MIS Request - What does it all mean?

Summary

This article goes over what each section of the MIS Request form means and how it helps us better understand what you need.

Body

Section I - Requested For - Employee Info (Required)

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Today's Date: The date you are submitting the MIS Request.

Employee start date/date needed: When the user needs the equipment. Please also remember we like to have a 2 weeks notice when setting up a user with equipment. This gives us the proper amount of time to order equipment, clear the bench/queue of previous requests, setup the device with no/minimal errors, and then ship out to you. 

Name: The end user who needs equipments' name. Please double check the spelling.

Job Title, Department, Job Site: All self explanatory. If the Job Title ever needs to be changed, you need to contact payroll.

HR Section (Legal Name, Preferred name, Pronouns, Certifications): HR will fill this portion out, but please make sure the information you provide HR is accurate. It is important the preferred name is provided, as this is difficult to fix later.

Section II - Authorization

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Requester Name: Printed name of requester.

Manager Name: Printed name of manager approving the request.

Requester Signature/Manager Signature: If you do not have access to a scanner and cannot sign this, a Bluebeam signature is also accepted.

Section III - Account Type

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Company: The company that the end user will be part of.

Model Account after current employee: This copies the permissions and groups that the end user will be a part of. For example, if User A has access to get into the L:\ drive, and we copy User A's account to User B, then User B will also get permission. You cannot leave this blank, and must choose an existing employee with a computer account that you would like to be copied from.

EC/EFS ONLY (Viewpoint/Vista Service/Project Sight): Viewpoint is part of the Trimble Construction One suite, offering a job costing system capable of managing projects across multiple companies and regions. Service Management is a tool that allows you to streamline small job work order processing, increase field technician productivity, and improve service quality and cash flow. Project Sight is a construction management software for general contractors, subcontractors, and engineers to help manage all of your projects from a single-source of collaboration and information for all project stakeholders

Priority ERP PSW Group Security: Please choose the department you are in. Please also choose the functionality you will need, either a Service Office or Field Technician license. 

Office 365 Licenses: An E1 is what we sometimes refer to as our cell license. This is actually a group of licenses (that don't pertain to the end user), but in a nutshell, if you are only using a cell phone, this is the license you need.  The E1 licenses also only have access to the mobile and web versions of Microsoft Office (M365). If you are going to be using just a computer or a computer AND a phone, then you need an E5 or the computer license. An E5 license is also able to use the desktop versions of Microsoft Office (M365). If the end user already had a phone, and they are being upgraded to a laptop, the E5 still needs to be checked as they are being upgraded from an E1 to an E5. 

*NOTE* If you already have a computer and are requesting for a new phone, you will need an E5 for both to work. If neither boxes are checked, and the user is pre existing (not a new hire) then we will assume that they will keep whatever license they already have. Please make sure you are checking for the correct license or else you will lose functionality with your device(s). 

Section IV - Equipment

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Equipment: Most of these are self explanatory. However, a common misconception is that the tablet and Surface Pro are the same. The tablets are the Galaxy Tab Active Pros (SM-7547). These typically are used for technicians within PSW. The tablets do not have the Windows operating system, but rather are the same operating system as the Samsung S23 (Android OS), just on a much larger screen. If you need specifications of the devices, please create a ticket and we will be happy to share as the generations of each model are constantly changing and vary in specs.

Peripherals (Wireless Keyboard/Mouse, Monitor, Surface Dock, Docking Station HP): Self explanatory. Please double check what you are asking for. If you need monitors, will you also need docking station(s)? If you already have docking stations, do you have the correct model?

Phone: Flip phones are typically for people that will be going into the FAB units and are not supposed to have access to their camera. The Samsung S23 FE and iPhone SE are our base models we are currently providing, but these are subject to change due to inventory and EC standards. Please do your research or ask MIS for more information before selecting one. End users typically see the iPhone option and don't realize the screens are small and have a home button. Please also ask the end user what they need/prefer BEFORE asking for a device to be shipped out to you.

Software: Different job sites may need different software packages. If you do not see software that you are constantly and currently using, please let us know and we'll update the form! Here is a list of currently supported software; if you do not see the software listed, please mention it in the "other" box down below:

Bluebeam Basic

Bluebeam - A PDF management, control, and editing tool that enables collaboration and markups within shared documents across projects' life cycles. The Basic version includes: 

  1. PDF creation, viewing, editing and markups
  2. Measure length and area (no perimeter)
  3. Participate in Studio collaborations
  4. View project drawings on web or mobile
OPC Progress

There are four Oracle Primavera Cloud Service licenses, but EC offers 3. Each of the licenses determine what apps, pages, functionality, and mobile apps a user has access to. 

OPC Progress - For users who only need access to their activities and timesheets. This license includes apps within OPC such as:

  1. Primavera Cloud for iOS and Android
Bluebeam Core

Bluebeam - A PDF management, control, and editing tool that enables collaboration and markups within shared documents across projects' life cycles. The Core version includes:

  1. Specialty markup tools for 2D and 3D PDFs
  2. Measure perimeters, counts, angles, volume
  3. Overlay and batch compare drawings
  4. Initiate and manage Studio collaborations
  5. CAD plug-ins and workflows
  6. Manage punch, RFIs and submittals on the go
  7. Enrich drawings with maps and GPS on web and mobile
OPC Schedule

There are four Oracle Primavera Cloud Service licenses, but EC offers 3. Each of the licenses determine what apps, pages, functionality, and mobile apps a user has access to. 

