5.3 Work Centers Flashcards
What are work centers?
Role-based user interfaces where users can access and complete daily tasks
Benefit of using Work Centers
Can be used to:
- access system data
- complete tasks
without opening multiple applications
What specific tasks can work center tools be used for?
- Create Service Request
- Design data sets for business analysis
- Create inspection forms
How can a user be granted access to a desired work center?
Assign to appropriate security group(s)
List the work centers
Business Analysis Work Center
Data Set Designer
Manage Inventory Work Center
Manage Assets Work Center
Work Supervision Work Center
Work Execution Work Center
Manage Inspection Forms
Conduct an Inspection
Submit a Service Request
Business Analysis Work Center
Who uses it?
Business analysts
Business Analysis Work Center
What is this used for?
Hint: What do users do in this work center?
- Analyze information
- Monitor and identify trends
Business Analysis Work Center
Benefit
Hint: What can data provided by this work center be used for?
Can be used to improve operation and user performance
Business Analysis Work Center
What does this work center do?
Converts Manage data to different formats and displayed in charts
Business Analysis Work Center
What does this work center ensure?
Ensures information is easy to consume
Data Set Designer
Who uses this work center?
Business analysts
Data Set Designer
What is this work center used for?
Create data sets
Data Set Designer
Advantage
(of using this work center)
Can create data sets quickly without the involvement of IT
Manage Inventory Work Center
What is done in this work center?
Manage…
- Item catalog
- Inventory reservations
- Inventory in storerooms
Manage Inventory Work Center
Purpose
Maintain adequate balances and manage carrying costs
Manage Inventory Work Center
Benefit
Describe the benefit of this work center
Teams have the items needed to maintain all assets
Manage Assets Work Center
What does this do?
Manage corporate assets and locations
Work Supervision Work Center
What does this do?
Facilitates supervisors’ work management activities
Work Supervision Work Center
Who uses this work center?
Supervisors
Work Supervision Work Center
What is done in this work center?
- Manage the workload of technicians
- Assign owners to the work
Work Execution Work Center
Who uses this work center?
Maintenance technicians
Work Execution Work Center
What is this used for?
Manage their own work orders on a computer or mobile device
Manage Inspection Forms
What is done here?
Create inspection forms
Manage Inspection Forms
How are inspection forms created?
Adding questions and defining responses
Manage Inspection Forms
Where are inspection forms available for inspectors once completed?
Conduct an Inspection tool
Conduct an Inspection
Describe functionalities
- Inspectors conduct inspections
- View completed inspections
- Create unscheduled inspections
Conduct an Inspection
Where are inspections defined?
Manage Inspection Forms tool
Submit a Service Request
Describe functionalities
- Quickly create service requests using a computer or mobile device.
- Existing SRs created by the logged in user can also be monitored
Manage Inventory Work Center
List the pages and sub-pages that manage Inventory
-
Reservations
- Pick and Stage
- Issued Items -
Storerooms
- Balances
- Counts
- Reconcile - All Items
Manage Inventory Work Center
Reservations page
Describe
View and manage reservations for storeroom inventory
Manage Inventory Work Center > Reservations page
Why are reservations important?
Help prevent problems with insufficient balances in a storeroom
Manage Inventory Work Center > Reservations page
Pick and Stage
Describe what is done, and for what purpose.
- Add inventory pick lists
-
Issue inventory by line or by batch
… to help maximize efficient movement of inventory out of storage locations
Manage Inventory Work Center
Reservations > Issued Items
Describe
List items can be moved to a:
- Picked
- Staged, or
- Issued
state
Manage Inventory Work Center
Storerooms page
Describe functionalities.
Details for these can be managed:
- Balances
- Costs
- Bins and Lots
- Reordering
Items can be:
- Issued
- Transferred
Cycle counts can be performed
Balances can be reconciled
Manage Inventory Work Center > Storerooms page
Balances tab
Describe
Manage inventory balances for selected storeroom
Manage Inventory Work Center > Storerooms page
Counts tab
Describe
Record physical counts of items that are selected
Manage Inventory Work Center > Storerooms page
Reconcile tab
Describe
Reconcile most recent physical count with any transactions that have been completed since that date and time
Manage Inventory Work Center
All Items page
Describe
- Add or import items
- Add details
…before they are added to storerooms
Manage Assets Work Center
List pages
- Summary
- Assets
- Places
Manage Assets Work Center
Summary page
Describe
Quick view of the number of assets and locations
Can quickly…
- add a single asset or location, or
- download a template file to import data about multiple assets or locations
Manage Assets Work Center
Assets page
Describe
Manages resources that are maintained and repaired
Manage Assets Work Center
Places page
What does this contain?
Locations where assets are:
- Stored
- Operated
- Repaired
Work Supervision Work Center
List pages and sub-pages (or portlets)
- Work Progress
- Approve Work
- Assign Owner
- Monitor Work
- Close Work - Closed Work
- Review Service Requests
- Plans
Work Supervision Work Center
Work Progress page
Describe: Who is it used by, and what do they do?
Supervisors can create and manage work orders that are displayed as a card
Work Supervision Work Center > Work Progress page
How are work order cards used?
Each can be selected to view, enter, or update details about the work like job plans and inspections
Work Supervision Work Center > Work Progress page
How is this organized?
Describe
The work orders are organized into four sections that correspond to the tasks performed as work progresses through the lifecycle
Work Supervision Work Center > Work Progress page
Approve Work
What does this contain?
Unapproved work orders
Work Supervision Work Center > Work Progress page
Assign Owner
What does this contain?
Unassigned work orders
Work Supervision Work Center > Work Progress page
Monitor Work
What does this contain?
Work in progress
Work Supervision Work Center > Work Progress page
Close Work
What does this contain?
Completed work that can be closed
Work Supervision Work Center
Review Service Requests page
Describe
Review service requests and create work orders to fulfill requests
Work Supervision Work Center
What does the Plans tab do?
Shows the job plans or inspections associated to the work order
Work Execution Work Center
How are work orders organized?
Based on due dates:
* Overdue
* Today
* Tomorrow
* Next 3-5 Days
* Completed
* All
Work Execution Work Center
How are work orders viewed?
Viewed as cards that can be selected to open more details
Manage Inspection Forms Work Center
Describe inspection form creation
- Inspection forms are created in DRAFT status
- Questions are added
- Form is updated to ACTIVE status once complete
Manage Inspection Forms Work Center
What options are available for inspection form questions?
- Optional or required questions can be added
- Questions can be grouped together
- There can be conditions added to questions
Manage Inspection Forms Work Center
What can inspection forms be associated to?
- Assets
- Locations
- Work orders
Manage Inspection Forms Work Center
What can inspection forms be referenced on?
- Work order
- Route stop
- Job Plan task
Manage Inspection Forms Work Center
What customization can be used?
Automation scripts can be used with inspection forms
Manage Inspection Form Work Centers
What form type(s) were available in the old version?
- Audit
- Condition Assessment
- Engineering Change
- Inspection
- Investigation
- Operator Round
Conduct an Inspection Work Center
List the form types available
- Audit
- Engineering Change
- Inspection
- Investigation
Manage Inspection Form Work Center
List the form type(s) available in the new version
- Audit
- Condition Assessment
- Inspection
- Investigation
Manage Inspection Forms Work Center
Describe customization using an example
Automatic WO completion upon inspection form completion
An automation script can be used
This is done by the following:
- Making a question to trigger the work order creation required
- Adding an Action Script in the Form Settings when setting up the inspection form
