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You can view and interact with the planned work on the Overview and the Schedules tabs. On the Overview tab, you’ll see all planned activities divided into Work orders (maintenance work) and Checklists (operator rounds). You can assign these activities to a group of users (disciplines), such as all electricians, or directly to specific users. Also, you can suggest a start and end date for each activity, but these are only used for sorting.
Overview page navigation
On the Overview tab, you can: ➀ Change location — switch between different work locations. You can also select your profile at the top right > Manage account > Select location. ➁ Search and filter — adjust the table view with the search field, date picker, number of columns and save the view as a filter. ➂ Create and assign — create checklists from a work order or its tasks and assign or reassign work orders and checklists. ➃ Change view — switch between the Work orders and Checklists view.
  • Work orders
  • Checklists
The Work orders tab shows the work orders imported from a work management application, such as SAP. Here, you can:
  • View work order details with a list of tasks (operations) to perform. Expand the task to see if it applies to several assets.
  • Select Create & Assign to create a checklist from work order tasks. Once you create the checklist, you can check its progress by selecting the number of tasks in the Checklist Progress column.
  • Create checklists from several work order tasks relevant to a field worker. If there are tasks left, you can also create another checklist. The work order will remain in progress until field workers complete all tasks in the work order.
When planning the work, you can also use Search to find and analyze time series, assets, and documents in your selected location.

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Create filters

On the Overview tab, you can adjust the filters to view the most relevant data and save the selection as a filter.
Create filters
➀ Create — save selected filters and create a filter preset you can use later. ➁ Select — select the saved filter preset to view relevant information. ➂ Edit — change saved filters, make them default, or delete them. To create a filter for columns:
1

Configure columns

Select Hidden columns, select the columns to display, reorder them if needed, and select Apply.
2

Filter and sort

For example, select a certain checklist status.
3

Save the filter

Next to Clear filters, select the dropdown arrow and save the filter.
4

Name the filter

Name and save the filter.
In the dropdown, you can see a list of all created filters. You can select a filter to apply to the Overview tab or make it default for the tab.
You must create separate filters for work orders and checklists. Search results and a date range don’t apply to the filter preset.

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Create checklists from work orders

A checklist is a task or a list of tasks created from a template or created from a work order. You can create a checklist from a work order or its tasks (operations) only manually.
1

Navigate to Work orders

Go to Overview > Work orders.
2

Select work order or tasks

Create a checklist from a work order or several work order tasks:
  • Select the work order to create a checklist from all tasks within it.
  • Expand the work order and select the operations you want on your checklist.
A work order can consist of one or several operations. Operations are individual steps in an order or individual tasks in a checklist. Some operations that come from the work management system, such as SAP, have an order or an operation number. One operation in a work order can generate several tasks in a checklist if several operations have the same order/operation number and the same work order number (parentActivityId).

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Track and complete tasks

As the field workers complete the tasks on a checklist, they update the status and add relevant images, measurements, and observations. You’ll find the status of all activities along with their progress on the Overview tab, where you can sort the columns and select relevant dates. To set the status for a checklist or work order, select the item > More options (…) > Set checklist to > Done. You can’t update checklists or work orders with the status Done. However, extended access lets you change the status to In progress and update the checklist. The meaning of the checklist status colors.
ColorMeaning
GreyThe operator hasn’t completed any tasks.
GreenThe operator completed the checklist and all tasks have the OK or Not applicable state.
BlueThe operator has started, but not completed, the checklist.
RedThe operator set the state of at least one of the tasks to Not OK or Blocked.

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View scheduled work

The features described in this section are currently in beta testing and are subject to change.
On the Schedules tab, you’ll see all planned activities created from templates manually or automatically. As a template and checklist admin, you can view the checklists planned for the current and upcoming weeks and what has already been worked on, and move planned work to Ready.
Schedules page navigation
On the Schedules tab, you can: ➀ Select a work week — select the week to view details of checklists for past, current, and upcoming weeks. ➁ View checklists — review the checklist details, such as its status and assignees, who created it, and when the checklist becomes Ready. Here you can view Planned checklists. Planned is a transition status, meaning that the template is Ready and scheduled, but the checklist isn’t Ready to start work on yet. Once the checklist reaches the scheduled date, it changes the status to Ready. ➂ Move checklists to Ready — manually transition checklists from Planned to Ready if you want field workers to start working on scheduled checklists before the planned date. ➃ Preview checklists — select a checklist to preview the tasks details before starting work.
You can move checklists only in the Planned status.

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Template and checklist status flow

Study the flowchart to see how template and checklist statuses interact and the key differences between them.