Admin User Guide

Jobs in IronSight have core fields which pull from your data to ensure the activities that take place on the job happen at the right place, with the right people and tools needed.  Those core fields are populated from your account data:

Divisions - Separate your operations by areas of responsibility, such as operations or maintenance. This helps you filter jobs, resources, and operators.

Companies - These are people you do business with, clients, service providers, vendors and business partners.  

Locations - All of your work sites or points-of-interest.

Resource Types - A vehicle type or trade, such as a Vac Truck or an Electrician, that can complete jobs.

Activities - Types of work that a given resource can do. For example, a 'Cleanup' activity is done by a 'Vac Truck' resource.

Resources - A vehicle number in your fleet or a role on your field team. Resources get assigned to a job along with an operator

Inventory Types - The type of inventory that needs to get moved by a resource for the job.  Such as Sales Oil or Produced H2O.

Cost Centers - A code to which costs may be charged for accounting/tracking purposes.

Forms - Extra details that need to be filled out with certain jobs or at certain locations, such as Production Accounting Forms, or Checklists.

Users - The people who need access to the account, internal and external to your company.

You’ll need some options to appear in the job’s core fields before you can click Save and create a new job.

• Click the Account icon in the left navigation bar

• Then click Manage Account Data

• Starting with Divisions at the top, you’ll work your way down and enter your operation’s data into each category

Add Divisions

Divisions can be used to separate your operation by function (i.e. Well Servicing, Maintenance) or geography (i.e. North Field, South Field). This helps you filter the schedule, map, and job list to keep your team focused.

To add a Division:

1. Click New

2. Enter a Name

3. Choose a color, which is useful for visually distinguishing what division the jobs and units belong to on the schedule.

4. Click Save

Add Companies

This is where you’ll add your own company, and the companies you work with. If you are on the demand side, add your service providers. If you are on the supply side, add your clients.

To add a Company:

1. Click New

2. Enter a Name

3. Enter a Short Code. This is displayed in certain parts of the interface where space is limited.  13 character max.

4. Enter a new dispatcher email, or choose a user from the list.
   Important note: This email address will receive an email when a unit in their company gets assigned to a job.

5. Optional: Enter a billing address, which may be used for field ticketing.

6. Click Save

Add Locations

This is where you’ll add work sites that are relevant to your field services. During implementation, IronSight typically bulk imports your location list. When you need to add another Location:

1. Click New

2. Enter a Location Name

3. Enter a description, which gives fields users useful information about the location.

4. Add Latitude and Longitude coordinates. If you do not have the coordinates, click this video to see how you can add a location to IronSight with a little help from Google Maps.

5. Choose the Location Type. If you need to create a new Location Type:

   • Click the Location Type dropdown

   • At the bottom of the list, click New Location Type

   • Enter a Name

   • Choose an Icon

   • Click Create Location Type

6. Choose the Color, which is typically used to indicate status. For example, you can set a Water Loading Station Location from Green (Online) when it’s open, or toggle it to Red (Offline) when there is a problem with the valve. If you need to create a new Color:

   • Click the Color dropdown

   • At the bottom of the list, click New Color

   • Enter a Name

   • Choose an Color

   • Click Create Color

7. Choose the Company that owns the Location, it may be your company or it could be a partner company.

8. Click Save

Add Resource Types

A Resource in IronSight is a truck type or trade, such as a Vac Truck or an Electrician, that can complete jobs.

To add a Resource Type:

1. Click New

2. Enter a Name

3. Choose the Service. Service can be thought of as a group of resources. For example, a vac truck, pressure truck, and tank truck can belong to a Fluid Service, since they all move fluid. If you need to add a new Service:

   • Click the Service dropdown

   • At the bottom of the list, choose New Service

   • Enter a Name

   • Click Create Service

4. Choose what Activities this Resource Type can do by multi-selecting the checkboxes. (we'll create them next in this guide)

Add Activities

Activities are types of work that a given resource can do. For example, a 'Water Disposal' activity can be done by a 'TankTruck' and a ‘Vac Truck’ resource. Activities are useful for analytics and make creating jobs fast and less prone to mistakes.

To add an Activity:

1. Click New

2. Enter a name

3. Choose what Resource Types can do this Activity by multi-selecting the checkboxes. If the Resource Types dropdown does not have any applicable options, you can go back to the step prior to add some.

Units get assigned to a job along with an operator. You can track units on a map as they are executing work. In IronSight a unit can be a:

• unique truck number, such as TT #87, which is a unit in a Tank Truck fleet

• role on a field team, such as Electrician #1, which is one of many Electricians required on a daily basis

To add a Unit:

1. Click New

2. Enter a name

3. Enter a helpful description, such as truck specs

4. Enter Ticker Text, which will appear under the unit on the Schedule and can be used for things like equipment specs, hourly rates, etc.

5. Choose what Division the unit work in

6. Choose what Resource Type the unit is

7. Choose the Company that the unit belongs to

8. Click Save

Add Inventory Types

Inventory is any item that you move around the field, such as pipe or fluid. IronSight can keep track of how much you’ve transferred, and keep inventory balances at each of your locations.

To add an Inventory Type:

1. Click New

2. Enter a name

3. Choose what Resource Types can move this Inventory Type by multi-selecting the checkboxes. If the Resource Types dropdown does not have any applicable options, you can go back to Step 1.4 in this guide to add some.

4. Enter as many inventory Items as you need. For example, if you add Pipe as the Inventory Type, you could add Items to track the different diameters/coatings of pipe.

 

Add Users

Add the people required to run your operation, such as a requester, operator, dispatcher, or admin. You can add:

• Internal users, who belong to the company that owns the IronSight hub

• Partner users, who are external to the company that owns the IronSight hub. To do this, you check the Partner checkbox, and then enter what company the user belongs to.

  Important note: You can give your Partner companies the responsibility of stewarding their own users, units, and jobs. When you add a Partner Admin, they will get limited access to your hub where they can add/manage only their own company’s data.

  For example: Internal Admin from Oil Co. can add a Partner Admin from Vendor Co. This Partner Admin would log into the hub, and start adding units and users that belong to Vendor Co. They will not be able to to see users, units, or jobs that belong to another company.