InfoNet Work Order Explorer

Using Work Order Explorer
Work Order Explorer (WOE) has many functions. It can be used to:
• Check the status of an active work order
• Check work history records
• Complete active work orders, including:
• Adding inventory
• Labor hours
• Additional personnel
• Adding work comments
• Adding Fault code values.
• Close active work orders (providing the logged in user has the appropriate rights and authorities)
• Change the Status, Due Date, and or personnel assigned to the work order.
• Run work order reports
• Run work history reports
• Export work order information to Excel or .txt format.
• Monitor work order activity by leaving WOE open.

WOE live updates when EAM / CMMS data is entered into the system. If a work orders status changes while you have WOE open it will show on your screen automatically. You do not have to refresh the page.
Work order explorer can look into both the active work order tables and the closed work order tables.

Using the filter tools provided you can filter the data set returned by most any combination of data fields available on a work order. You can also use InfoNet's context sensitive search capabilities to search for Work Order descriptions that contain key words or phrases. Access Rights for Work Order Explorer
Functionality and Access rights for InfoNet Work Order Explorer are controlled in the MPulse Desktop Maintenance Tools sections for Group Setup and Account Setup.

Following are the base line access rights:
• To be able to access Work Order Explorer a user must be assigned to a user group that has the ability to Read Work Order Records at a minimum. If a logged in user does not have these rights the log in button will not appear on their InfoNet main menu.
• To be able to see a list of work orders and to be able to print work orders a user must be assigned to a user group that has the ability to Read Work Order Records at a minimum.
• To be able add data to a work order, and to mark a work order as completed but not closed, a user must be assigned to a user group that has the ability to Write to Work Order Records at a minimum (or Full Access).
• To be able to Close a work order from Work Order Explorer a user must be in a Group that has the functionality right to Close Work Orders.
• Work Order Explorer is sensitive to field level security as well. Any field that is restricted to user group, through field level security, in the Desktop application will be similarly restricted in Work Order Explorer.
• All the Work Order Explorer drop down filter list are controlled via the Desktop application as well.
To Use Work Order Explorer
• Log into InfoNet. You will be presented with the main screen.
• When you first enter WOE you will be presented with a list of all active (those in the Work Order Records section of MPulse).
WOE Filter Section
• The left side of the screen is the Menu Bar that allows you move between InfoNet modules, log out, or find Help on InfoNet modules. You can collapse this menu bar by clicking on the Yellow Triangle at the top of the menu bar. You can retrieve the menu bar by clicking on it again.
• If you want to include Work Order History on the grid you need to check the box that says Show WO History?. (Note: depending on how many records you have in History this may take a little time to load.
• You can save your filters as a default. For example, if you mostly only need to see those work orders assigned to you then set the filter and then click on the icon that looks like a computer disk and marked Save Defaults. Once you have done that then the next time, and all subsequent times, you enter WOE that filter will be set.
• Pushing Reset removes all filters and returns the list without any filters.
• You can hide the filter section by clicking the Chevrons on the top teal bar at the right hand side. This is a toggle.
WOE Grid Section
• The grid section looks like a spread sheet. You can add and subtract different fields (columns) from your grid by clicking on the Customize button at the bottom right of the grid. When you click on the Customize button a selection box appears on the right hand side of the screen. Check all the boxes for the fields you wish to display on the grid. Once you have checked all the apply, click on the Customize button again. InfoNet will fit the columns onto the page as best as possible, but if there are too many you may have to scroll the screen horizontally.
• Once you have the columns you want on the grid you can sort the data by any column by clicking on the column header. The first click sorts the data ascending, and the second click is descending.
• You can filter on any field in the grid using the filter tool on the column heading. You can filter data to display only those records that match your criteria by clicking on the funnel in column header. (See below)

• You can chose from the list of choices presented, or chose to filter for all records that have blank (empty) values, or only those records that have a value in the field you are sorting on.
• You can control how many rows to display on a page at the bottom of the grid. Enter the number of rows to display and then click on the Go button.
Printing out of Work Order Explorer
There are three output modes:
• Plain Text - this displays the information in the grid in a plain text format in a window. To print this out put to a printer chose Print from the file menu when the Plain Text view is displayed.
• Screen Format - This displays the list in the same format as is on the screen. Once you are in the screen format you can re-arrange the columns before you print the pages or save the file as an html file.
• Export to Excel file - This option will create an Microsoftฎ Excel file directly from InfoNet.
Printing Work Orders
A user with the proper user rights can print, complete and/or close out a work order from Work Order Explorer.
• To Print a work order click on the Printer icon in the far right hand column of the row for the work order you want to print. The work order will be printed the screen, in your default web browser. Chose the print command from your browser to print the work order to your printer. The work order form will be the same form that is used in MPulse desktop application.
• Clicking on the Print icon for Work Order History record will print out a Comprehensive report for that work order to the screen. Use the print command from your browser to print the report to paper.
• To complete and/or Close a work order click on the Kangaroo icon and you will be taken to the work order completion page.

Using the Work Order Completion Page

The purpose of the Work Order Completion page is to enter the necessary data about a job once it is completed or started.

The Work Order Completion page is used by both Work Order Explorer (WOE) and Work Performed Reporter (WPR). The work order completion section of InfoNet is accessed by clicking on the Kangaroo while in Work Order Explorer or after clicking on Create after completing a Work Order in Work Performed Reporter.
Work Order Instructions

This section has the Work Order ID# and the Work Order Description. These fields are grayed out as they are un-editable. The Work Order Status and the Work Order due date are included in this section.
If you change the Status to Completed, or Closed, you will need to input the completion date on the form.
If you change the Status to Hold you will need to chose the Hold Reason from the drop down list.

If you change the Status to Canceled you will need to input the reason the Work Order is Canceled.
You can change the Due Date in this section of the Work Order Completion page.

Work Order Task
This section list the task(s) that are linked to the work order. Work orders that come from the desktop may have multiple Tasks linked to them. Work orders that come from Work Performed Reporter will not have multiple Tasks.

To view the items that are linked to a task expand the section by clicking on the icon next the task description. This will show you the asset(s) assigned to the selected task. Click on the icon again and you will then see the personnel assigned to perform the tasks on the Asset as well as any Inventory assigned to be used on the Asset.

Personnel and Inventory
Once the task and asset section is expanded out you will see the area where you can add and remove personnel and inventory. You can also change the hours or number of inventory items used in this section. Linking and editing personnel on a work order work exactly the same.
• To add personnel or inventory click on the Link button. Chose the personnel or inventory you want to link and then click on the add item icon.
• You can filter the personnel or inventory grid use the filter tool on the column heading. You can filter data to display only those records that match your criteria by clicking on the funnel in column header. (See below)

• To remove personnel or inventory click on the remove item icon at the end of that persons row on the grid.
• Once a personnel or inventory item has been selected you need to add, or edit, the hours expended on the job chose the edit hours icon. . Once you have the hours, or quantity, correct click on the save icon.

• Once you have input, edited or completed inputting your information be sure to select Update at the bottom of the form.