PPM 5250-633

Policy and Procedure Manual for the FOG Program

PPM 5250-633 Sewer Maintenance Process & Procedure Manual

Fats, Oil and Grease Program

Raleigh Public Utilities Department - 2018

Table of Contents

FOG New Customer Process‐3.05.P03.5250.................................................................................... 1  FOG Inspection Process‐3.05.P04.5250 ........................................................................................... 5  FOG Enforcement Process‐3.05.P05.5250..................................................................................... 11  FOG Plan Review Process‐3.05.P06.5250 ...................................................................................... 13  FOG Pumping Variance Process‐3.05.P07.5250 ..........................................................................TBD  FOG DOP‐FOG‐0001 ....................................................................................................................... 18  FOG Enforcement DOP‐FOG‐0002 ................................................................................................. 21  FOG Plan Review AR‐FOG‐0003 ..................................................................................................... 26  FOG DOP Risk Levels‐FOG‐0004..................................................................................................... 28  WPI.5210.637.2018.03‐ARCGOL New/Edit.................................................................................... 30  WPI.5210.637.2018.04‐Creating Custom Inspection..................................................................... 34  WPI.5210.637.2018.05‐Creating/Viewing Event Layers ................................................................ 36  FOG WPI.5250.633.2018.01‐Updating Customer Master ............................................................. 40

3 KEY SUPPLIERS

SUPPLIER 1 FOG Plan Review Process

SUPPLIER 2 Missing Customer Process

SUPPLIER 3

7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS

ACTIVITY 1 Create G S Asset

ACTIVITY 2 Create Customer  Master

ACTIVITY 3 Assign Customer  Master

ACTIVITY 4 Create and  Complete Plan  Review if Needed

ACTIVITY 5 Attach Asset and  Close WO

ACTIVITY 6

ACTIVITY 7

CUSTOMER 2 FOG Inspection Process

CUSTOMER 1

CUSTOMER 3

3 KEY CUSTOMERS

Process Reference:

Process Name:

Stephen Calverley FOG New Customer Process

3.05.P03.5250

Revision:

Process Owner:

Page:

1 of 4

© 2017 Business Enterprise Mapping, LLC.

1

A

B

C

D

E

F

G

FOG Plan Review Process

Missing Customer Process

1

1

2

2

Cityworks

PlnRvr

FOG Add Customer  WO

New FOG Customer

3

3

Create GIS Asset 1

4

4

ARCGOL

FOGPM

WPI * WPI.5210.637.2018.03 * Attached to this Process

ARGOL New/Edi WPI

FOG Asset

5

5

Create Customer Master 2

6

6

Cityworks

FOGPM

Create Customer Master * WPI under Help tab in Cityworks * Template Name is FOG Customer  Master

Create a Custom  Inspection WPI

FOG Customer  Master Inspection

7

7

8

8

9

9

3

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG New Customer Process

3.05.P03.5250

Revision:

Process Owner:

Page:

2 of 4

© 2017 Business Enterprise Mapping, LLC.

2

A

B

C

D

E

F

G

1

1

3

Assign Customer Master 3

2

2

Cityworks

FOGPM

Assigned FOG  Customer Master

3

3

FOG Inspection Process

4

4

Added from Plan  Review?

5

Yes

5

4

No

4

Attach Asset to WO

6

6

Cityworks

FOGPM

FOG Add Customer  Attached WO

7

7

5

Complete WO

8

8

Cityworks

FOGPM

Completed FOG Add  Customer WO

9

9

RTP

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG New Customer Process

3.05.P03.5250

Revision:

Process Owner:

Page:

3 of 4

© 2017 Business Enterprise Mapping, LLC.

3

A

B

C

D

E

F

G

1

1

4

Create Plan Review Inspection 7

2

2

Cityworks

FOGPM

Child FOG Plan  Review Inspection

3

3

8

Attach Documentation

4

4

Cityworks

FOGPM

Submitted Plans.  Forms from Plan  Review

Child FOG Plan  Review Inspection  with Attachments

5

5

Close Plan Review Inspection 9

6

6

Cityworks

FOGPM

Closed Child FOG  Plan Review  Inspection

7

7

8

8

9

9

RTP

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG New Customer Process

3.05.P03.5250

Revision:

Process Owner:

Page:

4 of 4

© 2017 Business Enterprise Mapping, LLC.

