Hi Tim,
I've designed a portlet for our various crew supervisors' start centers that breaks out their crews' work orders by technician, using an established query from Work Order tracking, and displaying it as a Pie Chart. It ends up looking like this, and
is interactive, so you can click on a piece of the pie and be brought to a list of technician's work orders in WO Tracking:
Is that what you were looking for? If so, here's how we got those results:
Go into work order tracking, and craft/save a query that looks for work orders that fall under the responsibility of each supervisor - whether that means including all their leads (techs), or their work groups, or crew assignments, will depend on how you track assignment to a specific supervisor. In my example above, we don't use the supervisor/person relationship from their Labor records, as that's more complicated than I need to get; I can get the same results searching by work group (persongroup) and/or crew designation in the WO tracking query.
Once you have that query saved, go back to the Start Center and create a new result set portlet.
Use WOTRACK for the application, and find/select that query that you just crafted.
In the "Selected Fields" section, select only the "Work Order" and "Lead" fields like this setup that finds all our Mechanical crew's work orders and displays them by lead (like the pie chart photo above):
Click the "Chart Options" tab to select the kind of chart to display; select "Bar" or "Pie" in the Chart Type drop-down, and enter "LEAD" in the "Display By" field to tell Maximo to break the chart out according to who's in the LEAD field in each one.
Pro tip: This is also a great way to instantly see how many of your work orders *don't* have LEADS filled in. Click the "Finished" button there to go back to the Start Center to see how it looks.
Let me know if you have any questions. Hope that's helpful!
-Amy Briggs
Jackson Laboratory
Bar Harbor, Maine
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Amy Briggs
Maintenance Planner
The Jackson Laboratory
Bar Harbor, ME
207-288-6356
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Original Message:
Sent: 04-05-2021 14:04
From: Tim Pratt
Subject: Methods for easily viewing Assignments on in progress work orders
Hi all, I'm wondering if people could share some best practices for easily viewing work order assignments in Maximo as a supervisor. I don't see great out of the box functionality for a supervisor to log in and quickly see how many work orders are assigned to each of the front line techs that they are responsible for assigning work to.
A little background on our configuration: We have added a field in the Person Group application called 'Role' with options of technician and supervisor. When a work order is created (WAPPR) it creates assignments for supervisors to review and approve work orders (APPR) and to assign a technician(s) for completion. This creates a workflow assignment for the technicians to do their work and get the work order to a status we defined as 'STAFFCOMP' which is a synonym of 'APPR' that allows supervisors to review and determine if any more work needs to happen before it is completed.
We have built a Supervisor Start Center that accomplishes a number of things well. We have portlets for work orders that need to be approved/assigned, work orders that need to be reviewed, work orders recently completed, those in wmatl/wpcond status, and so on. The one thing we do not have is good visibility for supervisors to see things that are in between waiting to be approved and things that are complete, broken down by who is responsible for them.
We attempted to implement a solution that would display a chart in a result set by leveraging the relationship ASSIGNMENT.LABORCODE only to determine that Maximo is not capable of doing this correctly. Two issues occurred for us (1) All labor assignments for all work orders were displayed even when the query should have filtered it down to just areas of responsibility for the logged in Supervisor and (2) The expected Maximo behavior of clicking on a start center bar chart and having results filtered to just that bar didn't work. This was all reported and documented in APAR IJ00632. IBM tells us that there is no solution for this issue at this time.
My question for this group is, how are people accomplishing this? How do you view the current workload of technicians as a supervisor in a simple way? We want to be able to have supervisors quickly and easily access this information to make decisions about who on their team has capacity for additional work orders to be assigned to them. Any thoughts are appreciated.
#WorkManagement
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Tim Pratt
Bates College
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