ACTS Quarterly Conference Call DECEMBER, 2015

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1 ACTS Quarterly Conference Call DECEMBER, 2015

2 Greg George Scott Fisher

3 Agenda Recent ACTS Features and Fixes Q&A Upcoming ACTS Changes Report Explorer Service Updates Infrastructure Upgrades Communication of Changes RegSync Progress Stay ACTS Field Informed of New Changes

4 Recent Features and Fixes

5 Minor Menu Reorganization Old Menu Data Query and Report Designer under the Reporting sub-menu New Menu Data Query renamed to Simple (Tabular) Report Report Designer renamed to Complex Report Both moved under Report Designer sub-menu

6 Advanced Column Naming Surrounding a SQL column alias in a Data Query or Dashboard Control now honors text case sensitivity Not surrounding an alias in quotes defaults the column name to upper-case

7 Task Completion Date & Time Task completion now allows the user to specify a time

8 Workflow Next Generation of Forms Answer Lists (question-specific or general) Conditional Default Values Conditional Visibility Conditional Read-only Questions/Answers Custom Validation and Messaging Repeat and Revise Logic Associations to facilities, equipment, people, and portfolios User-configurable and task notifications

9 Recent Features and Fixes Bug Fix Priority Severity When Addressed Testing Method When Published Critical Immediately Rapid Initially Rigorous after Publishing ASAP (potentially during business hours) High Same-Day Rigorous ASAP (after business hours) Normal Within a Week Rigorous Next Scheduled Release Low As Time Permits Rigorous Next Scheduled Release Full Revision History

10 Upcoming ACTS Changes

11 Report Explorer Report Selection Reports and Queries combined into one list Search through all reports and queries Can Favorite any report for easy access Recently run reports are stored for easy access Scheduled reports available for quick access

12 Report Explorer Report Arguments Remembers last-used arguments Can preview, schedule, or export

13 Report Explorer Preview Rerun preview with different argument values

14 Report Explorer Schedule Easily edit any value

15 Report Explorer Export Rerun export with different argument values

16 Report Explorer Report Organization Easily re-organize and set security for all reports and queries

17 Service Updates

18 Infrastructure Upgrades Server Upgrades All servers upgraded to new hardware and Microsoft Server 2012 Oracle 12c All database servers upgraded to the latest version of Oracle

19 RegSync Service Quad J Pilot Completed Process overview Determining actionable requirements Baseline task text Next up Review data elements used Review assumptions Pilot Completion: Expected by the EOY Key Learnings: Providing draft baseline regulation work has sped up cycle considerably Consensus is to consolidate/combine tasks when possible Include description of the applicability criteria for a task in the task description Customizing task assignments and tracking may still require a significant time investment Quad O: Pilot Kickoff Early 2016

20 ACTS Field Processing: 2,500 3,000 Inspections / Month Use: Active use in 5 Client Companies. Pilots at 3 more. Recent projects: Bar code asset scanning Asset Inventory data collection forms Correspondence documentation of key stakeholders in field setting ACTS Task notification/completion process

21 Communication of Changes

22 Communication Stay Up-To-Date on All Changes Full Revision History Newsletter Subscribe from your portal ACTS News Site Portal News Recent news is shown on your ACTS portal Login Page Recent news is shown on the ACTS O&G logon page Quarterly Conference Call Dates and connection information is shown in all news feeds

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