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Work orders, templates, and alarms

The settings listed below apply to data types connected to the CDF Events resource type.

General work order settings

Use the Work orders tab to configure the settings below.

InField supports work orders from either SAP or Workmate, and some pages will look different depending on the source system for the work orders. Work orders are sorted by the due date for open work orders and the completion date for closed work orders.

The settings in the table below apply to work orders coming from any source system.

FieldDescriptionDefault value
Work order event type1Specify the value of the Type field for work order events in CDF.WorkMate: workorder

SAP: maintenance
Work order event subtypeSpecify the value of the Subtype field for work order events in CDF{ enabled: true, value: work-order }
Object list event type1Specify the value of the Type field for Object list events in CDF.WorkMate: WorkorderItem

SAP: maintenance
Object list event subtypeSpecify the value of the SubType field for Object list events in CDF.{ enabled: true, value: work-order-item }
Work order by object list fetch key1Specify the work order metadata field to fetch the Object list for a single work order.Workmate: WORKORDER_NUMBER

SAP: MaintenanceOrder
Work order ID metadata field1Specify the event metadata field that contains the unique ID of a specific work order.Workmate: WORKORDER_ID

SAP: MaintenanceOrder
Work order number metadata field1Specify the event metadata field that contains the work order number. Work order search filters based on WorkOrderNumber. The data must be in string format. See also the examples below.Workmate: WORKORDER_NUMBER

SAP: MaintenanceOrder
Work order title metadata field1Specify the event metadata field that contains the work order title. The data must be in string format.Workmate: WORKORDER_TITLE

SAP: MaintenanceOrderDesc
Work order user status metadata field1Specify the event metadata field that contains the user status. The data must be in string format. If a work order has multiple statuses, the string must have a format of either status1, status2, or status1, status2. See item 3 in the example below.Workmate: WORKORDER_STATUS

SAP: ConcatenatedActiveUserStsName
Work order system status metadata field1Specify the event metadata field that contains the system status. The data must be in string format.Workmate: WORKORDER_SYSTEMSTATUS

SAP: ConcatenatedActiveSystStsName
Work order status description metadata fieldSpecify the event metadata field that contains the status description.Workmate: WORKORDER_STATUSDESC

SAP: SystemStatusDescription
Work order discipline metadata field1Specify the event metadata field that contains the work order discipline. The data must be in string format. See item 4 in the example below.Workmate: WORKORDER_LEADDISCIPLINEDESC

SAP: MainWorkCenter
Work order due date metadata field1Specify the event metadata field that contains the work order due date. The data must be in string format.Workmate: WORKORDER_DUEDATE

SAP: LatestAcceptableCompletionDate
Work order completion date metadata field1Specify the event metadata field that contains the work order completion date. The data must be in string format.Workmate: WORKORDER_COMPLETIONDATE

SAP: MaintOrderReferenceDateTime
Work order item name metadata field1Specify the event metadata field that contains the work order item name. The data must be in string format.Workmate: WORKORDER_ITEMNAME

SAP: TechnicalObject
Work order description metadata field1Specify the event metadata field that contains the work order description. The data must be in string format.Workmate: WORKORDER_DESC

SAP: MaintenanceOrderLongText
Work order inserted date metadata field1Specify the event metadata field that contains the work order inserted date. The data must be in string format.Workmate: WORKORDER_INSERTEDDATE

SAP: CreatedOn
Work order metadata keys that are linksSpecify work order metadata fields that will be links in the user interface.Workmate: -

SAP: MaintenanceNotification
Work order discipline descriptionInsert the number of characters in the work order discipline to be displayed.Workmate: {prefixChars: 3, upperCase: true, }

SAP: {}
Work order details field mappingsClick to add unique fields in the work order’s metadata field to display on the Details tab for a single work order.-

1 required if the specific feature is enabled.

SAP work orders

These settings are made under Source-specific properties on the Work orders tab and are displayed when users open the Notification page from the sidebar or Overview page in InField. Scroll down to see examples from the UI.

FieldDescriptionDefault value
Notification details field mappingsClick to add notifications' metadata fields. These are displayed in the detailed view for a notification.-
Work order type metadata fieldSpecify the work order event metadata field key for a specific work order type. This data must be in string format. Note: This is different from the Work order event type above.MaintenanceOrderType
Work order active status keySpecify the work order metadata field that contains the work order active status.WorkOrderStatus
Work order non-active status valuesSpecify values for the field above that are non-active work orders. This is used for filtering.['CLSD', 'TECO']
Notifications event typeSpecify the value of the Type field for notification events in CDF.maintenance
Notifications event subtypeSpecify the value of the Type field for notification events in CDF.{enabled: true, value: "notification"}
Notification metadata keys that are linksSpecify a list of notification metadata fields that will display as links in the user interface.-
Notification id metadata fieldSpecify the work order event metadata field that contains the work order notification ID.MaintenanceNotification
Notification type metadata fieldSpecify the work order event metadata field that contains the work order notification type. This is different from event type. See also the examples below.NotificationType
Notification description metadata fieldSpecify the work order event metadata field that contains the work order notification description.NotificationText
Notification creation time metadata fieldSpecify the work order event metadata field that contains the work order notification creation time.CreatedOn

Work operations

In InField, the settings on the Work operations tab apply to the Operations tab for work orders.