OPC Schedule - For power schedulers to prioritize, plan, manage, and evaluate projects across your organization. This license includes apps within OPC such as:

  1. Everything from OPC Task Management
  2. Cost & Funds
  3. Custom Logs
  4. Dashboards
  5. Form
  6. Integration
  7. Resources
  8. Risk
  9. Schedule
  10. Scope
  11. Workflows and Forms
Bluebeam Complete

Bluebeam - A PDF management, control, and editing tool that enables collaboration and markups within shared documents across projects' life cycles. The Complete version includes:

  1. Dynamic Fill measurements and markups
  2. Quantity Link with Microsoft Excel
  3. Advanced markup reporting
  4. Batch Link® hyperlink automation
  5. Batch Slip Sheet automation
  6. Batch signatures and seals automation
  7. Scripting commands for custom automations
  8. Previous version support for Revu 20
OPC Task Management

There are four Oracle Primavera Cloud Service licenses, but EC offers 3. Each of the licenses determine what apps, pages, functionality, and mobile apps a user has access to. 

OPC Task Management- For schedulers that use task management to manage their projects. This license includes apps within OPC such as:

  1. Files
  2. Project Team
  3. Reports
  4. Tasks
  5. Primavera Cloud for iOS and Android
360 Docs
BIM 360 Docs is a cloud collaboration platform designed for construction teams to manage blueprints, 2D plans, 3D BIM models, and other project documents. It provides version control, secure access, and efficient document management processes. In the context of BIM 360 Design Collaboration, BIM 360 Docs serves as a repository for sharing and exploring published models with the entire project team.
MS Project
Microsoft Project is a project management software that helps users manage projects of all sizes. It’s known for its powerful features like Gantt charts, kanban boards, and project calendars, which are essential for project planning, resource allocation, progress tracking, and budget management.
BIM 360

BIM 360 is a comprehensive cloud-based platform developed by Autodesk that connects the people, data, and workflows on construction projects. It supports informed decision-making throughout the project life cycle for project, design, and construction teams. The platform includes various products and services such as:

  1. BIM 360 Docs: Document management for storing and collaborating on project files.
  2. BIM 360 Build: Quality: safety, project management, and analytics tools.
  3. BIM 360 Design: Real-time design collaboration and data management for Revit models.
  4. BIM 360 Coordinate: Model coordination with clash detection.
  5. BIM 360 Layout: Field layout and verification.
  6. BIM 360 Plan: Project planning and workforce scheduling.
  7. BIM 360 Ops: Facility management for building handover, operations, and maintenance.
Auto CAD
AutoCAD is a powerful computer-aided design (CAD) software used extensively for precise 2D and 3D drafting and design. It’s equipped with a range of features to enhance productivity, such as automation tools, customized workspaces, and specialized toolsets for various disciplines like architecture, mechanical, and electrical design.
Adobe Pro DC

Adobe Pro DC, officially known as Adobe Acrobat Pro DC, is a comprehensive PDF solution offered by Adobe. It allows users to:

  1. Create PDFs from various file formats.
  2. Convert PDFs to other file formats like Microsoft Office documents.
  3. Edit PDFs with an intuitive point-and-click interface.
  4. Organize and manage PDF documents.
  5. Sign and send PDFs for e-signature.
  6. Collaborate on documents with tools for commenting and annotation.
  7. It’s part of the Adobe Acrobat family and is available for an annual subscription. The DC stands for “Document Cloud,” which emphasizes the software’s capability to connect to cloud storage solutions and enable document access and sharing across devices.
Revit
Autodesk Revit is a powerful Building Information Modeling (BIM) software that allows architects, engineers, and construction professionals to design buildings and infrastructure in 3D with high precision and accuracy. It’s widely used for modeling shapes, structures, and systems, and it streamlines project management with instant revisions to plans, elevations, schedules, sections, and sheets.
Adobe Creative Cloud

Adobe Creative Cloud is a comprehensive suite of applications and services provided by Adobe. It offers subscribers access to a collection of software used for various creative tasks such as graphic design, video editing, web development, and photography. It also includes a set of mobile applications and optional cloud services.

Here’s what you can do with Adobe Creative Cloud:

  1. Download and install desktop apps like Photoshop, Illustrator, InDesign, Premiere Pro, and Acrobat Pro.
  2. Find images on Adobe Stock and sync and share files across devices.
  3. Organize and share Creative Cloud Libraries and add fonts from Adobe Fonts.
  4. Share and discover creative work on Behance.
AEC Collection
The Autodesk Architecture, Engineering & Construction (AEC) Collection is a comprehensive suite of software tools that support the entire building and infrastructure project life cycle. It includes popular BIM and CAD software like Revit, AutoCAD, Civil 3D, and Autodesk Forma, as well as a cloud-based common data environment with Autodesk Docs.

Other: You can use this box for adding any additional software they might need, notes about the request, address needing to be shipped to, printers you want connected on boot, etc. Please note that some of these things will be out of MIS' hands and may not be fulfilled. We will let you know within the ticket about whether your request for this particular section can be filled.

GL Code / Job Number: Self explanatory, but we need somewhere to charge the order to. MIS requests are subject to rejection if this is not filled out. 

*If things need to be added to or edited on the MIS request form, please let us know by submitting a ticket to EMIS-ServiceDesk@ecpowerslife.com *

Details

Details

Article ID: 13293
Created
Tue 6/18/24 1:20 PM
Modified
Mon 12/2/24 11:46 AM