Commit 740841
2026-05-15 19:21:41 root: Refactor repository to kebab-case and update all internal links| /dev/null .. Home.md | |
| @@ 0,0 1,54 @@ | |
| + | # Akcel Systems Inc. - Knowledge Base Index |
| + | |
| + | ## 📘 Employee Handbook |
| + | - [[employee-handbook/employee-guidebook|Employee Guidebook (Main)]] |
| + | - [[employee-handbook/mission-and-values|Mission and Values]] |
| + | - [[employee-handbook/company-culture-and-expectations|Company Culture and Expectations]] |
| + | - [[employee-handbook/safety-policy|Safety Policy]] |
| + | - [[employee-handbook/operational-procedures|Operational Procedures]] |
| + | - [[employee-handbook/career-path-and-training|Career Path and Training]] |
| + | - [[employee-handbook/administrative-and-tools|Administrative and Tools]] |
| + | |
| + | ## 🎓 Training Structure |
| + | ### Core Processes |
| + | - [[training-structure/project-cycle|Project Lifecycle]] |
| + | - [[training-structure/service-cycle|Service Call Lifecycle]] |
| + | - [[training-structure/panel-testing---cold-check|Panel Testing: Cold Check Procedure]] |
| + | - [[training-structure/panel-testing--hot-check|Panel Testing: Hot Check Procedure]] |
| + | |
| + | ### Roles & Career Paths |
| + | - [[training-structure/roles/new-hire-fundamental-training|New Hire Fundamental Training]] |
| + | - [[training-structure/roles/installer|Installer]] |
| + | - [[training-structure/roles/field-specialist|Field Specialist]] |
| + | - [[training-structure/roles/programmer-developer|Programmer Developer]] |
| + | - [[training-structure/roles/graphic-developer|Graphic Developer]] |
| + | - [[training-structure/roles/network-specialist|Network Specialist]] |
| + | - [[training-structure/roles/senior-field-operations-coordinator|Senior Field Operations Coordinator (Dispatch)]] |
| + | - [[training-structure/roles/project-manager|Project Manager]] |
| + | - [[training-structure/roles/accountant|Accountant]] |
| + | - [[training-structure/roles/warehouse-manager|Warehouse Manager]] |
| + | |
| + | ### Standard Sequence of Operations (SSO) - Device Level |
| + | - [[training-structure/sso/sso-master-index|SSO Master Index]] |
| + | - [[training-structure/sso/sso-temp-sensor|SSO: Temp Sensor]] |
| + | - [[training-structure/sso/sso-humidity-sensor|SSO: Humidity Sensor]] |
| + | - [[training-structure/sso/sso-co2-sensor|SSO: CO2 Sensor]] |
| + | - [[training-structure/sso/sso-pressure-sensor|SSO: Pressure Sensor]] |
| + | - [[training-structure/sso/sso-current-transducer|SSO: Current Transducer]] |
| + | - [[training-structure/sso/sso-occupancy-sensor|SSO: Occupancy Sensor]] |
| + | - [[training-structure/sso/sso-flow-switch|SSO: Flow Switch]] |
| + | - [[training-structure/sso/sso-binary-input|SSO: Binary Input]] |
| + | - [[training-structure/sso/sso-damper-actuator|SSO: Damper Actuator]] |
| + | - [[training-structure/sso/sso-valve-actuator|SSO: Valve Actuator]] |
| + | - [[training-structure/sso/sso-relay-output|SSO: Relay Output]] |
| + | - [[training-structure/sso/sso-vfd-control|SSO: VFD Control]] |
| + | |
| + | ### Sequence of Operations (SOO) - System Level |
| + | - [[training-structure/soo/soo-master-index|SOO Master Index]] |
| + | - [[training-structure/soo/soo-ahu|SOO: Air Handling Unit (AHU)]] |
| + | - [[training-structure/soo/soo-vav-box|SOO: VAV Box]] |
| + | - [[training-structure/soo/soo-chilled-water-system|SOO: Chilled Water System]] |
| + | - [[training-structure/soo/soo-hot-water-system|SOO: Hot Water System]] |
| + | |
| + | ## 🎮 PM Gamification |
| + | - [[pm-gamification/project-management-gamification-system---internal-market-model|Internal Market Model & Payout Architecture]] |
| \ | No newline at end of file |
| home.md.backup .. Home.md.backup | |
| Employee Handbook/Administrative and Tools.md .. employee-handbook/administrative-and-tools.md | |
| @@ 42,4 42,4 @@ | |
| --- | |
| - | **Note:** For more information on specific administrative procedures, please refer to the **[[Accountant]]** or **[[Project Manager]]** for your current project. |
| + | **Note:** For more information on specific administrative procedures, please refer to the **[[training-structure/roles/accountant]]** or **[[training-structure/roles/project-manager]]** for your current project. |
| Employee Handbook/Career Path and Training.md .. employee-handbook/career-path-and-training.md | |
| @@ 6,18 6,18 @@ | |
| Our typical career path for technical staff is designed as a structured progression: | |
| - | 1. **[[Training Structure/Roles/New Hire Fundamental Training|New Hire Fundamental Training]]:** Entry-level (3-6 months). |
| - | 2. **[[Training Structure/Roles/Installer|Installer]]:** Focus on physical hardware installation (12-24 months). |
| - | 3. **[[Training Structure/Roles/Field Specialist|Field Specialist]]:** Focus on commissioning and troubleshooting (18-24 months). |
| + | 1. **[[training-structure/roles/new-hire-fundamental-training|New Hire Fundamental Training]]:** Entry-level (3-6 months). |
| + | 2. **[[training-structure/roles/installer|Installer]]:** Focus on physical hardware installation (12-24 months). |
| + | 3. **[[training-structure/roles/field-specialist|Field Specialist]]:** Focus on commissioning and troubleshooting (18-24 months). |
