5.3 Work Centers Flashcards by N B

What are work centers?

Role-based user interfaces where users can access and complete daily tasks

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Benefit of using Work Centers

Can be used to:

access system data
complete tasks

without opening multiple applications

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What specific tasks can work center tools be used for?

Create Service Request
Design data sets for business analysis
Create inspection forms

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How can a user be granted access to a desired work center?

Assign to appropriate security group(s)

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List the work centers

Business Analysis Work Center
Data Set Designer
Manage Inventory Work Center
Manage Assets Work Center
Work Supervision Work Center
Work Execution Work Center
Manage Inspection Forms
Conduct an Inspection
Submit a Service Request

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Business Analysis Work Center

Who uses it?

Business analysts

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Business Analysis Work Center

What is this used for?

Hint: What do users do in this work center?

Analyze information
Monitor and identify trends

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Business Analysis Work Center

Benefit

Hint: What can data provided by this work center be used for?

Can be used to improve operation and user performance

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Business Analysis Work Center

What does this work center do?

Converts Manage data to different formats and displayed in charts

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Business Analysis Work Center

What does this work center ensure?

Ensures information is easy to consume

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Data Set Designer

Who uses this work center?

Business analysts

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Data Set Designer

What is this work center used for?

Create data sets

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Data Set Designer

Advantage

(of using this work center)

Can create data sets quickly without the involvement of IT

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Manage Inventory Work Center

What is done in this work center?

Manage…

Item catalog
Inventory reservations
Inventory in storerooms

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Manage Inventory Work Center

Purpose

Maintain adequate balances and manage carrying costs

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Manage Inventory Work Center

Benefit

Describe the benefit of this work center

Teams have the items needed to maintain all assets

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Manage Assets Work Center

What does this do?

Manage corporate assets and locations

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Work Supervision Work Center

What does this do?

Facilitates supervisors’ work management activities

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Work Supervision Work Center

Who uses this work center?

Supervisors

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Work Supervision Work Center

What is done in this work center?

Manage the workload of technicians
Assign owners to the work

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Work Execution Work Center

Who uses this work center?

Maintenance technicians

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Work Execution Work Center

What is this used for?

Manage their own work orders on a computer or mobile device

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Manage Inspection Forms

What is done here?

Create inspection forms

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Manage Inspection Forms

How are inspection forms created?

Adding questions and defining responses

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# Manage Inspection Forms Where are inspection forms available for inspectors once completed?

Conduct an Inspection tool

# Conduct an Inspection Describe functionalities

* Inspectors **conduct** inspections * View **completed** inspections * Create **unscheduled** inspections

# Conduct an Inspection Where are inspections defined?

**Manage Inspection Forms** tool

# Submit a Service Request Describe functionalities

* Quickly create **service requests** using a computer or mobile device. * Existing SRs created by the logged in user can also be **monitored**

# Manage Inventory Work Center List the pages and sub-pages that manage Inventory

- _Reservations_ - **Pick** and **Stage** - **Issued** Items - _Storerooms_ - **Balances** - **Counts** - **Reconcile** - _All Items_

# Manage Inventory Work Center Reservations page | Describe

View and manage **reservations** for storeroom inventory

# Manage Inventory Work Center > Reservations page Why are reservations important?

Help prevent problems with **insufficient balances** in a storeroom

# Manage Inventory Work Center > Reservations page Pick and Stage | Describe what is done, and for what purpose.

* Add inventory **pick lists** * **Issue** inventory by line or by batch ... to help maximize **efficient movement** of inventory out of storage locations

# Manage Inventory Work Center Reservations > Issued Items | Describe

**List items** can be moved to a: * **Picked** * **Staged**, or * **Issued** state

# Manage Inventory Work Center Storerooms page | Describe functionalities.

Details for these can be **managed**: * **Balances** * **Costs** * **Bins** and **Lots** * **Reordering** **Items** can be: * **Issued** * **Transferred** **Cycle counts** can be performed Balances can be **reconciled**

