Category: Formbird Professional Communities

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Paperless Asset Inspection, Verification and Auditing Formbird FLEET Meet-Up #17

In this meet-up, we explore Formbird FLEET asset inspection functionality. This video is designed to walk you through how to efficiently inspect assets using our intuitive interface, whether that is on your mobile device or computer.

This presentation covers a spectrum of features, such as initialising a blank template, populating the form by selecting specific assets and viewing the auto-filled, crucial information related to that asset. We’ll delve into the concept of QR code scanning to facilitate easy input of asset information by just fixing the QR code to the asset and scanning it with your mobile device.

Through the detailed demonstration, you’ll grasp how to navigate through various fields and how to optimize the use of dropdown menus to select assets swiftly. The importance of parent assets and the relationship between primary assets and Asset Components, such as a generator that might be connected to the primary asset.

You will learn how to navigate through the system with ease, perform inspections with the minimum steps possible, and adjust the status of your inspections as you progress. This video will also guide you on annotating your inspections with notes, comments, and images and even conducting quick verifications on the assets, allowing you to save progress at any point in your inspection.

Whether you want to denote the presence of an asset, verify its status, or even attach images and files directly from your device’s camera or file system.


0:00 – Intro
3:13 – Adam – introduction to what we’re talking about today: Asset Verification
5:05 – Shares screen Admin View
6:02 – Start Asset Verification/Inspection Process
6:43 – Search for an asset to inspect
7:26 – Parent Assets
8:54 – Asset Component
10:07 – Adding notes – notes timeline
10:39 – Adding an image or files 11:46 – Change the status of verification
12:02 – Schedule the next inspection
13:34 – Auto generate next verification inspection
13:40 – Question – Is Formbrid FLEET available on Android and iOS?
15:59 – Mark Explains how Formbird is a WebApp (Adam demonstrates)
19:38 – Paul Question – How does the admin get notified of the need for an inspection
20:08 – Asset verification report
20:40 – Notification subscription
22:10 – More about notifications – email notifications and browser alerts
23:07 – List of reports, including Asset Verification
23:42 – Create new Asset Verification reports
23:49 – Link to help and documentation
24:08 – Asset Inspection Verification – How to configure
24:42 – Parent and child assets (related assets + Asset Components )
25:53 – Checks configuration and customisation
26:29 – Asset group mapping
27:33 – Adding unique elements to check
27:54 – Heavy vehicle asset group mapping
28:59 – Outro Goodbyes

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GIS Amendments, AI Optimisation Engine Integration, Booking Scheduler Formbird@Work #1

In this inaugural episode of Formbird@Work, join us at a first meetup to keep the expansive Formbird community updated with the latest developments and functionalities within the platform. As Formbird ventures into diverse industry spaces and organisational types, the team is eager to share the new additions that are continually being integrated into the system. In this meetup, the conversation revolves around the essence of sharing and collaboration, underscoring the platform’s modular and plug-and-play architecture.

The session aims to foster cross-industry exploration of the platform’s features, possibly igniting inspiration for applications in various business scenarios. This showcases the latest functionalities, such as map annotations and the newly added scheduling function, and a glimpse into the developmental process behind these innovative elements.

Whether you’re an existing member of the Formbird community or are considering joining, this episode serves as an exciting show-and-tell, facilitating an open dialogue on the technology and business aspects that drive the platform’s ongoing evolution. Tune in to discover how Formbird continues to redefine industry standards, encouraging synergy and innovation across diverse sectors. Don’t miss out on this opportunity to learn more about what the platform can do and how its new features can potentially cross-fertilize ideas for different industries and applications.

