Work Management is a Kanban system (a visual work management method organized in columns) that lets you view the workflow clearly and intuitively. It offers a real-time view of the status of work orders, from request to completion, and control over each stage of the maintenance process.
Work Management is available in Work | Work Management.
With Work Management, you can:
Identify operational problems and remove obstacles that delay interventions;
Prioritize tasks, giving priority to the activities with the greatest impact on operational continuity;
Improve communication within the team, aligning all members on the objectives;
Increase productivity, reducing waiting times and optimizing the sequence of jobs.
View columns and cards
Work Management is made up of four columns, which represent the life cycle of maintenance work orders:
Upcoming: preventive maintenance events or requests with no associated work order;
To Do: orders under analysis and decision;
In progress: orders being executed;
Done: orders that are completed and closed.
Each event or work order appears on a card, in the corresponding column.
Each column can be collapsed horizontally to free up space on the screen. In a collapsed column, the sort and create work order buttons are hidden.
A maximum of 200 records are displayed per load. When you scroll, the remaining records are loaded. Only the records of the selected company appear.
Search and filter
The top bar of Work Management lets you quickly find the work orders you need. The defined filter and sort criteria are applied to Work Management. The bar has the following elements:
Element | Description |
|---|---|
Search | Text search on the work order key and description. |
Saved filters | Button to access the saved filter and sort settings. |
State | Highlighted filter by work order state. |
Date | Highlighted filter by date range, applied to the expected date. By default, it shows the last 30 days. Empty ranges are not allowed. |
Filter panel | Button that gives access to the remaining filters. |
Expand/collapse cards | Button that expands or collapses the cards of all work orders. |
In the Filters button on the top bar, you can filter by:
Filter | Description |
|---|---|
Workshop | Work order workshop. |
Technician | Technician, displayed by name. If a workshop is selected, only the technicians of that workshop are displayed. Otherwise, all of them appear. |
WO Type | Work order type. |
Priority | Priority level. |
Asset | Asset, displayed as code – description. |
Unassigned only | Checkbox, cleared by default.
|
By default, the panel filters are empty. You can apply the selected values or clear the filters.
In the Upcoming column, you can choose the type of element that is visible:
All: requests and preventive maintenance events (default option);
Requests: only requests;
Preventive: only preventive maintenance events.
The applied filter is saved.
Sort the cards
Each column has a button to change the sort order. You can sort by:
Expected date;
Expected end date;
Priority.
By default, work orders are sorted by expected date descending. When sorting by priority level, the Order field defined in each priority level is used, in Settings | General | Priority Levels.
Save filters and sorting
To avoid repeating the same search every time you enter Work Management, you can save the filter and sort values in custom configurations:
You can save several custom configurations, up to a maximum of 10 per user;
When you enter Work Management, the last selected configuration is displayed and applied;
Filters are saved per company, since they refer to assets.
To apply a saved configuration, use the saved filters button, on the top bar of Work Management.