5.3 Work Centers Flashcards

1
Q

What are work centers?

A

Role-based user interfaces where users can access and complete daily tasks

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2
Q

Benefit of using Work Centers

A

Can be used to access system data and complete tasks without opening multiple applications

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3
Q

What specific tasks can work center tools be used for?

A
  • Create SR
  • Design data sets for business analysis
  • Create inspection forms
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4
Q

How can a user be granted access to a desired work center?

A

Assign to appropriate security group(s)

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5
Q

List the work centers

A

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

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6
Q

Business Analysis Work Center

Who uses it?

A

Business analysts

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7
Q

Business Analysis Work Center

What is this used for?

Hint: What do users do in this work center?

A

Analyze information and monitor and identify trends

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8
Q

Business Analysis Work Center

Benefit

Hint: What can data provided by this work center be used for?

A

Can be used to improve operation and user performance

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9
Q

Business Analysis Work Center

What does this work center do?

A

Converts Manage data to different formats and displayed in charts

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10
Q

Business Analysis Work Center

What does this work center ensure?

A

Ensures information is easy to consume

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11
Q

Data Set Designer

Who uses this work center?

A

Business analysts

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12
Q

Data Set Designer

What is this work center used for?

A

Create data sets

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13
Q

Data Set Designer

Advantage

(of using this work center)

A

Can create data sets quickly without the involvement of IT

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14
Q

Manage Inventory Work Center

What is done in this work center?

A

Manage:
* Item catalog
* Inventory reservations
* Inventory in storerooms

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15
Q

Manage Inventory Work Center

Purpose

A

Maintain adequate balances and manage carrying costs.

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16
Q

Manage Inventory Work Center

Benefit

A

Teams have the items needed to maintain all assets

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17
Q

Manage Assets Work Center

What does this do?

A

Manage corporate assets and locations

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18
Q

Work Supervision Work Center

What does this do?

A

Facilitates supervisors’ work management activities

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19
Q

Work Supervision Work Center

Who uses this work center?

A

Supervisors

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20
Q

Work Supervision Work Center

What is done in this work center?

A

Manage the workload of technicians and assign owners to the work

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21
Q

Work Execution Work Center

Who uses this work center?

A

Maintenance technicians

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22
Q

Work Execution Work Center

What is this used for?

A

Manage their own work orders on a computer or mobile device

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23
Q

Manage Inspection Forms

What is done here?

A

Create inspection forms

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24
Q

Manage Inspection Forms

How are inspection forms created?

A

Adding questions and defining responses

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25
Q

Manage Inspection Forms

Where are inspection forms available for inspectors once completed?

A

Conduct an Inspection tool

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26
Q

Conduct an Inspection

Describe functionalities

A
  • Inspectors conduct inspections
  • View completed inspections
  • Create unscheduled inspections
27
Q

Conduct an Inspection

Where are inspections defined?

A

Manage Inspection Forms tool

28
Q

Submit a Service Request

Describe functionalities

A
  • Quickly create service requests using a computer or mobile device.
  • Existing SRs created by the logged in user can also be monitored.
29
Q

Manage Inventory Work Center

List the pages and sub-pages that manage Inventory

A
  • Reservations
    - Pick and Stage
    - Issued Items
  • Storerooms
    - Balances
    - Counts
    - Reconcile
  • All Items
30
Q

Manage Inventory Work Center

Reservations page

Describe

A

View and manage reservations for storeroom inventory.

31
Q

Manage Inventory Work Center > Reservations page

Why are reservations important?

A

Help prevent problems with insufficient balances in a storeroom.

32
Q

Manage Inventory Work Center > Reservations page

Pick and Stage

Describe what is done, and for what purpose.

A

Add inventory pick lists & issue inventory by line or by batch to help maximize efficient movement of inventory out of storage locations.

33
Q

Manage Inventory Work Center

Reservations > Issued Items

Describe

A

List items can be moved to a Picked, Staged, or Issued state

34
Q

Manage Inventory Work Center

Storerooms page

Describe functionalities.

A

Details for balances, costs, bins and lots, and reordering can be managed.

Items can be issued and transferred, and cycle counts can be performed and balances can be reconciled.

