Service

To view the Service tab, you must select the Service Order check box on the General tab and re-start the session. The settings available for Service are:

General

  • Show Service User Profile Departments: When this option is selected, service departments from the service user profile are shown in the Departments drop down list.
  • Activity Block Description: The selected option is displayed on the activity bar.
  • Color Procedure: The selected color scheme is used on the gantt chart for coloring the assignments.
  • Exclude Service Employees: The selected Service employees are excluded from the workbench.
  • Exclude Service Order Series: The service orders with the specified order series are excluded from the workbench.
  • Exclude Work Order Series: The work orders with the specified order series are excluded from the workbench.

Status

You can assign specific colors to the status of the service order activity. The colors are displayed on the Gantt chart.

Service Order Activity Tooltip

You can select the attributes that must be displayed in the Service Order Activity tooltips, which are displayed on the Map and Gantt chart.

Service Type

You can assign specific colors to the service type of the service order activity, which is displayed on the Gantt chart.

Multi Activity Planning

  • Planning Method: You can select the type of planning that must be performed:
    • Time based
    • Route based
  • Distance Calculation Method: This method is used to calculate the distance between two locations.
    • As The Crow Flies: Distance is calculated using a simple formula
    • Bing Maps: Uses a dedicated web service. An internet connection is required wherein LN requests the Bing maps web service to calculate the distance.
  • Start Address of Route: The value in this field is used as the starting address for the route based planning.
    • First Activity: Start the route at the first activity. This is the default value.
    • Company: Start the route at the company address.
    • Department: Start the route at the service department address.
    • Employee: Start the route at the service employee address.
  • Keep Sequence Of Activities: If you select this check box, the application does not change the sequence of the activities when planning for the specified group. A route is defined from the first activity, to the last activity. The order of the activities is not changed. Only the distance and the travel time between the locations of the service orders, are calculated.

    If this check box is cleared, the shortest route between the locations is calculated and the order of the activities is updated.

  • Respect Earliest Start Time: Select this check box to indicate if the earliest start time of a service order activity must be considered.

    If this check box is selected, the service order activity is planned with Planned Start Time set to the Earliest Start Time.

    If this check box is cleared, the Planned Start Time can be planned before the Earliest Start Time.

  • Respect Latest Finish Time: Select this check box to indicate if the latest finish time of a service order activity must be considered.

    If this check box is selected, the Planned Finish Time cannot be scheduled after the Latest Finish Time. The service order activity is not planned and a warning message is displayed.

    If this check box is cleared, the Planned Finish Time can be scheduled after the Latest Finish Time.

Assignments Times

You can assign specific colors to the assignment times of the service order activity, which is displayed on the Gantt chart.

Work Order Activity Tooltip

You can select the attributes that must be displayed in the Work Order tooltips, which are displayed on the Map and Gantt chart.

Update Indicators

You can specify the type of update that must be performed at the Activity level or the Assignment level.

Indicator Symbols

You can define the symbols for the various order flags in this priority sequence:

  • Blocked
  • Emergency
  • Appointment
  • Appointment + Emergency

Planned Activity Tooltip

You can select the attributes that must be displayed in the Planned Activity tooltips, which are displayed on the Map and Gantt.

Installation Group

This section consists of the settings related to installation group and serials view. You must select the Installation Group Based Planning check box, on the General tab, to view and set these values:

  • Default View: The default view that must be displayed when the Installation Group Views tab is selected for the first time after the workbench is launched
  • Activity Block Description: The selected option is displayed on the activity bar.
  • Include Planned Activities: If this check box is selected, the planned activities are also included with the service activities when the installation group views are loaded.

Tooltip

You can configure the details to be displayed on the tooltips in the installation or serial view.

Planned Activity Status

You can assign specific colors to the Free and Released status of the planned activities.

Activities By Serial – Columns

In this section, you can select the check boxes to view the corresponding columns in the Gantt. You can also set the sequence in which the selected columns must be displayed. These are the columns that you can select or set the sequence:

  • Item
  • Item Description
  • Installation Group
  • Installation Group Description
  • Serial Number
  • Alternate Serial Number
Note: If you select Item, Installation Group, Serial Number and the Alternative Serial Number columns, these values are displayed in the Sort By menu of the Gantt based on the same order as selected. By default, the first sort menu is selected when the workbench is launched.