FieldDescriptionDefault value
Work operations event type1Enter the value of the Type field for work operation events in CDF.Workmate: WorkorderTask

SAP: maintenance
Work operations event subtype1Enter the value of the Subtype field for work operation events in CDF.{ enabled: true, value: "work-order-operation" }
Work operations tab display name1Enter a name for the tab showing work operations in the user interface.Operations
Work operation id metadata field1Specify the work operation event metadata field that contains the work operation ID. The data must be in string format.MaintOrderOperationInternalID
Work operation name metadata field1Specify the work operation event metadata field that contains the work operation name. The data must be in string format.OperationDescription
Work operation number metadata field1Specify the work operation event metadata field that contains the work operation number. The data must be in string format.MaintenancOrderOperation
Work operation code metadata field1Specify the work operation event metadata field that contains the work operation code.WorkCenter
Work operation completed datetime metadata field1Specify the work operation event metadata field that contains the work operation completed date time.CompletedDateTime
Work operation details field mappingsSpecify the work operation metadata fields to display in the detailed view of a single work operation.

1 required if the specific feature is enabled.

Work plans

Work orders must be enabled on the Work orders tab for the settings on this tab to be relevant. Different methods of grouping work orders will be available for different source systems. You select the source system on the Work orders tab.

Date-based work plans

The list of work orders is displayed according to the date range.

FieldDescriptionDefault value
Section titleCustomize the display title of this section in the user interface.Work Plan
Date filter keySpecify the property on work order event objects that the date range filtering will be based on. This must be a top-level property that supports min/max filtering and cannot be a metadata property.startTime
Start day of weekEnter the first day of each week.sunday
Work order by date range field mappingsAdd fields to display in the grid displayed for each work order.-

Revisions/Work packages

In InField, the Revision section is displayed with the active work plans, and users can browse through work orders and open work orders as checklists.

FieldDescriptionDefault value
Revision event type1Specify the value of the Type field for revision events in CDF.maintenance
Revision event subtype1Specify the value of the Subtype field for revision events in CDF.{ enabled: true, value: "revision" }
Revision ID metadata field1Specify the work operation event metadata field that contains the revision ID.RevisionID
Revision Name metadata field1Specify the work operation event metadata field that contains the revision name.RevisionName
Revision StartDateTime metadata field1Specify the work operation event metadata field that contains the revision start date time.RevisionStartDateTime
Revision EndDateTime metadata field1Specify the work operation event metadata field that contains the revision end date time.RevisionEndDateTime
Revision type metadata fieldSpecify the metadata field name that will be used to retrieve different types of revisions. For example, to retrieve revisions with the RevisionCode metadata field “WP - Work plan” and “RW - Active revisions” and display them using different sub-headers.typedRevisionFilterOptions.revisionTypeFieldName

1 required if the specific feature is enabled.

Supported revision types

FieldDescriptionDefault value
Value to identify the revision typeThe value of the field specified in the revisionTypeFieldName to identify the revision type.-
Exact match filtersSpecify revisions with exact metadata matching these key-value pairs to display.{ RevisionCode: 'WP - Work Plan', }
Exact match negative filtersSpecify revisions with exact metadata matching these key-value pairs not to display. This is applied after the Exact match positive field above.{RevisionItemNames: 'N/A',}
Work order by revision field mappingsSpecify the work order metadata field to display in the detailed view of a single work order when viewed from within the revisions feature.-
Display as flat list (do not group revisions by status)Select to display revisions one list or clear to displays revisions sorted by status Active revisions (meradata.StatusShortList === ["REL"] ) and Other revisions.-
Revisions list display optionsCustomize how the list of revisions is displayed in the user interface.-

WorkMate work orders

These settings are made under Source-specific properties on the Work orders tab.

FieldDescriptionDefault value
Equipment history by asset field mappingsSpecify the equipment history metadata fields to display as equipment history for an asset.-
Equipment history by work order field mappingsSpecify the equipment history metadata fields to display as equipment history for work orders.-
Active filterClick to add a key-value list to get an exact filter for retrieving active work orders.-
Equipment history event typeEnter the value of the Type field for equipment history events in CDF.EquipHistTag
Equipment history event subtypeEnter the value of the Subtype field for equipment history events in CDF.{ enabled: false, value: "equipment-history" }
Equipment history tag metadataSpecify the equipment history metadata field that will display as links in the user interface.[WORKORDER_NUMBER]

Templates

The settings you configure on the Templates tab provide permissions to create checklist templates for routine round tasks.

FieldDescriptionDefault value
Templates admin listEnter email addresses for users that can create and edit checklist templates.[]

Alarms

Optional: Use the settings on the Alarms tab to show the alarms page instead of the default home. This setting is only relevant to a few customers.

FieldDescriptionDefault value
Override homepageTurn on to show the Alarms page instead of the default home page.false

Examples of SAP work orders

See below for a few examples of how SAP work orders look in InField.

SAP Work orders on the Overview page

View work orders from SAP on Overview page

SAP Work order details

View work order details from SAP

SAP Object list

View Object list from SAP

SAP Notifications

Notifications details for SAP