4

3 KEY SUPPLIERS

SUPPLIER 2 FOG New Customer Process

SUPPLIER 1

SUPPLIER 3

ACTIVITY 1 Update Customer  Master

7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS

ACTIVITY 2 Create FOG Child  Inspection

ACTIVITY 3 Perform and  Complete FOG  Inspection

ACTIVITY 4 Create Enforcement  Inspection if Needed

ACTIVITY 5 QA Completed  Inspections

ACTIVITY 6 Reset Inspection  Status

ACTIVITY 7

CUSTOMER 3 FOG Enforcement Process

CUSTOMER 2 Sewer Use  Ordinance

CUSTOMER 1 Permit WQCS00002

3 KEY CUSTOMERS

Process Reference:

Process Name:

Stephen Calverley FOG Inspection Process

3.05.P04.5250

Revision:

Process Owner:

Page:

1 of 6

© 2017 Business Enterprise Mapping, LLC.

5

A

B

C

D

E

F

G

FOG New Customer Process

1

1

2

2

Cityworks

Assigned FOG  Customer Master  Inspection

3

3

1 Review Inspection

4

4

Cityworks

FOGINSP

Review Inspection * Event Layer Shows Assigned Inspections * Group into geographic clusters

5

5

2.01

WPI‐ 5210.637.2018.05 Event Layers

6

6

2 Drive to Inspection  Site

7

7

Inspection Site

FOGINSP

8

8

9

9

3

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Inspection Process

3.05.P04.5250

Revision:

Process Owner:

Page:

2 of 6

© 2017 Business Enterprise Mapping, LLC.

6

A

B

C

D

E

F

G

DOP‐FOG‐0004 Risk Levels

1

1

3

3 Update Customer  Master

2

2

Cityworks

FOGINSP

Update Customer Master * Confirm problem * Capture data and facts * Prepare for action

Updated FOG  Customer Master  Inspection

WPI 5250.633.2018.01

3

3

4

4

4

Create FOG  Inspection

5

5

Cityworks

FOGINSP

Chidl FOG Inspection

6

6

5

Perform FOG  Inspection

7

7

Cityworks

FOGINSP

8

8

FOG‐001 Inspection

9

9

4

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Inspection Process

3.05.P04.5250

Revision:

Process Owner:

Page:

3 of 6

© 2017 Business Enterprise Mapping, LLC.

7

A

B

C

D

E

F

G

1

1

4

6

Complete FOG Inspection

2

2

Cityworks

FOGPM

Completed FOG  Inspection

3

3

4

No

4

6

Pass Inspection?

Yes

7

QA Completed Inspections

5

5

Cityworks

FOGPM

FOG Inspection  Report

6

6

WPI 5250.633.2018.02 QA

Pass QA?

7

No

7

5

FOGPM

Yes

8

Reset Status to Assigned

8

8

Cityworks

FOGPM

Rest Status * Lvl 1 * Lvl 2 * Lvl 3

9

9

2.01

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Inspection Process

3.05.P04.5250

Revision:

Process Owner:

Page:

4 of 6

© 2017 Business Enterprise Mapping, LLC.

8

A

B

C

D

E

F

G

1

1

5

Notify of Failed QC 9

2

2

Outlook

FOGPM

Failed QC Report

3

3

4

4

5

5

FOGINSP

10

Reset Status to Open

6

6

Cityworks

FOGPM

7

7

8

8

9

9

2.01

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Inspection Process

3.05.P04.5250

Revision:

Process Owner:

Page:

5 of 6

© 2017 Business Enterprise Mapping, LLC.

