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
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