PPM.5280.634.2018.01 Cross Connection Program
PPM 5280-634
Meter Operations Policy & Procedure Manual
Cross Connection Program
Raleigh Public Utilities Department - 2018
Draft Revision 1
Table of Contents
CC Compliance Planning Process‐3.05.P10.5280............................................................................. 1 CC SR Creation Process‐3.05.P09.5280............................................................................................ 6 CC Dispatch Process‐3.05.P02.5280............................................................................................... 10 CC Inspection Process‐3.05.P01.5280............................................................................................ 15 CC Office Support Process‐3.05.P05.5280 ..................................................................................... 24 CC NOV Process‐3.05.P04.5280 ..................................................................................................... 32 CC Well Transition Process‐3.05.P13.5280 .................................................................................... 38 CC Enforcement Process‐3.05.P12.5280......................................................................................TBD CC Tester School Process‐3.05.P03.5280.....................................................................................TBD CC Process Flow ............................................................................................................................. 44 WPI.5280.634.2018.01‐Complete Master Survey ......................................................................... 45 WPI.5280.634.2018.02‐Service Request Review ........................................................................... 48 WPI.5280.634.2018.03‐Complete CC Service Request.................................................................. 50 WPI.5280.634.2018.04‐Test Report Review.................................................................................. 53 WPI.5280.634.2018.05‐Customer Research.................................................................................. 56 Cross Connection Ordinance.......................................................................................................... 59 Cross Connection Handbook.......................................................................................................... 68 CMMS Form Log............................................................................................................................. 88 Backflow Assessment Instructions and Form ................................................................................ 89 Certificate of Compliance Form ................................................................................................... 101 Extension Application Form......................................................................................................... 103 Branched Irrigation Deactivation Form ....................................................................................... 105 Irrigation Capped Process Form................................................................................................... 106
Certification School Registration Form........................................................................................ 107 DC Test Procedure Record ........................................................................................................... 108 PB Test Procedure Record ........................................................................................................... 110 RPZ Test Procedure Record.......................................................................................................... 112
3 KEY SUPPLIERS
SUPPLIER 1 DWQ Compliance Process
SUPPLIER 2 City Ordinance Process
SUPPLIER 3
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 1 Review Regulations
ACTIVITY 2 Create Compliance Work Plan
ACTIVITY 3 Send CCWP for SR Creation
ACTIVITY 4 Publish Tester School Schedule
ACTIVITY 5 Evaluate Notification Method
ACTIVITY 6
ACTIVITY 7
CUSTOMER 1 DWQ Compliance Process
CUSTOMER 2
CUSTOMER 3
3 KEY CUSTOMERS
Process Reference:
Process Name:
Joanie Hartley CC Compliance Planning
3.05.P10.5280
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DWQ Compliance Process
City Ordinance Process
1
1
2
2
NCAC 18D
City CC Ordinance
3
3
1 Review Regulations
4
4
CC Cord
Review Meeting * Minimum Annually each October
2 Create Compliance Work Plan
CC Compliance Work Plan
5
5
CC Staff
CC Cord
CC Compliance Work Plan * SR Creation Plan * Tester School * Notification Schedule
3 Send Work Plan for SR Creation
6
6
Outlook
CC Cord
CC Compliance Plan
7
7
CC SR Creation Process
8
8
9
9
3
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D
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Process Reference:
Process Name:
Joanie Hartley CC Compliance Planning
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3
4
Publish Tester School Schedule
Tester School
2
2
CC Cord
3
3
CC Tester School
4
4
5
Oversee Well Transitions
5
5
Outlook
CC Cord
Request to be Included on Permit Report
6
6
CCB Interface Process
7
7
6 Review Compliance Work Plan
8
8
DMan
CC Cord
9
9
4
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B
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D
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Process Reference:
Process Name:
Joanie Hartley CC Compliance Planning
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1
4
Existing Notification Vendor?
2
Yes
2
4.01
No
Internal Notification?
3
No
3
4.02
Yes
7
Review Vendor Performance
4
4
4.01
CC Cord
5
Yes
5
RTP
Renew Vendor?