9

A

B

C

D

E

F

G

1

1

6

11

Create  Enforcement  Inspection

2

2

Cityworks

FOGINSP

FOG‐0002  Enforcement

Enforcement Child  Inspection

3

3

Enforcement  Process

4

4

5

5

6

6

7

7

8

8

9

9

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Inspection Process

3.05.P04.5250

Revision:

Process Owner:

Page:

6 of 6

© 2017 Business Enterprise Mapping, LLC.

10

3 KEY SUPPLIERS

SUPPLIER 2 FOG Inspection Process

SUPPLIER 1

SUPPLIER 3

7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS

ACTIVITY 1 Perform Inspection

ACTIVITY 2 Complete Inspection

ACTIVITY 3 Create Followup  Inspection If Needed

ACTIVITY 4

ACTIVITY 5

ACTIVITY 6

ACTIVITY 7

CUSTOMER 2 Sewer Use  Ordinance

CUSTOMER 1 Permit WQCS00002

CUSTOMER 3

3 KEY CUSTOMERS

Process Reference:

Process Name:

Stephen Calverley FOG Enfocement Process

3.05.P05.5250

Revision:

Process Owner:

Page:

1 of 3

© 2017 Business Enterprise Mapping, LLC.

11

A

B

C

D

E

F

G

FOG Inspection Process

1

1

2

2

Cittyworks

Enfocement Child  Inspection

3

3

Perform Inspection Tn

4

4

2.01

FOGInsp

Tn

Complete Inspection

5

5

Cityworks

FOGInsp

Completed  Inspection

6

6

Return Visit  Needed?

7

7

No

RTP

Yes

Tn

Create Followup Inspection

8

8

Cityworks

FOGInsp

Enforcement  Inspection

Follow‐up WPI

9

9

2.01

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Enfocement Process

3.05.P05.5250

Revision:

Process Owner:

Page:

2 of 3

© 2017 Business Enterprise Mapping, LLC.

12

3 KEY SUPPLIERS

SUPPLIER 2 Plan Review  Requestor

SUPPLIER 1

SUPPLIER 3

7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS

ACTIVITY 1 Review Plan

ACTIVITY 2 Approve Plan

ACTIVITY 3

ACTIVITY 4

ACTIVITY 5

ACTIVITY 6

ACTIVITY 7

CUSTOMER 2 FOG New Customer Process

CUSTOMER 1

CUSTOMER 3

Stephen Calverley FOG Plan Review 3 KEY CUSTOMERS

Process Reference:

Process Name:

3.05.P06.5250

Revision:

Process Owner:

Page:

1 of 5

© 2017 Business Enterprise Mapping, LLC.

13

A

B

C

D

E

F

G

1

1

Rqstr

2

2

Plan Submittal  Documents

3

3

1

FOG Plan Review AR

Review Plan

4

4

FOGPM

FOG Plan Review AR * FOG‐003 * Attached to this Process

5

5

2.01

Existing FSE/ VMF?

6

Yes

6

4

No

Approved?

7

No

7

5

8

Yes

8

9

9

3

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Plan Review

3.05.P06.5250

Revision:

Process Owner:

Page:

2 of 5

© 2017 Business Enterprise Mapping, LLC.

14

A

B

C

D

E

F

G

1

1

3

Send Approval Correspondence 2

2

2

FOGPM

Correspondence of  Approval

3

3

4

4

5

5

6

6

7

7

8

8

FOG New Customer Process

9

9

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Plan Review

3.05.P06.5250

Revision:

Process Owner:

Page:

3 of 5

© 2017 Business Enterprise Mapping, LLC.

15

A

B

C

D

E

F

G

1

1

4

3

Notify of Non- Approval

2

2

Correspondence of  Non‐Approval

3

3

4

4

5

5

6

6

7

7

8

8

9

9

2.01

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Plan Review

3.05.P06.5250

Revision:

Process Owner:

Page:

4 of 5

© 2017 Business Enterprise Mapping, LLC.

16

A

B

C

D

E

F

G

1

1

5

4

Inspect Site

2

Existing FSE/VMF

2

3.01

3

3

4

No

4

4

Approve Plan?

