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Schindler Ahead ActionBoard

User Manual

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Content

1. Schindler Ahead ActionBoard Introduction ...................................................................... 4

2. Login and Language Selection .................................................................................... 4

3. General Content & Features ....................................................................................... 6

3.1. Content .......................................................................................................... 6

3.2. Language Selection ........................................................................................... 8

3.3. Navigation Bar ................................................................................................. 8

3.4. Filter Function .................................................................................................. 8

3.5. Customize Dashboard ........................................................................................ 9

3.6. Responsive design ............................................................................................ 9

4. Content and Features in Detail .................................................................................. 10

4.1. Availability .................................................................................................... 10

4.2. Equipment Status ........................................................................................... 11

4.2.1. Equipment Status Overview ........................................................................ 11

4.2.2. Service Request ..................................................................................... 14

4.2.3. Instant Health Check ................................................................................ 15

4.2.4. Inform Tenants ....................................................................................... 17

4.3. Latest Notifications .......................................................................................... 18

4.4. Your Service Requests ..................................................................................... 19

4.5. Activities ...................................................................................................... 20

4.6. Status on Map ............................................................................................... 21

4.7. Root Cause ................................................................................................... 22

5. Reports .............................................................................................................. 23

5.1. Introduction ................................................................................................... 23

5.2. Performance ................................................................................................. 23

5.2.1. Performance Overview .............................................................................. 23

5.2.2. Performance Root Causes ......................................................................... 24

5.3. Activities ...................................................................................................... 25

5.3.1. Activities Overview................................................................................... 25

5.3.2. Maintenance Visits Only ............................................................................ 25

6. Settings ............................................................................................................. 26

6.1. Message Center ............................................................................................. 26

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6.1.1. Automatic Emails .................................................................................... 26

6.1.2. Subscriptions ......................................................................................... 26

6.1.3. Alerts ................................................................................................... 27

6.2. Account Settings and Tools ............................................................................... 28

6.2.1. Settings ................................................................................................ 28

6.2.2. Profile .................................................................................................. 29

6.2.3. Login ................................................................................................... 30

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1. Schindler Ahead ActionBoard Introduction

Schindler Ahead ActionBoard is designed for building and facility managers. Performance indicators,

status, ongoing activities and usage statistics of an equipment portfolio are delivered right to the desktop

PC or mobile device of our customers. Schindler Ahead ActionBoard delivers its full potential with all

elevators and escalators that are connected to the Internet of Elevators and Escalators (IoEE.) It allows

our customers to be proactive on events and to define whom should be informed automatically on

equipment status changes.

Customers will benefit from real-time insights in their day-to-day operations and mid-term planning needs,

with full transparency on status and maintenance activities thanks to push notifications via app, text

messages and email. All of this information is also available to our customers via the Schindler

ActionBoard Mobile App. Schindler Ahead ActionBoard allows our customers to turn information into

action.

2. Login and Language Selection

Initial Login: You will need to use the username and password sent to you in two separate emails. A link to Schindler Ahead ActionBoard will be in the email with your username. Click on the link to access the login page.

Enter the username and password provided. Once entered, you will be prompted to change the password. Your new password must meet the following requirements:

Minimum:

• 8 Characters

• One Lowercase Letter

• One Uppercase Letter

• One Special Character (@, /, &)

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Future Logins: Please use the same link that was sent in the welcome email:

https://actionboard.schindler.com

Enter your username and password to log in.

Note: If an incorrect username or password has been entered, the following message will appear “Wrong

username or password!”

If you forget your username or password, you can resolve the problem by clicking on the “Forgot your

username?” or “Forgot your password?” link, as applicable. It is important that the email address

entered is associated with the account requesting the new password. If you need further assistance,

contact your local Schindler sales representative.

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The Schindler Ahead ActionBoard application determines the account to be reset based on the provided

email address. The username or password will be sent via email. Pressing the Cancel button redirects

you back to the login page. For data protection reasons, passwords will need to be updated every 6

months. Users will be informed accordingly.

3. General Content & Features

3.1. Content

The Schindler Ahead ActionBoard login directs you to the Landing Page, where at a glance, important

information and links are available.

On the top of the Landing Page, status information regarding a customer’s entire portfolio is available.

