Manually create functional groups

Functional groups can be added to your organization to address departmental or business needs at your water 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 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 complete the following steps:
  4. Create the following water utility functional groups in your organization.
  5. Details Icon

    Name: Customer Service, Finance, Billing & Accounting

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\CustomerService.png

    Summary: The Water and Sewer Billing and Collection Division manages the water and sewer accounts for residents.

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

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

    Common Task or Responsibilities of the users in this group

    • Customer Service
    • Real Estate Services
    • Budgets/Accounting/Long Range Financial Planning
    • Safety/Risk Management
    • Financing
    • Records Management/Clerical Services
    • Auditing
    • Bill Collection and payment
    • Connections/Disconnects
    • Reduced Rates/Leak Adjustments
    • Pool Adjustment
    • Irrigation and Hydrant Meters
    • Employee Development

    Tags: Customer, Billing, Risk, Accounting, Adjustments, Rates, Meters, Hydrants, 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, planning and inspection construction and maintenance projects.

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

    • Chief Engineer
    • Asst. Chief Engineer
    • Engineering
    • Engineering Tech
    • Inspector
    • Electrician
    • Land Surveyor
    • Technical Writer

    Common Task or Responsibilities of the users in this group.

    • Design
    • Construction
    • Engineering/Survey Services
    • Planning

    Tags: Water, Sewer, Operations, Construction, Maintenance, Pumps, Customer Service, Repair, Valve, Hydrant

    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: Field & Facility Maintenance

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\FieldOperations.png

    Summary: Field Maintenance is responsible for the operations of the Water distribution system, Sewer Collection system and construction of those networks.

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

    • Field Maintenance Manager
    • Asst. Field Maintenance Manager
    • Water/Sewer Utility I, II, III, IV
    • Heavy Equipment Operator
    • Meter Technicians/Mechanics
    • Building Superintendent I, II
    • Service Reader I, II
    • Warehouse Clerk

    Common Task or Responsibilities of the users in this group.

    • Water Distribution
    • Valves & Hydrants
    • Main Repair
    • Customer Service
    • Leak Investigation
    • Sewer Collection
    • Main Maintenance
    • Pump Operations & Maintenance
    • TV/Video Inspection
    • Sewer Backup
    • Construction(Optional, may be under Engineering)
    • Main Install
    • Facility & Grounds Maintenance
    • Grounds Maintenance
    • Regulatory Compliance
    • Meter Shop
    • Meter Reading
    • Inventory Control

    Tags: Water, Sewer, Operations, Construction, Maintenance, Pumps, Customer Service, Repair, Valve, Hydrant

    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: Fire Services

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\FireServices.png

    Summary: Collection of maps and apps designed to coordinate with the fire departments.

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

    • Engineering Technician
    • GIS Technician
    • GIS Supervisor
    • Fire Department(External)

    Common Task or Responsibilities of the users in this group.

    • Out of Service Hydrants
    • Fire Flow
    • Hydrant Inspections

    Tags: Fire, Service, Hydrants

    Status: Private (Users cannot find this group and can only join by invitation only.)

    Users Can Apply: No

    Contributors: All Members

    Sorted by: Date>Ascending

    Details Icon

    Name: Industrial Monitoring

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\IndustrialMonitoring.png

    Summary: A group with maps to meet a State and Federal regulatory requirement to monitor what industries discharge into the sewer system.

    Description: The Industrial Monitoring section issues permits to industries to limit the pollutants discharged into the sewer system, inspects the industries for compliance, and takes action against industries that violate their permits.

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

    • Manager

    Common Task or Responsibilities of the users in this group.

    • Industrial Waste Pretreatment Program
    • Industrial Permits and Compliance
    • Violations
    • Surveillance
    • Emergency Response

    Tags: Monitoring, Pretreatment, 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: Lab Services

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\LabServices.png

    Summary: Lab Services is responsible for testing drinking water and sampling waste water. This group includes the follow responsibility and roles at the utility.

    Description: Lab Services functions as a support service for their environmental testing needs. The Lab also works with other government agencies to meet their testing needs. Lab Services can analyze drinking water, wastewater, surface water, groundwater, bio-solids, septage, and solid samples for over 60 parameters.

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

    • Manager

    Common Task or Responsibilities of the users in this group.

    • Wastewater
    • FSE - FOG
    • Drinking Water
    • Trace Metals

    Tags: Lab, LIMS, Testing, Metals, FOG, Fat

    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: Water Treatment

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\WaterTreatment.png

    Summary: The Water Treatment Division operates and maintains treatment plants, elevated water storage tanks, reservoirs, and pumping stations.

    Description: The Water Treatment Division operates and maintains the treatment plant. The treatment process, which includes lime softening, dual media filtering, chlorination, and fluoridation, supplies a high quality, finished water that is unsurpassed in the region.

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

    • Superintendent of Water Pollution Control
    • Water Treatment Plant Operator I, II, III
    • Utility I, II

    Common Task or Responsibilities of the users in this group.

    • Boil Water Notices
    • Consumer Confidence Report
    • Water Treatment

    Tags: Treatment, Water

    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: Wastewater Treatment

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\WasteTreatment.png

    Summary: The Wastewater Treatment Division operates and maintains the treatment plant.

    Description: The Wastewater Treatment Division operates and maintains the treatment plant. The division protects the health of the community and environment by reclaiming wastewater from residential, commercial, and industrial sources.

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

    • Superintendent of Water Pollution Control
    • Water Treatment Plant Operator I, II, III
    • Utility I, II

    Common Task or Responsibilities of the users in this group.

    • Identify and define prohibited wastes.
    • Develop local limits on specific pollutants.
    • Obtain access to facilities for inspections and sampling.
    • Require non-residential polluters to provide an adequate sampling location.
    • Require treatment of non-domestic wastes to meet discharge standards.
    • Require non-residential polluters to obtain discharge permits.
    • Require non-residential polluters to monitor their discharge and submit reports.
    • Take enforcement action for non-compliance with the program regulations.

    Tags: Treatment, Wastewater

    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: 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: Private (Users cannot find this group and can join by invitation only.)

    Contributors: All Members

    Sorted by: Title > Ascending

    Details Icon

    Name: Regulatory Compliance

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\RegCompliance.png

    Summary: Regulatory compliance tracking and reporting.

    Description: A group dealing with government and industry association regulatory compliance and reporting.

    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: Network Operations

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\NetworkOperations.png

    Summary: Maps, apps, and services with the latest information about the network

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

    Tags: Operations, Network

    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: Engineering & External Contractors

    Owner: Publisher Account

    Icon: InitializeOrganization\Icons\Projects.png

    Summary: Collection of maps and apps designed to coordinate with external contractors and engineering firms.

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

    • Engineering Contractors
    • Contacted Operations

    Common tasks or responsibilities of the external users:

    • Valve Exercising
    • Hydrant Flushing
    • Design
    • Rehabilitation
    • CCTV

    Tags: Design, Contractors, Engineering

    Status: Private (Users cannot find this group and can join by invitation only.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date > Ascending

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