Dashboard Information

Simon Topics

                     
After a successful login, the user will be directed to a Dashboard view. This page can be useful to add a new work order, looking at work orders in a certain location and/or month, and looking, at "Past Due Work Orders" or "Scheduled Work Orders." By clicking the "+ADD NEW WORK ORDER" button on the top left of the page, the user will be redirected to a "Create Work Order" page.

 

On this page, the user needs to enter a "Name", "Description"(optional), "Type", "Location", and a "Machine." If the "Machine" value is null, the create button will not work and an error message will be shown: "The value is invalid." After all valid info is entered, press the "create" button.

 

After clicking on that button, the user will be directed to a "Edit Work Order" page.

 

On the top of this Page, the user can see that the "Work Order" status is open. The user will also be able to see the "Work Order Id" in the text box at the top right of the page. In the "WORK ORDER DETAIL" section, the user is allowed to change the name, description, machine, and who the work order is assigned to. The user is not allowed to change the type, location, the created by, or the created on date. By clicking the "PRINT WORK ORDER" button, a new window should open up allowing the user to print the work order. If the "SAVE" button is pressed, the user will be redirected back to the dashboard page and the work order should show up on one of the grids, dependent on the date. In the "WORK ORDER SCHEDULE" section, the user will be allowed to set the start date and time, as well as the end date and time. The "SAVE" button in this section will also bring the user back to the dashboard page.
Back in the "WORK ORDER DETAIL" section, there is a button called "CLOSE WORK ORDER" that is blue. When this button is pressed it takes the user to a "UPDATE WORK ORDER STATUS" page.

 

On this page, the work order id and work order name will be shown above the "status." A "status" drop down menu will be present with the values of "Open", "Approved", "Scheduled", "In-Progress", "Completed", "Closed", and "Cancelled." Changing the status of a work order here will change the picture it has on the dashboard. "Completed" work orders will not be shown on the dashboard page. The user will also be able to add text to the "Notes/Reasons". The "SAVE" button will take the user back to the dashboard page.
Back on the dashboard page, at the top there is a "SELECT A LOCATION" drop down menu, "SELECT A MOTH" date picker menu and a "VIEW" button.

 

Opening the "SELECT A LOCATION" drop down menu will show the user a list of all the locations in the users system. Once the user has selected the desired location, pressing the "VIEW" button will only show work orders that are past due or scheduled for that location. Opening the "SELECT A MONTH" date-picker menu will bring up a calendar where the user will be able to select a month and a year. Once the user has selected the desired month and year, pressing the "VIEW" button will only show work orders that are passed due or scheduled for that year and month.
When their is work order on the dashboard page, there will be a button named "VIEW."

 

Clicking this button will bring the user back to the "EDIT WORK ORDER" page where the user can make changes to the fields listed earlier. For information on the legend, please see the "Legend" help page.