The unit statuses are differentiated by Ahead Connected and Not Connected units. Units which are cot

connected are not explicitly displayed. They include all units that are not Ahead Connected.

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Below the header, the most essential information is displayed at a glance and is separated into seven

main categories with the following content based on the respective KG’s settings:

• Availability

• Equipment Status

• Latest Notifications

• Your Service Requests

• Activities

• Status on Map

• Root Cause

From these categories, you can click on the appropriate title (i.e. Availability) for more details.

The red icon on the right-hand side of the page opens by clicking on the icon; upon doing so, relevant

contact details will be displayed.

Finally, in the top right corner, you can use the Navigation Bar to navigate accross the six categories as

well as your reports. Via the user icon next to the user name, the following areas can be accessed:

message center, account settings and tools as well as sign out.

Alerts are triggered by the following events: Person trapped, equipment stopped, technician dispatched

and technician arrival on-site. Clicking on See details displays further information about the alarm. For

Ahead Connected units tenants can be informed via the shown button. By clicking on “Dismiss alert” the

individual alert message is closed and will only appear again in case of a status change. The entire alert

banner can be closed by clicking the “x” in the top right corner of the banner.

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3.2. Language Selection

The default user language is English. Other languages can be selected via Account Settings and Tools

Settings Language. These settings are user specific and will not influence other users.

3.3. Navigation Bar

The Navigation Bar opens by clicking the icon in the top right corner. Afterwards, all available options will be displayed:

3.4. Filter Function

The filter function can be used to search for equipment in the detailed Equipment Status view. Using this

feature, you can filter by specific columns and can also utilize a free text search option. The Select all

option will display all related filtered items within that column. The Deselect all option will clear the filter.

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3.5. Customize Dashboard

With this feature you can customize your Dashboard to your individual needs by clicking on the

Customize Dashboard button. This allows you to add, move or remove widgets that are available for

your account.

3.6. Responsive design

The Ahead ActionBoard`s responsive design provides optimal user experience, regardless of use of

desktop computer, tablet, smartphone or smart-TV. This provides a nice User Experience since

customers are increasingly using mobile devices to access web applications. The user interface (UI) is

responsive, this means it fits perfectly to the screen resolution of the used device. The Ahead

ActionBoard web pages are being rendered properly on a variety of devices and window screen sizes.

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4. Content and Features in Detail

4.1. Availability

The Availability on the Landing Page displays the availability percentage over the past 30 days of the last

month. Next to the percentage, there is an icon indicating if the percentage increased, decreased or

remained the same. Clicking on the Availability-title, reveals additional details.

On this page, the overall portfolio percentage is available. Additionally, a table with equipment details

such as Connected status (Ahead Connected, Not Connected), Customer Organization and the current

Availability % are displayed. By mousing-over the different connection types (white, grey) the connection

status of the unit is displayed. By clicking on an underlined unit, you are directed to the equipment details

of that specific unit. For further details regarding Availability, click on the Availability Reports link. (Also,

see Reports section 5.2.2.)

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4.2. Equipment Status

4.2.1. Equipment Status Overview

The Equipment Status on the Landing Page shows the overall percentage of units running, units with

activity as well as stopped units. Clicking on either status, will display additional details on all units with

that status.

For additional details, you can click on the Equipment Status Title.

On this page, all equipment details are available and can be viewed by the current equipment status.

Additionally, a table with further details is displayed and can be sorted by most columns.

Clicking on an underlined unit (elevator or escalator), will display the details about that equipment. The

level of detail shown depend on the Connected status (Ahead Connected or Not Connected.)

Ahead Connected units (with physical hardware installed on the equipment) represent the highest level

of information exchange. In addition to information on environmental condition, supervisory system,

emergency components and sensor data; you have the option to create a Service Request (section

4.2.2.), request an Instant Health Check (section 4.2.3.) or to update specific individuals via the Inform

Tenants (section 4.2.4.) feature.

Not Connected units represent the lowest level of connection type. Only basic information is available.

However, it is also possible to create a Service Request (chapter 4.2.2.).

Below you can see the differentiation between Ahead Connected and Not connected units separated in

elevators and escalators.

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At the lower portion of this screen, you can select the following tabs: Statistics, Past activities, Service

requests and Planned activities.

The Statistics tab shows a diagram with a time period on the x-axis and the amount of activities on the y-

axis. The time period is set to twelve months and the amount of activities is shown for each month.

