InfoAsset Planner's WMS extension is meant to add an additional layer of flexibility and clarity to users working with InfoAsset Planner's Work Manager interface.  The WMS extension is divided into two parts: the Work Planner and the Work Collector.  The Planner adds new ways to view and adjust work items in a calendar and Gantt style views, while the Work Collector allows users to create configurable views in order to more efficiently enter paper work item data in the InfoAsset Planner database.

InfoAsset Planner's Work Management System can be accessed by adding it as a toolbar to your ArcMap interface.  Right-click in the toolbar space and navigate to 'InfoAsset WMS'.

Once added, the toolbar should look like the one below.  Clicking on the InfoAsset WMS drop-down menu will give access to this help page.  The first button is the Work Planner , while the second button is the Work Collector .

Work Planner

The Work Planner displays the same work orders, inspections, and reminders shown in the Work Manager window.  New work items are highlighted in mustard yellow, active work items are in red, inspections or work orders in turquoise blue are on hold, and completed work items are highlighted in green.

Reminder work orders and inspections are not colored in or are gray.  Just like in the Work Manager, users must convert these reminders to true work orders and inspections in order to make them new work items.

Users can navigate through the Work Planner and see these work items in many different views.  These views include an individual day view, a five day work week view, a full week view, a month view (as shown above), a timeline, and a project view.

On the left-side, users can see the calendar days being shown in the planner view as well as query inspections/inspection reminders and work orders/work order reminders.  The query windows are the same as the pick-box query windows available in the Work Manager window.

From the Work Planner, users can directly access other Work Manager tools by right-clicking on the work items.

In all view types (except the project view) if users right-click in a blank space, they will see options allowing them to create new inspections, work orders, or reminders for inspections or work orders

Right-clicking on an inspection or work order will display the following menu.  This is similar to the Work Manager window options.  With this menu, users can quickly navigate to the Work Explorer to see the details of the work item, assign the work item to a larger project, change the status of the work item, or even export it to your CMMS which may be connected through REST API.

When users right-click on a reminder, the following options will appear.  Again these options are similar to those found in the Work Manager.  Users my open the Work Explorer, create the work order or inspection from the reminder, and edit the recurring interval for the reminder.

Work Collector

The Work Collector option can become relatively complicated as it gives users a lot of new options and buttons to click. However, at its core, it is a very simple tool with a very simple purpose.  The Work Collector is for users who want a configurable way to input work management data beyond the Work Explorer window.  Mainly, this tool is for users using paper work orders and manually inputting the work orders into InfoAsset Planner.

After selecting this tool, users are brought to the main Collector interface shown below.

Users are now prompted to select a template from the left to begin designing a template for a work item type.  Note that the templates on the right correspond to the different service requests, inspections, or work orders available in their respective Type Manager. Below are general example steps users might follow in order to customize a template.

  1. After opening the Work Collector interface, change the Maintenance Type to the desired work item type in the dropdown menu.  Note that service requests, inspections, and work orders are the three options.

  2. Now select the template to be configured on the right. Initially, only default options may be available.
  3. After selecting a default template, it should appear in the interface.  Click Start Designing Mode to begin editing.

  4. A floating window entitled Customization should now appear. Users can use this window to alter exactly how the template should appear. For example, users can...

    1. Use this new window to remove unnecessary fields from the template. In the example below, the fields Source Type, Source ID, and Export ID, are removed from the template and dragged back into the customization window. This is because they are not necessary to the individual who is adding data to the database via this template.

    2. Add fields, empty spaces, labels, etc. from Customization to the template.  In the example below, a user may want the Actual Finish Date included in this template at the bottom.  Simply drag and drop from the Customization window to add new features.

      Notice that there are many customization options for sizing and configuring the placement of the fields users wish to add to the template.

    3. Users may also right-click the different items in the Layout Tree View tab to edit each item in the collection form.  Hidden items do not have right-click options, but all items showing within the template will have options to group, hide, rename, and edit.

  5. Repeat this process for any the other tabs associated with the work item type. Some tabs, however, may not be edited with the Work Collector tool.  These exceptions include the ResourcesAdd-On Note, and History tabs.

  6. After customizing the template as desired, close the Customization window and review the edited template.  If the form looks correct, click Save or Save As in the top left corner of the window to save the changes.  

    Default templates can never be edited to be anything other than the default layout.  Any edits to these templates must be saved as another template.

  7. After saving a completed template, it can now be accessed from the Work Manager and be used to input data.  Navigate to the Work Manager and right-click on a matching work item type.  Select Work Collection Form.

  8. The Work Collection form will now open.  Navigate to Form Design in the top toolbar and load the newly created form.  Users can now directly enter work information into a user-friendly customized form, instead of through the Work Explorer tool.  All the same options such as viewing related items, archiving, printing, and setting new actions should be available in the form just like in the Work Explorer.

For more questions involving InfoAsset Planner's WMS add-on, please contact Innovyze Support.