| 4. **Specialist Roles:** After demonstrating mastery as a Field Specialist, you may advance into several specialized areas: | |
| - | * **[[Training Structure/Roles/Programmer Developer|Programmer Developer]]:** Focus on control logic and sequences. |
| - | * **[[Training Structure/Roles/Graphic Developer|Graphic Developer]]:** Focus on HMI and dashboards. |
| - | * **[[Training Structure/Roles/Network Specialist|Network Specialist]]:** Focus on network architecture and communication protocols. |
| - | * **[[Training Structure/Roles/Senior Field Operations Coordinator|Senior Field Operations Coordinator]]:** Focus on dispatching and service management. |
| + | * **[[training-structure/roles/programmer-developer|Programmer Developer]]:** Focus on control logic and sequences. |
| + | * **[[training-structure/roles/graphic-developer|Graphic Developer]]:** Focus on HMI and dashboards. |
| + | * **[[training-structure/roles/network-specialist|Network Specialist]]:** Focus on network architecture and communication protocols. |
| + | * **[[training-structure/roles/senior-field-operations-coordinator|Senior Field Operations Coordinator]]:** Focus on dispatching and service management. |
| 5. **Professional Roles:** Standalone roles with independent career tracks: | |
| - | * **[[Training Structure/Roles/Project Manager|Project Manager]]** |
| - | * **[[Training Structure/Roles/Accountant|Accountant]]** |
| - | * **[[Training Structure/Roles/Warehouse Manager|Warehouse Manager]]** |
| + | * **[[training-structure/roles/project-manager|Project Manager]]** |
| + | * **[[training-structure/roles/accountant|Accountant]]** |
| + | * **[[training-structure/roles/warehouse-manager|Warehouse Manager]]** |
| ## The Training Roadmap | |
| Employee Handbook/Company Culture and Expectations.md .. employee-handbook/company-culture-and-expectations.md | |
| Employee Handbook/Employee Guidebook.md .. employee-handbook/employee-guidebook.md | |
| @@ 4,32 4,32 @@ | |
| ## Table of Contents | |
| - | 1. **[[Mission and Values]]** |
| + | 1. **[[employee-handbook/mission-and-values]]** |
| * Our Purpose | |
| * Core Values | |
| * Company History (Overview) | |
| - | 2. **[[Company Culture and Expectations]]** |
| + | 2. **[[employee-handbook/company-culture-and-expectations]]** |
| * Professionalism and Appearance | |
| * Communication Protocols | |
| * Workmanship Standards | |
| - | 3. **[[Safety Policy]]** |
| + | 3. **[[employee-handbook/safety-policy]]** |
| * Safety First Commitment | |
| * PPE Requirements | |
| * Incident Reporting | |
| - | 4. **[[Operational Procedures]]** |
| + | 4. **[[employee-handbook/operational-procedures]]** |
| * The Project Lifecycle | |
| * The Service Call Lifecycle | |
| * Quality Control (SSO & SOO) | |
| - | 5. **[[Career Path and Training]]** |
| + | 5. **[[employee-handbook/career-path-and-training]]** |
| * Roles and Responsibilities | |
| * The Training Roadmap | |
| * Certification Requirements (OSHA, etc.) | |
| - | 6. **[[Administrative and Tools]]** |
| + | 6. **[[employee-handbook/administrative-and-tools]]** |
| * Time Tracking (Service Fusion) | |
| * Vehicle and Tool Procedures | |
| * Payroll and Benefits (Overview) | |
| Employee Handbook/Mission and Values.md .. employee-handbook/mission-and-values.md | |
| Employee Handbook/Operational Procedures.md .. employee-handbook/operational-procedures.md | |
| @@ 16,7 16,7 @@ | |
| 6. **Closeout:** Final documentation and client training are delivered. | |
| 7. **Warranty/Service:** Ongoing support begins. | |
| - | For a detailed breakdown of each phase, refer to the **[[Project Cycle]]** document in the `Training Structure/` directory. |
| + | For a detailed breakdown of each phase, refer to the **[[training-structure/project-cycle]]** document in the `Training Structure/` directory. |
| ## The Service Call Lifecycle | |
| @@ 30,7 30,7 @@ | |
| 6. **Completion:** Customer sign-off and detailed documentation. | |
| 7. **Billing & Closeout:** Financial processing and inventory reconciliation. | |
| - | For a detailed breakdown of service operations, refer to the **[[Service Cycle]]** document in the `Training Structure/` directory. |
| + | For a detailed breakdown of service operations, refer to the **[[training-structure/service-cycle]]** document in the `Training Structure/` directory. |
| ## Quality Control Standards | |
| Employee Handbook/Safety Policy.md .. employee-handbook/safety-policy.md | |
| home.md .. /dev/null | |
| @@ 1,54 0,0 @@ | |
| - | # Akcel Systems Inc. - Knowledge Base Index |
| - | |
| - | ## 📘 Employee Handbook |
| - | - [[Employee Handbook/Employee Guidebook|Employee Guidebook (Main)]] |
| - | - [[Employee Handbook/Mission and Values|Mission and Values]] |
| - | - [[Employee Handbook/Company Culture and Expectations|Company Culture and Expectations]] |
| - | - [[Employee Handbook/Safety Policy|Safety Policy]] |
| - | - [[Employee Handbook/Operational Procedures|Operational Procedures]] |
| - | - [[Employee Handbook/Career Path and Training|Career Path and Training]] |
| - | - [[Employee Handbook/Administrative and Tools|Administrative and Tools]] |
| - | |
| - | ## 🎓 Training Structure |
| - | ### Core Processes |
| - | - [[Training Structure/Project Cycle|Project Lifecycle]] |
| - | - [[Training Structure/Service Cycle|Service Call Lifecycle]] |
