Equipment Management Workbench user settings
The settings are grouped into these three tabs:
General
These settings are available on the General tab to define the data displayed in the workbench:
- Views
- In this section, you can select the views that must be displayed in the workbench such as Origin and Status. To differentiate between different origins on the Gantt, the pattern can also be specified.
- Planning Horizon
- In this section, you can set the Type field
to Fixed or Relative.
Fixed type retrieves the data from the date as specified in the
From field. Relative
type retrieves the data based on the current date. The Days field can be set to the number of days for which data must be
fetched from the application.
When the Type field is set to Relative and the specified +/-Days range is set to a value beyond 90 days, a disclaimer message is displayed to indicate that performance issues can occur in the application. The specified value is accepted only when you accept the disclaimer message.
Note: You can specify the -Days up to 180 days and +Days up to 450 days. - Activities (Grid)
- In this section, you can select to display the assigned or unassigned equipment, employees, or planned activities in the Activities section of the workbench.
- Location
-
In this section, you can set these values:
- Map Zoom Level: The default zoom level of the map for the workbench.
- Pushpin Size: The default size of the pushpin to be displayed on the map.
- Enable Zoom: Select this check box to enable the zoom in and zoom out on the map.
- GPS Latitude (WGS84), GPS Longitude (WGS84): Specify the location to zoom in the map when the workbench is launched.
- Show Location: Select this check box to show the Location section.
- Proximity Circle Radius: Specify the radius of the proximity circle drawn surrounding the selected unassigned equipment rental agreement.
- Show Vendors:
- Inside Proximity Circle: Select this check box to show vendors inside the proximity circle.
- Outside Proximity Circle: Select this check box to show vendors outside the proximity circle.
- Distance Calculation Inputs
- In this section, you can specify these values to calculate the distance between two
locations:
- Average Travel Speed: The average travel speed to reach the location of the serialized item.
- Travel Offset Time: The offset time for a visit to the location of the serialized item.
- Map Pushpins
- In this section, you can set the colors for the pushpins based on the status.
- Others
- In this section, you can specify these values:
- Auto Refresh: Select this check box to enable auto refresh of the data displayed in the workbench. You can also set the duration after which the data must be refreshed.
- Exclude Departments: Select the departments that must be excluded from the workbench.
- Exclude Employees: Select the employees that must be excluded from the workbench.
- Copy User Settings from: Select the name of the user whose user settings must be copied to the current workbench user.
- Grid Page Size: The default page size for the Activities grid.
- Display Density: Workbench adopts to the selected display density.
- Qualification Type
- In this section, you can set the colors for the different qualification types such as Skill, Competency and Credential.
Gantt
These settings are available on the Gantt tab to define the display options for the Gantt:
- View Options
-
In this section, you can define these values related to the time for the Gantt:
- Time Scale: You can define the time
scale for the Gantt. Possible values:
- Today
- Current Week
- Current Month
- Current Quarter
- Today: The number of working hours that must be displayed for a day and the starting time for the day.
- Week: The number of working days that must be displayed for a week and the starting day of the week.
- Hide Friday & Saturday: Select this check box to hide the Friday and Saturday from the Gantt.
- Month View: You can set the Gantt
period to one or two months.Note: The Time Scale View must be set to Month View to view the one or two months range.
- Hide Saturday: Select this check box to hide the Saturday from the Gantt.
- Hide Sunday: Select this check box to hide the Sunday from the Gantt.
- Set Day Hours: Select this check box to specify the working hours in a day.
- Time Scale: You can define the time
scale for the Gantt. Possible values:
- Availability
- In this section, you can set the colors for the availability and non-availability of an Equipment/Employee.
- Legends
- This option is used to configure the Legends that must be displayed on the Gantt.
- Create or Change Work Hour
- In this section, you can define the defaults for creating and changing work hours.
