Open the 
Task Whiteboard-Due By Date window.
Task Whiteboard
Like the Equipment and Personnel Whiteboards, the Task Whiteboard is an active and visual work management tool. However, when the Task option is selected you must choose the Date by which the data on the Whiteboard will be organized. In addition, this Whiteboard utilizes the Steps on the Work Order.
Date Selection
- Requested Service Date
- Starting Date
- Due Date
- Expiration Date
Divided into four (4) segments, the purpose of the Task Whiteboard is to provide a real-time view by person, by Outside Service Provider and by time of Planned or Released Orders. The top segment of the Whiteboard is where filters to control the information used to populate the second, third and fourth segments of the Whiteboard are found. The filters are divided into four (4) groups.
Task Whiteboard
The first and left most grouping of filters is entitled Work Orders. These filters allow the user to control the Work Orders to be shown. By clicking the appropriate check box, TAG dynamically changes the content of the Task Whiteboard. The default setting for this filter group is for Released Orders only.
The next filters are found under the Locations grouping. These filters are used to find Personnel to be shown in the Name column. These filters allow you to expand or narrow your Name list by a Region or Facility or both. The Region and Facility filters available are the Region and Facility codes established on the Personnel Card.
TAG does not require Region or Facility to be defined in a Personnel Card. Therefore, there is a final set of filters under the Include Personnel Without grouping. By ticking or un-ticking the check for Region and/or Facility, you are further qualifying which Personnel are shown in the Name column on the Whiteboard. The default for each check box is unchecked.
The first segment on the Task Whiteboard starts with the Name column. Right of the Name column is the No. Tasks column. The numeric value found in this column represents the number of steps found on Work orders meeting the filter criteria shown on the Whiteboard for the person.
Next to this column are the PO Time and RO Time columns. The values found in these columns show, respectively, the total Estimated Time for all Planned Orders and total Estimated Time for all Released Orders shown on the Whiteboard. Next is the Total Time column. The values found in this column are the total Estimated Time for both Planned and Released Orders. The No. Orders, PO Time and RO Time fields provide drill down capability so you can explore the details of the value contained in the fields.
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