Summary

The WO Queue Dashboard Component is used to display all the work orders assigned to a queue or role the current user is associated with. These work orders can also be filtered by status.

Step by Step

1     Open the Component Selection window.

• The Component Selection window (SS> Dashboard> Component) displays all the available dashboard components created in the application.
• Enter information in the fields in the Search Criteria section of the window and click the Refresh icon   to filter the components that will display in the window.
• Highlight a component and click the Delete icon or press DELETE to delete the selected component.
  • If the selected component is installed on an employee's dashboard, you will need to confirm that the component should be deleted and removed from any dashboard on which it is installed.
• Highlight a component and click the Modify icon or press ENTER to edit the selected component.
• Click the Create icon or press INSERT to create a new dashboard component. This will open the Component Maintenance window.

2     Configure the new dashboard component.

• Select WO Queue from the Type drop-down menu.
• Enter a Name for the new dashboard component.
  • This name will appear on the Dashboard Components Selection window when a user adds a new component to their dashboard, so be as descriptive as possible.
  • This field is limited to 32 alphanumeric characters. Once the component is saved the name cannot be edited.
• Enter a User Group Code or click the field label to select one from a list.
  • User groups allow you to create menu and database security at a group level and then assign that security to users. Only those users that are part of the selected User Group will have access to the new dashboard component.
  • User groups are created and maintained on the User Group Maintenance window (SS> Security> User Group).
• The Schedule field will be disabled as the WO Queue component is set to refresh weekly.
• The Start Date field is not used by the WO Queue component.
• The Last Run field displays the date that the component was last updated.

3     Set the Component Filters.

• The Component Filters section is used to set filters for the dashboard components.
• The Assigned To Type tab is used to filter the work orders displayed on the component by the assigned to type of queue, role or user.
  • The Locked toggle is used to lock the filters. Locked filters can be updated on the Component Maintenance window but cannot be updated from the dashboard itself. If the Locked toggle is not checked, dashboard users will be able to update component filters from the Component Settings window on the dashboard component itself.
  • Every component filter below can be locked as well.
• The Assigned To tab is used to filter the work orders by a specific type.
  • If no Assigned To value is specified, the component will display all work orders associated with every queue, roll or user that the current user is attached to.
• The Show New, Show Not Started, Show In Progress, Show Completed, Show Closed and Show Void tabs are used to specify whether or not the component will display work orders in those statuses.
  • These tabs will default to No.
• Click the Save icon to save the new dashboard component.