5

5

6

6

Yes

7

7

8

8

9

9

3

A

B

C

D

E

F

G

Process Reference:

Process Name:

Stephen Calverley FOG Plan Review

3.05.P06.5250

Revision:

Process Owner:

Page:

5 of 5

© 2017 Business Enterprise Mapping, LLC.

17

18

19

20

21

22

23

24

25

26

27

28

29

Work Process Instruction (WPI) City of Raleigh Public Utilities Department

Number WPI.5210.637.2018.03

SUBJECT ARCGOL New/Edit

REV

EFFECTIVE DATE

PAGE

OF

1

4

PREPARED BY: Title

Approved by Title

Supersedes

Signature____________________________

Signature___________________________________

1.0 Purpose : This work instruction describes how to add and edit GIS assets in ARCGOL 2.0 Scope Applies to New Customer Process-3.05.P03.5250 3.0 Records

4.0 Associated Documents

5.0 Definitions

ARCGOL – Arc GIS online application for asset edits

6.0 Responsibility

7.0 Tools, Gauges, Fixtures Internet enabled computer 8.0 Safety Requirements

9.0 Instructions

Please see attached instruction sheets

PRINTED COPIES ARE UNCONTROLLED

30

Work Process Instruction-5210.637.03

4/25/2018

ARCGOL - Add/Edit GIS Assets

I. AccessARCGOL at: http://ral.maps.arcgis.com/apps/webappviewer/index.html?id=- 253ca5d1e4ee4c4291cc2765ba99405e II. Select ARCGIS as the option for Signing In

III. Enter Credentials and Select Sign In

IV. Navigate to Asset Location A. Scroll to location

B. Enter address in search box and select magnifying glass. As you type it will give suggestions.

V. After you have navigated to the Asset Location you can either add or edit GIS assets. A. To Add-Proceed to Step VI

B. To Edit Attributes-Proceed to Step IX C. To Move Asset-Proceed to Step XI

31

Work Process Instruction-5210.637.03

4/25/2018

VI. Click the Edit button

VII. Click on the Asset and Drag onto the Map,click and the asset is created.

VIII. Enter the attribute information for that asset.

IX. To Edit Attributes-Select the asset you want to edit.

X. Select the asset you want to edit, click on the ellipsis. A menu will appear, select Edit. The attribute box will appear like the one in Step IX. Enter the updated or changed information and click close.

32

Work Process Instruction-5210.637.03 4/25/2018 XI. Click on the Asset and Drag onto the designated space on the map. Click and the asset is moved.

XII. After you have moved it click off and it will automatically save.

A blue bar will appear to show when it saving.

33

Work Process Instruction (WPI) City of Raleigh Public Utilities Department

Number WPI.5210.637.2018.04

SUBJECT Create Custom Inspection in Cityworks

REV

EFFECTIVE DATE

PAGE

OF

1

1

PREPARED BY: Title

Approved by Title

Supersedes

Signature____________________________

Signature___________________________________

1.0 Purpose : This work instruction describes how to create a custom inspection in Cityworks 2.0 Scope Applies to any inspection process where a custom template is used. 3.0 Records

4.0 Associated Documents

5.0 Definitions Custom Inspection-Configurable inspection template generated for a specific inspection. 6.0 Responsibility

7.0 Tools, Gauges, Fixtures

8.0 Safety Requirements

9.0 Instructions

See attached instruction sheet

PRINTED COPIES ARE UNCONTROLLED

34

Office 15.1 for AMS Create a Custom Inspection

1. On the map, use the Legend tool to select the layer you would like to make selectable on the map. 2. Select a Selection tool and select an asset on the map.

The selected asset is highlighted on the map.

5. Click Create .

Note : If multiple assets are selected, a separate inspection for each asset will be created.

6. Enter information in the Inspection and Details tabs.

The Results panel displays information on the selected asset.

3. Select Inspection on the main toolbar to create a new inspection.

4. Select a template from the list.

7. Click Save .

35

Copyright © 2013–2016 by Azteca Systems, LLC All Rights Reserved.

