Work Order Lists and Filtering

MC Express includes a number of predefined Work Order Lists. Once a list is opened, the work orders matching that list's criteria display. You can further refine the results displayed on any list using filtering and display order options. All lists are subject to any Repair Center or Shop filtering in effect.

Lists are displayed in descending order by Target Date or Requested Date, depending on your organization's configuration.

ClosedAvailable Lists

The following lists are available:

  • My Open Work Orders: Displays all open work orders assigned to you that have not yet been completed. This list is most commonly used to access work orders requiring your attention.

  • My Completed Work Orders: Displays all work orders assigned to you that have been completed, but not yet closed. Work Orders often remain open after initial work has been completed, and this list allows you to quickly find a recently completed work order.

  • All Open: Displays all open work orders, regardless of status (includes complete and not yet complete). This filter is typically used when a broader filter is needed to locate a work order that is not specifically assigned to you.

  • All Open (Unassigned): Displays all open work orders that are not yet assigned. This filter is typically used to quickly locate work orders pending assignment.

  • All Open (Not Complete): Displays all open work orders that are not yet complete. This filter is typically used to get a quick look at all open work orders that are pending completion.

  • All Open (Overdue): Displays all open work orders still pending completion that have a target date earlier than the current date. This filter is typically used to get a quick look at all overdue work orders.

  • All Closed: Displays all closed work orders. This filter is typically used to access a previously closed work order.

  • Custom: Opens a page displaying any predefined Custom Work Order Filters, if these have been defined by your System Administrator. There is an option on the Settings page to enable or disable this option.

ClosedDisplayed Information

The following information is displayed in each list:

  • Icon: An icon that provides a quick indication of whether or not the work order has been assigned, and whether or not it is a Preventive Maintenance (PM) work order. Work orders that are assigned have a person overlay. PM generated work orders display with an orange check mark.

  • Work Order Information: Each displayed work order displays the Work Order ID on the first row, along with the Target or Requested Date (depending on your organization's configuration).

    The second row displays asset information. For locations, only the Asset Name is displayed. For equipment, the Asset ID is displayed in parenthesis before the Name.

    The third line displays part or the work order reason.

  • Expanding Section: To the right of the date is an expanding section control to access additional information on the work order. Opening the expanding section expands the row so that you can see the complete work order reason, as well as the asset's location.

    Additional data may also display on the expanding section, depending on your organization's configuration. This feature gives you a quick method to view additional data that cannot fit on the regular display without having to open the work order. Tap the Up Arrow button to close the expanded view.

  • Gray Header Bar: The gray header bar at the top of the list includes three options:

  • Gray Footer Bar: The gray footer bar at the bottom of the page displays the total record count returned in the list.

ClosedOpen a Work Order

ClosedSwitch Work Order Lists

  1. Tap the list name on the gray header bar.

    A pop-up window opens.

  2. Select the list you want to view.

    To apply currently defined criteria to a different list:

    1. Tap the Filter button.

      Any currently specified criteria displays.

    2. Follow steps 1-2 above on the Filter page.

    3. Tap the Apply button.

      The previously defined criteria applies to your new list.

ClosedSet the Display Order on a Work Order List

The default order for the displayed Work Order List is defined on the Settings page.

Modify the order in which records are displayed:

  1. Tap the Order button on the Work Order List Header Bar.

    This button appears to the right of the Filter button.

    The Display Order page opens. The currently defined order displays.

  2. Select the value you want to sort by from the first field.

    An arrow is shown next to the field name to indicate whether the field will be ordered ascending or descending.

  3. If you want to sort by another value, select it from the Select Field field.

  4. Repeat step 3 as necessary.

  5. Tap the Apply button.

    The display order is saved.

ClosedFilter Work Orders in a List

The Work Order Lists already include default filter criteria. For example, the My Open Work Orders list is already filtered to include only work orders assigned to you that are not yet complete. The lists are also filtered to any specified Repair Center or Shop criteria defined on the Settings page.

Filter criteria is additive; as you specify more criteria, the resulting list will have fewer results.

  1. Tap the Filter button on the gray header bar.

    The Filter page opens.

  2. Select the field you want to filter by from the Select Field field.

    New fields appear on the page.

  3. Select the operator you want to use from the second field.

    Depending on the operator you selected, you may be prompted to enter text, select a record from a lookup, select a date, or some other function.

  4. Repeat steps 2-3 as necessary.

  5. Tap the Apply button.

    Your filter is applied.

ClosedFind a Work Order

There are two primary methods to locate a work order:

  • Global Search: You can use the Global Search feature to quickly find the record by entering or scanning the Work Order ID or another field that is checked in global search.

    Global search results do not allow any additional filtering, so the Filter button does not display when Search Results are displayed.

  • Filter Page: You can use the Filter page to define additional filter criteria to narrow down your list. From the Filter page you can add as much criteria as needed to find the desired record.

ClosedChange default Repair Center and Shop Filtering

To provide you expedient access to the work orders that are most important to you, MC Express allows you to specify any desired default Repair Center or Shop filtering. This is set globally and is in effect throughout your MC Express working session. The setting can be modified at any time.

If you only have access to data from a single Repair Center, you will generally not see Repair Center controls in MC Express.

Change the default filters for Repair Center and Shop:

  1. Tap the Menu button in the upper-right corner of the page.

  2. Select Settings.

  3. Make your changes.

  4. Tap Save.

    These settings will remain in effect as you work in MC Express, until they are reset.

ClosedTroubleshooting

These sections should help if you are having difficulty finding work orders.

ClosedNot Seeing All Work Orders that Match List Name

If you are not seeing the results you would expect for a Work Order List, there are three things to check:

  • First: Do you have any default Repair Center or Shop filtering in effect? Default filtering for Repair Center and Shop are defined on the Settings page and remain in effect as you work in MC Express, until they are reset.

  • Second: Do you have any additional filter criteria in effect? Filter criteria defined on the Filter page remains in effect until it is cleared, or until you select a new list from either the Home page or Work Order List page. If you have additional filter criteria in effect, the header on the list says "Filter Results."

  • Third: Your System Administrator may have restricted the data you see to ensure you have efficient access to the records that are most important to you. You may be limited to seeing work orders from particular Repair Centers or locations in the Asset List. You may also be set up to only see work orders after they have been approved by an administrator.

    For more information, contact your System Administrator.

ClosedDifferent results returned in the MRO/TWC

Users who work with both the MRO/TWC and MC Express may notice different results returned for the same filtering. If you are seeing different records with a selected filter such as All Open, you may have different Repair Center or Shop filtering in effect. Repair Center and Shop filtering are maintained independently in the two applications. In the MRO/TWC, these are set on the Home page. In MC Express, these are set on the Settings page, accessible from the Main Menu.

If configured to display, you can also access the Settings page by selecting the Active Filters row displayed at the top of the Home page.

There are also some slight differences in the work orders that are displayed when the My Open Work Order filters are used. Both applications display open work orders that are assigned to you, but there are two nuances that could return different results:

  • Unapproved Work Order Filtering: If your organization has an approval process for work orders, your system may have been set to prevent access to work orders until they are approved. If this is true, you will not see any unapproved work orders in your assignment list in MC Express.

  • Repair Center Filtering: The options in the MRO/TWC, My Open Assignments and My Assignments, display all work orders assigned to you, regardless of Repair Center filtering. This means if you have access to multiple Repair Centers, your assignments from all Repair Centers display, regardless of any filtering you have specified through List Criteria. In MC Express, your list will be filtered to whatever Repair Center you have specified to be in effect.

To see all work orders regardless of Repair Center, you can reset the filter to All Repair Centers.

 

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