Manually create functional groups

Functional groups can be added to your organization to address departmental or business needs at your electric 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 in to 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. Create the following groups in your ArcGIS organization:
  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 Electric Billing and Collection Division manage the electric 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 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
    • Integrity Inspector
    • GIS Technician
    • GIS Supervisor

    Common tasks or responsibilities of the users in this group:

    • Design
    • Mapping
    • Project Management
    • Risk Management
    • Distribution Integrity
    • Transmission Integrity

    Tags: Engineering, Design, Mapping, Integrity, 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\IconsFieldOperations.png

    Summary: Construction is responsible for the installation and planned replacement of the electric 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\Sales.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 network extension projects
    • Marketing to potential new customer

    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 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 mobile applications.

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

    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: Compliance

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\Compliance.png

    Summary: Regulatory compliance tracking and reporting. A group dealing with government and industry association regulatory compliance and reporting.

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

    • Compliance Engineer
    • Survey Technician

    Common tasks or responsibilities of the users in this group:

    • Meet with Regulators
    • Survey Inspections
    • Annual Reports

    Tags: Regulatory, Compliance

    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: Environmental & Vegetation

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\VegManagement.png

    Summary: Group with maps and apps designed to manage vegetation that may cause service interruptions.

    Description: This group contains maps and apps to manage vegetation that may cause service interruptions.

    Tags: Vegetation Management, Tree Trimming, Regulatory, Compliance, Right of Way

    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 electric distribution system.

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

    • Operations Manager
    • Electric 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
    • Inspections
    • Customer Service
    • Network 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: Electric, Operations, Maintenance, Meters, Customer Service, Repair

    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: Imagery & Lidar

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\Projects.png

    Summary: This group is responsible for the collection, analysis, and exploitation of the imagery and lidar data.

    Description: Remotely sensed content collected for the organization.

    Tags: Imagery, Lidar, Remote Sensing, Aerial, Scan

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

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Title>Ascending

    Details Icon

    Name: Supply Chain & Logistics

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\SupplyChain.png

    Summary: Maps and apps to improve cost by optimizing Supply Chain and Logistics.

    Description: Typical departments and roles that are part of this group:

    • Materials Sourcing/Testing
    • Warehousing
    • Inventory Management
    • Purchasing
    • Fleet Management
    • Real Estate/Right of Way
    • Facilities Management
    • Trucking

    Common Roles and Task:

    • Fleet Management
    • AVL
    • Buildings care
    • Service center sighting/consolidation
    • Optimal crew routing
    • Optimal warehousing
    • Delivery
    • Property/Real Estate Management

    Tags: AVL, Trucking, Fleet, Warehouse

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

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

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