No
8
RFP
6
6
4.02
Complete RFP
CC Cord
Notification Schedule
7
7
Procurement Process
8
8
9
9
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Procurement Process
2
2
Contract with Notification Schedule
9 Forward to Vendor
Contract
3
3
CC Cord
4
4
Vendor Notification Process
5
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6
6
7
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Process Reference:
Process Name:
Joanie Hartley CC Compliance Planning
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3 KEY SUPPLIERS
SUPPLIER 1 CC Compliance Process
SUPPLIER 2 BSI Report
SUPPLIER 3 XC2 Report
ACTIVITY 1 Review Work for Next Day
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 2 Create Postcard SR
ACTIVITY 3 Create Survey SR
ACTIVITY 4
ACTIVITY 5
ACTIVITY 6
ACTIVITY 7
CUSTOMER 2 CC Dispatch Process
CUSTOMER 1
CUSTOMER 3
3 KEY CUSTOMERS
Process Reference:
Process Name:
Joanie Hartley CC SR Creation Process
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CC Compliance Process
1
1
2
2
XC2
BSI
2 Month Due Date Report
SR Creation Plan
Unknown Report
3
3
4
4
4
3
1 Review Work for Next Day Dispatch
5
5
Cityworks
CCUC
Next Day Dispatch * Base on Next Day On‐Duty Personnel * Base on Task
CC Master Schedule
6
6
Time to Run Report?
7
Yes
7
3
8
No
8
9
9
4
A
B
C
D
E
F
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Process Reference:
Process Name:
Joanie Hartley CC SR Creation Process
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1
1
3
2
2
2
Review Report
CCUC
Past Due within 2 Months?
3
3
No
4
Yes
3
Create SR for Postcard Delivery
4
4
Cityworks
CCUC
WPI
CC Postcard SR
5
5
CC Dispatch Process
6
6
7
7
8
8
9
9
RTP
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Process Reference:
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Joanie Hartley CC SR Creation Process
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1
1
4
4
Create SR for Survey
2
2
Cityworks
CCUC
CC SR with Master Inspection
3
3
CC Dispatch Process
4
4
5
5
6
6
7
7
8
8
9
9
RTP
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B
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D
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Process Reference:
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Joanie Hartley CC SR Creation Process
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3 KEY SUPPLIERS
SUPPLIER 1 R Routing Process
SUPPLIER 2 Backflow Testing Process
SUPPLIER 3
ACTIVITY 1 Review and Dispatch SR
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 2 Review Task Schedule
ACTIVITY 3 Review Report
ACTIVITY 4 Create SR for Survey and Postcard
ACTIVITY 5 Review Inspector Inboxes and Dispatch SR
ACTIVITY 6
ACTIVITY 7
CUSTOMER 1 C Inspection Porcess
CUSTOMER 2
CUSTOMER 3
Joanie Hartley CC Dispatch Process 3 KEY CUSTOMERS
Process Reference:
Process Name:
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CC Inspector SR Creation Process
SR Routing Process
1
1
2
2
Cityworks
Cityworks
Cross Connection (CC) SR
Postcard/Survey SR
3
3
4
4
3.01
1 Review CC Master Calendar
5
5
CCUC
2 Review Inspector Inboxes
6
6
Cityworks
CCUC
Review * Inbox Should have 10 for Survey * Inbox Should have 40 for Postcard * Only fill inboxes of on duty Inspectors
7
7
2.01
All On‐Duty Insp. Boxes Filled?
8
Yes
8
3.01
No
9
9
3
A
B
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D
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F
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Process Reference:
Process Name:
Joanie Hartley CC Dispatch Process
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1
1
3
3
2
2
Dispatch SR
Cityworks
CCUC
CC Survey SR or CC Postcard SR
3
3
CC Inspection Process
4
4
All On‐Duty Insp. Boxes Filled?
5
No
5
2.01
Yes
4 Export Inbox List from Cityworks
6
6
Cityworks
CCUC
List of SR
7
7
3.01
8
8
9
9
4
A
B
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D
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Joanie Hartley CC Dispatch Process
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1
1
4
5 Import into Road Warrior
List of Assigned Work
2
2
CCUC
3
3
Road Warrior
CC Inspection Process
4
4
All Work Imported to Road Warrior?
5
No
5
3.01
Yes
6
6
6
3.01
Review SR
Cityworks
CCUC
Review SR * SR Originate Outside CC * Inbox to reviewed daily * Single Entry Point for CC SR
7
7
CC Able to Assist?