- Enable Create or Change Working Hour Defaults: Select this check box to default the values defined in this section in the ‘Create or Change Working Hour’ dialog.
- Availability: Select this check box to create/modify available working hour.
- Time From: Select the default time from for the working hour.
- Time To: Select the default time to for the working hour.
- Working Hours Type: Select the default working hour type.
- Description: Select the default description for working hour.
- Duration: Select the maximum days allowed between the Start Time and End Time.
- Others
- In this section, you can define these settings:
- Show Available Resources: Select this check box to display the available resources in the Gantt.
- Ignore Skills & Available Resources: Select this check box to ignore the skills and the available resources.
- Freeze Gantt Scale: Select this check box to freeze the Gantt scale.
- Round Drop Time to: Select a value to define the granularity of related drop in time. When we drag and drop an activity bar on Gantt, the time rounding is done based on this value.
- Show Activity Constraints: Select this check box to view the first two rows of the Gantt.
- Show Employees With Effective Skills: Select this check box to consider effective date of the skill when filtering the employees based on skills.
- Show Picture: Select this check box to display the picture of the employee/equipment on the Gantt resource.
- Show Conflict Indicator on Activity Bar: Select this check box to view the conflict indicator on the Planned Timeline. When this check box is selected, the conflict icon is also displayed on the Activity bar.
- Show Calendar Working Hour Description: Select this check box to view the calendar working hour description on the Gantt row.
- Compact Overlapped Activities: Select this check box to reduce the gap between the overlapped activities.
- Show Travel Indicator: Select this check box to show a travel indicator based on the planned or actual travel times on the Gantt activity bar (employee assignment).
- You can also set colors for Planned Indicator, Earliest Latest, Highlight Border, and Period (Rental)
- Equipment Columns
- You can select additional columns to be displayed on the Gantt in the Equipment mode. The sequence of these columns can be rearranged by selecting the column and using the arrows.
- Working Hours Type
- In this section, you can select the Working Hours Type and set the colors for the available and non-available calendar working hours. The employees having the calendar working hours with the selected Working Hours Type are displayed in the visible timeline of the Gantt.
- Custom Working Hours
- In this section, you can define the custom calendar working hours. To add a new custom
calendar working hour, right click in the grid and select Custom Working Hour
window is displayed wherein you can specify the data. After adding a custom working
hour, when you right click on the row, you can view the options to and the row.Note: The option is displayed in the Gantt only if the Custom Working Hour Menu check box is selected.
. The
Service
These settings are available on the Service tab to define the display options for the Planned Activities section of the workbench:
- General
- In this section, you can define these settings:
- Show Service User Profile Departments: Select this check box to show the only departments defined in the service user profile in the workbench.
- Activity Block Description: The selected values are displayed in the activity bar.
- Color Procedure: You can define the colors for the activity bar based on the Color Procedure. For example, if the Status is selected, the colors defined for the activity status such as Free, Released, and Planned are displayed.
- Exclude Service Order Series: The order series to be excluded from the workbench.
- Planned Activity Conversion
- In this section, you can define the activity type:
- Activity Use (General): You can define the type of activity that is to be used.
- Preparation Times
- In this section, you can set the colors for the lead times that must be displayed in the Gantt.
- Status
- In this section, you can set the colors for the different status of the activities.
- Assignment Times
- In this section, you can set the colors for the different assignment times of the activities.
- Indicator Symbols
- In this section, you can set the symbols and colors for activities.
- Service Order Activity/Rental Agreement Tooltip
- In this section, you can select the service order activity fields that must be included in the tooltips that are displayed on the Map and the Gantt.
- Work Order Activity
- In this section, you can select the work order activity fields that must be included in the tooltips that are displayed on the Map and the Gantt.
- Planned Activity Tooltip
- In this section, you can select the planned activity fields that must be included in the tooltips that are displayed on the Map and the Gantt.
- Service Type
- In this section, you can set the colors for the different service types.