| - | - [[Training Structure/Panel Testing - Cold Check|Panel Testing: Cold Check Procedure]] |
| - | - [[Training Structure/Panel Testing- Hot Check|Panel Testing: Hot Check Procedure]] |
| - | |
| - | ### Roles & Career Paths |
| - | - [[Training Structure/Roles/New Hire Fundamental Training|New Hire Fundamental Training]] |
| - | - [[Training Structure/Roles/Installer|Installer]] |
| - | - [[Training Structure/Roles/Field Specialist|Field Specialist]] |
| - | - [[Training Structure/Roles/Programmer Developer|Programmer Developer]] |
| - | - [[Training Structure/Roles/Graphic Developer|Graphic Developer]] |
| - | - [[Training Structure/Roles/Network Specialist|Network Specialist]] |
| - | - [[Training Structure/Roles/Senior Field Operations Coordinator|Senior Field Operations Coordinator (Dispatch)]] |
| - | - [[Training Structure/Roles/Project Manager|Project Manager]] |
| - | - [[Training Structure/Roles/Accountant|Accountant]] |
| - | - [[Training Structure/Roles/Warehouse Manager|Warehouse Manager]] |
| - | |
| - | ### Standard Sequence of Operations (SSO) - Device Level |
| - | - [[Training Structure/SSO/SSO Master Index|SSO Master Index]] |
| - | - [[Training Structure/SSO/SSO Temp Sensor|SSO: Temp Sensor]] |
| - | - [[Training Structure/SSO/SSO Humidity Sensor|SSO: Humidity Sensor]] |
| - | - [[Training Structure/SSO/SSO CO2 Sensor|SSO: CO2 Sensor]] |
| - | - [[Training Structure/SSO/SSO Pressure Sensor|SSO: Pressure Sensor]] |
| - | - [[Training Structure/SSO/SSO Current Transducer|SSO: Current Transducer]] |
| - | - [[Training Structure/SSO/SSO Occupancy Sensor|SSO: Occupancy Sensor]] |
| - | - [[Training Structure/SSO/SSO Flow Switch|SSO: Flow Switch]] |
| - | - [[Training Structure/SSO/SSO Binary Input|SSO: Binary Input]] |
| - | - [[Training Structure/SSO/SSO Damper Actuator|SSO: Damper Actuator]] |
| - | - [[Training Structure/SSO/SSO Valve Actuator|SSO: Valve Actuator]] |
| - | - [[Training Structure/SSO/SSO Relay Output|SSO: Relay Output]] |
| - | - [[Training Structure/SSO/SSO Vfd Control|SSO: VFD Control]] |
| - | |
| - | ### Sequence of Operations (SOO) - System Level |
| - | - [[Training Structure/SOO/SOO Master Index|SOO Master Index]] |
| - | - [[Training Structure/SOO/SOO AHU|SOO: Air Handling Unit (AHU)]] |
| - | - [[Training Structure/SOO/SOO VAV Box|SOO: VAV Box]] |
| - | - [[Training Structure/SOO/SOO Chilled Water System|SOO: Chilled Water System]] |
| - | - [[Training Structure/SOO/SOO Hot Water System|SOO: Hot Water System]] |
| - | |
| - | ## 🎮 PM Gamification |
| - | - [[PM Gamification/Project Management Gamification System - Internal Market Model|Internal Market Model & Payout Architecture]] |
| \ | No newline at end of file |
| PM Gamification/Project Management Gamification System - Internal Market Model.md .. pm-gamification/project-management-gamification-system---internal-market-model.md | |
| Training Structure/Panel Testing - Cold Check.md .. training-structure/panel-testing---cold-check.md | |
| Training Structure/Panel Testing- Hot Check.md .. training-structure/panel-testing--hot-check.md | |
| Training Structure/Project Cycle.md .. training-structure/project-cycle.md | |
| @@ 11,7 11,7 @@ | |
| ## Phase 1: PRE-CONSTRUCTION (Bid → Award → Mobilization) | |
| - | ### **[[Project Manager]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Entry Point:** Project award / contract signing | |
| **Activities:** | |
| - Review contract, drawings, specifications, and scope of work | |
| @@ 33,7 33,7 @@ | |
| --- | |
| - | ### **[[Warehouse Manager]]** |
| + | ### **[[training-structure/roles/warehouse-manager]]** |
| **Entry Point:** PM provides material procurement list | |
| **Activities:** | |
| - Review material list and check current inventory availability | |
| @@ 51,7 51,7 @@ | |
| --- | |
| - | ### **[[Accountant]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Entry Point:** Contract signing / project setup | |
| **Activities:** | |
| - Set up project cost codes in accounting system | |
| @@ 71,7 71,7 @@ | |
| ## Phase 2: PROCUREMENT (Material Ordering → Delivery) | |
| - | ### **[[PROJECT MANAGER]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Activities:** | |
| - Issue purchase orders for materials | |
| - Track delivery schedules | |
| @@ 85,7 85,7 @@ | |
| --- | |
| - | ### **[[WAREHOUSE MANAGER]]** |
| + | ### **[[training-structure/roles/warehouse-manager]]** |
| **Entry Point:** POs issued by PM | |
| **Activities:** | |
| - Receive and inspect all incoming materials against POs | |
| @@ 104,7 104,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Activities:** | |
| - Process and code vendor invoices to project | |
| - Track material costs against budget | |
| @@ 119,7 119,7 @@ | |
| ## Phase 3: INSTALLATION (Physical Installation of Hardware) | |
| - | ### **[[PROJECT MANAGER]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Activities:** | |
| - Coordinate installation schedule with GC and other trades | |
| - Conduct weekly site coordination meetings | |
| @@ 137,7 137,7 @@ | |
| --- | |
| - | ### **[[INSTALLER]]** |
| + | ### **[[training-structure/roles/installer]]** |
| **Entry Point:** Material kits available and site ready for installation | |
| **Activities:** | |
