Introduction

The My Work - Order Tab is where users access Work Orders, Operations and related information. Filters can be applied to focus the list content by specific parameters, like Assets, Order Types and Priorities.

Business and SAP Context

The Orders that users see are controlled by their assigned BlueWorx profile together with configuration settings regarding Order assignments.

Contents

Orders Tab View

View of Orders for the current user, controlled by the parameters of their BlueWorx User Profile/s and SAP settings. 

Operations Tab View

View of Order Operations for the current user, controlled by the parameters of their BlueWorx User Profile/s and SAP settings. 

The following is information on selected fields. Note: the fields displayed and their screen location can change to accommodate the screen size of the device being used. 

Field/ ControlExplanation/ Use
List Header
Search field

Filter the displayed records by text search. Note: The Search works in conjunction with any values maintained in the Filters tab, whether they have been applied or not.

Barcode buttonIf you're on a mobile device you can use the bar-code scanner option to fill in the search criteria.
Where Linear Asset Management is active, select which LAM fields you want to display:
 The functionality was introduced in Support Pack 11.
Orders | Operations toggle switchToggle between the Orders and Operations views.
List Items
Left hand borderThe left of the list items can display a stripe coloured either green, orange or red. The stripe could also be colourless.
  • Red means that the Order is overdue
  • Orange means that the Order is due today
  • Green means the Order is completed - pending syncing with SAP which will remove it from the users work order list
Notepad icon Indicates that Long Text exists for that record.
Paperclip iconIndicates that there are attachments directly associated with the Order.
Pencil iconIndicates that a change has been made to the Order, awaiting Sync with SAP.
Person icon:

Unassigned


 Assigned
Allows you to call SAP, when connected, and display a list of assigned personnel for an Order or Operations (depending on assignment type). The icon will change when personnel are assigned - according to the Order/ Operation Assignment Type.

As of Support Pack 12, when a Crew Supervisor for a Crew Order, you can assign personnel to the Order/ Operation using this button, where users assigned Configuration Profile has an Order Assignment type of 1 - Person Responsible Assigned at Order Header for Order List or 2 - Personnel Assigned at Order Operation for Operations List.
Page Footer
Map button

Navigate to the GEO Map (where enabled and configured).

Filter buttonReview and apply filters to the Orders/ Operations lists.
Notes:
  • Favourite filters can be selected directly from the drop down values for the button
  • When a filter is applied the filter button turns from Blue to Green (in standard theme)
See section below for details.

To access favorites and history. Further information on this functionality is provided in Favorites and History.

Nearby buttonShow work nearby, applies when using GPS enabled devices. For further details see the section below.

Filter and Sort Functions

This section describes the filter functions. It's important to note that in addition to filtering the Order and Operations Lists, the filters also apply to the Calendar, Inspections and Components tab. In this way you can focus on specific areas of interest. For example: if you're filtering on high priority Orders, you can easily see what those associated Components for those Orders are. 

Crew Section

Crew Supervisors, as of Support Pack 12, can toggle on and off Orders for their Crew. If they toggle on Crew Mode then their own Orders, that is the Orders they are expected to work on, will not be shown unless they also manage such Orders.

Note that any Orders created by a supervisor will only show in their Orders list and not the Crew list, until the Order has been synced to SAP and even then data/ dates may exclude it).

Order Section

Specify Orders to filter - when displaying the Orders list:

Operations Section

Specify Order Operation to filter - when displaying the Operations list:

My Filters Section

Create, remove or apply saved Filters:

The following is information on selected fields. Note that the fields displayed and their screen location changes to accommodate the screen size of the device being used.

Field/ ControlExplanation/ Use
Search in listType to search saved filters.
Plus button

To save as a new filter values press this button. A dialog box will then be presented:

Tick buttonTo apply a filter press the tick button. When applied the button colour will change to solid green (in standard theme).
Save button

To update a filter press the Save button.

Delete buttonTo delete a filter press the Delete button.

Saved filters will be available to apply later in the My Filters list, specific to the user/ device. At this time, they are not synchronized with SAP for replication on other devices.

The following is information on selected fields. Note that the fields displayed and their screen location changes to accommodate the screen size of the device being used.

Field/ ControlExplanation/ Use
Clear Filters button

To clear the filter values and remove any applied filter from the Order and Operations lists (and other tabs as appropriate).

Apply buttonTo filter and sort the records maintain your required settings and click the Apply button.

Notes
  • Apply a filter does not automatically Save it for future use. See previous sub-section for more on that functionality
  • The list Search function, from the main screen, works over the top of the filters
  • To provide a optimum search experience the values displayed are from those available in the list. That means some master data values may not be available at all times

Work Nearby

The following screen will be displayed:

The following is information on selected fields. Note that the fields displayed and their screen location changes to accommodate the screen size of the device being used:

Field/ ControlExplanation/ Use
SearchSearch for objects in the list.
Sort buttonSort the objects in the list.
Filter buttonFilter the objects in the list.

On selection of an item using the button the following is displayed:

Note: in prior releases a compass 'clock' screen was displayed but, as devices gave inaccurate directions, it was removed. This was because some devices (including iPads) do not provide accurate directional information relative to the devices orientation. 

Refresh buttonRefresh the list.