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/ Control | Explanation/ Use |
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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 button | If 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 switch | Toggle between the Orders and Operations views. |
List Items | |
Left hand border | The left of the list items can display a stripe coloured either green, orange or red. The stripe could also be colourless.
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Notepad icon | Indicates that Long Text exists for that record. |
Paperclip icon | Indicates that there are attachments directly associated with the Order. |
Pencil icon | Indicates 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. |
Work Chart - This chart is new in SP13 and replaces previous labels. It shows the original Planned work; the Actual time spent to date; the number of assigned People; and the Forecast work (Actual Work + Work Remaining). The chart shows orange if the Forecast value exceeds the Planned value. | |
Page Footer | |
Map button | Navigate to the GEO Map (where enabled and configured). |
Filter button | Review and apply filters to the Orders/ Operations lists. Notes:
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To access favorites and history. Further information on this functionality is provided in Favorites and History. | |
Nearby button | Show 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. When the switch is on, then addition filters are available, to limit the results to unassigned or filter by specific assigned users.
Note that:
- If the Supervisor toggles 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.
- 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.
- The Crew members in the drop downlist are the same as those shown in the My Work - Crew Tab. An explanation of how they are derived is available here My Work - Crew Tab
Order Section
Specify Orders to filter - when displaying the Orders list:
Operations Section
Specify Order Operation to filter - when displaying the Operations list:
Note that the 'Assigned User' switch was added in SP13 and only shows where the Users Profile has the setting for Order Assignments at the Personnel Level in Operations. Using this switch will filter the Operations List to show only those Operations directly assigned to the current user.
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/ Control | Explanation/ Use |
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Search in list | Type to search saved filters. |
Plus button | To save as a new filter values press this button. A dialog box will then be presented: |
Tick button | To 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 button | To 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.
Filters Footer Section
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/ Control | Explanation/ Use |
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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 button | To filter and sort the records maintain your required settings and click the Apply button. Notes
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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/ Control | Explanation/ Use |
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Search | Search for objects in the list. |
Sort button | Sort the objects in the list. |
Filter button | Filter 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 button | Refresh the list. |