1. Prioritizing Work Order: Managing Work Orders by Priority, Task, Proximity
Vincent Yee, P.E.,
User Conference | October 19, 2016
1:00 pm – 1:30 pm

2. How to prioritize work orders & manage work flows?
Too many work orders
Identifying My WO and All WO
Filtering WO
Sort WO
Assigning work flows to staff

3. Prioritizing Work Order from List
Search for specific WO by number, WO date, start date, end date, asset name, asset number, address, description [UX]
Tree: Status, Priority, Type, Task, Crew, Department [O]
Filters: Department, Lead, Supervisor, Crew, Type, Priority, Status, [O]
Sort: Number, Date, Start Date, End Date, Priority [UX]
Color coded Priority & Status [UX]

4. Prioritizing Work Order from Grid
Use funnels to search or narrow down WO [UX]
Search or funnel every field [O]
Group WO by fields by dragging [UX]
Remove columns & fields not used [UX]
Save user grid view for future [UX]

5. Prioritizing Work Order from Map
WO are mapped with color coded priority pins [UX] [O]
Type in address for user location or user location service (if available) [UX] [O]
Hover over pins to see summary [UX]
Use map to identify proximity to WO [O]
Utilize slider to see more details to narrow search [UX]

6. Live Presentation of Prioritization Work Order Module

7. Questions
Vincent Yee, P.E.
User Conference | October 19, 2016
1:00 pm – 1:30 pm
Prioritizing Work Order: Managing Work Orders by Priority, Task, Proximity