After successfully setting up the Time Schedule and, if applicable, the Object Monitoring Lines, the Date Proposals appear in the Role Center of the Work Preparer as soon as they have been calculated as “Due” or “Overdue” based on the information provided.
By clicking on the individual tiles, the corresponding list items are displayed, e.g. the future Date Proposals when clicking on the lower middle tile:
Task „Date Proposal Worksheet“
Alternatively, the due date proposals can also be calculated using the "Date proposal Worksheet" task. Search for "Date Proposal Worksheet" to open the desired function.
The Date Proposal Worksheet is opened. The filter options are described in the following.
General Information
As a rule, after selecting the filter criteria described in the following chapters, it is recommended to click the "Update" button to get an updated view.
For example, if the "Month" option is selected in the "View by" field and then "Today" is clicked, the “Starting Date” will be set to the 1st day of the current month and the last day of the current month will be entered for the “Ending Date”. Clicking on "Next Set" will automatically display the due dates of the next month. By clicking on "Previous Set", the date calculation runs accordingly in the opposite direction. The buttons "Next Set", "Previous Set", "Today", as well as "Update" can be used for a quick navigation in the time periods.
In the "Actions" menu the "Print" button is available for printing material requirements beside the other known Navigation functions.
By clicking on "Navigate" and then "Function", the "Create Work Order" and "Expand Work Order" functions are available, which can be used to directly create or expand work orders from one or more list entries.
Dates will be displayed that are calculated as due according to the following filter criteria:
| Field Name | Description / Information |
| Name | Selection of the relevant Journal |
| Starting Date | Selection of the Starting Date in question |
| Ending Date | Is filled automatically, if „Starting Date“ and „View as“ have been selected. Otherwise selection of the Ending Date in question. |
| View as | The options are:
|
| View by | The options are:
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| Group on | The options are:
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"Show Filters“ Function
By clicking on "Show Filters" the following selection options are available for the calculation of the Date Proposals:
| Field Name | Description / Information |
| Shift | Elements of the „Shifts“ list are available for selection |
| Starting Time | Entry of a Starting Time in the format [hhmmss] |
| Ending Time | Entry of an Ending Time in the format [hhmmss] |
| Work Order Duration from | Entry of a duration in [h] from |
| Work Order Duration until | Entry of a duration in [h] until |
| Malfunction Code | Elements of the „Malfunction Codes“ list are available for selection |
| Work Order Priority Code | Elements of the „Work Order Priority Codes“ list are available for selection |
| Type of Activity Code | Elements of the „Type of Activity Codes“ list are available for selection |
| Person in Charge No. | Elements of the „Resources“ list are available for selection |
| Resource No. | Elements of the „Resources“ list are available for selection |
| Resource Group No. | Elements of the „Resource Groups“ list are available for selection |
| Res. Department No. | Elements of the „Resource Groups“ list are available for selection |
| Reference Object | The options are:
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| Detail No. | The list elements of the respective reference objects are available for selection if a reference object was previously selected. |
Clicking on „Hide Filters“ hides the filter options.
„Show Options“ Function
By clicking on "Show Options", further sliding fields are available for the calculation of the Date Proposals:
| Field Name | Description / Information |
| Time Schedule | Filtering on elements of the „Time Schedule” type |
| Object Monitoring Line | Filtering on elements with Object Monitoring Lines |
| Grouping of Object Monitoring Lines | Grouping of elements with Object Monitoring Lines |
| Work Order Request | Filtering on elements of the „Work Order Request“ type |
| Work Order | Filtering on elements of the „Work Order“ type |
| Preview | Activates Date Proposal preview |
| Only valid Lines | Activates the „Malfunction Code“, „Reference Object“ and „Detail No.“ filters |
Clicking on „Hide Options“ hides the Options.
Related to