Define Filter for Work Order Operations
Explanation
This activity is used to define a filter for work order
operations. The filter is used to control the data displayed in the work list in
the Work Order Operation List window.
It is possible to define the filter for a particular
site, craft, operation status, period of time, team or
maintenance organization. When a site is defined for
the filter, only the operations belonging to the work orders on this site will
be displayed in the work list. When a craft, team or
maintenance organization is defined for the filter, only the operations with
this craft requirement, maintenance team or maintenance
organization are displayed. You can further filter data to display all
operations for work orders, operations for work orders in either the
Started or Released status, operations instead
of allocations or only the allocations for a particular employee. When a date range is given, operations
will be filtered as per the specified dates.
Prerequisites
N/A
System Effects
As a result of this activity, the operation filter is
created and can be used to filter the data that will be displayed in the work
list in the Work Order Operation List window.
Window
Operation
Basic Data
Related Window Descriptions
Operation Basic Data
Operation Basic Data/Operation Filters
Procedure
- Open the Operation Basic Data
window.
- Click the Operation Filters tab and
create a new record (F5).
- In the Filter ID field, enter the ID of
your operation filter.
- In the Description field, enter a
description of the filter.
- If the filter is to be defined for a site, enter
the ID of the site in the Site field. Use the List of Values to
select a valid value.
- If the filter is to be defined for a particular
craft, enter the ID of the craft in the Craft field. Use the List of
Values to select a valid value.
- Select the Selection All check box if all
operations on work orders applicable to you are to be displayed in the work
list.
- Select the Selection Released check box if
all operations on work orders in the Released status are to be
displayed in the work list.
- Select the Selection Started check box if
all operations on work orders in the Started status are to be
displayed in the work list. Note: Only one of the three check box
can be selected at any given time.
- Select the Auto Start Populate check box if
you want to automatically retrieve the filtered operation list when opening
the Work Order Operation List window.
- If needed, enter a valid date range in the
Period Min and Period Max fields. Note that the planned start
date of the operation must be within the specified date range relative to
the system date in order to be displayed in the work list.
- If a filter is to be defined for a team, enter the
identity of the team in the Team ID field. Use the List of Values to
select a valid value.
- If a filter is to be defined for a maintenance
organization, enter the identity of the maintenance organization in the
Maint Org field. Use the List of Values to select a valid value.
- Select the Show Operations check box if
only operations should be displayed in the work list.
- Select the Show Allocations check box if
only allocations for a particular employee (matching the filter criteria)
should be displayed in the work list.
- Save the information (F12).