# Manage Inventory Work Center > Storerooms page Balances tab | Describe

Manage **inventory balances** for selected storeroom

# Manage Inventory Work Center > Storerooms page Counts tab | Describe

Record **physical counts** of items that are selected

# Manage Inventory Work Center > Storerooms page Reconcile tab | Describe

Reconcile most **recent physical count** with any **transactions** that have been **completed** *since* that date and time

# Manage Inventory Work Center All Items page | Describe

* Add or import **items** * Add **details** ...before they are added to **storerooms**

# Manage Assets Work Center List pages

- Summary - Assets - Places

# Manage Assets Work Center Summary page | Describe

**Quick view** of the number of **assets** and **locations** Can quickly... * **add** a single asset or location, or * download a *template file* to **import** data about **multiple** assets or locations

# Manage Assets Work Center Assets page | Describe

Manages resources that are **maintained** and **repaired**

# Manage Assets Work Center Places page | What does this contain?

**Locations** where assets are: - **Stored** - **Operated** - **Repaired**

# Work Supervision Work Center List pages and sub-pages (or portlets)

- Work **Progress** - **Approve** Work - Assign **Owner** - **Monitor** Work - **Close** Work - **Closed** Work - Review **Service Requests** - **Plans**

# Work Supervision Work Center Work Progress page | Describe: Who is it used by, and what do they do?

Supervisors can **create** and **manage** *work orders* that are displayed as a **card**

# Work Supervision Work Center > Work Progress page How are work order cards used?

Each can be selected to view, enter, or update **details** about the *work* like **job plans** and **inspections**

# Work Supervision Work Center > Work Progress page How is this organized? | Describe

The work orders are organized into **four sections** that correspond to the **tasks performed** as work progresses through the **lifecycle**

# Work Supervision Work Center > Work Progress page Approve Work | What does this contain?

Unapproved work orders

# Work Supervision Work Center > Work Progress page Assign Owner | What does this contain?

Unassigned work orders

# Work Supervision Work Center > Work Progress page Monitor Work | What does this contain?

Work in progress

# Work Supervision Work Center > Work Progress page Close Work | What does this contain?

Completed work that can be closed

# Work Supervision Work Center Review Service Requests page | Describe

Review **service requests** and **create work orders** to fulfill requests

# Work Supervision Work Center What does the Plans tab do?

Shows the **job plans** or **inspections** associated to the work order

# Work Execution Work Center How are work orders organized?

Based on **due dates**: * **Overdue** * **Today** * **Tomorrow** * **Next 3-5 Days** * **Completed** * **All**

# Work Execution Work Center How are work orders viewed?

Viewed as **cards** that can be selected to open more **details**

# Manage Inspection Forms Work Center Describe inspection form creation

1. Inspection forms are created in **DRAFT** status 2. **Questions** are added 3. Form is updated to **ACTIVE** status once complete

# Manage Inspection Forms Work Center What options are available for inspection form questions?

* **Optional** or **required** questions can be added * Questions can be **grouped** together * There can be **conditions** added to questions

# Manage Inspection Forms Work Center What can inspection forms be associated to?

- Assets - Locations - Work orders

# Manage Inspection Forms Work Center What can inspection forms be referenced on?

- Work order - Route stop - Job Plan task

# Manage Inspection Forms Work Center What customization can be used?

**Automation scripts** can be used with inspection forms

# Manage Inspection Form Work Centers What form type(s) were available in the old version?

- Audit - Condition Assessment - Engineering Change - Inspection - Investigation - Operator Round

# Conduct an Inspection Work Center List the form types available

- Audit - Engineering Change - Inspection - Investigation

# Manage Inspection Form Work Center List the form type(s) available in the new version

- Audit - Condition Assessment - Inspection - Investigation

# Manage Inspection Forms Work Center Describe customization using an example | Automatic WO completion upon inspection form completion

An **automation script** can be used This is done by the following: * Making a question to **trigger** the work order creation required * Adding an **Action Script** in the **Form Settings** when setting up the inspection form

5.3 Work Centers Flashcards

(63 cards)