly Group Training

Order hardware required for all crews and install software, complete checklists

Email Checklists and Key Contact list by Friday to

[email protected]

Begin using software in field, provide feedback to

FAS

“Once we started using the solution it became obvious this was a time saver, and

easily pays for itself…” –Kevin Barbot – Barbot Property Solutions

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Critical Task Checklist

Check Complete

Critical Task Deliverable to

Project Manager Page in this Document

Register for Monday-Week 2 Training Class

Friday Week 1 viii

Update Key Contact list for yourself or company

Friday Week 1 2-3

Smartphone(s) purchased and FAStrack Mobile software installed

Friday Week 2 3-1

Use FAStrack Mobile in field with all crews

By end of Week 3 5-1

Steps to Complete in Week 1

1) Complete Key Contact list, email to FAS

2) Register for Training events

3) Purchase Phone and Install Software

Steps to complete in Week 2

4) Attend Kick-Off training webinar

5) FAS to Train Vendor’s “Technical Trainer”

6) Technical Trainer begins training field crew(s)

Steps to complete in Week 3

7) All crew members trained on how to use FAStrack Mobile

8) Attend Wrap Up/Feedback Session Thursday of Week 3

“We significantly reduce our liability by using FAStrack Mobile…”

--Jeff Schmitt–Cascade Homes




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Please have the Vendor Project Manager complete the following.

Instructions:

1) Order required Smartphone(s) by end of Week 1, we recommend Certified Hardware packages available at http://sites.pruvan.com/certified-hardware

2) Verify compatibility of PC hardware required for myFAStrack below by end of week 1.

Hardware should be ordered in Week 1, Received in Week 2, and ready for use no later than Monday of Week 3

These hardware options are packaged and tested to work with FAStrack Mobile. You will need to determine for yourself if these suggested packages meet your specific requirements.

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The hardware specification defines what hardware is required for the FAStrack Mobile solution. Please see http://sites.pruvan.com/certified-hardware for more information.

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• A broadband internet connection properly configured

• A computer less than 2 years old running Windows7 recommended

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• A computer less than 2 years old with a CPU 1GHz or better, with 2GB RAM or better and 50GB of available hard drive space

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• myFAStrack requires current Adobe Flex/Air plug in and related runtime environment

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• Current Pruvan certified Smartphone with acceptable built in camera

More information can be found at http://sites.pruvan.com/certified-hardware.

http://sites.pruvan.com/certified-hardware



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1. Launch myFAStrack to setup sub-users for all myFAStrack users and FAStrack Mobile users

a. Login using FAS User-ID/Password (Administrator/Super-User)

b. Select “More->User” menu in myFAStrack

2. Determine how you want to manage sub-users for Smartphones

a. Setup individual sub-user for each Smartphone (Recommended)

b. Setup one sub-user for all Smartphones associated with your Vendor-ID

c. We do not recommend using FAStrack Website User-ID and Password (Administrator/Super-User) for FAStrack Mobile access.

3. Choose Security Role for each sub-user

a. Setup Admin Role for sub-users you wish to grant access to all features

b. Setup Role of Staff if user can invoice, but not see invoice history

c. Setup Role of Crew if user can only enter Notes in myFAStrack and/or use FAStrack Mobile only

4. Install FAStrack Mobile on Smartphones

a. Use Market Application on each phone and search for “FAStrack Mobile”

or

b. Use http://market.android.com to manage all phones online (no need to have access to phone directly)

5. Launch FAStrack Mobile on phone

a. Login using sub-user defined above

b. Allow work orders to load

c. Select a work order

d. Navigate to Property by pressing Navigate

e. Press Start Work to take photos

f. See work as it occurs in myFAStrack

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• If you have more than one (1) Vendor-ID, FAStrack treats this like a completely different company and has completely separate list of work orders per Vendor-ID.

o You will need to setup unique Sub-users for each Vendor-ID you manage

o You cannot have one Sub-User for multiple Vendor-ID’s

o FAStrack Mobile allows bar code scanning to switch login between multiple Sub-users if a single user needs to access both Vendor accounts

http://market.android.com/


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Defining and Managing Sub-Users in myFAStrack

Use only one FAS User-ID to setup associated sub-user

You must choose a unique sub-user (email recommended)

Only applies to vendors with multiple states/zones

o Setup a unique sub-user for each Vendor-ID

Below is a view of the access control you can provide to sub-users in myFAStrack.