8
No
8
6
Yes
9
9
5
A
B
C
D
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Process Reference:
Process Name:
Joanie Hartley CC Dispatch Process
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1
1
5
7
2
2
Dispatch SR
Cityworks
CCUC
Dispatch SR * Dispatch to FUS with Hydrant Room Duty on Calendar
SR
CC Master Calendar
3
3
CC Inspection Process
4
4
5
5
6
6
7
7
8
8
9
9
RTP
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B
C
D
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Process Reference:
Process Name:
Joanie Hartley CC Dispatch Process
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3 KEY SUPPLIERS
SUPPLIER 1 CC lanning Process
SUPPLIER 2 CC Office Process
SUPPLIER 3
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 1 Perform Site Visit
ACTIVITY 2 Complete Inspection
ACTIVITY 3 QA/QC nspection
ACTIVITY 4 Close Inspection
ACTIVITY 5
ACTIVITY 6
ACTIVITY 7
CUSTOMER 2 CC Enforcement Process
CUSTOMER 1 Evaluation Process
CUSTOMER 3 CC NOV Process
3 KEY CUSTOMERS
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
3.05.P01.5280
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Office Support Process
CC Planning Process
1
1
2
2
Road Warrior
Planner
Posted Planned Work
List of Assigned Work
3
3
4
4
2.01
1 Review Planning Board
5
5
FUS
6
Yes
6
8
Assigned Task?
No
2
7
7
Review Work List
Road Warrior
FUS
8
8
2.01
9
9
3
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
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1
1
3
3
Travel to Site
2
2
FUS
4
3
3
Review SR
Cityworks
FUS
WPI 5280.634.2018.02
4
4
Survey Service Request
5
No
5
7
Yes
5
6
6
Review Site
FUS
Review Site * Facility Accessibility * Facility Safety Concerns
Raleigh City Code/ PU Handbook‐ Appendix A
Attempt Master Survey?
7
No
7
6
Yes
TREEO Cross Connection Text Book
6
8
8
Perform Survey
FUS
Perform Survey Books * TREEO Textbook * M‐14 Manual * Issued to each FUS
AWWA M‐14 Manual
9
9
4
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
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4
7 Complete Master Inspection
2
2
3.01
Cityworks
FUS
Complete Master Survey * WPI.5280.634.2018.01 * Cityworks Customer Master Inspection
Inspection Updated
3
3
WPI 5280.634.2018.01
4
4
5
Yes
5
6
Revisit Needed?
No
NOV Inspection Attached?
6
No
6
5
7
7
Yes
8
Complete NOV Inspection
8
8
Cityworks
FUS
Complete NOV Inspection * Update Inspector and Date * Complete Observations * Update Comments
9
9
5
A
B
C
D
E
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G
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
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9 Complete Service Request
2
2
Cityworks
FUS
Complete Service Request * Comments will indicate if NOV is needed
Completed SR
3
3
4.01
Inspection Office Support Process
WPI 5280.634.03
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4
5
5
6
6
7
7
8
8
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2.01
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Joanie Hartley Cross Connection Inspection
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1
1
6
10
2
2
Submit to Office
Cityworks
FUS
Submit for Reschedule * Submit To is CC Office‐Status of Waiting * Enter comments: Reschedule or Mailing * Indicate if Multiple Inspectors are Needed
SR for Reschedule/ Mailing
3
3
Inspection Office Support Process
4
4
5
5
6
6
7
7
8
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2.01
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B
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D
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Joanie Hartley Cross Connection Inspection
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B
C
D
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1
1
7
2
2
Mail SR?
Yes
11
Review Service Request Questions
3
3
Cityworks
FUS
12
4
4
Deliver Mail
FUS
Able to be Delivered?
5
5
Yes
5
No
6
6
Yes
5
Postcard
No
13 Update SR with Comments about Hand Delivery
7
7
Cityworks
FUS
Updated SR
8
8
9
9
6
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
3.05.P01.5280
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B
C
D
E
F
G
1
1
8
14
2
2
Attend Briefing
CC CL
FUS
15
3
3
Perform Task
FUS
Responsible for Service Request?
4
No
4
2.01
5
5
6
6
Yes
7
7
8
8
9
9
5
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
3.05.P01.5280
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A
B
C
D
E
F
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1
1
9
16
Perform Well Inspection
2
2
Cityworks
FUS
17
3
3
Install Meter
FUS
18
4
4
Close FA
CCB
FUS
Closed FA
5
5
CC Device Used?
