Open the 
Whiteboard by Task Detail 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
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.
No. Orders Drilldown
Where the No. Orders drilldown provides a list of all Orders, the PO (Planned Order) Time and RO (Released Order) Time drilldown shows the line detail from each Work Order.
Released Orders Time Drilldown
The second segment of the Task Whiteboard provides a matrix; rows of Personnel and/or Outside Service Providers intersecting columns of calendar dates.
Task Whiteboard Matrix Section
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 Name list. At the intersection of the Name row and the day column, Cells are formed.
A Cell contains the total Time, based on the Estimated Time found in the Work Order Steps, assigned to the Person or Outside Service Provider for a specific day. This summation of time is shown for each Person or Outside Service Provider the value to the right of the "Time =" identifier. Under time, there is a percentage shown. This percentage is calculated by dividing the Daily Hours Available, found on the Personnel Card General Tab, by Time.
The first calendar date shown on the Task Whiteboard is a calculated date. When the Whiteboard is started, it first finds the oldest Requested Service Date among all Released Work Orders. To that Date, the number found in the Whiteboard Period Start is added forming the first date used by the Task Whiteboard.
In the third segment of the Task Whiteboard, information is displayed relating to the Steps on the Work Order(s) assigned to the filtered Personnel or Outside Service Provider for a specific day. As you click on the Whiteboard Cells, the information in this section changes to reflect the Order(s) represented by the Cell.
The fourth segment of the Task Whiteboard shows information about each item in the Task List. While moving up or down the Orders List, information about an individual Work Order is displayed in this segment. For example, as you move through the Step List, the Work Order and Step Descriptions are shown. If you choose, you may add a Comment or Note to a Work Order header or step by clicking the Comments or Notes button. Once either button is clicked, the appropriate form will be displayed for use.
The Task Whiteboard is designed to facilitate changing of the information on an 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 Step List on the Whiteboard contains the Order number. By clicking this field, the Work Order may be selected from a list and displayed. From the Work Order form, you may perform all of the operations described in the Work Orders section of this User Guide.
Changing specific Work Order Step information found under the Scheduled tab, may affect the content of the Task Whiteboard. When the Technician, the Outside Service Provider or the Requested Service date is changed, the content shown on the Whiteboard will change.
Depending upon how the Task Whiteboard filters are set, you may change the content on the Whiteboard by changing the Region or Facility on a Work Order. Changing the Technician on the Step of a Work Order will not change the content on the Whiteboard. Steps shown on the Whiteboard are organized by the Technician in the Work Order header.
If you choose, you may change the date(s) or the Technician on a Step within a Work Order from the Steps List without opening the Work Order form. This is accomplished by clicking the respective field on a Work Order List item. If a date is clicked, a Calendar will appear and you can select the new 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 technician and/or date you have chosen.
Change Dates from the Step List
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