| - Pick up material kits and tools from warehouse | |
| @@ 169,7 169,7 @@ | |
| --- | |
| - | ### **[[WAREHOUSE MANAGER]]** |
| + | ### **[[training-structure/roles/warehouse-manager]]** |
| **Activities:** | |
| - Provide additional materials as needed (call-backs) | |
| - Coordinate emergency/expedited shipments | |
| @@ 181,7 181,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Activities:** | |
| - Process weekly labor time from field reports | |
| - Track installation costs against budget | |
| @@ 195,7 195,7 @@ | |
| ## Phase 4: PROGRAMMING & GRAPHICS (Control Logic & HMI Development) | |
| - | ### **[[PROJECT MANAGER]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Activities:** | |
| - Coordinate with Programmer and Graphic Developer on deliverable timelines | |
| - Review sequences of operation with client (if needed) | |
| @@ 209,7 209,7 @@ | |
| --- | |
| - | ### **[[NETWORK SPECIALIST]]** |
| + | ### **[[training-structure/roles/network-specialist]]** |
| **Entry Point:** Installation complete, ready for network configuration | |
| **Activities:** | |
| - Design network architecture (IP scheme, VLANs, subnetting) | |
| @@ 239,7 239,7 @@ | |
| --- | |
| - | ### **[[PROGRAMMER DEVELOPER]]** |
| + | ### **[[training-structure/roles/programmer-developer]]** |
| **Entry Point:** Network established, controllers online | |
| **Activities:** | |
| - Review mechanical sequences of operation (SOO) | |
| @@ 270,7 270,7 @@ | |
| --- | |
| - | ### **[[GRAPHIC DEVELOPER]]** |
| + | ### **[[training-structure/roles/graphic-developer]]** |
| **Entry Point:** Programming complete, all data points available | |
| **Activities:** | |
| - Design system schematic graphics (central plants, AHUs, etc.) | |
| @@ 301,7 301,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Activities:** | |
| - Process labor costs for programming and graphics work | |
| - Track specialty labor costs against budget | |
| @@ 315,7 315,7 @@ | |
| ## Phase 5: COMMISSIONING (System Testing & Verification) | |
| - | ### **[[PROJECT MANAGER]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Activities:** | |
| - Schedule commissioning with client and GC | |
| - Coordinate commissioning team activities | |
| @@ 331,7 331,7 @@ | |
| --- | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Entry Point:** Installation, programming, and graphics complete | |
| **Activities:** | |
| - Execute commissioning checklists for all equipment | |
| @@ 365,7 365,7 @@ | |
| --- | |
| - | ### **[[NETWORK SPECIALIST]]** |
| + | ### **[[training-structure/roles/network-specialist]]** |
| **Activities (if needed):** | |
| - Troubleshoot any network communication issues during commissioning | |
| - Optimize network performance | |
| @@ 377,7 377,7 @@ | |
| --- | |
| - | ### **[[PROGRAMMER DEVELOPER]]** |
| + | ### **[[training-structure/roles/programmer-developer]]** |
| **Activities (if needed):** | |
| - Troubleshoot control logic issues found during commissioning | |
| - Fine-tune PID loops and optimization routines | |
| @@ 389,7 389,7 @@ | |
| --- | |
| - | ### **[[GRAPHIC DEVELOPER]]** |
| + | ### **[[training-structure/roles/graphic-developer]]** |
| **Activities (if needed):** | |
| - Fix any broken data links discovered during commissioning | |
| - Adjust graphics based on client feedback | |
| @@ 401,7 401,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Activities:** | |
| - Process commissioning phase labor and expenses | |
| - Generate invoice per contract billing milestone (substantial completion) | |
| @@ 416,7 416,7 @@ | |
| ## Phase 6: CLOSEOUT (Final Documentation & Payment) | |
| - | ### **[[PROJECT MANAGER]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Activities:** | |
| - Compile all closeout documentation | |
| - Coordinate final punch list completion | |
| @@ 442,7 442,7 @@ | |
| --- | |
| - | ### **[[NETWORK SPECIALIST]]** |
| + | ### **[[training-structure/roles/network-specialist]]** |
| **Activities:** | |
| - Finalize network documentation package | |
| - Deliver network credentials and access procedures to client | |
| @@ 458,7 458,7 @@ | |
| --- | |
| - | ### **[[PROGRAMMER DEVELOPER]]** |
| + | ### **[[training-structure/roles/programmer-developer]]** |
| **Activities:** | |
| - Deliver final control programs and documentation | |
| - Provide program backup files | |
| @@ 474,7 474,7 @@ | |
| --- | |
| - | ### **[[GRAPHIC DEVELOPER]]** |
| + | ### **[[training-structure/roles/graphic-developer]]** |
| **Activities:** | |
| - Deliver final graphics package and documentation | |
| @@ 488,7 488,7 @@ | |
| --- | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Activities:** | |
| - Complete any final punch list items | |
| - Deliver field documentation | |
| @@ 503,7 503,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Activities:** | |
| - Process final project costs | |
| - Generate final invoice | |
| @@ 521,7 521,7 @@ | |
| --- | |
| - | ### **[[WAREHOUSE MANAGER]]** |
| + | ### **[[training-structure/roles/warehouse-manager]]** |
| **Activities:** | |
| - Reconcile material usage vs. material issued | |
| - Process any material returns to stock | |
| @@ 538,7 538,7 @@ | |
| ## Phase 7: WARRANTY / SERVICE (Ongoing Support) | |
| - | ### **[[PROJECT MANAGER]]** |
| + | ### **[[training-structure/roles/project-manager]]** |
