Account

The Account icon is the final icon on the right of the main menu bar, and is next to the Help button. The Account icon gives you access to manage several functions.

Analytics

Analytics Description
Active Users

Total number of user accounts at your company as of the current date

  1. To manage users on the System Management ( ) > Administration > General > Users page, click View Users
Renewal Total time left in your company's subscription
Storage Number of gigabytes of storage used and left to be used (for attachments, images, files, etc.)
Tickets

Tickets created out of the total tickets allowed to your company as of the current date

Tickets created in the current month

 

Help

The help system contains the most detailed and complete information on how to use the system, including step-by-step procedures, definitions of terms, and other information

Features

The list of available features. The features your company uses are marked by "Active." To add a feature, click Request Info to be contacted by Irth Sales.

Feature Description
UtiliSphere Platform Standard features for all companies
811 Ticket Management Features for customers who have ticket management

Apps

Apps are stand alone standard functionality (based on work flows) that can be used without needing customization. The apps your company uses are marked by "Active." To add an app, click Request Info to be contacted by an Irth sales representative: sales@irthsolutions.com.

 

The What's New page lists announcements about news and changes to the system in chronological order, most recent first.

On the menu bar > Account dropdown, a red dot indicates a new announcement.

  1. On the menu bar, click Account ( ) > What's New

  2. On the What's New page, there are two ways to view announcements:

    View Description
    Left column In the left column, click the announcement to view it in the main window
    Search (filter)

    1. In the top left corner, in the Search box, type your search terms to find an announcement. Result: The left column filters the announcements

    2. Click an announcement to view it in the main window

 

Change Your Password within the System (video demo, 1 min)

  1. Click Account ( ) >Profile Settings
  2. The Viewing My Information page appears
  3. In the left pane under Tasks, click Change My Passwords

  4. In the Change My Password window, enter your old password, then enter your new password twice (the second time to confirm it)

    A new password must:

    • Not match old password
    • Be at least 8 characters long
    • Contain at least 3 of the following:
      • Lowercase Letter
      • Non-Alphanumeric Character
      • Number
      • Uppercase Letter
  5. Click Save

 

  1. Click Account ( ) >Profile Settings
  2. On the Viewing My Information page, in the left column, click Modify My Preferences

  3. On the Modify Preferences page, make your changes:

    Change Sounds for Settings (video demo, 1 min)

    Use Indicator Settings to determine if and how you'll be notified of new alerts via the Messages icon on the main menu:

    Setting Description
    Display and Play a Sound The default setting. The alert is a red dot on the menu bar and a sound. Type the number of seconds between each sound alert.
    Display but Don't Play a Sound The alert is a red dot on the menu bar
    Don't Display

    No red dot or sound. Ticket Due for ticket alerts (top 2). All other alerts show on the Messages icon ( )

    If all Indicator Settings are turned off, Messages ( ) and Ticket ( ) icons are removed from the top navigation bar. In this case:

    To access alerts, go to System Management ( )>Communication>System>Alerts

    To access tickets due and emergency tickets, go to the Ticket Summary page

    To access missing tickets, go to System Management ( )>Communication>System>One Call>Audits

    To access missing sequence numbers, go to System Management ( )>Communication>System>One Call>Missing Sequence

    To access broadcast messages, go to System Management ( )>Communication>System>One Call>Center Messages

     

     

    Setting Description
    Map Settings Enable Pin Clustering on Geo Data Viewer and User Activity Viewer: Pins display together at high zoom levels. As you zoom in, pins display individually
    Keyword Display Highlight All Matched Keywords. In the ticket details view, the system displays normal and high-priority keywords with yellow highlighting. To set up keywords, go to see Keywords
    Response Screen Options (Tickets)

    When entering responses for tickets:

    • Include all open facility types of the tickets: Respond to the ticket version you're looking at and its facilities
    • Include all registration codes and facility types of the tickets: Respond to all registration codes & facility types on same ticket ID of the current versions of all relevant tickets
    • Include all registration codes and facility types of all version of tickets. Respond to all registration codes and facility types on same ticket ID and all versions of the ticket
    Response Screen Settings Show Ticket Address in Response Screen. The system adds the address provided by the One Call Center on the Ticket Response window
    Related Ticket History Settings Show All Related Ticket History in Ticket Details. By default, tickets do not display related ticket history. If checked, this option shows the history of each version of the related ticket's history

    Summary Screen Settings

    Pin Footer and Header: On ticket summary and item summary pages, pinning the header and footer makes them always visible:

    Header displays: Columns (fields), select options, total tickets/items, pagination

    Footer displays: Screens and filters, total tickets/items, pagination
    Ticket Audit Filters

    The Audit to Exclude column lists the actions taken on the ticket from the Ticket Details > Ticket History.

    Check the boxes to exclude actions from appearing on the Ticket History

    This filter applies to all tickets you can access with your user account. When the filter is in effect, the Ticket History displays "Ticket history is filtered"
    Ticket Summary

    You cannot combine tickets from different one call centers

    • Do not combine any tickets on my Ticket Summary Screen
    • Combine tickets with the same ticket number on my Ticket Summary Screen (regardless of registration code, facility type, and ticket version):
      • Include all tickets that were combined when performing an action on selected tickets: Any action taken on one of the combined tickets can be taken on all of them from the Ticket Response windows (Assign, Flag, Respond, etc.)
        • Ticket Summary has one row for each ticket ID, which has multiple registration codes in the Code column and multiple facilities and ticket versions, if applicable
        • Ticket Details: Each combined ticket's Details screen > ticket header has a dropdown listing all combined tickets by registration code and facility type, if applicable, so each can be viewed and responded to
        • Mobile Web: Ticket Details > Registration Codes and Facility Types shows combined tickets by registration code and facility type
        • Windows/iOS/Android: Summary shows combined tickets by ticket number, registration codes, and facility type
    • Combine tickets with the same ticket number and same registration code (regardless of facility type and ticket version):
      • Include all tickets that were combined when performing an action on selected tickets: Any action taken on one of the combined tickets can be taken on all of them from the Ticket Response windows (Assign, Flag, Respond, etc.)
        • Ticket Summary has one row for each ticket ID, which has multiple registration codes in the Code column and multiple facilities and ticket versions, if applicable
        • Ticket Details: Each combined ticket's Details screen > ticket header has a dropdown listing all combined tickets by facility type, if applicable, so each can be viewed and responded to
        • Mobile Web: Ticket Details > Registration Codes and Facility Types shows combined tickets by registration code and facility type
        • Windows/iOS/Android: Summary shows combined tickets by ticket number, registration codes, and facility type
    Work Item Creation Settings Automatically Fill Location Fields On Mobile Forms With Current Location: Your location (at the time of item creation) will be retrieved from your GPS enabled mobile device and used to fill any Location fields on items

     

  4. Click Save

 

To register equipment, you must have set up Calibration.

  1. On the menu bar, click Account ( ) > Register Equipment

  2. On the Register Equipment window, type the Device ID for the Equipment Type you want to register. The Device ID is the unique identifier for each piece of equipment (truck, wrench, etc.). For example, each piece of equipment often has a unique barcode attached to it.

    In order to register equipment, equipment must have an equipment item with an open status and be in a Work Type Calibration (In addition to having an Equipment Calibration app, Equipment Items, Calibration, and Work Type Calibration set up)

  3. Click Save. Result: The Register Equipment window closes

 

  1. Click Account ( ) >View Mobile Site
  2. The UtiliSphere website that is optimized for mobile devices (it can also be used on a desktop PC) appears
  3. To leave the mobile site (return to the full site), in the upper-left corner, click Menu (3 stacked horizontal bars) > View Full Website

 

  1. To log out of UtiliSphere, click Account ( ) >Log Out
  2. You'll be prompted "Are you sure you want to log out of the system?"; click Log Out to continue and Cancel to return to UtiliSphere