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COURSE AGENDA

Monday, December 2

2PM – 6PM (4 hours)

$675

White Board Workflow for Cityworks PLL

Kelly Collins

This course is designed for PLL administrators but may be beneficial for PLL end users. It will focus on the process involved in taking a case from concept to computer as well as some best practices. In this course, we will build two simple cases. We will go through the PLL training workflow process of putting a case in Cityworks. We will take time to break down a permit on a white board and then enter it into Cityworks using PLL Admin.

COURSE OBJECTIVES
Create a permit template using PLL Admin. Understand how to take a permit from concept to the computer effectively. Configure a permit on paper before entering it in PLL to improve efficiency. Apply PLL Admin more efficiently to reduce errors and redundant codes in case creation.

Introduction to Crystal Reporting

Neil Armstrong

This course will cover the basics of Crystal Reports, such as becoming familiar with the toolbars and basic functionality. Attendees will create basic Crystal Reports, add multiple tables to a report, and use the Standard Report Wizard as it applies to Cityworks data.

COURSE OBJECTIVES
Understand the basics of Crystal Reports. Learn to create basic reports in Crystal Reports using Cityworks tables. Experience first-hand how to add a Crystal Report to Cityworks Office and then interact with that report. Discover how to create a Crystal Report using the Standard Report Wizard.

Cityworks AMS Essentials (*Offered Twice)

Kyle Boyd

This course is designed to provide a fundamental understanding of a common user experience in Cityworks Office for AMS. The course will demonstrate a reactive workflow that includes service request creation, geocoding, caller management, work order creation, task management, and cost tracking. The GIS map service will play an integral role throughout the process.

COURSE OBJECTIVES

Learn fundamentals of an asset management workflow. Understand how assets on the map integrate with work

activity records.

Gain hands-on experience with service requests, work orders, and the map. Apply new knowledge in skills check exercises.

*Offered again on Friday, December 6

GIS Essentials in Cityworks

Tanner Wride

Cityworks is GIS-centric by nature, enabling spatial data for asset management. This course will review the GIS essentials for Cityworks. Topics in this course include configuring map activity logic in Designer, Cityworks SOE configuration, GIS services configurations, and publishing eURLs to Portal for ArcGIS®.

COURSE OBJECTIVES

Create a service definition in Designer. Understand how Cityworks is a GIS-centric platform. Configure GIS services for asset management. Use map activity logic to create geofences for work activities.

Cityworks Designer: Admin Fundamentals

Giselle Varrientos

Admins are invited to join this Designer course that focuses on domain-centric basics of site configuration and giving users the proper permissions. While this course will not cover work activity templates, you will learn how to customize your site and the experience of your users by using Designer tools that help you create roles, assign permissions, access data, automate communication, and generate work activities.

COURSE OBJECTIVES

Discover tools within Designer that help build a unique site. Understand that administrators must grant access to employees for different areas of Cityworks and Designer. Identify groups of employees and properly assign site permissions. Apply specific permissions for users to enhance their Cityworks experience.

Leveraging Cityworks APIs In Python
(*Offered Twice)

Brandon Whitney

Using Python 3 and various Python libraries—such as Pandas, Requests, and JSON—we will explore the use of Cityworks APIs in a realistic scenario: the mass-generation of inspections using dynamically retrieved data and the results from a GIS search within Cityworks.

COURSE OBJECTIVES 
Create a functional script for a real-life application. Understand the process of making Cityworks API calls without an SDK. Apply basic Cityworks API knowledge in creating Python HTTP requests.

 

*Offered again on Friday, December 6

Tuesday, December 3

8AM – 4PM (8 hours)

$1,260

Cityworks PLL Essentials

Kelly Collins

This course is for PLL administrators who would like to focus on using the PLL training workflow to create cases templates in PLL Admin. In this course, you will configure expiration types, numbering groups, status codes, case types, case templates, task results, task result sets, tasks, workflows, checklist status codes, checklist status groups, checklist items, checklists, and various fees. You will see how changes to these various things will change the end user experience.

COURSE OBJECTIVES

Create a case type and template for a commercial permit. Understand that making changes to the template and case type will change the end user experience. Configure fees on a case and see how they can be added through task results. Apply the PLL training workflow to create cases templates in PLL Admin.

