Show TOC

Process documentationConfiguration of Order and Notification List POWL

 

You use this process to configure the personal object worklist (POWL) used to generate lists of maintenance orders and maintenance notifications.

Process

  1. Define queries

    A query defines the content of the worklist. You must create one or more queries the first time you open the corresponding iView. You can define queries to generate worklists of the following object types:

    • Order

    • Notification

    • Order/Notification

      This object type allows you to generate a worklist that contains both orders and notifications.

    To create a new query, follow the standard procedure for defining queries. A default query template is available for each of the above object types. For more information, see Define New Query.

    The following table lists the selection criteria that are available for creating queries:

    Object Type

    Available Selection Criteria

    Order

    • Order

    • Order type

    • Start date

    • End date

    • Outstanding

    • In process

    • Completed

    • Historical

    • Functional location

    • Equipment

    • Planner group

    • Planning plant

    • Work center

    • Maintenance plant

    Notification

    • Notification

    • Notification type

    • Start date

    • End date

    • Outstanding

    • Postponed

    • In process

    • Completed

    • Functional location

    • Equipment

    • Planner group

    • Planning plant

    • Work center

    • Maintenance plant

    Order/Notification

    All of the above selection criteria

    Note Note

    If you have activated business function Simplified Management of EAM Functions 3, you can use additional selection criteria for configuring your own personal worklist.

    End of the note.

    You can improve performance and make your worklists more manageable by specifying in the query the maximum number of entries that can be displayed. In addition, it is possible to define queries using dynamic dates, so you can have lists that display orders and notifications within a specific time frame based on the current date.

    Example Example

    You want to generate a worklist of all orders to be completed within the next two weeks. When maintaining the selection criteria, you choose Define Calculated Dates and enter Today as the End Date From, Today Plus N Day(s) as the End Date To, and 14 as the number of days.

    End of the example.

    After you have defined a query, you can change it by choosing the corresponding link. For more information, see Change Query. Administrators can define standard queries and set up authorizations. For more information, see Setting Up Personal Worklists.

  2. Personalize query display

    Once you have created queries, you can configure how they are displayed. For example, you can activate and deactivate queries, make one query the default, specify whether multiple queries are displayed as links or tab pages, group queries into categories, and so on.

    For more information, see Personalization.

  3. Customize worklist view

    You can customize the way in which information in your worklist is displayed by choosing Settings. For example, you can select, hide and sort columns, create filters, change the layout, and so on. For more information about the available settings, see View with Settings.

    After you make your settings, you have different options for saving:

    • You can save you settings for the duration of the current session by choosing Apply.

    • You can overwrite the settings of the current view by choosing Save.

    • You can save your settings as a new view by choosing Save As...

    Note Note

    • If you just choose OK without saving your settings, then they are only valid for the current session.

    • You can make a view the default view initially when you save it by choosing the corresponding checkbox, or later by choosing Properties and then the corresponding checkbox.

    • A view is always related to one query. This means that you have to make your settings for each query individually and save your settings in a view for each query.

    End of the note.

    You can switch between views by making a selection from the corresponding dropdown list above the worklist.

More Information

Personal Worklist