| **Entry Point:** Warranty period begins at substantial completion | |
| **Activities:** | |
| - Track warranty period expiration | |
| @@ 555,7 555,7 @@ | |
| --- | |
| - | ### **[[SENIOR FIELD OPERATIONS COORDINATOR]]** |
| + | ### **[[training-structure/roles/senior-field-operations-coordinator]]** |
| **Entry Point:** Substantial completion / system operational | |
| **Activities:** | |
| - Log any warranty service requests | |
| @@ 573,7 573,7 @@ | |
| --- | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Entry Point:** Warranty service calls or scheduled preventive maintenance | |
| **Activities:** | |
| - Respond to warranty service calls | |
| @@ 590,7 590,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Activities:** | |
| - Track warranty costs (labor and materials) | |
| - Generate service contract invoices (if applicable) | |
| Training Structure/Roles/Accountant.md .. training-structure/roles/accountant.md | |
| Training Structure/Roles/Field Specialist.md .. training-structure/roles/field-specialist.md | |
| @@ 9,7 9,7 @@ | |
| **Estimated Time in Role Before Promotion Eligibility:** 18-24 months | |
| - | **Next Possible Roles:** [[Network Specialist]], [[Programmer Developer]], or [[Graphic Developer]] |
| + | **Next Possible Roles:** [[training-structure/roles/network-specialist]], [[training-structure/roles/programmer-developer]], or [[training-structure/roles/graphic-developer]] |
| --- | |
| Training Structure/Roles/Graphic Developer.md .. training-structure/roles/graphic-developer.md | |
| @@ 10,7 10,7 @@ | |
| **Estimated Time in Role Before Promotion Eligibility:** 24-36 months | |
| - | **Next Possible Roles:** [[Senior Field Operations Coordinator]](Dispatch) |
| + | **Next Possible Roles:** [[training-structure/roles/senior-field-operations-coordinator]](Dispatch) |
| --- | |
| Training Structure/Roles/Installer.md .. training-structure/roles/installer.md | |
| @@ 8,7 8,7 @@ | |
| **Estimated Time in Role Before Promotion Eligibility:** 12-18 months | |
| - | **Next Possible Roles:** [[Field Specialist]] |
| + | **Next Possible Roles:** [[training-structure/roles/field-specialist]] |
| --- | |
| Training Structure/Roles/Network Specialist.md .. training-structure/roles/network-specialist.md | |
| @@ 10,7 10,7 @@ | |
| **Estimated Time in Role Before Promotion Eligibility:** 24-36 months | |
| - | **Next Possible Roles:** [[Senior Field Operations Coordinator]](Dispatch) |
| + | **Next Possible Roles:** [[training-structure/roles/senior-field-operations-coordinator]](Dispatch) |
| --- | |
| Training Structure/Roles/New Hire Fundamental Training.md .. training-structure/roles/new-hire-fundamental-training.md | |
| @@ 6,7 6,7 @@ | |
| **Estimated Duration:** 3-6 months | |
| - | **Next Role:** [[Installer]] |
| + | **Next Role:** [[training-structure/roles/installer]] |
| --- | |
| Training Structure/Roles/Programmer Developer.md .. training-structure/roles/programmer-developer.md | |
| @@ 10,7 10,7 @@ | |
| **Estimated Time in Role Before Promotion Eligibility:** 24-36 months | |
| - | **Next Possible Roles:** [[Senior Field Operations Coordinator]](Dispatch) |
| + | **Next Possible Roles:** [[training-structure/roles/senior-field-operations-coordinator]](Dispatch) |
| --- | |
| Training Structure/Roles/Project Manager.md .. training-structure/roles/project-manager.md | |
| Training Structure/Roles/Senior Field Operations Coordinator.md .. training-structure/roles/senior-field-operations-coordinator.md | |
| Training Structure/Roles/Warehouse Manager.md .. training-structure/roles/warehouse-manager.md | |
| Training Structure/Service Cycle.md .. training-structure/service-cycle.md | |
| @@ 11,7 11,7 @@ | |
| ## Phase 1: CALL INTAKE (Customer Contact → Ticket Creation) | |
| - | ### **[[SENIOR FIELD OPERATIONS COORDINATOR]]** |
| + | ### **[[training-structure/roles/senior-field-operations-coordinator]]** |
| **Entry Point:** Customer call, email, alarm notification, or Service Fusion portal submission | |
| **Activities:** | |
| - Answer incoming service requests via phone, email, or system alarm | |
| @@ 45,7 45,7 @@ | |
| ## Phase 2: TRIAGE & DISPATCH (Assessment → Technician Assignment) | |
| - | ### **[[SENIOR FIELD OPERATIONS COORDINATOR]]** |
| + | ### **[[training-structure/roles/senior-field-operations-coordinator]]** |
| **Activities:** | |
| - Assess technical complexity and required skill level | |
| - Check Field Specialist skill matrix for best match: | |
| @@ 87,7 87,7 @@ | |
| --- | |
| - | ### **[[PROJECT MANAGER]]** (if applicable) |
| + | ### **[[training-structure/roles/project-manager]]** (if applicable) |
| **Entry Point:** Service call related to recent project or warranty work | |
| **Activities:** | |
| - Review service call details | |
| @@ 104,7 104,7 @@ | |
| --- | |
| - | ### **[[WAREHOUSE MANAGER]]** |
| + | ### **[[training-structure/roles/warehouse-manager]]** |
| **Entry Point:** Dispatch identifies parts likely needed | |
| **Activities:** | |
| - Check inventory for commonly needed parts | |
| @@ 122,7 122,7 @@ | |
| ## Phase 3: TRAVEL (En Route to Site) | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Entry Point:** Service call assigned and acknowledged | |
| **Activities:** | |