Intermediate and Advanced Crystal Reporting

Neil Armstrong

Attendees will become familiar with the Cityworks table structure, table relationships, and the advanced operation of Crystal Reports as it relates to generating reports, conditional messages in form letters, connecting the report to a geodatabase, creating sub reports for tasks and comments and linking them to the main report, creating cascading parameters, and adding pictures and maps to the report against Cityworks asset management data.

COURSE OBJECTIVES

Explore single and multiple table reports, sub reports, formulas, conditional formatting, joins and relates, and parameters. Understand the Cityworks data models and how tables and fields are related. Learn to add attachments and maps to your reports. Test a report using the Cityworks database diagrams.

Cityworks Site Configuration Using Designer

Kyle Boyd

This course covers the installation and initial configuration of a Cityworks Office for AMS website. Topics presented in this course include: SQL Server database tasks (database creation, users, and permissions); Cityworks Office for AMS installation; fundamental Designer components; user group security and permissions; and integration of GIS services into the Cityworks application.

COURSE OBJECTIVES

Create a new Cityworks Office for AMS website. Understand how to integrate GIS services with your

Cityworks site.

Explore the inner workings of your Cityworks site. Apply new knowledge in skills check exercises.

Cityworks Analytics with Insights for ArcGIS®

Tanner Wride

Cityworks Analytics 3.0 utilizes Insights for ArcGIS. This course covers the implementation of Cityworks Analytics models, an overview of the various models provided in Analytics 3.0, and the adaptation of these models to fit your organization’s needs.

COURSE OBJECTIVES 

Create workbooks in Insights for ArcGIS utilizing Cityworks Analytics. Understand how to gather analytical insight from Cityworks data. Configure cards from Cityworks database tables. Use Cityworks Analytics models to serve your organization.

Cityworks Office: End User Essentials

Giselle Varrientos

End users are invited to join this Office course that will cover the basics of site navigation. Learn how to customize your experience by building your inbox, accessing quick tools, and searching for and creating work activities. Experience the areas of Cityworks that are most frequently visited by end users.

COURSE OBJECTIVES

Explore the Cityworks site from an end user perspective. Test the different ways to create, edit, and update work activities. Include asset information on a work activity. Discover additional work activity functionality by exploring toolbars and menus.

Cityworks APIs Using the C# and JavaScript SDKs

Brandon Whitney

In this course, we will explore the use of Cityworks SDKs for C# and JavaScript to develop applications that leverage Cityworks APIs. Using the web application developed using JavaScript, we will create a Cityworks plugin that can be accessed through Cityworks Office.

COURSE OBJECTIVES

Understand how to work with the Cityworks SDKs for C# and JavaScript. Create fully functional C# and JavaScript applications using Cityworks APIs.

 

Configure a plugin from a custom web application.

Wednesday, December 4

4PM – 6PM (2 hours)

$360

Explore Cityworks PLL Public Access

Kelly Collins

This course is for PLL administrators who want to use PLL Public Access. In this course, you will install Public Access and look at the areas within PLL Admin that need to be configured to have templates be consumed in Public Access. Once configured, you will have the ability to create cases through Public Access and see how it affects the end user view in Office.

COURSE OBJECTIVES

Create a Public Access site to use with a Cityworks site. Understand that changes in PLL Admin will affect Public Access. Configure Public Access for client consumption. Use Public Access to create a case as a client.

Disaster Preparation with Cityworks AMS

Neil Armstrong

Cityworks can be used to track an organization’s preparations and response to a natural disaster. By tracking this information in Cityworks, organizations can create and send accurate expense reports to FEMA.

COURSE OBJECTIVES

Discover how to create projects associated to work orders and/or service requests. Explore how to create inbox tabs to keep your project’s work activities organized. Add saved searches in the project inbox as charts, maps, lists, etc. Apply eURL to a web map in ArcGIS Online.

Cityworks Database Essentials

Kyle Boyd

This course covers the process of creating a new SQL Server database for use with a Cityworks site, and its initial setup provided by the Cityworks Database Manager application. Attendees will also learn best practices for backing up and restoring the Cityworks database in SQL Server.

COURSE OBJECTIVES

Create a new SQL Server database for work activity records. Understand the process of moving a new database from testing into production. Configure the Cityworks table structure using Database Manager. Apply new knowledge in skills check exercises.

