Plan, schedule, and assign activities

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.

On the Overview tab, you can:

➀ Search and filter — adjust the table view with the search field, date picker, number or columns and save the view as a filter.

➁ Create and assign — create checklists from a work order or its tasks and assign or reassign work orders and checklists.

➂ Change view — switch between the Work orders and Checklists view.

Work orders

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.

Checklists

The Checklists tab shows recurring tasks generated from templates that are created by an admin on the Templates tab. Here, you can:

• View the checklist details.
• Assign or reassign checklists.
• Track and complete checklist tasks.
• Delete checklists. If the field worker collects the data before you delete the checklist, the data is saved and stored in InField. You can only restore the deleted checklist through the Cognite API.

tip

When planning the work, you can also use Search (🔍) to find and analyze time series, assets, and documents in your selected location.

To switch from one location to another, select your initials in the top right > Manage account > Select location.

Create filters

On the Overview tab, you can adjust the filters to view the most relevant data and save the selection as a filter.

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.

➃ Find missing checklists — check if you have checklists that weren't created according to the schedule.

To create a filter for columns:

1. Select Hidden columns, select the columns to display, reorder them if needed, and select Apply.
2. Filter and sort the columns. For example, select a certain checklist status.
3. Next to Clear filters, select the dropdown arrow and save the filter.
4. 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.

note

You must create separate filters for work orders and checklists. Search results and a date range don't apply to the filter preset.

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. Go to Overview > Work orders.
2. 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).

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.

Color	Meaning
Grey	The operator hasn't completed any tasks.
Green	The operator completed the checklist and all tasks have the OK or Not applicable state.
Blue	The operator has started, but not completed, the checklist.
Red	The operator set the state of at least one of the tasks to Not OK or Blocked.