InfoAsset Planner Help Documentation infoassetplanner

The Work Order tab is designed to contain records for work to be completed or work already completed on different facilities and assets in the InfoAsset Planner project database. 

Work orders have no spatial component within InfoAsset Planner so they must be tied to a unique facility.  Unlike inspections, work orders may be tied to more than one facility or asset; a single work order may be assigned to five different pipes for example.   A single work order may also be assigned to a combination of different facilities and/or assets.

Work orders may be especially useful to you when applied in combination with rehabilitation decision tree results.  These results final output suggests facility rehab on a pipe-by-pipe or manhole-by-manhole basis.  However, capital improvement projects are not normally assigned on an asset by asset basis; the suggested rehab actions must be bundled and made into reasonable projects.  This is where work orders can help.  Work orders can be directly created from the Rehab Summary report and used to group pipes. For additional information regarding rehab grouping, login to the Knowledge Base and User Forum.

Multiple radio buttons are available in this tab.  The Starred radio button queries all work orders identified as starred.  The My radio button can be used to view only work orders which have been assigned to the currently logged in profile.  The current profile is set when you login using their system database credentials.  Work orders may be assigned to different users from the active system database.  The unit radio button queries for all work orders which are not assigned to a project; 'standalone' work orders.

The toolbar at the top of the work order list list is very similar to the Inspection tab toolbar.  It is shown below and explained from left to right.

Refresh - Refreshes the list.  Remember to do this whenever the list appear empty you make a change.

Create - You can create new, independent work orders with this option.

Delete - Deletes the selected work order(s) entirely. 

Show Explorer - Opens the Work Explorer for the selected work order(s).

Zoom To - Zooms to the selected work order(s).

Import/Export - Opens up a three panel import or export interface so you can bring in or push out Work Manager data.  These interfaces are very similar to other windows in InfoAsset Planner (Import Facility Data, Survey Import, etc.) except that they relate specifically to the Work Manager tables.  Users can also add and associate their own custom work order tables.  For more information on how to import, see Import Using the Work Manager.  For more information on how to create custom work item tables, login to the Knowledge Base and User Forum.

Type Manager - In this window, you have many customizable options.  See the screenshot below and the following numbered list for reference.

  1. You can specify the different types of work orders they will be adding to the InfoAsset Planner project database.  Type Codes and their descriptions can be added and subtracted with the buttons at the top.

  2. You may associate customized tables from within their project database to certain work order types.  You can associate up to three separate customized tables for each type.  The only requirement is that their must be at least one field with unique ID to differentiate work orders.

  3. This area is also where you may make changes to the printable form describing their work order type.  When you customize this form, you enter into the InfoAsset Planner Report Designer interface.  For additional help with this interface, since it can be complicated, see the Advanced Reports page and download the user guide.

  4. The last option in the Type Manager is specifying the facility type and the resources or task types for association.  In the example below, the 'PipeRepair' code has been tied to the gravity mains facility type.  It cannot be associated with any other facility type.  In addition, task types, which are equivalent to rehab methods, are associated to this 'PipeRepair' code.  Task types 'CLEANING' and 'Lining' are associated to 'PipeRepair'.  The costs from these task types or rehab methods are then automatically associated to the type code, similarly to how costs from rehab methods are associated to rehab actions.  For more information on rehab methods, see Rehab Actions and Costs.

Resource Manager - This same option is available in the Inspection tab.  With this option, you may import or create new resources to be associated with each work order.  Resources are divided into three types: Employees, Equipment, and Materials.  With these options, you can have the available information to know not only the details of a particular work order, but also who, what, and with what materials is that work order going to be completed with.

You may only customize the resource tables (IMIC_WMEmployee, IMIC_WMMaterial, IMIC_WMEquipment within the project database) by opening up the attribute tables and adding/changing fields through ArcGIS processes.

Field Settings - By default InfoAsset Planner sets only certain fields to be visible within each work item tab.  You can easily alter this and even add custom fields if the table with the desired field has been associated via the Type Manager.

Active/Archived dropdown - Use to toggle in between the Active list of work orders and the Archived list.

Work Order - Drop-down Options

In addition to the toolbar, options are available to you if you right-click on any work order(s).  These right-click options shown are described below.  The Work Order tab options are exactly the same as the Inspection tab options.

Show Explorer - Opens up the Work Explorer window so you can view all the attributes of the work item and make edits.

Work Collection Form - Opens the Work Collection form for the selected work item.  These forms allow you to add information to a work item without having to enter the Work Explorer.  Work Collection forms can be edited through the Work Management System, WMS toolbar add on.

Zoom To - Zooms to the selected work item.

Clear Selection - Unhighlights any work items in the tab and on the map display.

Archive/UnArchive - These options can be used to send inspections to either the active or archived status.  Active inspections may be considered inspections to be done, while archived inspection can be considered historical or retired inspections.  However you wish to delineate the two categories is acceptable; InfoAsset Planner is simply giving you the options.

Create - Opens up a wizard for creating new work orders.  The newly created work order will be related to the work order which was selected by the right-click.  For example if 'WorkOrder1' was selected when a new work order was created with this method, 'WorkOrder1' would be a related item to this work order.

Related Items - Opens up a window to display any related work items.

Add To/Remove From Catch Bin - You may see one of these two options depending on whether the Catch Bin tab is selected or not.

Add To/Remove From Starred List - Similar to the Archive/UnArchive options, this is another method you can apply to organize their Work Manger data.  Starred work orders may be easily queried and viewed using the radio button at the top of many of the available tabs.

Assign To/Remove From Project - Inspections and work orders may be bundled together in the form of Projects.  Projects and their associated work items can be viewed in the Projects tab.  Bundling work items into projects is a great way to convert pipe-by-pipe analysis to larger, more feasible project areas.  In addition, single work orders may be used assigned to multiple facilities.  For more information of bundling rehab and work items, login to the Knowledge Base and User Forum.

Action - You may assign different actions to each work order.  Initially, all newly created or imported work orders will be marked as 'New' in the Status field.  You have to use the Action option to Dispatch the work order to a user to switch the Status field to 'Active'.  Once a work order is 'Active', it can be 'Put on Hold', 'Completed', or 'Cancelled'. Work orders' status cannot be adjusted before dispatching the work order to a user and making it 'Active'.

Print Form - Opens up the InfoAsset Planner print preview for the form template which matches the Type Code.  The selected work orders can be printed with their associated information.

Delete - Permanently deletes the work item.

Copy to Clipboard - Copies the visible fields and allows you to paste them into a software like Excel.

Export to CMMS - Allows you to directly export to their CMMS software.  Depending on the direct connection you have set up, you might see CityWorks, Lucity, etc. as options.

Publish to Workforce - Only for users using the SFWM toolbar add-on.  This option allows you to push work items from the project database to ArcGIS Workforce.  Refer to Tier 1 - Smart FieldWork Manager, SFM for more information.

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