6
6
Yes
5
No
19
7
7
Close SR
Cityworks
FUS
Closed SR
8
8
9
9
2.01
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley Cross Connection Inspection
3.05.P01.5280
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3 KEY SUPPLIERS
SUPPLIER 1 CC Inspection Process
SUPPLIER 2
SUPPLIER 3
ACTIVITY 1 Review Service Request
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 2 QA/QC Service Request
ACTIVITY 3 Mail Letter if Needed
ACTIVITY 4 Return SR to Inspector if Not Complete
ACTIVITY 5 Reschedule SR if Needed
ACTIVITY 6 Create NOV if Needed
ACTIVITY 7 Complete SR
CUSTOMER 1 C Inspection Process
CUSTOMER 2
CUSTOMER 3
CC NOV
3 KEY CUSTOMERS
Process Reference:
Process Name:
Joanie Hartley CC Inspection Office Support
3.05.P05.5280
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A
B
C
D
E
F
G
CC Inspection Process
1
1
2
2
Cityworks
SR for Reschedule/ Mailing/Completed
3
3
1
Review Service Request
4
4
Cityworks
CCUC
5
5
2.01
6
Yes
6
4
Mailing?
No
7
Yes
7
7
Reschedule?
No
2
WPI
8
8
QA/QC
Cityworks
CCUC
9
9
3
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley CC Inspection Office Support
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A
B
C
D
E
F
G
1
1
3
2
No
2
5
SR Complete?
Yes
3
Yes
3
6
NOV Needed?
No
3
4
4
Complete SR
Cityworks
CCUC
Completed SR
5
5
6
6
7
7
8
8
9
9
RTP
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley CC Inspection Office Support
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A
B
C
D
E
F
G
1
1
4
4 Research Customer Information
WPI from Research Section of Manual
2
2
CCUC
5
Mail Letter to Customer
3
3
CCUC
6 Complete Service Request
4
4
Cityworks
CCUC
Complete SR * Comments about who it was mailed to
5
5
6
6
7
7
8
8
9
9
RTP
A
B
C
D
E
F
G
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Process Name:
Joanie Hartley CC Inspection Office Support
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B
C
D
E
F
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1
1
5
7 Document Issue in COmments
2
2
CCUC
8
Dispatch SR to Inspector
3
3
Cityworks
CCUC
SR for Correction
4
4
CC Inspection Process
5
5
6
6
7
7
8
8
9
9
RTP
A
B
C
D
E
F
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Joanie Hartley CC Inspection Office Support
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A
B
C
D
E
F
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1
1
6
9 Change Status to Waiting
2
2
Cityworks
CCUC
10
3
3
Resubmit SR
Cityworks
CCUC
Resubmit SR * SR needing NOV submit to OUS
SR Needing NOV
4
4
5
5
CC NOV
6
6
7
7
8
8
9
9
RTP
A
B
C
D
E
F
G
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Process Name:
Joanie Hartley CC Inspection Office Support
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A
B
C
D
E
F
G
1
1
7
11 Contact Customer for Reschedule
2
2
CCUC
Reschedule * Check Master Calendar * Attempt for Tuesday/Thursday * Project 48 hrs. out
CC Master Calendar
3
3
Able to Reschedule?
