Operational Procedures

Akcel Systems Inc. operates through two primary lifecycles: the Project Lifecycle for new installations and the Service Call Lifecycle for ongoing support and maintenance.

Understanding these processes is critical for every role in the company.

The Project Lifecycle

Every new project flows through seven distinct phases:

1. Pre-Construction: Project Manager reviews the scope and plans.
2. Procurement: Warehouse Manager stages material kits for the field.
3. Installation: Installers and Field Specialists mount, wire, and terminate hardware.
4. Programming & Graphics: Specialists develop control logic and HMI graphics.
5. Commissioning: Field Specialists verify every point and sequence of operation.
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.

The Service Call Lifecycle

Service calls are managed through a rigorous process to ensure rapid response and resolution:

1. Call Intake: Ticket creation in Service Fusion.
2. Triage & Dispatch: Assigning the right technician for the job.
3. Travel: En route to site (automatically tracked).
4. On-Site Diagnosis: Identifying the root cause of the issue.
5. Repair/Resolution: Implementing the fix and testing thoroughly.
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.

Quality Control Standards

We maintain consistency and quality through our library of standard operating procedures:

• SSO (Standard Sequence of Operations): These are concise guides for installing and commissioning individual devices (sensors, actuators, etc.).
• SOO (Sequence of Operations): These guides cover entire systems (AHUs, VAV Boxes, Chilled Water Systems) and their operational logic.

Always refer to the latest SSO/SOO documents before starting a task.

Key Handoff Points

• PM → Warehouse: Material procurement lists.
• Warehouse → Installer: Staged material kits.
• Installer → Field Specialist: Completed installation ready for commissioning.
• Specialists → Field Specialist: Deployed graphics and programs ready for commissioning.
• Field Specialist → Client: Signed commissioning acceptance.

Use of Service Fusion

Service Fusion is our primary tool for managing projects, service calls, time tracking, and inventory.

• Status Updates: Always update your job status (Dispatched, On the Way, On Site, Started, Completed) in real-time.
• Notes: Provide clear and detailed notes for every site visit.
• Materials: Log all parts and materials used from your inventory.
• Expenses: Record all parking, tolls, and other expenses accurately.