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IronSight Tutorial Videos

5 MINUTE EXPLAINER VIDEO


Tutorial Video: How to request jobs with the IronSight mobile app.

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IronSight Quick Reference

Listed alphabetically below are quick references to terms and features of IronSight. Many entries below (orange color) can be clicked to access more detailed tutorials and short instructional videos.

To request additional topics and videos please email info@ironsight.ca. We will commit to producing a video within a few days of receiving your request. 

Customers

Users who submit job requests with the IronSight Customer app and GPS track service providers. 
ex: field personnel, store owners, well site supervisors, 

Divisions

A discrete segment of your company.  Companies often seperate divisions along product line, service line, or responsibility. It can be helpful to create Divisions within IronSight for better organization, KPI tracking, and allocation of the shared resources.
ex:  typical oilfield divisions are 'Operations' and 'Well Servicing'

Operators

Service providers in the field who utilize the IronSight Operator mobile app to view, activate and complete jobs that are assigned by Dispatchers. 
ex: truck drivers, equipment operators, tradespeople

Services

A group of related resource types. It is useful to create Services and assign resource types to them. This becomes very useful for Schedule View, where you can filter by Service. Dispatcher can filter Schedule View so they only see the jobs which they are responsible for. 
ex: A Service called 'Fluid' can be created. All resource types that transport fluid like pressure trucks, vacuum trucks, and water trucks would be assigned to it. 

Units

A discrete service provide who can be assigned jobs and tracked on Field View. Each resource type can contain one or many Units. For example a 'Delivery Truck' Resource Type can contain units DT#1 and DT#3 or whatever name scheme your organization uses. 

Dispatchers

The Dispatchers tab can be accessed by clicking 'Admin' on the Dispatch Hub's main user interface. It contains a list of users who have access to Dispatch Hub, along with their roles and permissions. 

Shown above: the Dispatcher tab in the admin section of Dispatch Hub

Shown above: the Dispatcher tab in the admin section of Dispatch Hub


Roles

Roles can be added with specific permissions. For example, a role can be created with access to Field View, but no permission to access or edit any of the other tabs like Schedule View. This gives security that important changes are only being made by people qualified to make them. 

The user above only has permission to access Field View and update Location statuses. This may be suitable for a plant operator who needs to communicate the status of plant load stations. 

The user above only has permission to access Field View and update Location statuses. This may be suitable for a plant operator who needs to communicate the status of plant load stations. 

Dispatch Hub

The main interface to request, manage, GPS track, and analyze jobs.


Locations

Add and customize locations with the Locations tab in Dispatch Hub

Add and customize locations with the Locations tab in Dispatch Hub

 

IronSight allows you to enter all locations important to your organization. Any location added into the Dispatch Hub is displayed on Field View and selectable for a job request. IronSight supports multiple location types, allowing you to categorize and filter locations on Field View. For example, you may want to visually differentiate between a wellsite and a fluid load station with a distinctive color and name. Categorization of location types also helps with KPI's and business analytics. 

Please follow the instructions below to add and customize your organization's locations. 


Add Color

Colors can be used to visually differentiate between site types (all wellsites can have a blue icon for example). They can also be used to quickly toggle a status such as online/offline. 

  1. Click Add Color
  2. Type in a new color name. If this color is meant to communicate a status such as online or offline, it's a good idea include this in the name (red = offline for example).
  3. Enter the Hex Color Code which can be found by searching "color picker" in Google. 
add color.jpg
Search "color picker" to choose a custom color and copy/paste its associated hex color code (#4286f4 in the above example)

Search "color picker" to choose a custom color and copy/paste its associated hex color code (#4286f4 in the above example)


Adding New Location Type

When you click “Add Location Type” you are presented with the screen below. Here you will name the location type (Load Station, Muster Point, Warehouse, Office for example) and check whether or not this new location supports status updates. With status updates enabled, users with appropriate permission can update the description and color of the location in Field View. This is useful for any location type that has regularly changing circumstances. For example a fluid Load Station may go online/offline or the types of fluid available may change. This information can be updated on Field View, which instantly communicates the information to all customers, operators, contractors, and management with access to IronSight. This has the potential to significantly reduce time wasted driving to offline or unsuitable locations, or phoning around for status updates.

add location type.jpg

Add New Location

  1. Click Add Location.
  2. Enter the name and choose location type
  3. Select a color (optional). Please note that this color will only be displayed on Field View if the Location Type supports status updates. See "Add New Location Type" instructions above.
  4. Fill in a description (optional)
  5. Enter Latitude and Longitude. If this is not readily available, please open Google Maps, change to satellite view in bottom left corner, and then click your desired location to reveal the latitude and longitude which can be copy/pasted.
  6. Choose company.
  7. Click Save and open Field View to confirm locaiton and details of your new entry.
add location window.jpg

Updating a Location

Only users with appropriate Dispatch Hub permissions (Field View Coordinator for example) can update a Location's information. 

  1. Open Field View.
  2. Filter the map for your desired location type.
  3. Click the desired location.
  4. Change the color if your organization has a universally understood color system. In the example below, green means this location is online. 
  5. Change the description of the location to communicate availability, ongoing projects, safety precautions, inventory etc.
  6. Click update and notice that a timestamp is created to indicate the last time this information was changed. 
     
field view edit location.jpg

Resources

Trades, trucks, and equipment are called Resources within IronSight. Below is a heirarchy used to categorize and filter Resources:

Service
Company
Resource Type
Unit Number
Operator 

Services can contain multiple companies. Each company can offer multiple resource types. Every resource type can have one or many unique unit numbers. Each unit number can be operated by various operators. 

Tasks

A task is a commonly requested job instruction that can be assigned to multiple resource types. When you encounter a certain request over and over, it is recommended that you add a new task in Dispatch Hub.  For example, you can create a task called 'Cleanup' and assign it to any resource types that commonly perform cleanups, such as janitors or picker trucks. 

Why add tasks:

  • Faster ordering - for simple jobs the task name is all that is needed to communicate job scope, no extra typing required
  • Adds another trackable KPI , for example "how much money did we spend on deliveries last month compared to a year ago?"
  • Reduces probability of inaccurate orders - after selecting a resource type, requesters are presented with tasks associated with their selection. If they are attempting to have a part delivered, and that task is not present in the list, they will clue-in that they have selected an inappropriate resource type. 

Steps to create and assign a new task:

  1. Open Dispatch Hub, expand RESOURCES tab, and click on Add Task
  2. Type in the name of the task and ensure that the "Is Active" checkbox is filled
  3. Click Add Resource Type Task and fill in the fields
    • Help Text can be used to describe the task to the customer
    • Job Detail Template can be used to save the requester time or show the requester the content you expect to see in a fully detailed job request. 

Important notes about tasks:

  • It is recommended to add "Other" as task for each resource type
  • It is completely okay if a resource type does not have any assigned tasks, the requester will just be skipped to the new job request form
  • One task can be added to multiple unit types
  • Tasks can be edited by opening the Task List or Resource Type Task List
  • Tasks can be removed from a resource type by unchecking the "Is Active" box on the Resource Type Task List.