The role of “Admin” allows full capabilities in myFAStrack

The role of “Staff” is available will allow access to marking orders complete and generating invoices, but would not allow viewing of invoice history report.

The \role of “Crew” is available to limit what can be done in myFAStrack

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1. Administrators can change individual sub-users password to block or grant access to individual sub-users in myFAStrack if desired

2. Changing FAStrack User-ID password will block all related sub-user access until valid FAStrack User-ID logs into myFAStrack with proper password

3. Make sure when your FAStrack User-ID/password changes, the valid FAStrack User-ID logs into myFAStrack to reset master password for all related sub-users




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1. If you have access to Smartphone launch Android Market on each Smartphone, search for FAStrack Mobile and follow the installation instructions.

2. Or if phones are remote, install software and manage all Smartphones using http://market.android.com.

3. Launch FAStrack Mobile on Smartphone device

4. Login using Sub-User-Name and Password provided by the Technical Trainer for each device

a. (Optional) Use QR Code provided by Technical Trainer to simplify FAStrack Mobile login

http://market.android.com/


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FAS Integration Testing Checklist: COMPLETE BY END OF WEEK 3

Activities: Notes:

Validate installation of FAStrack Mobile on Smartphone

Validate installation of myFAStrack on PC

Validate Photos transfer from FAStrack Mobile to myFAStrack within 5 minutes of taking picture

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FAS Business Audit Template (for your Internal use only)

Activities Process per

Service Signoff

Validate information entered into FAStrack Mobile is properly received into FAS systems

Data Analysts to review all

transactions

CHECKLISTS MUST BE SENT TO FAS BY: FRIDAY OF WEEK 3

Email completed contact list to [email protected]




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The Technical Trainer identified for your organization must be trained by FAS and responsible to train all crew members in your organization.

Only fully trained Technical Trainer(s) identified in your key contact list from your organization should contact FAS Help Desk.

All FAS Help Desk tickets must be manage by your Technical Trainer using http://myFAStrack.fieldassets.com/tickets.

WWoorrkk PPllaann What is expected of the Technical Trainer for your organization:

• Attend all events identified on the calendar on page iii-iv at the front of this document

• Use training materials to train your crews located on the project website located at http://myfastrack.fieldassets.com

• Initiate and manage all support requests to FAS help desk using the FAS Vendor Ticket System located at http://myFAStrack.fieldassets.com/tickets

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Using http://myFAStrack.fieldassets.com

1) Make sure you check the Support>Status page to see if FAS systems are all operational and estimated time systems will be back online.

2) Check Support>Known-Issues to see if your issue has been encountered before and what the current “work-around” is for the known issue.

3) Check FAQ to help answer any common questions you may have relatd to myFAStrack and FAStrack Mobile.

4) If you believe you have found an unknown error/issue, make sure you capture screen shots of what problem(s) you are encountering and have the Vendor Technical Trainer only open a support ticket at http://myFAStrack.fieldassets.com/tickets

http://myfastrack.fieldassets.com/tickets

http://fasconnect.fieldassets.com/


http://myfastrack.fieldassets.com/


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FFAASS HHeellpp DDeesskk

FAS Help Desk should respond to the Technical Trainer within four (4) business hours M-F 9am-5pm Central Time. Please do not have any Crew members or untrained resources contact FAS. All support questions must come through the trained Technical Trainer indentified for your organization.

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• We are always interested in your ideas and improvements you would like

to see in FAS. Please email this feedback to [email protected]

. Thank you for participating. We appreciate your feedback.

mailto:[email protected]


myFAStrack and FAStrack Mobile powered by Pruvan™

Confidential © 2010-2011

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A Vendor scorecard will be generated and published weekly to Group Members. Make sure you are green.

What it takes to stay GREEN

Technology

Group 2 implementation guide