Work Process Instruction (WPI) City of Raleigh Public Utilities Department

Number WPI.5210.637.2018.05

SUBJECT Creating and Viewing Event Layers

REV

EFFECTIVE DATE

PAGE

OF

1

4

PREPARED BY: Christopher Starling Title Business Porcess Analyst.

Approved by Title

Supersedes

Signature____________________________

Signature___________________________________

1.0 Purpose : This work instruction describes how to add and view Event Layers in Cityworks. 2.0 Scope Applies to any Public Utilities employee utilizing Cityworks. 3.0 Records

4.0 Associated Documents

5.0 Definitions

6.0 Responsibility

7.0 Tools, Gauges, Fixtures Network enabled computer 8.0 Safety Requirements

9.0 Instructions

Please see attached instruction sheets

PRINTED COPIES ARE UNCONTROLLED

36

Office 15.1 Create an Event Layer

WPI.5210.637.2018.05

The saved search appears in the Event Layers panel.

Event layers allow a user to display saved searches as a layer on the map. 1. Click the Open the map icon to open the map in a new tab. 2. Click Event Layer from the Navigation tool drop- down list.

The Enabled check box makes the event layer visible on the map. Clear the check box if you don’t wish the event layer to display on the map. 5. Click Map Refresh at the bottom of the Event Layers panel to refresh the map.

The event layer appears on the map.

The Search Definitions and Events Layers panels open on the work management tab. 3. Select the desired saved search in the Search Definitions panel.

4. Click Add .

6. Hover your mouse over an individual record to view its details.

7. Use < Ctrl + click> to open the record.

37

Copyright © 2015–2016 by Azteca Systems, LLC All Rights Reserved.

Work Process Instruction-5210.637.05

5/4/2018

Cityworks - Viewing Event Layers I. After the Event Layer has been created it can be accessed through the Cityworks Map. II.Open the map and navigate to the legend, the first items in the list are Event Layers.

III. To view an Event Layer, click on the eyeball icon next to the description. Mulitple Event Layers can be viewed at the same time. Just select another eyeball icon.

IV. The work item (Inspection/Work Order/Service Request) can be opened two ways A. To open indvidually continue to Step V B. To open multiple continue to Step VI

V. To open that record hold down Ctrl and click on the Work Item Number and Template Name. This will open the Work Item in another tab.

38

Work Process Instruction-5210.637.05

5/4/2018

VI. Click to check the box next to the Event Layer, this will make its selectable.

VII. Drag a selection box around the desired Work Item icons.

VIII. A table will appear showing the slected Work Item icons.

IX. Click the box by iNSPECTIONID to select all or select the desired Work Items one at a time

X. Select the Folder Icon to open the selected Work Items in a new tab.

39

Work Process Instruction (WPI) City of Raleigh Public Utilities Department

Number WPI.5250.633.2018.01

SUBJECT Updating FOG Customer Master Inspection

REV

EFFECTIVE DATE

PAGE

OF

1

1

PREPARED BY: Title

Approved by Title

Supersedes

Signature____________________________

Signature___________________________________

1.0 Purpose : To provide instruction for updating the FOG Customer Master Inspection 2.0 Scope

3.0 Records

4.0 Associated Documents FOG-0004 Risk Levels 5.0 Definitions

6.0 Responsibility

7.0 Tools, Gauges, Fixtures

8.0 Safety Requirements

9.0 Instructions Enter or Confirm the following fields on the FOG Customer Master Inspection A. The Location field has current name of FSE/VMF

PRINTED COPIES ARE UNCONTROLLED

40

Work Process Instruction (WPI) City of Raleigh Public Utilities Department

Number WPI.5250.633.2018.01

SUBJECT Updating FOG Customer Master Inspection

REV

EFFECTIVE DATE

PAGE

OF

2

2

PREPARED BY: Title

Approved by Title

Supersedes

Signature____________________________

Signature___________________________________

B. The Facility Type is correct C. Hazard Level is identified D. Zone is selected

E. Classification Type F. Location Address

G. Location City H. Location Zip

PRINTED COPIES ARE UNCONTROLLED

41

Made with FlippingBook - Online catalogs