PLL Case Types and Sub Types

Tanner Wride

Case types and sub types can be used to organize case templates in Office for PLL. This course will cover the utilization of case types and sub types to create an organized, two-tier catalog of case types in PLL. This strategy is most notable to end users creating new cases.

COURSE OBJECTIVES

Create a two-tier organization of PLL case types. Understand the difference between case types and sub types. Configure case types and sub types in PLL Admin. Use case types and sub types to create an effective end user experience.

Cityworks Mobile: Collecting Data in the Field

Giselle Varrientos

Mobile users are invited to join this course that will cover the basics of our Cityworks mobile native apps and supplement with Collector for ArcGIS. Learn how to configure your mobile app to display the information, demonstrate the ability to create new activities in the field, and then use Collector to capture new data and update existing features on the map directly from the field.

COURSE OBJECTIVES

Understand what it means to work disconnected from the Cityworks database. Identify areas of Cityworks that allow you to customize the mobile inbox. Apply mobile abilities to office-based workflows. Discover the advantages of capturing data in the field.

Geofencing: Cityworks Map Logic

Brandon Whitney

This course addresses an exciting capability introduced in Cityworks 15.4—the ability to use Cityworks map logic to limit the creation of work activities in certain areas within an organization’s jurisdiction. We will work through the process of making work activities smarter by applying this new functionality.

COURSE OBJECTIVES

Understand that scenarios using Cityworks map logic would be useful.

 

Configure map logic to determine where work activities can be created. Apply best practices in using Cityworks map logic.

 

Thursday, December 5

4PM – 6PM (2 hours)

$360

Cityworks Storeroom Essentials

Kelly Collins

This course is for any Cityworks users who are using or are interested in using Storeroom. This course will show you the basics of Storeroom. We will create a material in Storeroom and then add stock of that item through audits and requisitions. After we have added stock, we will go through the processes of issuing and receiving that material. Throughout the course, we will also see where the changes made in Storeroom affect Office.

COURSE OBJECTIVES 

Create material in Storeroom. Understand real-time material tracking using Storeroom. Configure requisitions, issues, receives, and audits in Storeroom. Apply Storeroom to track your material from requisition through use.

Build Inbox Dashboards with Insight

Neil Armstrong

This course is designed for administrators who create inbox dashboards for high-level managers (like directors or mayors) who only need to view information at an organizational level, such as outstanding work orders, call volumes, etc.

COURSE OBJECTIVES

Create saved searches. Learn to import Crystal Reports into an inbox. Discover how to create charts and heat maps from saved searches in the inbox. Experience linking data from Insights for ArcGIS® to the inbox.

Create a Cityworks Service Request Template

Kyle Boyd

This course covers the design of a template from which users can create service requests. Attendees will learn the functions of every part of the service request form and how to configure them.

COURSE OBJECTIVES

Learn how to create a service request template in Designer. Understand the kinds of information a service request can capture. Configure individual parts of the service request, such as custom fields. Apply new knowledge in skills check exercises.

Cityworks Using ArcGIS® Pro

Tanner Wride

ArcGIS Pro is the newest GIS desktop software from Esri®. When paired together, Cityworks and ArcGIS® Pro can lead to improved operational effectiveness. This course will cover how to use ArcGIS Pro with Cityworks, such as publishing feature services to Portal for ArcGIS and thematic mapping of Cityworks assets.

COURSE OBJECTIVES

Create a feature service to be used in Cityworks with ArcGIS Pro. Understand the connection between ArcGIS Pro, Portal for ArcGIS, and Cityworks. Configure GIS services in Designer. Use ArcGIS Pro and Cityworks.

Cityworks Customization: Respond with Style

Giselle Varrientos

Cityworks users are invited to join this course that will guide you through the Respond app and how to customize the user interface using Style. Respond is optimized for use on a mobile device and Style, another Cityworks app, was designed to give users the ability to modify the Respond interface. You will navigate the inbox and a work activity in Respond, then access Style to make customizations to Respond’s interface depending on your preferences or needs.

COURSE OBJECTIVES

Test the different changes that can be made to Respond when using Style. Learn to create profiles within Style that correspond with users and what they view. Discover how to tailor the Respond app to your organization’s needs. Experience a customized interface after making modifications to Respond in Style.

