Open the Whiteboard by Equipment old window.

Equipment Whiteboard

The Equipment Whiteboard is an active and visual work management tool. Divided into four (4) segments, the purpose of the Equipment Whiteboard is to provide a real-time view of your Equipment by date of Planned or Released Work 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 three (3) groups.

Equipment Whiteboard – Level 1 Equipment Option

The first segment contains the Equipment Whiteboard filters. The left most grouping of filters is entitled Equipment. These filters allow the user to control what and how the Equipment is shown in the Description column. The All tick box allows the user to show only Level 1 Equipment records or, using the All option, the entire hierarchy. When the All options is used, the Equipment Descriptions are shown indented to visually present their order in the hierarchy.

In addition, when the All option is selected, a new column is shown. In this column, the user will find the numerical value of the Level for the Equipment or Sub-Assembly. The default setting for this filter is unchecked.

Equipment Whiteboard – All Equipment Option

Filters are also provided for the Duty Status allowing the user to filter the Equipment by the Duty Status of Equipment. The default setting is Active.

The next filters are found under the Work Orders. These filters are used to control which Work Orders are to be presented. The default setting for Include Planned Orders is unchecked. The default setting for Include Released Orders is checked.

The third and final filter grouping is to filter by the location information on the Equipment Card. Region, Facility, Area and Line may be selected. The default setting for the filters in this group is blank; indicating show all.

Under the filters you will find the second segment of information on the Equipment Whiteboard. The information found in this segment relates to the Equipment meeting the filter criteria. The first column is Description. In this column, the filtered description information from the Equipment is shown.

The next column is entitled Orders. This value represents the number of Work Orders that exist for the entire Equipment Hierarchy when the Level 1 option is checked. When the All option is selected, the value in this column represents the Work Orders for each member of the hierarchy. The value found in the next column, Steps, represent the number of Steps on Work Orders that exist for the entire Equipment Hierarchy when the Level 1 option is checked. When the All option is selected, the value in this column represents the Steps in Work Orders for each member of the hierarchy. The values in the Orders and Steps are each drillable fields so the user can explore the details of the value contained in the fields.

Next to the Steps 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. The next is the Total Time column. Values found in this column are the total of the Estimated Time for both Planned and Released Orders. The PO Time and RO Time fields provide drill down capability so you can explore the details of the value contained in the fields.

The second segment of the Equipment Whiteboard provides a matrix; rows of Equipment intersecting columns of calendar dates. Using the scroll bar at the bottom of this section, you can scroll forward or back through the calendar days. Using the elevator bar on the right side of this section, you can move up or down through your Description list. At the intersection of the Description row and the day column, Cells are formed.

A Cell contains the number of Work Orders (WO) and the total time (Time) for a specific day. The sum of all Work Orders for a day is shown as the value to the right of the "WO =" identifier. The sum of all Estimated Time from the Steps included on all Work Orders for the Equipment on the day represents the value shown to the right of the "Time =" identifier.

In the third segment of the Equipment Whiteboard, information is displayed relating to the Work Order(s) assigned to the filtered Equipment for a specific day. As you click on the Whiteboard Cells, the information in this section changes to reflect the Work Order(s) represented in the Cell. This segment is referred to as the Order List.

The fourth segment of the Equipment Whiteboard shows information about each item in the Description list. In addition, this segment has a button allowing the users to print a Work Order Status report directly from the Equipment Whiteboard.

Comment

While moving up or down the Orders List, information about an individual Work Order is displayed. For example, as you move through the Order List, Comments from the Order header are shown in this segment. If you choose, you may add a Comment to the Work Order from the List by clicking the Comment button. Once clicked, the Comment form is displayed for use.

The Equipment Whiteboard is designed to facilitate changing of the information on a Work Order and, as a result of the Work Order change, interactively changing the content displayed on the Whiteboard. This interactive operability makes the Whiteboard an active tool rather than a passive tool.

Opening a Work Order Form

The No. field found on the left side of the Order List on the Whiteboard contains the Order number. By clicking this field, the Work Order form is displayed. From this form, you may perform all of the operations described in the Work Orders section of this User Guide.

Changing specific Work Order header information found under the Scheduled tab, may affect the content of the Equipment Whiteboard. When the Requested Service date is changed, the content shown on the Whiteboard will change. Depending upon how the Equipment Whiteboard filters are set, you may change the content on the Whiteboard by changing the Region or Facility on a Work Order.

If you choose, you may change the Requested Service Date or the Technician on a Work Order from the Order List without opening the Work Order form. This is accomplished by clicking the respective field on a Order List item. If the Request Date is clicked, a Calendar will appear and you can select the new Requested Service Date. A selection list is provided for the Technicians and you can select the new Technician Code from the list. When you return to the schedule, click any cell and the Work Order will appear under the date you have chosen.

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