Utility Cloud Refresher Training Structure and Basics z

Utility Cloud Refresher Training Structure and Basics z Monica Fitzpatrick, Utility Cloud (AESC)

Table of Contents • High level structure • Business Line • Accounts • Asset Class • Assets z • Workflow • Recap • Friendly reminders 1

High Level Structure z 3

Business Line A business line is group of highly related products or work which service a particular account/client transaction or business need. • Security rights related: • View Business Line • Edit Business Line • Business lines are associated to accounts, z workflows, and asset classes • Assigning a business line to an account will predefine the asset classes and workflows to choose from 4

Accounts are associated with business lines and can represent direct accounts, subaccounts and facilities. This provides a powerful and flexible account management system and analytics foundation that is intuitive and efficient. • Security rights related: • 15+ Security rights • Create/Edit/Delete/Copy/Export z • Examples of accounts could be divisions or departments • One user can be assigned to multiple accounts 5

Asset Classes are created to store a category of assets and track attributes on. • Security rights related: • 6 Security Rights • Create/Edit/Copy/View/Change Asset • Groups all of your assets together z • Can be related to multiple accounts • Attribute data is instantly available for reporting 6

Assets Asset is something valuable that an entity owns, benefits from or has use of. • Security rights related: • 6 Security Rights • Create/Edit/Copy/View/Change Asset • Can be viewed from Asset tile or Map tile z • On individual assets you can: • Track attributes • Add notes and attachments • Manage relationships • View work history • Create, import and export asset data • Upload Schematics 7

Workflows can be viewed as an internal form that consists of a series of questions for a user to answer while completing an inspection or work order on an asset. • Security rights related: • 15+ rights • Create/Edit/Copy/View/Assign • Can be customized to accommodate any type of work z • Keep track of PMs and repairs • Generate reports using data collected 8

Recap z 9

Friendly Reminders Utility Cloud • New Powerusers? We offer personalized training! • Contact salessupport@utilitycloud. us for more info • Helpfiles • How to submit a ticket z Webinars • Weekly instead of biweekly • Register in advance • Recordings will be emailed 10