Cityworks UI Optimization Using XML and JavaScript

Brandon Whitney

XML and JavaScript can be used to make many useful customizations within the Cityworks UI. In this course, we will examine many of these customizations and find ways to make the Cityworks UI work for you.

COURSE OBJECTIVES

Understand the process of using XML and JavaScript for Cityworks UI customization. Apply best practices for safe changes to the UI.

 

Create unique Cityworks UI customizations using XML and JavaScript.

 

Friday, December 6

12PM – 4PM (4 hours)

$675

Administer Work Orders

Kelly Collins

This course is designed for Cityworks administrators but may be beneficial for end users. You will learn how to create work order templates in Designer and then how to use that work order template as an end user. You will also be given the opportunity to make a work order template specific to your organization’s needs. After you have created the template, you will be given the opportunity to test your work order in the end user environment.

COURSE OBJECTIVES

Create a work order in Office for AMS and go through its life cycle. Understand how work orders can benefit to your organization. Configure a work order template using Designer. Use Office for AMS to set up work order templates and work orders that will serve your organization.

Cityworks Operational Insights

Neil Armstrong

The Cityworks Operational Insights with Insights for ArcGIS® course is an introduction to asset management covering key concepts such as what asset management is, how to build strategies, and how to leverage your current data, as well as an overview of Cityworks tools aimed at achieving asset management goals. By configuring Operational Insights and Insights for ArcGIS, these tools (taught through an instructor-led approach) will evaluate data from the platform through risk analysis. The workflow includes building an asset strategy, sharing the Cityworks risk calculations via eURL to Insights for ArcGIS, and then consuming this output in the inbox in Cityworks.

COURSE OBJECTIVES

Understand what asset management is. Gain hands-on experience by connecting Cityworks data through eURL to Insights for ArcGIS. Discover how to establish maintenance strategies to increase an asset’s lifespan. Learn how to identify and assess high-risk assets.

Cityworks AMS Essentials (*Offered Twice)

Kyle Boyd

This course is designed to provide a fundamental understanding of a common user experience in Cityworks Office for AMS. The course will demonstrate a reactive workflow that includes service request creation, geocoding, caller management, work order creation, task management, and cost tracking. The GIS map service will play an integral role throughout the process.

COURSE OBJECTIVES

Learn fundamentals of an asset management workflow. Understand how assets on the map integrate with work

activity records.

Gain hands-on experience with service requests, work orders, and the map. Apply new knowledge in skills check exercises.

*Offered previously on Monday, December 2

Portal for ArcGIS® and Cityworks

Tanner Wride

Portal for ArcGIS can enhance the GIS-centric function of Cityworks. This course covers the basics of common Portal for ArcGIS strategies being consumed by Cityworks. Publishing to Portal for ArcGIS and utilizing Portal content in Cityworks will be the focus of this training.

COURSE OBJECTIVES

Create content in Portal for ArcGIS. Understand basic deployment options for Portal for ArcGIS and Cityworks. Configure GIS resources for Portal for ArcGIS in Designer. Use Portal for ArcGIS to organize GIS resources used in Cityworks.

Cityworks Office: Standard and Custom Inspections

Giselle Varrientos

Cityworks users are invited to join this inspections course that will guide you through creating standard and custom inspections and exploring their respective roles within your organization. Learn to build fully customized inspection templates, set observations to calculate a condition score, map field updates that write directly to your geodatabase, and much more!

COURSE OBJECTIVES

Identify the fundamental differences between standard and custom inspections. Understand the different applications that inspections serve. Explore the customizations for each inspection type. Apply different inspection templates to appropriate situations.

Leveraging Cityworks APIs In Python
(*Offered Twice)

Brandon Whitney

Using Python 3 and various Python libraries—such as Pandas, Requests, and JSON—we will explore the use of Cityworks APIs in a realistic scenario: the mass-generation of inspections using dynamically retrieved data and the results from a GIS search within Cityworks.

COURSE OBJECTIVES 

Create a functional script for a real-life application. Understand the process of making Cityworks API calls without an SDK. Apply basic Cityworks API knowledge in creating Python HTTP requests.

 

*Offered previously on Monday, December 2