TIME STAMPS

0:00 – Intro Paul
0:59 – Why Formbird@Work Paul
3:20 – GIS /Mapping Annotations – Grant
15:08 – Constraint-based optimisation – Mark
18:20 – AI Optimisation Integration – Adam
29:01 – Formbird Components explained

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Handling Store Materials, Notifications, Booking system -FLEET Professionals Community meet-up #16

In this video, Adam from the Formbird FLEET Professionals Community demonstrates the comprehensive approach to managing and ordering restocking of store materials using the Formbird system. This process arose from engagement with Forbes Shire Council, focusing on streamlining the reordering process. Adam outlines the entire procedure, from creating materials in the store to reordering them and then utilizing them on work orders, offering insights from multiple points of view, including a manager, a store manager, an administrator, and a mechanic. The platform’s main features allow users to create new materials, manage existing materials, reorder parts, and report on material usage. The materials can be linked to specific assets or work orders, located by tags, and related to particular suppliers. It also allows setting up a unit charge rate, which defines the cost when used on work orders, and a reordering threshold for automated reordering. Users can also view the history of material orders and their usage. An additional feature allows the creation of a new material invoice line item, which ties into some upcoming changes. The video ends by addressing additional features like filters that streamline viewing materials, highlighting functionalities such as viewing materials that need reordering, inert materials, materials without a unit charge rate, and materials with orders.

0:00 – Introduction
2:06 – Mark – Themes at the Parkes NSW Local Government Water Managers conference.
5:07 – Adam Restocking of Store Materials (Parts Management) The Overview
6:15 – One-stop shop for parts management
6:40 – Add a new material
5:54 – Search for parts & edit details
8:20 – See existing material orders
8:42 – New Material Invoice Line Item
9:08 – Material Selection options and filters
12:45 – Parts management work order
14:57 – Create a new order
18:28 – Orders created in the last 7 days
20:00 – Changing order status
21:20 – Work orders (changes in the new version)
22:21 – Reorder material
23:32 – Reporting
25:39 – Question – David Booking parts in and out (scanning barcode)
27:10 – Mark on scanning (issues with a barcode reader)
31:42 – Question – How do you manage superseded parts?
33:20 – Question – adding notes for superseded parts.
34:27 – Question – Handling bulk materials – how to deal with unit costs
40:30 – Question – Attaching materials to a work order
42:49 – Question – Can you look at supplies after the order?
44:36 – Paul Notifications/emails
52:01 – Mark question – getting involved with the new booking system
53:17 – Paul introduces the booking component
57:19 – Marie Ownership errors in the carpool
1:00 – wrap up

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Bulk Fuel Transactions – V4 new features Service configuration – Formbird FLEET Professional Community Meet-Up #15

Welcome to the #15 edition of Formbird FLEET Professional Community – In this meet-up, Bulk Fuel Transactions in Formbird FLEET. Join the community signup form below.

This feature results from our collaboration with Michelle Dalziel from Nambucca Valley Council and the feedback received from several other customers. Our focus is on capturing bulk fuel transactions, which involve refuelling Council-owned vehicles from Council-owned tanks, a crucial aspect that has been overlooked by many organisations, leading to a lack of data on fuel consumption, meter readings, and costs.

Developed by Paul Arkel, our Bulk Fuel Transaction functionality in Formbird FLEET aims to fill this gap by providing a simple and efficient solution for recording fuel transactions from mobile and fixed tanks. By capturing these transactions, organisations can gain valuable insights into vehicle utilisation, fuel consumption, and the overall life costs of their assets.

In this video, we will demonstrate how Formbird FLEET’s existing refuel work order functionality has been adapted to accommodate ad hoc processes and how our new bulk fuel transaction feature can help streamline the data-capturing process for more efficient fleet management. Stay tuned for an in-depth demonstration of this innovative feature.

0:00 – Intro

3:00 – Mark’s News – Hills Tankers transportation https://www.opturion.com/ Route optimisation and Logistics

7:04 – Mark News Sensys Gatso – Tasmanian Government speed camera using Formbird https://www.sensysgatso.com/

9:41 – Alpha release of the Formbird offline function for Greater Western Water

11:49 – Mark News Vector maps

14:24 – Adam Bulk Fuel Transactions Overview Nambucca Valley Council suggestion

17:02 – Demonstration – from the works management operator menu view

23:18 – Question – Mobile fuel tank – how to refuel from an inventory tank managing the mobile as an asset.

24:42 – Is this function available?

25:51 – Visualisation of daily driver check sheet (digital prestart) completion

27:35 – Version 4 roll-out announcement

28:17 – Question – What will people be able to do with the Beta version when it’s released

29:12 – Paul Improvements made the PM service an overview of new features.

