Service Management Workspace

The service manager uses the workspace to maximize the comprehensive overview of service activities, allowing users to quickly assess key metrics and operations. The workspace features intuitive dashboards that highlight priority orders including urgent breakdowns and upcoming maintenance visits, workorders that are in progress or due to be started in following days.

Users can easily drill down into specific data points for detailed insights, enabling them to manage processes, address issues, and streamline workflows effectively. This dual-layered approach empowers service managers to decide while maintaining operational efficiency.

This workspace contains these widgets:


Widget	Description
My Day	Displays the current date, greeting message, and the user's icon and first name.
Claims by Manufacturer	Displays the claims made by top manufacturers. The data presented in bar chart shows the total number of claims and the manufacturers who handled the claims. Hover over a bar line to show the total number of claims and manufacturer number in a tooltip. You can click a bar line to drill down. On the records page, right-click a record and select Open to perform a drillback to M3. See M3 Information Viewer.
Items Not Available - Status 80	Displays all equipment items that are not available and tagged with status 80-'Out of Service'. Hover over a chart section to show the total count of the equipment and the item number in a tooltip. Click a section from the chart to perform a drill down. On the records page, right-click a record and select Open to perform a drillback to M3. See M3 Information Viewer.
On Your Radar	Focuses on managing priority tasks. This widget contains matrices that open card tasks in the Required Actions widget: Priority Orders: Displays the total number of priority orders, planned orders for the next 10 days, and details on equipment with urgent breakdown. Planned Work Orders: Displays the total number of work orders to start in the next 5 days and those that are planned to start in the next 6 to 10 days. Work Schedule: Displays the total number of work schedule required for service operations, particularly new service operations and service operations that are in progress. Work in Progress: Displays the number of work orders that are in progress, ready for invoice, and are awaiting approval. For every card task, click Review to view a breakdown of records and identify tasks to address. Optionally, you may hide a card task by clicking the bell icon. When you review the available records, you may access these additional functionality through clicking Review or View All: Select all or any records to export. Click Export to CSV. Drill back into an M3 program by clicking a record with a working link. Search for a particular record. On the Required Actions widget, clicking View All provides you a single view of all records in tabular format. Whereas, clicking View snooze list enables you to show the list of hidden card tasks. From the list, you can return a hidden card task on the main widget display by clicking Unsnooze.
Quick Actions	Displays all tasks that you perform frequently. This widget shows these default tasks: Create Work Order: Use this option to create a work order for any service. See Create Work Order. Where am I working: Use this option to check in at the current location where you are working. The checked in location is updated in the user profile in 'User. Open' (MNS150). See Where am I working.
Important Links	Provides direct access to preconfigured programs in the Infor M3 application. This widget shows default links that drill back to M3 where you can view more details. See menu widget in the Infor OS User and Administration Documentation Library.
Customer Contacts	Use this widget to get the contact information of customers who are registered in M3 through 'Customer. Open' (CRS610). When you access the widget, it displays records linked to the logged-in user. You can browse through the customers, each showing their corresponding number, name, and associated contact information. See Customer Contacts.
Customer Equipment List	Use this widget to show the list of equipment for a specific customer. See Customer Equipment List.

APIs used in the workspace widgets

This table shows the APIs used in varying widgets for this workspace:


Widget	Program	Transaction
Claims by Manufacturer	CLAIMSMI	LstClaimHead
Items Not available Status 80	MMS240MI	SearchEquipment
Customer Contacts	CMS100MI	Lst_WD_CUSTOMER
Customer Contacts	CMS100MI	Lst_WD_CustCont
Customer Contacts	EXPORTMI	Select
Customer Contacts	CRS621MI	Lst
Customer Contacts	MNS150MI	GetUserData
Customer Contacts	CRS610MI	GetOrderInfo
Customer Contacts	CRS610MI	GetBasicData
Customer Equipment List	CMS100MI	Lst_WD_EQPMILO
Customer Equipment List	MMS240MI	GetBasic
Customer Equipment List	MOS390MI	CheckWar
Customer Equipment List	MMS241MI	LstMeters
Customer Equipment List	MDBREADMI	LstADECPL20M3C1
Customer Equipment List	MDBREADMI	LstMOOPGM10M3C1
Customer Equipment List	MOS100MI	SearchWo
Customer Equipment List	MNS150MI	GetUserData
On Your Radar Priority PM's	MOS170MI	Search
On Your Radar PM's planned for next 10 days	MOS170MI	Search
On Your Radar Urgent Breakdowns	MOS100MI	SearchWo
On Your Radar WO's Planned to start in next 5 days	MOS100MI	SearchWo
On Your Radar WO's Planned to start in next 6 - 10 days	MOS100MI	SearchWo
On Your Radar New Service Operations	MOS195MI	SelWoOper
On Your Radar Service Operations In Progress	MOS195MI	SelWoOper
On Your Radar Work In Progress	MOS100MI	SearchWo
On Your Radar Ready To Invoice	COS100MI	SearchHead
On Your Radar WO's Awaiting Approval	MOS195MI	SelWoOper
Quick actions	MOS272MI	Add
Quick actions	PDS010MI	List
Quick actions	MMS008MI	LstPlaces
Quick actions	CRS045MI	LstByCode
Quick actions	MOS170MI	AddProp
Quick actions	CMS100MI	Lst_WD_MILOIN
Quick actions	MMS240MI	LstByItem
Quick actions	CRS175MI	LstGeneralCode
Quick actions	CMS100MI	Lst_WD_MPDSCF
Quick actions	MOS120MI	List
Quick actions	CRS175MI	LstGeneralCode
Quick actions	MNS150MI	GetUserData
Quick actions	MNGDIMMI	LstErrCde
Quick actions	MNS150MI	GetUserData
Quick actions	CMS100MI	Lst_WD_WHAMWI
Quick actions	CMS250MI	CheckIn

Programs and sorting orders used in the workspace

The drillback functionality in some of the workspace widgets require specific configuration for filtering the correct data in Infor M3. When you perform a drillback to any program, check for the Function Search query. If the Function Search is disabled, you must create a record by specifying a combination of program, sorting order, and table for the search on 'Standard Search. Open' (CMS021/B).

This table shows the programs with their corresponding sorting order and table information all of which should be in active status:


Program	Sorting order	Table
MOS750	1	ACLHED
MMS240	1	MILOIN
MOS170MI	1	MWOPLP
MOS100MI	1	MMOHED
MOS100MI	4	MMOHED
MOS195MI	7	MMOOPE
COS100MI	2	ACUORH
MOS195MI	7	MMOOPE