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Prerequisite
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Before performing actions on the Summary mode page, ensure that:
• You can view the Summary mode if you must have supervisor permission even if you are not logged in as a technician at the covered location. For more information, see Default Queue Modes by User Role.
• You have access to the Summary mode. For more information, check with your administrator.
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The search results display the number of queue items that match the selection criteria. For example, “Showing 27 of 27” indicates there are 27 queue items that belong to the selected depot location, workstation, and type of Work Plan.
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The default selected date range is “Next 14 Days” for the selected depot location.
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The Summary mode displays both assigned and unassigned records for all the three tabs: Workstation, Serial Number, and Technician tabs.
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Field/Button
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Description
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Workstation
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Specifies the total number of workstations displayed including assigned and unassigned workstations.
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Workstation Name
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Specifies the name of the workstation on the card headers.
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Quick Summary
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Lists the summary of the workstation displayed under the Workstation Name with the following details:
• Work Plans – Total number of work plans
• Work Order – Total number of work orders
• Due Date – Summary header of the Start Date and End Dates for the work plans
• Estimated Time Left – Total estimated duration of all work plans
• Priority — Indicates the highest priority amongst all the listed priority of queue items. For example, if there are High, Medium, and Low, then High is displayed. If there are only Medium and Low priority items, then Medium is displayed.
• Progress Bar – Total number of tasks completed out of the total number of tasks assigned for the workstation
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Expand all/Collapse all
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Expands or collapse workstation cards if there are more than one workstation for selected filters.
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Priority
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Specifies the Work Order’s priority, such as High, Medium, or Low, for the associated queue asset. This allows Supervisors to identify urgent queue items and schedule others for later.
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Progress
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Highlights the progress of the repair process for a Work Order. It also includes the total number of tasks, including completed and cancelled.
For example, 2/14 to display 2 tasks out of 14 tasks are either completed or cancelled.
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Current Workstation
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Displays the name of the workstation, where the technician executes the work plan.
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Work Plan
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Indicates the work plan associated with the workstation.
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Due Date
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Displays the due date to complete the repair of queue items in dd/mm/yyyy format and time. This also highlights queue items in red that are Past Due or Due date at-risk.
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Serial Number
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Indicates the serial number of the queue asset or product.
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All Tasks
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Lists the total number of tasks and a pie chart with different statuses of the tasks:
• Complete
• In Progress
• Hold
• New
• Cancelled
• Waiting
• Others
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Task in Progress
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Indicates the count of the in-progress tasks. It displays the list of technicians with the number of tasks assigned.
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Save all changes/ Discard all
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Buttons to save or cancel changes made in the view.
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Field/Button
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Description
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Serial Number Group
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Specifies the total number of serial number cards displayed.
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Serial Number Name
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Specifies the name of the serial number.
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Quick Summary
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Lists the summary of the serial number cards displayed under the Serial Number Name with the following details:
• Work Plans – Total number of work plans
• Work Order – Total number of work orders
• Due Date – Summary header of the Start Date and End Dates for the work plans
• Estimated Time Left – Total estimated duration of all work plans
• Priority — Indicates the highest priority amongst all the listed priority of queue items. For example, if there are High, Medium, and Low, then High is displayed. If there are only Medium and Low priority items, then Medium is displayed.
• Progress Bar – Total number of tasks completed out of the total number of tasks assigned for the workstation
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Expand all/Collapse all
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Expands or collapse serial number cards if there are more than one serial number cards for selected filters
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Priority
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Specifies the Work Order’s priority, such as High, Medium, or Low, for the associated queue asset. This allows Supervisors to identify urgent queue items and schedule others for later.
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Progress
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Highlights the progress of the repair process for a Work Order. It also includes the total number of tasks, including completed and cancelled.
For example, 2/14 to display 2 tasks out of 14 tasks are either completed or cancelled.
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Current Workstation
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Displays the name of the workstation, where the technician executes the work plan. The date when the workstation was assigned to the technician is also displayed. The Current Technicians list all the technicians that belong to the selected workstation.
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Work Plan
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Indicates the work plan associated with the serial number.
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Due Date
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Displays the due date to complete the repair of queue items in dd/mm/yyyy format and time. This also highlights queue items in red that are Past Due or Due date at-risk.
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Serial Number
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Indicates the serial number of the queue asset or product.
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All Tasks
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Lists the total number of tasks and a pie chart with different statuses of the tasks:
• Complete
• In Progress
• Hold
• New
• Cancelled
• Waiting
• Others
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Task in Progress
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Gives the count of the in progress tasks. It displays the list of technicians with the number of tasks assigned.
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Save all changes/ Discard all
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Buttons to save or cancel changes made in the view.
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Field/Button
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Description
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Technician Group
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Specifies the total number of technician cards displayed.
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Technician Name
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Displays the name of the technician.
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Quick Summary
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Lists the summary of the technician cards displayed under the Technician Name with the following details:
• Work Plans – Total number of work plans relevant to the selected technician
• Due Date – Summary header of the Start Date and End Dates for tasks
• Estimated Time Left – Total estimated duration of all work plans
• Priority — Indicates the highest priority amongst all the listed priority of queue items. For example, if there are High, Medium, and Low, then High is displayed. If there are only Medium and Low priority items, then Medium is displayed.
• Progress Bar – Total number of tasks completed out of the total number of tasks assigned for the workstation
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Expand all/Collapse all
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Expands or collapse technician cards if there are more than one technician cards for selected filters.
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Status
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The status of tasks indicated in different colors:
• Complete
• In Progress
• Hold
• New
• Cancelled
• Waiting
• Others
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Task
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Indicates the name of the task with Estimated Time left to complete the task.
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Work Plan
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Displays the work plan relevant to the selected task.
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Task Due Date
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Indicates the due date to complete the task in dd/mm/yyyy format.
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Assign To
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Specifies that the selected task to a different technician.
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All Tasks
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Lists the total number of tasks and a pie chart with different statuses of the tasks:
• Complete
• In Progress
• Hold
• New
• Cancelled
• Waiting
• Others
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Task in Progress
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Indicates the count of the in progress tasks. It displays the list of technicians with the number of tasks assigned.
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Save all changes/ Discard all
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Buttons to save or cancel changes made in the view.
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