Difference between revisions of "Shift Log"

Latest revision as of 10:52, 10 January 2023

Summary

Shift Log is the ability to view a summary of work order activity over a predefined period of time. The time periods could vary dependant upon individual clients e.g. clients which work three 8 hour shifts, two 12 hour shifts, a manager wanting to see the last 24 hours activity. The key areas of activity within the period are:

1. Work orders completed within Shift period
2. Outstanding Work Orders actioned within Shift period
3. New work orders generated within shift period

The Shift Log consists of the following 3 functionality areas:

1. Filter form with the embedded scan view displaying a list of work orders with the key information.
2. A standard report displaying key information. This report is run from the same form in point 1 and uses the same set of filtration criteria.
3. A sample of an automated email definition with a report attachment displaying key information. This sample email notification is included in the commercial demo database in a passive form (i.e. not activated)

Filter Form with embedded scan view

The online form of the ShiftLog can be accessed from a menu item Shift Log. The Shift Log menu item is to be placed under the Work Orders menu item within the Admin menu. It consists of a main detailed form with 2 sections on it:

• Filtration criteria
• inline Scan View

Filtration Criteria

The filtration box will consist of the following filter criteria:

• Shift Type: This will be a multi select field with the following options:
  • Completed: If selected, the Jobs which have been completed within the date range will be displayed.
  • Open: If this option is selected, all outstanding jobs with activity in the date range will be displayed. Activity means the woJob.LastDateChanged falls within the date range selected.
  • New Jobs: If selected, it will display all work orders that have been created within the selected time period.
  • All active: If selected, it will display all all work orders that have ben created or completed whithin the range date, or woJob.LastDatech falls within the date range selected.

Default Value is derived from system parameter ProcessMngt\ShiftLog\ShiftLogType

• Date Range: Drop down list with the following values:
  • 6 Hours: When selected, the Date range FROM will be 6 hours ago & Date Range TO will be NOW
  • 12 Hours: When selected, the Date range FROM will be 12 hours ago & Date Range TO will be NOW
  • 24 Hours: When selected, the Date range FROM will be 24 hours ago & Date Range TO will be NOW
  • User Defined: When selected, date range fields can be amended by users

The default value of the Date Range dropdown box will be derived from system parameter as per the details in section 2.4

• Date Range From
• Date Range TO
• Job Status : Default Value is derived from system parameter ProcessMngt\ShiftLog\JobStatus
• Priority: Default Value is derived from system parameter ProcessMngt\ShiftLog\Priority
• Craft: Default Value is derived from system parameter ProcessMngt\ShiftLog\Craft
• Job Type: Default Value is derived from system parameter ProcessMngt\ShiftLog\JobType
• Location Filters:
  • Site: Default Value is derived from system parameter ProcessMngt\ShiftLog\Site
  • Location: Default Value is derived from system parameter ProcessMngt\ShiftLog\Location
  • SubLocation: Default Value is derived from system parameter ProcessMngt\ShiftLog\SubLocation
  • Asset
• Start Date range
• Due Date Range

NOTE: All default values above are derived from logged in USER PARAMETERS, if the user parameters are not defined, the values will default to the SYSTEM PARAMETERS

Inline Scan View

The Scan View will be based on the Work Order table and will include the following fields:

• Work Order: Work order number/code
• Job Description: woJob.FullDescription
• Equipment: pmAsset.Code
• Equipment Description: pmAsset.Description
• Site: site Description
• Location: Location Description
• SubLocation: sub Location Description
• Job Type
• Status
• Priority
• Start Date
• Due Date
• Create Date
• Helpdesk (check box)
• Labour Resources Assigned: Reserved for future use
• Labour Resources Worked: Reserved for future use
• Craft: Main Craft code on Work Order
• Time Spent: Reserved for future use
• Planned Time: Reserved for future use
• Fault Codes: Reserved for future use
• Down time
• Completed by
• Completion Comments
• Completion Date

Shift Log report

A Shift Log report has been provided to allow reporting on the Shift Log information displayed on the Shift Log Scan view. The report can be printed by selecting Reports -> Shift Log report menu item on the Shift Log Scan View: The report contains following information columns:

• Work Order: Work order number/code
• Job Description: woJob.FullDescription
• Equipment: pmAsset.Description
• Site: site Description
• Location: Location Description
• SubLocation: sub Location Description
• Job Type
• Priority
• Start Date
• Due Date
• Create Date
• Labour Resources Assigned: Comma separated values to include all labour resources on all tasks assigned to the job. (i.e. optimal resource on all Tasks)
• Labour Resources Worked: Comma separated values to include all labour resources who carried out work (i.e. Time transaction exists for that labour resource).
• Time Spent: Sum of total Actual Time
• Planned Time: Sum of all planned time
• Craft
• Fault Codes: Comma Separated values of all reported fault codes
• Down Time
• Completion Comments
• Completion Date
• Date Last Changed

Automated email definition sample

An example of an email notification has been included within the Notifications pre-defined set to define a starting point for producing custom version of the notification email, which can be used to distribute Shift Log report: The configuration that the product is shipped with out of the box is as following:

• The email notification is not activated- The email needs to be fired on a daily basis at 8:00AM every morning to a dummy email address in the example

- The email notification has an embedded report attached. This is the same report defined in report section . - The attached report should assume the following values: o Date Range: past 24 hours (8:00AM previous day – 8:00AM today) o All Types are included (Completed Jobs, all other statuses changed within the past 24 hours, etc..) o No other filters applied in this example The purpose of this email notification is to provide the implementation engineer with a ready out of the box example that they can tweak, configure or replicate as per the client’s requirements.