4
No
4
6
5
Yes
5
12
Update master Calendar
6
6
CCUC
13
7
7
Submit to CC SUS
Cityworks
CCUC
Submit to Inspector * Change status to Open * Add comments
Reschedule Survey SR
8
8
9
9
8
CC SUS
A
B
C
D
E
F
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Process Name:
Joanie Hartley CC Inspection Office Support
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A
B
C
D
E
F
G
1
1
8
14
2
2
Assign Inspector
Cityworks
CC SUS
Reschedule Survey SR
3
3
CC Inspection Process
4
4
15 Assign Inspector to MC Reschedules
5
5
CC SUS
6
6
7
7
8
8
9
9
RTP
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B
C
D
E
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Process Name:
Joanie Hartley CC Inspection Office Support
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3 KEY SUPPLIERS
SUPPLIER 1 Office Support Process
SUPPLIER 2
SUPPLIER 3
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 1 Review SR
ACTIVITY 2 Create NOV Inspection
ACTIVITY 3 Send NOV Letter and Research
ACTIVITY 4 Check for Compliance
ACTIVITY 5 If Compliant Route to Inspector
ACTIVITY 6 If Non‐Compliant Route to Enforcement
ACTIVITY 7
CUSTOMER 1 C Inspection Process
CUSTOMER 2 C Enforcement Process
CUSTOMER 3
3 KEY CUSTOMERS
Process Reference:
Process Name:
Joanie Hartley NOV Process
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A
B
C
D
E
F
G
Office Support Process
1
1
2
2
Cityworks
SR Needing NOV
3
3
1
4
4
Review NOV Tab
Cityworks
OUS
Review NOV Tab * Contains SR Needing NOV * Contains NOV inspections SS * Contains Waiting NOV Inspection SS
5
Yes
5
4
Existing NOV
No
2 Create NOV Inspection Under SR
WPI
6
6
OUS
7
7
3 Set Project Finish Date
Ordinance Article D
8
8
OUS
9
9
2.01
3
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley NOV Process
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A
B
C
D
E
F
G
1
1
3
2
2
4
WPI
3
3
Send Letter
OUS
5
4
4
Complete SR
Cityworks
OUS
5
5
3.01
6
6
7
7
8
8
9
9
RTP
A
B
C
D
E
F
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Process Name:
Joanie Hartley NOV Process
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A
B
C
D
E
F
G
1
1
4
Inspection Status Waiting?
2
Yes
2
5
No
6
Verify Documentation
3
3
Test Report Database
OUS
Due Date * Due date is same a Prjct Finish Date
Compliance by Due Date
4
No
4
6
Yes
7 Change Status to Waiting
5
5
OUS
Resubmit to Inspector * Status should change to Open * Inspector is to update Master Inspection
8
6
6
Resubmit SR
Cityworks
OUS
SR for Inspection
7
7
CC Dispatch Process
8
8
9
9
RTP
A
B
C
D
E
F
G
Process Reference:
Process Name:
Joanie Hartley NOV Process
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A
B
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D
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G
1
1
5
9
Review Waiting Inspection
2
2
Cityworks
OUS
Review Waiting Inspection * Inspector Date/Name Completed Identifies as complete by Inspector
3
3
Field Verify Compliance?
No
6
4
4
Yes
10
Close NOV inspection
5
5
OUS
6
6
7
7
8
8
9
9
3.01
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Process Name:
Joanie Hartley NOV Process
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1
6
11 Complete Inspection with all Documentation
2
2
OUS
12 Mark SR as Waiting
3
3
Cityworks
OUS
SR with Status of Waiting
4
4
13
Submit for Enforcement
5
5
Cityworks
OUS
SR with NOV Inspection Needing Enforcement
6
6
CC Enforcement Process
7
7
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Process Reference:
Process Name:
Joanie Hartley NOV Process
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3 KEY SUPPLIERS
SUPPLIER 1 CCB Interface Process
SUPPLIER 2 Customer Request
SUPPLIER 3
ACTIVITY 1 Review List and Update Account for Well Customers
7 KEY ACTIVITIES 3 KEY INPUTS 3 KEY OUTPUTS
ACTIVITY 2 Create SR and Contact Customer
ACTIVITY 3 Review and Attach Addendum
ACTIVITY 4 Transfer to UB for Account Setup
ACTIVITY 5 Create Well Inspection
ACTIVITY 6 Dispatch for Meter Set
ACTIVITY 7
CUSTOMER 2 CC Dispatch Process
CUSTOMER 1
CUSTOMER 3
Joanie Hartley CC Well Transistion 3 KEY CUSTOMERS
Process Reference:
Process Name:
3.05.P13.5280
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CCB Interface Process
1
1
Custmr
Custmr
2
2
CCB
List of Added Permits
Request for Service
Addendum
3
3
4
4
5
4
1
5
5
Review LIst
CCStff
2 Update Account for Well
6
6
CCB
CCStff
7
7
3
8
8
Create SR
Cityworks
CCStff
9
9
3
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B
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Process Reference:
Process Name:
Joanie Hartley CC Well Transistion
3.05.P13.5280
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A
B
C
D
E
F
G
1
1
3
4 Contact Customer
WPI on 3 Paths
2
2
CCStff
3
3
5
4
4
Update SR
Cityworks
CCStff
SR with Customer Contact
5
5
6
6
7
7
8
8
9
9
RTP
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B
C
D
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Process Reference:
Process Name:
Joanie Hartley CC Well Transistion
3.05.P13.5280
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A
B
C
D
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1
1
4
6 Review Addendum
2
2
CCStff
3
3
7 Attach Addendum
4
4
Cityworks
CCStff
5
5
6
6
7
7
8
8
9
9
RTP
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Process Reference:
Process Name:
Joanie Hartley CC Well Transistion
3.05.P13.5280
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A
B
C
D
E
F
G
1
1
5
New Account Setup?
