How IFS Mobile Work Order solutions support the complete needs of service and asset-intensive operations.

2. MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

3. MOBILE WORK ORDER
SOLUTIONS FOR HIGHPERFORMANCE SERVICE &
MAINTENANCE
How IFS Mobile Work Order solutions support the
complete needs of service and asset-intensive operations
3
© 2013 IFS

4. JAMES ASHMORE
PRINCIPAL BUSINESS SYSTEM ANALYST
james.ashmore@ifsworld.com
4
© 2013 IFS

5. WHAT IS MOBILE WORK ORDER?
© 2013 IFS

6. MOBILE WORK ORDER
WHAT IS MOBILE WORK ORDER?
Configurable
Device
Capabilities
100% Offline
Prescribed
Workflow
6
Mobile
Application
for Service
& Assets
Mobility
Built In
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

7. MOBILE WORK ORDER
WHAT IS MOBILE WORK ORDER?
Work Order Management: Details, Status
Updates, Create WO, Signature Capture, History, …
Work Order Features: Operations, Materials,
Tools & Facilities, Expenses, Pictures, …
Objects and Measurements: Spare Parts,
Technical Data, History, …
Purchasing: Work Order Requisitions and
Order Receipts
Questionnaires: Configurable Data Capture and
Workflow
7
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

8. MOBILE WORK ORDER
WHAT IS MOBILE WORK ORDER?
8
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

9. WHY MOBILE WORK ORDER?
© 2013 IFS

10. MOBILE WORK ORDER
SERVICE
MANAGEMENT
UTILITIES
& TELECOM
AFTERMARKET /
SERVICE PROVIDERS
CONSTRUCTION,
CONTRACTING
FACILITIES
MANAGEMENT
TRANSPORT
EPCI
AEROSPACE
& DEFENSE
OIL & GAS,
WIND AND SOLAR
ASSET INTENSIVE
10
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

11. MOBILE WORK ORDER
WHY MOBILE WORK ORDER?
WHAT DOES THE ENGINEER NEED IN THEIR “TOOL BAG”
Self-sufficient
Optimized UI and workflow
Available at all times
Make use of device capabilities
WHAT DOES THE BUSINESS NEED FOR THE ENGINEERS
Corporate application security & reliability
Configure without modifications
Wide range of device options
Easy roll-out
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

12. CONFIGURABILITY & EXTENSIBILITY
© 2013 IFS

13. MOBILE WORK ORDER
CONFIGURABILITY & EXTENSIBILITY
OPTIONS TODAY
Asset-intensive and field service layouts
Workflow configuration
Data filters
3rd Party integrations
Questionnaires
13
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

14. ASSET-INTENSIVE AND FIELD SERVICE LAYOUTS

15. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
Field-service UI that is address-centric
Asset-intensive UI that is asset-centric
Configured at system or user level
15
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

16. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

17. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
ASSET:
Crates
17
SERVICE:
Van
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

18. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

19. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
ASSET:
Object, Room & Position
19
SERVICE:
Full Address
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

20. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
20
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

21. MOBILE WORK ORDER
ASSET AND SERVICE LAYOUTS
SERVICE:
• “On Site” button
• Full contact
information
• Minimum object
details
ASSET:
• “Start” button
• No contact
information
• Full object details
21
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

22. WORKFLOW CONFIGURATION

23. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
CAN CONFIGURE THE FOLLOWING:
WO updates and On Route function
Customer and technician signatures
WO features, such as: materials, expenses,
purchase requests, tools & facilities, etc.
Additional features, such as: measurements,
object info, PO Receipts, WO History etc.
Force automatic time report capture
Force operation number on time reports to be
mandatory
23
Configured at system or user level
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

24. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
24
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

25. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
On Route enabled
PO Receipt
enabled
25
WO details in Edit
mode and save
enabled
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

26. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
26
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

27. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
On Route hidden
PO Receipt
disabled
27
WO details readonly
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

28. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
28
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

29. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
14 WO Actions
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

30. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
30
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

31. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
6 WO Actions
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

32. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
32
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

33. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
33
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

34. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
Operations
34
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

35. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
35
Materials
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

36. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
Materials
36
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

37. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
37
Tools & Facilities
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

38. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
38
Tools &
Tools & Facilities
Facilities
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

39. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
39
Tools &
Facilities
Expenses
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

40. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
40
Tools &
Facilities
Expenses
Expenses
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

41. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
41
Tools &
Facilities
Expenses
Pictures
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

42. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
42
Tools &
Facilities
Expenses
Pictures
Pictures
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

43. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
43
Tools &
Facilities
Expenses
Pictures
Report In Work
Order
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

44. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
44
Tools &
Facilities
Expenses
Pictures
Report InIn Work
Report
Work Order
Order
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

45. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
45
Tools &
Facilities
Expenses
Pictures
Report In
Work Order
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS
Engineer
Signature

46. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations Materials
46
Tools && Facilities, Expenses and Engineer Signature
Tools
Report In
Engineer
Expenses Pictures
Facilities
displayed in Workflow Order
Work
Signature
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

47. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
47
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

48. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
Operations
48
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

49. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
49
Materials
Materials
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

50. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
50
Materials
Materials
Pictures
Pictures
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

51. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
51
Materials
Materials
Pictures
Pictures
Time
Time
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

52. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Operations
52
Materials
Materials
Pictures
Pictures
Time
Time
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS
Report In Work
Order

53. MOBILE WORK ORDER
WORKFLOW CONFIGURATION
Time displayed in Workflow
Operations
53
Materials
Materials
Pictures
Pictures
Report In Work
Tools & Facilities, Expenses
Time
Time
Order
and Engineer Signature not
displayed in Workflow
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

54. DATA FILTERS

55. MOBILE WORK ORDER
DATA FILTERS
Dynamically limit mobile data
Applicable to all entities
Configured at system or user level
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

56. MOBILE WORK ORDER
DATA FILTERS
56
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

57. MOBILE WORK ORDER
DATA FILTERS
All locations displayed for
allowed sites
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

58. MOBILE WORK ORDER
DATA FILTERS
All locations displayed for
allowed sites
58
Limited to only 1 location
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

59. MOBILE WORK ORDER
DATA FILTERS
59
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

60. MOBILE WORK ORDER
DATA FILTERS
All company employees
displayed
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

61. MOBILE WORK ORDER
DATA FILTERS
All company employees
displayed
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Limited to only team
members
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

62. MOBILE WORK ORDER
DATA FILTERS
FURTHER EXAMPLES:
Pool Work Orders—restrict to “Teams”
Part filtering—restrict to parts used by the engineer
Object filtering—restrict to objects needed by the
engineer
Any data entity can be filtered!
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

63. THIRD-PARTY INTEGRATIONS

64. MOBILE WORK ORDER
3RD PARTY INTEGRATIONS
LAUNCH APPS AND WEB PAGES FROM MOBILE WORK ORDER
Parameters passed to the app or web page
Transformer app can be used for integration
between Mobile Work Order and the app
No code changes required for Mobile Work
Order or 3rd party app
Configured at system or user level
64
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

65. MOBILE WORK ORDER
3RD PARTY INTEGRATIONS
IFS Touch App
“Quick Facts”
opened from
Mobile Work Order
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

66. MOBILE WORK ORDER
3RD PARTY INTEGRATIONS
IFS Touch App
“Quick Facts”
opened from
Mobile Work Order
66
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

67. MOBILE WORK ORDER
3RD PARTY INTEGRATIONS
View child objects, object details, Info Card and
connected media (plus any other Quick Facts
search capabilities!)
67
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

68. MOBILE WORK ORDER
3RD PARTY INTEGRATIONS
FURTHER EXAMPLES:
Document management apps
Object/part manuals via web browser
IFS web portals
Customer portals
68
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

69. QUESTIONNAIRES

70. MOBILE WORK ORDER
QUESTIONNAIRES
ALTER WORKFLOW THROUGH CONFIGURATION, NOT
CUSTOMIZATION
Configurable Questions and Dependencies
Questionnaire can be displayed against:
Work Order State Changes
Work Orders
Engineer
Configured at work order, system or user level
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

71. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
71
Statement
Question
Multi-Choice
Question
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

72. MOBILE WORK ORDER
QUESTIONNAIRES
72
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

73. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
73
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

74. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
Free-Text Question
74
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

75. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
Free-Text Question
Yes/No Question
75
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

76. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
76
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

77. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
77
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

78. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
Yes/No Question
78
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

79. MOBILE WORK ORDER
QUESTIONNAIRES
Yes/No Question
Yes/No Question
Questionnaire
done
79
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

80. MOBILE WORK ORDER
QUESTIONNAIRES
FURTHER EXAMPLES:
Risk assessments
NCRs
ETA capture
Customer query into call center
Customer satisfaction survey
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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

81. ROADMAP FOR 2014

82. DISCLAIMER
STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY
FOR IFS’ SOFTWARE PRODUCTS AND TECHNOLOGY
ARE FOR INFORMATION PURPOSES ONLY AND
SHOULD NOT BE INTERPRETED AS ANY COMMITMENT
OR REPRESENTATION
82
© 2013 IFS

83. IFS MOBILE WORK ORDER
ROADMAP FOR 2014
Enhanced
Configuration
Advanced
Extensibility
Unified Mobile
Architecture
New Windows
8 Client
Configurable
forms
Workflow
flexibility
Integration with
specialist 3rd
party Apps
Mobile Work
Order and
Touch Apps
Native Client on
Windows 8
Custom fields
Electronic
forms
Extend
Workflow
trigger points
On Premise or
Cloud
deployment
Android
functionality
83
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

84. MOBILE WORK ORDER
ROADMAP FOR 2014
HOW DO I GET THE MOBILE WORK ORDER?
Available now on IFS Applications 8
HOW DO I GET THE NEW FEATURES?
New features delivered incrementally via regular
Group Patches
Implement now and benefit from new features as
released
84
MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE
© 2013 IFS

85. QUESTIONS?

86. www.IFSWORLD.com
THIS DOCUMENT MAY CONTAIN STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS’S SOFTWARE PRODUCTS AND
TECHNOLOGY. SUCH STATEMENTS OF FUTURE FUNCTIONALITY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE
INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE NAMES
OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.