29:42 – Mark – Explains the move to version 4

30:34 – Paul – Detailed overview of changes and enhancements to service schedules and work order – Primary and Secondary Service configuration (periodic service) configuration for asset and asset components and additional service outside the manufacturer’s schedule.

42:49 – Paul – explains changes to status (additional colours) and notifications

45:42 – Paul Daily Driver Check List (digital prestart)

48:59 – Question on accounting for infrequently used assets in digital prestart checks.

51:05 – Wrap up

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Capturing Asset Income and Expenses – Lock Out / Tag Out Policy Settings – Formbird FLEET Meet Up

Formbird FLEET is a modern fleet management information system that keeps your fleet safe, accountable, and on budget.

Find out more here –https://www.formbird.com/fleet-management/

Every second month, Formbird gets together with the organisations that use FLEET to discuss all things and share lessons learnt.

Register now here https://www.formbird.com/category/fleet-professionals-community/.

In this Formbird FLEET, professionals meet up with the community discussed in depth how, when and how safety tag outs and lock outs should be removed. Getting the documented digital recorded to match the real world. Adam also gave an overview of the most popular reports available in Formbird FLEET.

0:00 – Paul Introduction and overview
2:45 – Mark News – our platform is Version 4 – Bundaburg CLARITY
3:54 – Maintenance Scheduler progress – Secondary Services
5:28 – Sensys Gatso Project going live in Tasmania
6:02 – Transport management project with AI stock management with https://www.opturion.com/
7:11 – Question what’s the difference between a daily driver check sheet and a digital prestart?
8:17 – Adam – Tag Out procedure (the need for a secondary approval process)
11:13 – Sneek peak at Formbird Version 4
12:57 – Feedback from the group – which role should be able to remove tags.
14:07 – David – our lock out procedure matches our physical policy
15:45 – Group Tag Out discussion
17:20 – Adam to clarify – Lock Out / Tag Out discussion continued.
21:06 – Ngaire BRC question – How does Tag Out, look in the workshop dash?
21:53 – Mark clarification of how we can leverage Tag Out data
24:02 – Does the operator ever remove a tag?
27:25 – Adam & Mark – final conclusion of discussion (who adds tags outs, who removes)
30:26 – Adam. Formbird Fleet Reports (overview)
30:56 – Asset Invoice Report
33:03 – Asset Operating Cost Summary
35:17 – Asset Summary
35:41 – Fuel Receipt
37:01 – Preventative Maintenance work order
37:17 – Toll Details
27:32 – Registration and Insurance Expenses
38:00 – Asset Expenses (other)
38:52 – Internal Asset Request
39:12 – Allocation Details
40:00 – Brad – Question – is there an integration between Formbird and enterprise software
43:11 – Question when will these new reports be available? – More about the release cycle.
47:59 – Wrap up

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Operations communication and water utility information systems confined space safety – CLARITY Water Professionals Meet Up #4

Every quarter the Formbird water professionals community gets together to stay up to date and share information about Formbird’s Water Utility information management system – Clarity. Join the community now – https://www.formbird.com/category/for…

In this meet up we discuss how modern information systems are not just about storing data.

The rise of social media as a preferred communications platform, can’t be ignored.

Operations Communications and Information Systems it’s time to move beyond the analysis of the past into a collaboration space. Grant from formbird shares a case study from Greater Western Waters’s self-service function that keeps people safe when entering a confined space. This will greatly boost productivity as there is a heavy resource load on the call centre to manage confined space entry.

TIME STAMPS

0:00 – Introduction (overview)
1:08 – Mark’s platform news ( deploying our customers onto version 4 )
2:32 – Mark – Information systems transformation, the move from data collection to communication. Watch the video about Bundaburgs digital transformation https://www.youtube.com/watch?v=U2U3c…

13:10 – Grant confined space entry case study – Self-serve check-in and checkout.
25:23 – Lachie – The current process and benefits of the new approach.
27:27 – Nina Question – Can the field crew extend their time?
29:40 – Grant adding functionality to extend expected time in confined space
30:21 – Grant opportunity to provide a specialised view at the right time at the right place
31:04 – Wrap up
32:07 – END

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Business Telematics – Implementing GPS for your FLEET Professionals meet up #11