2
No
2
5
Yes
8
Review SR for Addendum
3
3
Cityworks
CCStff
4
4
Good?
Yes
9 Transfer to Setup Account
5
5
CCStff
Cust Need to Start Service
6
6
Start Account Process
7
7
10
8
8
Assign FA
CCB
CCStff
Assigned to Special New Install
9
9
RTP
A
B
C
D
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F
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Process Reference:
Process Name:
Joanie Hartley CC Well Transistion
3.05.P13.5280
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A
B
C
D
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1
1
5
11
Coordinate with Customer
2
2
CCStff
12
Create Well Inspection
3
3
Cityworks
CCStff
Open Well Inspection
4
4
13
Submit for Dispatch
5
5
Cityworks
CCStff
SR with Well Inspection
6
6
CC Dispatch Process
7
7
8
8
9
9
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Process Reference:
Process Name:
Joanie Hartley CC Well Transistion
3.05.P13.5280
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April 30, 2019 Cross Connection Process Flow
CC Compliance Planning 3.05.P10.5280 Ready for Release
Well Transition Process 3.05.P09.5280 Ready for Release
CC SR Creation 3.05.P09.5280 Ready for Release
CC Tester School
Not Documented
CC Dispatch 3.05.P02.5280 Ready for Release
CC Inspection 3.05.P01.5280 Ready for Release
CC Office Reschedule 3.05.P05.5280 Ready for Release
CC NOV 3.05.P04.5280 Ready for Release
CC Enforcement 3.05.P07.5280 TBD
44
Work Process Instruction (WPI) City of Raleigh Public Utilities Department
Number WPI.5280.634.2018.01
SUBJECT Update Master Survey
REV
EFFECTIVE DATE
PAGE
OF
1
4
PREPARED BY: Christopher Starling Title Business Process Analyst.
Approved by Title
Supersedes
Signature____________________________
Signature___________________________________
1.0 Purpose : This work instruction describes how to complete the Master Customer Survey in Cityworks. 2.0 Scope Applies to any Cross Connection Field Utility Specialist. 3.0 Records
4.0 Associated Documents
5.0 Definitions Master Customer Survey: Cityworks Inspection Template titled Master Customer 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
45
Work Process Instruction-5280.634.2018.01 Update Master Survey
6/12/2018
To access the Master Survey click on the Inspection number link in the assigned Service Request under Related Work Activties.
1. Enter the property address into the Location field. 2. Fill out the Insp. Date , by selecting the selectign the calendar icon or double clicking in the field to pull the system date. 3. Select inspector name in the Inspected By field. 4. Mark the inspection as a Master Record if it is the only inspection listed on the Service Request. 5. Enter the Name of Current Tentant , use CCB to ensure the correct name and spelling. 6. Enter any A dditional Service Address Information , anything that would help identify the building (ie. Wingate Hotel) 7. Select Confined Space if the meter is contained in box requiring Confined Space entry. 8. Select Facility Type from the drop downbox. 9. Enter the Facility Use in the text box, this information helps explain the properties functions and processes. 10.Select any hazards that are present by selecting any box that applies
1
2
3
4 5
6
7
8
9
10
46
Work Process Instruction-5280.634.2018.01
6/12/2018 11. Record the containment backflow information for each service type in the following order: A. Private Distribution
B. Domestic C. Irrigation D. Fire
If a propetty has a both a Domes- tic and Irrigation meter on the same account, record the Irrigation backflow
information on a seperate “Child/Master Inspection”.
12.Change Status from Waiting/In Progress to Completed. 13.Select Save
47
Work Process Instruction (WPI) City of Raleigh Public Utilities Department
SUBJECT CC Service Request Review Number
REV
EFFECTIVE DATE
PAGE
OF
1
4
WPI.5280.634.2018.02
PREPARED BY: Christopher Starling Title Business Process Analyst.