35
Q

Manage Inventory Work Center > Storerooms page

Balances tab

Describe

A

Manage inventory balances for selected storeroom

36
Q

Manage Inventory Work Center > Storerooms page

Counts tab

Describe

A

Record physical counts of items that are selected

37
Q

Manage Inventory Work Center > Storerooms page

Reconcile tab

Describe

A

Reconcile most recent physical count with any transactions that have been completed since that date and time

38
Q

Manage Inventory Work Center

All Items page

Describe

A

Add or import items and add details before they are added to storerooms.

39
Q

Manage Assets Work Center

List pages

A
  • Summary
  • Assets
  • Places
40
Q

Manage Assets Work Center

Summary page

Describe

A

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

41
Q

Manage Assets Work Center

Assets page

Describe

A

Manages resources that are maintained and repaired

42
Q

Manage Assets Work Center

Places page

What does this contain?

A

locations where assets are:
- stored
- operated
- repaired

43
Q

Work Supervision Work Center

List pages and sub-pages (or portlets)

A
  • Work Progress
    - Approve Work
    - Assign Owner
    - Monitor Work
    - Close Work
  • Closed Work
  • Review Service Requests
    - Plans
44
Q

Work Supervision Work Center

Work Progress page

Describe: Who is it used by, and what do they do?

A

Supervisors can create and manage work orders that are displayed as a card.

45
Q

Work Supervision Work Center > Work Progress page

How are work order cards used?

A

Each can be selected to view, enter, or update details about the work like job plans and inspections.

46
Q

Work Supervision Work Center > Work Progress page

How is this organized?

Describe

A

The work orders are organized into four sections that correspond to the tasks performed as work progresses through the lifecycle.

47
Q

Work Supervision Work Center > Work Progress page

Approve Work

What does this contain?

A

Unapproved work orders

48
Q

Work Supervision Work Center > Work Progress page

Assign Owner

What does this contain?

A

Unassigned work orders

49
Q

Work Supervision Work Center > Work Progress page

Monitor Work

What does this contain?

A

Work in progress

50
Q

Work Supervision Work Center > Work Progress page

Close Work

What does this contain?

A

Completed work that can be closed

51
Q

Work Supervision Work Center

Review Service Requests page

Describe

A

Review service requests and create work orders to fulfill requests

52
Q

Work Supervision Work Center

What does the Plans tab do?

A

Shows the job plans or inspections associated to the work order

53
Q

Work Execution Work Center

How are work orders organized?

A

Based on due dates:
* Overdue
* Today
* Tomorrow
* Next 3-5 Days
* Completed
* All

54
Q

Work Execution Work Center

How are work orders viewed?

A

Viewed as cards that can be selected to open more details

55
Q

Manage Inspection Forms Work Center

Describe inspection form creation

A
  1. Inspection forms are created in draft status
  2. Questions are added
  3. Form is updated to active status once complete
56
Q

Manage Inspection Forms Work Center

What options are available for inspection form questions?

A
  • Optional or required questions can be added
  • Questions can be grouped together
  • There can be conditions added to questions
57
Q

Manage Inspection Forms Work Center

What can inspection forms be associated to?

A
  • Assets
  • Locations
  • Work orders
58
Q

Manage Inspection Forms Work Center

What can inspection forms be referenced on?

A
  • Work order
  • Route stop
  • Job Plan task
59
Q

Manage Inspection Forms Work Center

What customization can be used?

A

Automation scripts can be used with inspection forms

60
Q

Manage Inspection Form Work Centers

What form type(s) were available in the old version?

A
  • Audit
  • Condition Assessment
  • Engineering Change
  • Inspection
  • Investigation
  • Operator Round
61
Q

Conduct an Inspection Work Center

List the form types available

A
  • Audit
  • Engineering Change
  • Inspection
  • Investigation
62
Q

Manage Inspection Form Work Center

List the form type(s) available in the new version

A
  • Audit
  • Condition Assessment
  • Inspection
  • Investigation
63
Q

Manage Inspection Forms Work Center

Describe customization using an example

Automatic WO completion upon inspection form completion

A

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