Every second month, the Formbird FLEET professional’s community members come together to learn and share information about optimizing fleets. Register here, https://www.formbird.com/category/fleet-professionals-community/ At this meet up we had a special opportunity to hear from Brad from Tenterfield about how I Tracking fuel use and tools using blue tooth, Fuel tax credits using telematics to ensure bins are collected and much more

0:00 – Paul Intro and overview
0:14 – Mark Platform update – Off-line functionality trial
2:20 – Formbird FLEET – upgrade to version 4
3:35 – Adam Features and Fixes
4:13 – Express Fuel utilisation report
7:30 – Fuel Consumption by Asset
8:46 – Update meter reading with upload
10:57 – Bulk import registration details and tolls import
12:22 – How to find help in Formbird FLEET
15:29 – Paul Asset table filtering changes the column’s selective data views (save view)
22:09 – Having different table layouts for different various tasks in your roles
23:46 – Optimising the dashboard page loads
27:14 – Tag out an asset
30:04 – email notification to supervisor for tag out
31:57 – Daily Driver check sheet
34:27 – Mark Business Telematics – GPS tracking
41:50 – Brad and his implementation of GEOTAB – Overview
42:59 – Hints for how to implement business telematics
46:16 – Workplace surveillance policy
47:08 – Fuel tax credits – Using telematics to satisfy the requirements of the ATO
48:51 – Tracking chainsaw fuel usage BlueTooth beacons to attached to indicate when the chainsaw was used
50:00 – monitoring fuel “shrinkage” to show when and where the fuel was used
50:35 – GO9 using Bluetooth – how he is monitoring chainsaw usage (where and when)
52:30 – Bluetooth tracking fuel theft
53:49 – GEOTAB doesn’t have 5-axis accelerometer using telematics to detect road degradation
55:13 – Using telematics to ensure bins are collected (how many bins in a given day)
55:39 – Geofencing
57:02 – Q-Does GEOTAB know when 4 x 4 has been engaged? Customise reports in GEOTAB
59:06 – Mark explains OBD2 technology
1:00:37 – Optimisation of mowing using telematics
1:02:00 – Wiring switches to detect when the mower is engaged
1:04:57 – Fuel Tax Credit claims – business justification for Telematics
1:08:57 – End

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Case Study – User Induction – Service scheduling adjustment – Fleet Professionals Community Meet Up #10

From across Australia the FLEET community comes together to share updates and user stories with the sole aim of making FLEET better and keeping everyone on the same page with our continuous improvement program. We also get a chance to highlight issues and chart the course for the future of FLEET. If you’re interested why not join our next sessions, here, https://www.formbird.com/category/fle…

Here are the time stamps so you can jump to the bits that interest you most.

0:00 – Introduction

2:05 – Mark Platform update, Official Clarity Launch for Greater Western Water – Offline

4:45 – Mark Introduces Chris Giles of Greater Shepparton City Council

6:10 – Question to Chris – How is the transition to Formbird FLEET going?

6:32 – Question to Chris – What are the features you a leveraging?

7:35 – Question to Chris – Has anything not gone to plan?

8:50 – Question to Chris – Was there a lightbulb moment?

9:56 – Question to Chris – How is the adoption with the mechanics going with FLEET?

10:39 – Question to Chris – Are you providing them with tablets?

10:51 – Question to Chris – What stage are you currently at?

11:55 – Question to Chris – Where do you see the big value add with Formbird FLEET? (it’s all in one screen) – Question to Chris

14:15 – Marie from Brimbank City Council – issues she’s had with implementation – Possible answer to speed questions…

16:49 – Question to Chris – Brad from Tenterfield Shire Council Asks – Have started daily plant checks for the outdoor staff? Adoption

17:40 – Question to Chris – Have you had any resistance from a change management perspective?

18:13 – Brad we have had some resistance to using Formbird FLEET from older staff

19:20 – Brad we are seeing results of moving from paper-based…

20:13 – Mark and the conflict of making forms too complex that users don’t use them or too simple and you’re not collecting the right data

23:38 – Mark managing change with people that don’t want to

24:17 – Lachie Greater Western Water identifies power users during onboarding, getting users to contribute to how the app should work.