The Past activities tab displays details for the selected equipment such as the activity date, Job ID, the

corresponding Schindler employee and the activity type.

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The Service requests tab includes all relevant information of the selected equipment’s service requests.

In addition, you can click on + or the Job ID number for more details as shown below.

The Planned activities tab includes all relevant information of the selected equipment’s planned

activities for the current year.

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4.2.2. Service Request

A Service request can be created directly from the Landing Page, from the equipment details of a

selected unit and from the Your Service Request page. Upon creating a new service request, the

following window is displayed:

First, select the equipment requiring service. Then complete the remaining information on the request

form. All the fields indicated with a red asterisk* are mandatory and must be completed correctly. This

includes a short, clear description of the request and your response time preference. Complete the

contact name and phone number. Finally, the Service request can be transmitted via the Send button.

Note: In case of an emergency, an entrapment or a life-threatening situation; the displayed 24-hour

phone number should be called instead of creating a Service request.

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4.2.3. Instant Health Check

For Ahead Connected units, you can request an Instant Health Check. Click on any Ahead Connected

unit and from the equipment details click on Instant Health Check. You will have the option to print the

Health Check or to save the file via the Print-to-PDF option. The following screen represents a printed

version of the Instant Health Check:

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Below the equipment`s location you see the Diagnostic Summary which analysis the information coming

from the subsystems and aggregate it to a summary. In addition, the system proposes smart actions in

the Action Info. They are displayed below the equipment status in the Instant Health Check. The Action

Info is also displayed on equipment detail level, below its location. The following tables show the potential

Diagnostic Summary and Action Info status that could be shown:

Diagnostic Summary

Icon Description

Ok

Blocking issue detected

Issue detected

Not available for normal calls

Minor finding detected

Not applicable

No data

Action Info

Icon Description

No action required

Under service/ maintenance

Technician on site

Technician dispatched

Service request open

Under review

Some deviations detected, checked at the next visit

Please deactivate special mode or contact us

Minor finding detected, checked at next visit

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4.2.4. Inform Tenants

This feature is also only available for Ahead Connected units. Click on any Ahead Connected unit and

from the equipment details click on Inform Tenants. After doing so, the following window is displayed:

All fields highlighted in orange are mandatory. First, type your message. Then enter the credentials of

each tenant (first name, last name and email) who should receive the message. You can save each

tenant as a contact for that equipment. Multiple contacts can be associated with each unit and multiple

contacts can receive your message. After completing/selecting these items, click Send to send your

message or Cancel to delete your message.

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4.3. Latest Notifications

On the Landing Page, the latest three notifications are displayed. Latest notifications are only available for

Ahead Connected units and are triggered by the following events: new callback, equipment stopped,

technician arrival on site, callback closed, equipment running, maintenance visit performed, person

trapped, technician arrival on site (PM visit), callback cancelled, technician dispatched.

Upon clicking one of these notifications, further information such as the related equipment and its location

are shown as follows:

For more details, you can click on the underlined equipment. If you want to see all notifications, click on

the Latest Notifications title. This displays the following screen:

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4.4. Your Service Requests

On the Landing Page, you can see how many service requests are open in real time. In addition, you can

create a new service request by clicking Make a new Service Request. (See section 4.2.2.) Clicking on

the Your Service Requests title, displays more details about open service requests in the following

manner:

The open service requests are displayed next to one another. The estimated time of arrival is displayed if

a technician has been dispatched. You can also click on Service Requests Reports for more

information. Below the open service requests, statistics for the past twelve months are available and you

can view all resolved service requests. Finally, you can click on + or the Job ID number for further details.

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4.5. Activities

On the Landing Page, you can view ongoing activities for repairs, corrective actions, service requests,

maintenance and other activities. For more details, you can click on the Activities title. After doing so, the

following window is displayed:

All current ongoing activities are displayed along with information about the equipment, building address,

activity status and ETA. Further details are available in the Activity Reports. At the lower portion of this

screen, you can select Statistics (for the last six months) or Past Activities. In Past Activities, you can click

on + or the Job ID number to receive further activity details of the type service request. Besides, the next

tab shows all planned activities of the portfolio.

