Manually create functional groups

Functional groups can be added to your organization to address departmental or business needs at your gas utility. Typically, the structure of the functional groups aligns closely with your organizational structure and the services you are responsible for delivering. You can configure one or more of the functional groups outlined below in your organization.

To create functional groups, complete the following steps:

  1. Using an Internet browser, sign into your organization with your administrator account.
  2. Optionally, create an account for each individual that will own a functional area in your organization (for example, Field Operations and Customer Service). The new accounts will own the functional groups and be responsible for developing and cataloging items that meet their organizational needs. Each of these accounts should be a publisher role in your organization.
  3. The account responsible for the specific function you'd like to configure in your organization should create the following groups:
  4. Details Icon

    Name: Executive Reports

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Executive.png

    Summary: Maps, apps, and reports for the Board or Executives.

    Description: This group is used to catalog key performance indicators and content used by the Board or Executives of our organization.

    Tags: Executive, KPI

    Status: Public (Users can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Views>Ascending

    Details Icon

    Name: Customer Service, Finance, Billing & Accounting

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/CustomerService.png

    Summary: The Gas Billing and Collection Division manage the gas accounts for residents.

    Description: Typical types of users and roles that are part of this group:

    • Human Resources/Payroll
    • Administrative Services Officer I, II
    • Administrative Aide
    • Accountant
    • Account Clerk
    • Payroll Clerk
    • Department Analyst
    • Accounting Technician

    Common tasks or responsibilities of the users in this group:

    • Customer Service
    • Budgets/Accounting/Long Range Financial Planning
    • Financing
    • Records Management/Clerical Services
    • Auditing
    • Bill Collection and payment
    • Connections/Disconnections
    • Reduced Rates/Meter Adjustments

    Tags: Customer, Billing, Accounting, Adjustments, Rates, Meters, Auditing

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Views>Ascending

    Details Icon

    Name: Design & Engineering

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Engineering.png

    Summary: Design and Engineering is responsible for designing future projects, cathodic protection of the current system, and integrity management of the current system.

    Description: Typical types of users and roles that are part of this group:

    • Engineering Manager
    • Engineering Tech
    • Integrity Engineer
    • Cathodic Engineer
    • GIS Technician
    • GIS Supervisor

    Common tasks or responsibilities of the users in this group:

    • Design
    • Mapping
    • Project Management
    • Risk Management
    • Management of Cathodic Protection System
    • Distribution Integrity
    • Transmission Integrity

    Tags: Engineering, Design, Mapping, Integrity, Cathodic Protection, Risk

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Construction

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/FieldOperations.png

    Summary: Construction is responsible for the installation and planned replacement of gas system.

    Description: Typical types of users and roles that are part of this group:

    • Construction Manager
    • Construction Technician

    Common tasks or responsibilities of the users in this group:

    • New Construction
    • Replacement

    Tags: Construction, Redlining, Replacement

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Marketing

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\Marketing.png

    Summary: A group responsible for identifying new potential customers and upselling to existing customers.

    Description: Typical types of users and roles that are part of this group:

    • Manager
    • Sales Representative

    Common tasks or responsibilities of the users in this group:

    • Analysis to identify new customers
    • Identification of potential main extension projects
    • Marketing to potential new customer
    • Upselling to customers under-utilizing natural gas

    Tags: Marketing, New Customers

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Network Planning

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\NetworkPlanning.png

    Summary: Plans for future expansion of the gas system.

    Description: Typical types of users and roles that part of this group.

    • Planning Manager
    • System Engineer
    • Engineering Technician

    Common task or responsibilities of the users in this group.

    • Load analysis for potential new large customers
    • Flow analysis

    Tags: Planning, Network

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Network Operations

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\NetworkOperations.png

    Summary: Provides the latest information on the operational status of the network, including outage information, trouble reports, and latest crew locations.

    Description: Content for the network operations group.

    Tags: Operations

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Mobile Maps

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\MobileMaps.png

    Summary: Maps for the mobile workforce.

    Description: This group contains a collection of maps for the mobile workforce.

    Tags: Mobile, Field, iPhone, iPad, Android, WinPhone, Tablet

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: Only group administrator

    Sorted by: Title>Ascending

    Details Icon

    Name: Environmental & Permitting

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\VegManagement.png

    Summary: A group responsible for managing environmental issues and the acquiring of easements and permits.

    Description: Typical types of users and roles that are part of this group:

    • Manager
    • Environmental Engineer
    • Real Estate Specialist

    Common tasks or responsibilities of the users in this group:

    • Acquire permits for new construction projects

    Tags: Environmental, Real Estate, Permits

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Maintenance & Operations

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/O_M.png

    Summary: Operations is responsible for maintenance of the gas distribution system.

    Description: Typical types of users and roles that are part of this group:

    • Operations Manager
    • Gas Technician I, II, III, IV
    • Heavy Equipment Operator
    • Meter Technicians/Mechanics
    • Meter Reader I, II

    Common tasks or responsibilities of the users in this group:

    • Meter installation and calibration
    • Valves & regulator station inspections
    • Leak Repair
    • Customer Service
    • Leak Investigation & inspection
    • Main Maintenance
    • Facility & Grounds Maintenance
    • Grounds Maintenance
    • Meter Shop
    • Meter Reading
    • Inventory Control

    Maps shared with this group are designed to be used with Collector for ArcGIS. If you have not installed the app, please visit the store and use the links below to install on your device.

    Tags: Gas, Operations, Maintenance, Meters, Customer Service, Repair, Valve

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Reports

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Marketing.png

    Summary: Group with services and map for Facility Reports for Gas.

    Description: This group contains the services and maps of Facility Reports for Gas.

    Tags: Reports

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Title>Ascending

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