# 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 **[[training-structure/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 **[[training-structure/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.