| - Review service ticket details in Service Fusion | |
| @@ 147,7 147,7 @@ | |
| ## Phase 4: ON-SITE DIAGNOSIS (Initial Assessment → Problem Identification) | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Entry Point:** Arrival at customer site | |
| **Activities:** | |
| - Update Service Fusion status to "On Site" (timestamp recorded) | |
| @@ 193,7 193,7 @@ | |
| --- | |
| - | ### **[[SENIOR FIELD OPERATIONS COORDINATOR]]** |
| + | ### **[[training-structure/roles/senior-field-operations-coordinator]]** |
| **Activities (if escalation needed):** | |
| - Provide remote troubleshooting support | |
| - Coordinate parts retrieval/delivery | |
| @@ 209,7 209,7 @@ | |
| --- | |
| - | ### **[[WAREHOUSE MANAGER]]** (if parts needed during diagnosis) |
| + | ### **[[training-structure/roles/warehouse-manager]]** (if parts needed during diagnosis) |
| **Entry Point:** Field Specialist identifies parts needed | |
| **Activities:** | |
| - Locate parts in inventory | |
| @@ 229,7 229,7 @@ | |
| ## Phase 5: REPAIR/RESOLUTION (Fix Implementation) | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Activities:** | |
| - Pick up parts (if local pickup) or receive delivery | |
| - Log all parts used in Service Fusion Invoice section | |
| @@ 269,7 269,7 @@ | |
| --- | |
| - | ### **[[NETWORK SPECIALIST]]** (if network issue) |
| + | ### **[[training-structure/roles/network-specialist]]** (if network issue) |
| **Entry Point:** Network-related problem identified | |
| **Activities:** | |
| - Remote diagnosis of network issue (if possible) | |
| @@ 294,7 294,7 @@ | |
| --- | |
| - | ### **[[PROGRAMMER DEVELOPER]]** (if programming issue) |
| + | ### **[[training-structure/roles/programmer-developer]]** (if programming issue) |
| **Entry Point:** Control logic issue identified | |
| **Activities:** | |
| - Remote review of control programs (if possible) | |
| @@ 320,7 320,7 @@ | |
| --- | |
| - | ### **[[GRAPHIC DEVELOPER]]** (if graphics issue) |
| + | ### **[[training-structure/roles/graphic-developer]]** (if graphics issue) |
| **Entry Point:** HMI/graphics issue identified | |
| **Activities:** | |
| - Remote review of graphics (if possible) | |
| @@ 345,7 345,7 @@ | |
| ## Phase 6: COMPLETION (Customer Sign-off → Documentation) | |
| - | ### **[[FIELD SPECIALIST]]** |
| + | ### **[[training-structure/roles/field-specialist]]** |
| **Activities:** | |
| - Walk through completed work with customer | |
| - Demonstrate system operation | |
| @@ 391,7 391,7 @@ | |
| --- | |
| - | ### **[[SENIOR FIELD OPERATIONS COORDINATOR]]** |
| + | ### **[[training-structure/roles/senior-field-operations-coordinator]]** |
| **Activities:** | |
| - Review completed service ticket for quality and completeness | |
| - Verify all time and materials documented | |
| @@ 412,7 412,7 @@ | |
| ## Phase 7: BILLING & CLOSEOUT (Financial Processing → Project Close) | |
| - | ### **[[PROJECT MANAGER]]** (if project-related or warranty) |
| + | ### **[[training-structure/roles/project-manager]]** (if project-related or warranty) |
| **Entry Point:** Service call completed | |
| **Activities:** | |
| - Review service call against warranty terms | |
| @@ 429,7 429,7 @@ | |
| --- | |
| - | ### **[[SENIOR FIELD OPERATIONS COORDINATOR]]** |
| + | ### **[[training-structure/roles/senior-field-operations-coordinator]]** |
| **Activities:** | |
| - Verify all labor time is accurate (Drive + Labor) | |
| - Verify all materials are documented | |
| @@ 448,7 448,7 @@ | |
| --- | |
| - | ### **[[ACCOUNTANT]]** |
| + | ### **[[training-structure/roles/accountant]]** |
| **Entry Point:** Service ticket marked "Ready to Close" | |
| **Activities:** | |
| - Review service ticket for completeness | |
| @@ 489,7 489,7 @@ | |
| --- | |
| - | ### **[[WAREHOUSE MANAGER]]** |
| + | ### **[[training-structure/roles/warehouse-manager]]** |
| **Entry Point:** Service ticket closed, materials used documented | |
| **Activities:** | |
| - Verify inventory adjustment for parts used | |
| Training Structure/SOO/SOO AHU.md .. training-structure/soo/soo-ahu.md | |
| @@ 3,7 3,7 @@ | |
| **Version:** 1.3 | |
| **Date:** 2025-12-29 | |
| **Author:** Gemini Agent | |
| - | **Related SSO:** [[SSO Temp Sensor]], [[SSO CO2 Sensor]], [[SSO Vfd Control]], [[SSO Flow Switch]], [[SSO Occupancy Sensor]], [[SSO Relay Output]], [[SSO Valve Actuator]], [[SSO Damper Actuator]], [[SSO Humidity Sensor]] |
| + | **Related SSO:** [[training-structure/sso/sso-temp-sensor]], [[training-structure/sso/sso-co2-sensor]], [[training-structure/sso/sso-vfd-control]], [[training-structure/sso/sso-flow-switch]], [[training-structure/sso/sso-occupancy-sensor]], [[training-structure/sso/sso-relay-output]], [[training-structure/sso/sso-valve-actuator]], [[training-structure/sso/sso-damper-actuator]], [[training-structure/sso/sso-humidity-sensor]] |
| --- | |
| Training Structure/SOO/SOO Chilled Water System.md .. training-structure/soo/soo-chilled-water-system.md | |
| @@ 3,7 3,7 @@ | |
| **Version:** 1.0 | |
| **Date:** 2025-12-29 | |
| **Author:** Gemini Agent | |
| - | **Related SSO:** [[SSO Temp Sensor]], [[SSO Pressure Sensor]], [[SSO Flow Switch]], [[SSO Valve Actuator]], [[SSO Relay Output]] |