26:13 – Adam Fixes and Features – Report Export Tools

30:03 – Change to the naming convention (Periodic / Sequential service )

31:23 – Lauren asks can reports be scheduled to run automatically

32:09 – Service scheduling adjustment – avoid “service creep” to stay within the manufacturer’s warranty.

42:33 – Adam improvements to assets page and vehicle status – move financial details to separate view

46:32 – David asks questions about FBT and whole of life calculations discussion statutory rate, business use

51:17 – Embed video into asset images, great for how to reset service reminders.

53:56 – Marie asks – Fuel Tax Credit claims – Marie asks how do other people do this?

56:19 – Request for training videos David T.

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Automating DBYD, Small water utility/council off the shelf app – CLARITY Water Professionals Meet Up #3

In this quarter’s Water Meet Up we get up to date with a new deal with Saudi Arabia Rail and a progress report on new features such as offline operation available with the Angular Release. And Grant Randle takes a look at Formbird CLARITY’s integration with Dial Before You Dig (DBYD) and how Formbird is leveraging the DBYD platform to generate frictionless approvals to excavate and protect public infrastructure.

Time Stamp Index

0:00 – Introduction

0:27 – Paul Overview

1:50 – Mark Hosking News Richardo Saudi Arabia Railways – Audit Application

2:54 – Using Formbird Offline Meter reading in Bundaberg

3:58 – Angular Release Speed Increase performance

4:29 – CLARITY Collaboration – Small regional Councils’ Water utility management application

7:28 – Greater Western Water (GWW) UAT Version 4 Update

8:29 – Lachie (GWW) some of the features added live – offline – like-for-like speed improvements map rendering

10:14 – Grant Randle – Formbird Dial Before You Dig (DBYD) Integration

12:06 – Lachie how GWW will use DBYD Taking the leg work out of requesting DBYD

12:57 – DBYD partial response capabilities. Making individual “dials” available as the responses come in to save time.

15:04 – API integration with PelicanCorp Flow Chart

18:17 – Formbird CLARITY user interface to DBYD How to submit “Dial”

21:11 – Lachie (GWW) dashboard display to all outstanding “Dials”

24:45 – Paul’s housekeeping

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Long-term Fleet replacement reporting – 10 Year + Risk Based Formbird FLEET Professionals Community Meet Up

Formbird FLEET is a modern fleet management information system that keeps your fleet safe, accountable, and on budget.

Find out more here –https://www.formbird.com/fleet-management/

Every second month, Formbird gets together with the organisations that use FLEET to discuss all things and share lessons learnt.

Register now here https://www.formbird.com/category/fleet-professionals-community/.

In this meet-up, we talk about Long Term Replacement Prediction and 10-year replacement planning. We’ll be showcasing a new development in replacement prediction that was scoped by Bundaberg, along with existing functionality for tracking the replacement process of assets. We have integrated their scope for prediction and tweaked it to fit into our app.

In addition to prediction-based replacement planning, we’ll touch upon consumption-based replacement, another critical aspect of long-term asset management. By analysing the consumption patterns of assets, we can predict when they will likely reach the end of their useful life and schedule their replacement accordingly. This helps to minimise downtime and maximise the return on investment for the assets. So, whether it’s prediction-based or consumption-based replacement planning, our app has you covered. Let’s explore these features in more detail.

0:00 – Paul Introduction, housekeeping and overview

3:19 – Adam replacement development overview

4:01 – How to find replacement reports

4:57 – Getting started with replacement reports

6:05 – Summary table of the replacement report

9:42 – Show the asset’s fuel average usage

10:26 – Looking into more detail about an asset

12:43 – Question – What about replacement income?

22:22 – What is the process, including the existing functionality

22:52 – Create a replacement document

24:35 – Replacement progress

25:54 – Create a replacement document /alternative

27:22 – Risk-based replacement overview

28:58 – Ian Risk-based replacement details

33:09 – Adam email notifications discussion Introduction

35:09 – Alternative suggestion – SMS

36:35 – Bundaberg Regional is not using emails

38:16 – Exception reporting rather than notification-type emails

40:11 – Adam wraps up the email notification discussion with some conclusions

41:53 – Wrap up

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