Equipment Management Workbench user settings

The User Settings section of the Equipment Management Workbench (tscfg8351m000) allows you to set the values related to the workbench.

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.
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 New. The 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 Edit and Delete the row.
Note: The Custom Working Hour option is displayed in the Gantt only if the Custom Working Hour Menu check box is selected.

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.