Approved by Title
Supersedes
Signature____________________________
Signature___________________________________
1.0 Purpose : This work instruction describes how to complete the Master Customer Survey in Cityworks. 2.0 Scope Applies to any Cross Connection Field Utility Specialist. 3.0 Records
4.0 Associated Documents
5.0 Definitions Master Customer Survey: Cityworks Inspection Template titled Master Customer 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
48
Work Process Instruction-5280.634.02
6/27/2018
Service Request Review I. Open Cityworks by going to cityworks.raleighnc.gov II.Login with your username and issued password
III. Select the Cross Connection Tab to view the list of Service Requests
IV. To open a Service Request, click the Sr Number. The Service Request will open. Note the details and status. As this information will affect the flow of the process.
49
Work Process Instruction (WPI) City of Raleigh Public Utilities Department
Number WPI.5280.634.03
SUBJECT Cross Connection Complete Service Request
REV
EFFECTIVE DATE 7/5/2018
PAGE
OF
0
1
PREPARED BY Title
APPROVED BY Title
Supersedes
Signature____________________________
Signature___________________________________
1.0 Purpose : Show the correct method for completing Service Requests in Cityworks. 2.0 Scope All Cross Connection Inspections 3.0 Records
4.0 Associated Documents
3.05.P01.5280 Cross Connection Inspection Process
5.0 Definitions
6.0 Responsibility Field Technician 7.0 Tools, Gauges, Fixtures
8.0 Safety Requirements
9.0 Instructions See attached
PRINTED COPIES ARE UNCONTROLLED
50
Work Process Instruction-5280.634.2018.03
6/27/2018
Complete Service Request I. Open the assigned Service Request, there are multiple ways to access but here are two methods. A. From the Master Survey, click details and scroll down to Related Work Activities, and click Open SR.
B. The second method is to access it from the recent activity list. Click on the down arrow next to Inbox and select the assigned Service Request.
II. Enter responses into the Custom Fields
51
Work Process Instruction-5280.634.2018.03 6/27/2018 III. Click Add Comment to enter comments. After comments have been entered and click save.
IV. To add Labor see WPI.5210.637.03
52
Work Process Instruction (WPI) City of Raleigh Public Utilities Department
Number WPI.5280.634.04
SUBJECT Test Report Review
REV
EFFECTIVE DATE
PAGE
OF
1
PREPARED BY Title
APPROVED BY Title
Supersedes
Signature____________________________
Signature___________________________________
1.0 Purpose : To establish instruction to review test reports submitted by testers via the TCE system. 2.0 Scope Any responsible party of the Review Test Report Process (3.05.P04.5280) 3.0 Records
4.0 Associated Documents
5.0 Definitions
TCE-The Compliance Engine
6.0 Responsibility
7.0 Tools, Gauges, Fixtures Network enabled computer
8.0 Safety Requirements
9.0 Instructions
See attached instructions.
PRINTED COPIES ARE UNCONTROLLED
53
Work Process Instruction-5280.634.04
7/9/2018
Review Test Report
I. Login to The Compliance Engine (TCE) at www1.thecomplianceengine.com II. Select the Compliant button.
II. Review the list and select the next report to be reviewed.
54
Work Process Instruction-5280.634.04 7/9/2018 III. Look over the report and go to the Raleigh Backflow Inventory section and check to ensure the following are correct and complete.
A. Service Meter # B. Assembly Type
C. Grade Level D. Manufacturer E. Model F. Size G. Serial # H. Location of Assembly I. Service Point ID
IV.If the information in III are present and complete the test report is in a state of accepatance, if not it is in a state of rejection and needs to be returned to the tester for remediation.
55
Work Process Instruction (WPI) City of Raleigh Public Utilities Department
Number WPI.5280.634.2018.05
SUBJECT Customer Research
REV
EFFECTIVE DATE
PAGE
OF
0
1
3
PREPARED BY Title
APPROVED BY Title
Supersedes
Signature____________________________
Signature___________________________________
1.0 Purpose :
Establish instructions for researching customer accounts.
2.0 Scope
3.0 Records
4.0 Associated Documents
3.05.P05.5280 CC Inspection Office Support Process
5.0 Definitions
6.0 Responsibility
7.0 Tools, Gauges, Fixtures
8.0 Safety Requirements
9.0 Instructions
See attached instructions
PRINTED COPIES ARE UNCONTROLLED
56
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