Services

Created by Russell Harland, Modified on Thu, 29 Aug at 3:31 PM by Russell Harland

Purpose:


ZoneMaintenance service is to present the status of the services scheduled, in progress or stopped. This enables people managing the service to see what is happening and to manage the jobs that are assigned to their department.


This screen provides this capability along with the following

    – Service status

    – Service progress

    – Service assignment

    – Service information

Drill into the work order hyperlink to see more specific information about the Service.


The coloured bars in the Completed column indicate the percentage completed and the colours indicate if the job is within or outside the estimated times. Green is within the estimated times while yellow is greater than 5% and red if greater than 10% of the estimated times.


There are different status's to a job

   1. Schedules

   2. In Progress

   3. Checked Out

   4. Stopped

   5. Stopped (Tasks Skipped)

   6. Complete





Use the dropdown filter options to refine your view of the Services

    – By status

    – By timeframe

    – By department


Also the search option can refine your view even further.


Process:


1. Register


Register a Service or Services either by

    – Individual registration – Add New

    – Or Import from CSV file


NOTE: This function is available to personnel that have been assigned this via their position allocation within the policy group rules.


Use the template to import the scheduled Services in one upload. 

Ensure that the upload file is saved as a csv UTF-8 Encoded format.


Click to follow the walk through process: https://app.storylane.io/share/cvhpykchee9b




Upload Format



2. Changing Views:


Changing view to a Gantt view is easy as clicking on View Chart button.


The Gantt chart will show the Services based on the filters selected.


Drill into the Service at the work order hyperlink.


Click on the View List button to return to list screen.


More work is going to be developed into this screen to provide more information.



3. Service Details:


Clicking on the work order number hyperlink takes you to the Service detail screen where you can see

    – Details

    – Service progress information

    – People that have or are working on the Service

    – Notes sent to or returned from the field


Download service report PDF option top right.


Click on the link to go through the walk through process: https://app.storylane.io/share/bnaotttpdc37




4. Impacts


Impacts are reported skipped tasks, pauses or stoppage to the Service by the person performing the Service.


Each of these are defined with a type and listed on this screen

    – Impact

    – Reason

    – User name

    – Date and time


Within analytics to will be able to see the overall impacts based on the filters you submit in a graphic format.



5. Defects


Any defect on the Service for this role can be seen on this list screen.


Click on the defect number hyperlink to open the defect in a new tab.




6. Condition Monitoring


Trending of the numerical questions presented to the end user can be viewed


Select which question you wish to view to see the trending value captured during the last 10 Services that have been completed to this actual serial number, the segment and the role that performed that Service.



Click on the ! icon to take you to the actual defect details or hover over to see more information.


7. Times


Clicking on the times tab presents the actual vs estimated times to perform the Service for this segment and role.


Click on the graph to drill down to the next available levels.



8. Service Report


A summary report of the work performed for the interval and role


This report can be printed or converted to a PDF via the print button top right of the screen


The report provides

    – Service header details

    – Tasks and questions performed by name with date and time of completion

    – Answers to questions

    – Signatures of stopped or completed Services

    – Defects reported during the Service

    – Also shows task that have not been completed if the Service has been stopped



9. Change Status


You can change a service/job status by clicking on the button top right of screen.

Select what status you wish to change to and a reason.


This will change the service/job status and can be found via the filter of that status for future needs.




10. Change Multiple Service Status


This function enables you to change the status to multiple services/jobs of the same status to a new status.


1. Select which services/jobs that you wish to change

2. Click on the Change Status button top right of screen

3. Select the Status and reason to confirm



11. Services in Progress or Checked Out


When a service/job is “In Progress” no one can reuse or access this work order. But a problem can occur if a user does not stop or complete the service sign off process within the WIFI area, the work order stays “In Progress” and no one can access it.

A way to change this status is to go into the In Progress work order and click on the “Reset Service/Job” button. 

In doing this you risk the chance of losing data since the last time it sync'd.


Check the service report to see when that was as there will be information captured at the last time it sync’d to the database.




A checked out service/job is downloaded to the device and generally off line in a non WIFI area.

It is up to the user to ensure that the service/job is checked back in when they return to WIFI coverage.

There is no way to recover this information without the user logging into the same device and checking it back in.



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