| + | **Related SSO:** [[training-structure/sso/sso-temp-sensor]], [[training-structure/sso/sso-pressure-sensor]], [[training-structure/sso/sso-flow-switch]], [[training-structure/sso/sso-valve-actuator]], [[training-structure/sso/sso-relay-output]] |
| --- | |
| Training Structure/SOO/SOO Hot Water System.md .. training-structure/soo/soo-hot-water-system.md | |
| @@ 3,7 3,7 @@ | |
| **Version:** 1.0 | |
| **Date:** 2025-12-29 | |
| **Author:** Gemini Agent | |
| - | **Related SSO:** [[SSO Temp Sensor]], [[SSO Pressure Sensor]], [[SSO Valve Actuator]], [[SSO Relay Output]] |
| + | **Related SSO:** [[training-structure/sso/sso-temp-sensor]], [[training-structure/sso/sso-pressure-sensor]], [[training-structure/sso/sso-valve-actuator]], [[training-structure/sso/sso-relay-output]] |
| --- | |
| Training Structure/SOO/SOO Master Index.md .. training-structure/soo/soo-master-index.md | |
| @@ 30,13 30,13 @@ | |
| ### TEMPLATE | |
| - | - **[[SOO Template]]** - Standard format template for creating new Sequence of Operations documents for systems. |
| + | - **[[soo-template]]** - Standard format template for creating new Sequence of Operations documents for systems. |
| --- | |
| ### AIR HANDLING UNITS (AHU) | |
| - | - **[[SOO AHU]]** - Comprehensive sequence for Constant Volume and Variable Air Volume Air Handling Units. |
| + | - **[[training-structure/soo/soo-ahu]]** - Comprehensive sequence for Constant Volume and Variable Air Volume Air Handling Units. |
| - Includes supply fan control, economizer operation, heating/cooling coil control, static pressure reset, and occupancy scheduling. | |
| - Key components: Supply Fan VFD, OA/RA/EA dampers, heating coil valve, cooling coil valve. | |
| @@ 44,7 44,7 @@ | |
| ### VARIABLE AIR VOLUME (VAV) SYSTEMS | |
| - | - **[[SOO VAV Box]]** - Detailed sequence for single-duct VAV boxes, including reheat and fan-powered variants. |
| + | - **[[training-structure/soo/soo-vav-box]]** - Detailed sequence for single-duct VAV boxes, including reheat and fan-powered variants. |
| - Covers zone temperature control, VAV damper operation, fan control (if applicable), and reheat control. | |
| - Key components: VAV damper actuator, reheat coil, occupancy sensor integration. | |
| @@ 52,14 52,14 @@ | |
| ### CHILLED WATER SYSTEMS (CHWS) | |
| - | - **[[SOO Chilled Water System]]** - Sequence for manually-started chilled water systems with automated monitoring and pressure control. |
| + | - **[[training-structure/soo/soo-chilled-water-system]]** - Sequence for manually-started chilled water systems with automated monitoring and pressure control. |
| - Covers pump and chiller monitoring, differential pressure bypass valve control, and automated glycol make-up. | |
| --- | |
| ### HOT WATER SYSTEMS (HWS) | |
| - | - **[[SOO Hot Water System]]** - Sequence for hot water systems with OAT-based automatic start and temperature reset. |
| + | - **[[training-structure/soo/soo-hot-water-system]]** - Sequence for hot water systems with OAT-based automatic start and temperature reset. |
| - Covers heat exchanger control, differential pressure bypass, and automated glycol make-up. | |
| --- | |
| @@ 150,10 150,10 @@ | |
| ### Internal Documentation | |
| - | - [New Hire Foundational Training](https://claude.ai/chat/New-Hire-Foundational-Training.md) |
| - | - [SSO Library Master Index](https://claude.ai/chat/SSO/SSO-Master-Index.md) (for individual device details) |
| - | - [Project Lifecycle](https://claude.ai/chat/Project-Cycle.md) |
| - | - [Service Call Lifecycle](https://claude.ai/chat/Service-Cycle.md) |
| + | - [New Hire Foundational Training](/new-hire-foundational-training) |
| + | - [SSO Library Master Index](/training-structure/sso/sso-master-index) (for individual device details) |
| + | - [Project Lifecycle](/training-structure/project-cycle) |
| + | - [Service Call Lifecycle](/training-structure/service-cycle) |
| ### External Resources | |
| Training Structure/SOO/SOO VAV Box.md .. training-structure/soo/soo-vav-box.md | |
| @@ 3,7 3,7 @@ | |
| **Version:** 1.1 | |
| **Date:** 2025-12-29 | |
| **Author:** Gemini Agent | |
| - | **Related SSO:** [[SSO Temp Sensor]], [[SSO CO2 Sensor]], [[SSO Humidity Sensor]], [[SSO Damper Actuator]], [[SSO Valve Actuator]] |
| + | **Related SSO:** [[training-structure/sso/sso-temp-sensor]], [[training-structure/sso/sso-co2-sensor]], [[training-structure/sso/sso-humidity-sensor]], [[training-structure/sso/sso-damper-actuator]], [[training-structure/sso/sso-valve-actuator]] |
| --- | |
| Training Structure/SSO/SSO Binary Input.md .. training-structure/sso/sso-binary-input.md | |
| Training Structure/SSO/SSO CO2 Sensor.md .. training-structure/sso/sso-co2-sensor.md | |
| Training Structure/SSO/SSO Current Transducer.md .. training-structure/sso/sso-current-transducer.md | |
| Training Structure/SSO/SSO Damper Actuator.md .. training-structure/sso/sso-damper-actuator.md | |
| Training Structure/SSO/SSO Flow Switch.md .. training-structure/sso/sso-flow-switch.md | |
| Training Structure/SSO/SSO Humidity Sensor.md .. training-structure/sso/sso-humidity-sensor.md | |
| Training Structure/SSO/SSO Master Index.md .. training-structure/sso/sso-master-index.md | |
| @@ 28,7 28,7 @@ | |
| ### TEMPLATE | |
| - | - **[[SSO Template]]** - Standard format template for creating new SSO documents |
| + | - **[[sso-template]]** - Standard format template for creating new SSO documents |
