John D Miller Engineering Technical Specialist

Create a way to organize content based upon the area you work in. Currently there is only a "search field" and a sort drop down. Currently looking at the Images library and the image "download" shows what appears to be a pump, "fixed door plate2" shows someone wiping up a surface. Naming convention only goes so far as long as the approvers/authors enforce it. General items can be: Screws, hand tools, connectors, plumbing fittings, etc. - these can be shared by all. these should include sizes or type if necessary to help users identify what it is: EX: M4x10 (panhead) PH Screw Toolsets are setup by functional areas: Enable something like: * Functional Area or Tool Type: EX: PLx (different areas may also use the same tool so images, etc would apply.) ** Tool Section - Tools have different functional sections: EX: Polisher, Cleaner, Computers HW/SW, tool sections based upon functions performed *** Tool Sub-Section - Different tool functional sections EX: (Within Polisher) - head, table, dresser, chemical This way the items can be grouped as needed. Currently its a free for all, search thousands of items and you may find what you want.

Nested Tasks/Guides is essential for tasks that will be repeated for different maintenance activities. Tool Tasks that are repeated for multiple guides should be able to be updated 1x and they would apply to all guides using the Task. Currently if you change 1 step in the task, you would have to edit all the guides that use the task. Having the steps static in multiple guides requires the author going through each guide just to update the same step. This is a load of unnecessary work. Example: we consolidated steps from multiple checklists to 1 procedure and refer to that procedure in our specs (currently using linking within PM Spec to refer to 1 location rather than repeating steps multiple times. step numbers may be different depending upon WHEN the task needs to be performed during a procedure. Some procedures require the same task to be performed again at different stages.) 1. Perform Place XXX into Maintenance/Service Mode - Links to documented procedure with 5 Steps & images 2. Place/Remove Tool Sections into TEST/MAINT/AUTO Mode - Links to a documented procedure with 5 steps & images These tasks are repeated in 10+ checklists for different types of maintenance and adjustment activities. This way if there is an update to one of the steps in either of these procedures, we do not have to update the 10+ checklists, just review the PM Spec Before linking to 1 location for information, each checklist contained steps that were out of sync, and totally different from checklist to checklist. This caused multiple problems that have been minimized by having 1 set of instructions instead of multiple sets. Future: Create 2 guides for the tasks listed above with the 5+ steps and images. Nest the 2 guides within a larger guide as needed. When the smaller guides are edited for clarity/content, the "parent" larger guide would get automatically updated with the new content. Authors would approve the smaller guide so they know that the parent guides would be updated as well.

Being able to refer to the vendor guides aids in the understanding and troubleshooting of a problem. Currently there is 1 link to a website/file. This will only benefit if the website/link is easy to access and use with a HL. Some Vendors provide manuals in PDF form. Add an option to add a file, PDF, PPT, Word to the HL Guide. When working on a task and a part needs to be replaced, opening the associated Bill of Materials (BOM) with an exploded parts view and part number information will help the technician locate the correct part to order. Then they can link to the ordering system and place the order for the correct part, they will have the BOM in front of them to refer to. Also, sometimes how something works is explained using PPT/Word files, so adding them for a reference would also help when performing a task.

Provide the capability to import a Visio flow diagram, with decision branches, into Dynamic 365 Guides to provide an initial structure for a guide. OR Provide a flow diagram visual for a guide. This way the author can see the decisions and steps to take based upon the decisions visually. Currently the guide creation is linear. Branching allows for the creation of different paths, but the author has to remember those paths. Months later after creating more guides, that path remembered and the reasoning for the path may not be clear. A visual representation of the guide would aid in determining if changes are needed. Also, areas may already have flow diagrams of "How" the process/procedure should work. Import these from a Visio flow diagram and then fill out the task steps with details as needed.

Add Teams to the HL Remote Assist. Allow user to see their calendar and join meetings via HL2. Currently someone from the meeting has to call you in order to communicate with you via the HL. This would enable users to show interface with team members at various locations for both training and troubleshooting opportunities. Problems and issues can be shown and explained to members across our VF.

Add a search function to RA-Files (OneDrive) Currently, have >10K images and >3K documents on my one drive that I could access. However, I would need to either put them in a folder that would show up immediately or have to go NEXT until I went through the hundreds of folders just to find specific images/documents to use. (Until all that content gets added to a guide). Having a search feature when looking at Files in RA would really enhance the benefit of having access to our respective OneDrive folders.

Currently you can access Files in RA and see your OneDrive file folders. In order to find a file to reference (until a guide can be created) you have to drill down into the correct file folder. If you have many folders and sub-folders, this can take time depending upon your connection. Adding a search feature to this area would enable users to search for a specific file they uploaded previously to their one drive account. (PDF, JPG, etc.)

Add a note feature to the step slides. When using a guide, Authors, Reviewers, Approvers and Users may have a comment/idea on something that can be changed. A note feature will enable information such as: What does this mean? Step is out of order Step is not clear Add an image here Image here is wrong or blurry etc. When creating a guide as an author, ideas pop up such as (add a better image, add copy of a print) that we do not what to stop and have to go and find. This would slow down the creation process. After the base guide is created, the author can go and get the images, prints, etc. and then add them where they placed a note. Currently an author (me) has to write a note to self in using something like OneNote to go back and add something to the guid.e Also, when the guide goes through multiple reviewer/approvers each can add their comments and see other comments. Improving and adding to the quality of the guide before it even gets released. A report can be generated of comments/suggestions and the author can then make changes if needed to improve the guide before it is released for actual use. End users can also add comments when they are using it which can be sent in a report to the author after completing the guide who can use the input to improve the guide further. Currently the only way this feedback can be communicated is via emails, meetings, etc. especially when the guide has to go around the world to different individuals.

For photos and videos, there should be a "frame" around the area that will be recorded. This way you can center the item you wish to take a picture or video of and ensure it is centered. The lens sits differently on everyone. Have had to retake images again and again to ensure that the entire area was captured and not cut off. This should be able to be turned on/off as needed.

Lengthen the Button Label for the answer to questions. Make the button label to be as long as the step text field. This will allow better button labels to be set instead of Yes/No This will enable recording of statements i.e.: Question: Were all steps successfully completed. YES - All steps were completed correctly; - this would go to the completion step. NO - All steps were not completed; - this would direct you where to record the necessary information why steps could not be completed; - i.e.: document problems with the equipment, etc. NO - This guide information is inaccurate - this would direct the person to the proper escalation for guide improvement - i.e. contact tech support to submit inaccurate step information & provide accurate information