Define Filter for Work Order Operations

Explanation

This activity is used to define a filter for work order operations. The filter is used to control the data displayed in the work list in the Work Order Operation List window.

It is possible to define the filter for a particular site, craft, operation status, period of time, team or maintenance organization. When a site is defined for the filter, only the operations belonging to the work orders on this site will be displayed in the work list. When a craft, team or maintenance organization is defined for the filter, only the operations with this craft requirement, maintenance team or maintenance organization are displayed. You can further filter data to display all operations for work orders, operations for work orders in either the Started or Released status, operations instead of allocations or only the allocations for a particular employee. When a date range is given, operations will be filtered as per the specified dates.

Prerequisites

N/A

System Effects

As a result of this activity, the operation filter is created and can be used to filter the data that will be displayed in the work list in the Work Order Operation List window.

Window

Operation Basic Data

Related Window Descriptions

Operation Basic Data
Operation Basic Data/Operation Filters

Procedure

  1. Open the Operation Basic Data window.
  2. Click the Operation Filters tab and create a new record (F5).
  3. In the Filter ID field, enter the ID of your operation filter.
  4. In the Description field, enter a description of the filter.
  5. If the filter is to be defined for a site, enter the ID of the site in the Site field. Use the List of Values to select a valid value.
  6. If the filter is to be defined for a particular craft, enter the ID of the craft in the Craft field. Use the List of Values to select a valid value.
  7. Select the Selection All check box if all operations on work orders applicable to you are to be displayed in the work list.
  8. Select the Selection Released check box if all operations on work orders in the Released status are to be displayed in the work list.
  9. Select the Selection Started check box if all operations on work orders in the Started status are to be displayed in the work list. Note: Only one of the three check box can be selected at any given time.   
  10. Select the Auto Start Populate check box if you want to automatically retrieve the filtered operation list when opening the Work Order Operation List window.
  11. If needed, enter a valid date range in the Period Min and Period Max fields. Note that the planned start date of the operation must be within the specified date range relative to the system date in order to be displayed in the work list.
  12. If a filter is to be defined for a team, enter the identity of the team in the Team ID field. Use the List of Values to select a valid value.
  13. If a filter is to be defined for a maintenance organization, enter the identity of the maintenance organization in the Maint Org field. Use the List of Values to select a valid value.
  14. Select the Show Operations check box if only operations should be displayed in the work list.
  15. Select the Show Allocations check box if only allocations for a particular employee (matching the filter criteria) should be displayed in the work list.
  16. Save the information (F12).