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4.6. Status on Map

This feature allows you to view the location of each equipment. You can zoom into the map by clicking on

the white or red icons on the map. To view a larger map, click on the Status on Map title. Depending on

the available map service in a KG, Google Maps or Baiduu is used to show the map.

The red icon indicates at least one stopped unit in a location. You can double click on the icon to be

directed closer to the location. The white signal icon means that there are two customers in an area.

Once the zoom is activated, the customers will be separated into two different locations. Finally, a list is

displayed (as shown below) where you can select a specific unit and access the equipment details for

that unit.

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4.7. Root Cause

Based on the KG’s settings it is also possible to show the root cause. This Root Cause tile reflects which

of your equipment have the most service requests and what was the cause of the problem in the past 12

months (rolling period). The number represents the total of closed service requests for an equipment

while the major root cause means what was the main issue which has caused the service requests. If you

click on See detailed status here or the Root Cause title then you are directed to the ongoing activities

(see chapter 4.5. Activities)

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5. Reports

5.1. Introduction

The reports section is currently displayed in the same format as Schindler’s Dashboard application. The

easiest way to access this section is via the Navigation Bar (section 3.3.) This section allows you to view

the Activities and Performance reports.

Under the Activities and Performance report pages, you will need to complete the following fields in the

header section:

Page # of # allows you to move to other pages if your report is larger than one page.

100% allows you to choose the view size.

Export to allows you to download the report as a PDF or Excel file.

5.2. Performance

5.2.1. Performance Overview

By clicking on Performance in the Navigation Bar (section 3.3.) you are directed to the following page:

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In this section the Entrapments, Entrapment Root Causes, Service Requests and the Service Requests

Root Causes are shown for the last 12 months.

The Entrapments and Service Requests each represent the total amount per month graphically, while the

lower graphs provide information about their individual root causes and respective reasons of the

equipment failure. A root cause can be Equipment related (system/component problem), external

influence or vandalism, which are damages to the unit from the outside, or running on arrival.

5.2.2. Performance Root Causes

Clicking on Entrapments or Service Requests in the graph will direct you to the detailed list of

entrapments and service requests.

When you click on a Root Cause in one of the graphs you are directed to a list of equipment that is

ordered descending by the clicked root cause.:

In this section you also have the possiblity to export the list into an Excel or PDF file by clicking on the

corresponding button in the top right of the table. Then the download is started and the file can be stored

on your device.

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5.3. Activities

5.3.1. Activities Overview

In the Activities overview, all closed activities for the selected equipment are listed. Clicking on the Job ID

link displays additional job details such as date, job type, etc.

5.3.2. Maintenance Visits Only

Clicking on the Maintenance Visits Only link leads you to the overview, where completed maintenance

jobs are displayed.

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6. Settings

6.1. Message Center

6.1.1. Automatic Emails

This tab is divided into two sections: Subscriptions and Alerts. Subscriptions allows you to set up

automated reports that are delivered to your inbox at intervals you specify. Alerts allows you to subscribe

to receive automatic emails, triggered by certain types of events that occur on your units.

6.1.2. Subscriptions

To add a new subscription, click on Subscriptions tab and the + button.

The following menu allows you to subscribe to a number of different reports. You can also define the

frequency and time of receipt to receive the reports.

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6.1.3. Alerts

Alerts are real time email notifications that report the occurrence of a specific event. In order to subscribe

to certain alert messages, click on the Alerts tab and the + button.

Alerts for performed preventive maintenance are sent in batches at the end of the day. All other alerts are

sent in real time as the events occur. You may change your selections at any time.

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6.2. Account Settings and Tools

6.2.1. Settings

The Settings tab includes personal details such as language, time zone, address, city, postal code and

company. In addition, you can set the flag for allowing email alerts and push notifications. You can save

any change by clicking Save settings.

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6.2.2. Profile

The Profile tab allows you to define various personalized settings in the views and reports. You can

specify which accounts are displayed in AHEAD ActionBoard. You can also change the default account

and customer as well as the reporting time frame.

Click on Save profile to save your changes.

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6.2.3. Login

The Login tab allows you to customize your Ahead ActionBoard login. You can select Enable login with

email address to have the choice to login with either your Username or your Email address. You may

also change your password by entering your new Password into the respective fields.

For data protection reasons, your password will need to be updated every 6 months. You will be

informed accordingly.

Click on Save settings to save your changes.