| --- | |
| @@ 36,7 36,7 @@ | |
| #### Temperature Sensors | |
| - | - **[[SSO Temp Sensor]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-temp-sensor]]** ✓ COMPLETE |
| - Space, duct, immersion, outdoor air | |
| - Thermistor (10K Type II/III) and transmitter types | |
| - Signal: Resistance / 0-10VDC / 4-20mA | |
| @@ 44,7 44,7 @@ | |
| #### Humidity Sensors | |
| - | - **[[SSO Humidity Sensor]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-humidity-sensor]]** ✓ COMPLETE |
| - Space and duct relative humidity measurement | |
| - Capacitive polymer technology | |
| - Signal: 0-10VDC / 4-20mA (0-100% RH) | |
| @@ 52,7 52,7 @@ | |
| #### CO2 Sensors | |
| - | - **[[SSO CO2 Sensor]]✓ COMPLETE |
| + | - **[[training-structure/sso/sso-co2-sensor]]✓ COMPLETE |
| - Demand control ventilation (DCV) | |
| - Non-dispersive infrared (NDIR) technology | |
| - Signal: 0-10VDC / 4-20mA (0-2000 PPM typical) | |
| @@ 60,7 60,7 @@ | |
| #### Pressure Sensors (Differential) | |
| - | - **[[SSO Pressure Sensor]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-pressure-sensor]]** ✓ COMPLETE |
| - Duct static pressure, filter ΔP, building pressurization | |
| - Pressure tube installation and maintenance | |
| - Signal: 0-10VDC / 4-20mA (various ranges) | |
| @@ 68,7 68,7 @@ | |
| #### Current Transducers | |
| - | - **[[SSO Current Transducer]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-current-transducer]]** ✓ COMPLETE |
| - Motor current monitoring, proof of operation | |
| - Split-core CT (current transformer) technology | |
| - Signal: 0-10VDC / 4-20mA proportional to amperage | |
| @@ 77,7 77,7 @@ | |
| #### Occupancy Sensors | |
| - | - **[[SSO Occupancy Sensor]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-occupancy-sensor]]** ✓ COMPLETE |
| - PIR (passive infrared), ultrasonic, and dual-tech | |
| - Motion and presence detection for HVAC and lighting | |
| - Adjustable time delay and sensitivity | |
| @@ 85,7 85,7 @@ | |
| #### Flow Switches | |
| - | - **[[SSO Flow Switch]]✓ COMPLETE |
| + | - **[[training-structure/sso/sso-flow-switch]]✓ COMPLETE |
| - Proof of water flow (chilled, hot, condenser water) | |
| - Paddle-type mechanical switches | |
| - Pump status verification and interlock safety | |
| @@ 103,7 103,7 @@ | |
| #### Damper Actuators | |
| - | - **[[SSO Damper Actuator]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-damper-actuator]]** ✓ COMPLETE |
| - Modulating (0-100%) control | |
| - OA, RA, EA, mixing box, VAV box dampers | |
| - Torque sizing and coupling installation | |
| @@ 112,7 112,7 @@ | |
| #### Valve Actuators | |
| - | - **[[SSO Valve Actuator]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-valve-actuator]]** ✓ COMPLETE |
| - Modulating control for water valves | |
| - Chilled water, hot water, condenser water, steam | |
| - Force sizing and stroke length matching | |
| @@ 121,7 121,7 @@ | |
| #### Relay Outputs | |
| - | - **[[SSO Relay Output]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-relay-output]]** ✓ COMPLETE |
| - Binary ON/OFF control | |
| - Pumps, fans, heaters, stages, unit heaters | |
| - Contact sizing for motor and resistive loads | |
| @@ 130,7 130,7 @@ | |
| #### VFD Control Integration | |
| - | - **[[SSO Vfd Control]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-vfd-control]]** ✓ COMPLETE |
| - Variable frequency drive control via BAS | |
| - 0-10VDC speed command + binary start/stop | |
| - Parameter programming and motor setup | |
| @@ 148,7 148,7 @@ | |
| #### Binary Input Modules | |
| - | - **[[SSO Binary Input]]** ✓ COMPLETE |
| + | - **[[training-structure/sso/sso-binary-input]]** ✓ COMPLETE |
| - Dry contact monitoring (NO/NC) | |
| - Proof of operation (pumps, fans, equipment) | |
| - Alarm monitoring (fire alarm, freeze stat, high limit) | |
| @@ 313,11 313,11 @@ | |
| ### Internal Documentation | |
| - | - [New Hire Fundamental Training](../../Roles/New Hire Fundamental Training.md) |
| - | - [Installer Qualification Tasks](../../Roles/Installer.md) |
| - | - [Field Specialist Qualification Tasks](../../Roles/Field Specialist.md) |
| - | - [Project Lifecycle](../../Project Cycle.md) |
| - | - [Service Call Lifecycle](../../Service Cycle.md) |
| + | - [New Hire Fundamental Training](/training-structure/roles/new-hire-fundamental-training) |
| + | - [Installer Qualification Tasks](/training-structure/roles/installer) |
| + | - [Field Specialist Qualification Tasks](/training-structure/roles/field-specialist) |
| + | - [Project Lifecycle](/training-structure/project-cycle) |
| + | - [Service Call Lifecycle](/training-structure/service-cycle) |
| ### External Resources | |
| Training Structure/SSO/SSO Occupancy Sensor.md .. training-structure/sso/sso-occupancy-sensor.md | |
| Training Structure/SSO/SSO Pressure Sensor.md .. training-structure/sso/sso-pressure-sensor.md | |
| Training Structure/SSO/SSO Relay Output.md .. training-structure/sso/sso-relay-output.md | |
| Training Structure/SSO/SSO Temp Sensor.md .. training-structure/sso/sso-temp-sensor.md | |
| Training Structure/SSO/SSO Valve Actuator.md .. training-structure/sso/sso-valve-actuator.md | |
| Training Structure/SSO/SSO Vfd Control.md .. training-structure/sso/sso-vfd-control.md | |
