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Nikki Ruehle
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Work Territory page

 

 

 

Work Record source table

Work Territory

Related records source table

Work Assessment

Where Clause

WORKTERRITORYID = '{WORKTERRITORYID}'

 

 

Work Record source table

Work Territory

Related records source table

Restriction Area

Where Clause

WORKTERRITORYID = '{WORKTERRITORYID}'

The Related Table widgets on the Work Territory page display records from the Related Records source table when their WORKTERRITORYID matches the WORKTERRITORYID of the Work Record.

Work Assessments page

 

 

Work Record source table

Work Territory

Related records source table

Restriction Area

Where Clause

WORKTERRITORYID = '{WORKTERRITORYID}'

The Related Table widget displays records from the Related Records source table when their WORKTERRITORYID matches the WORKTERRITORYID of the Work Record

Assign Panel

 

 

Parent Record source

Work Assessment

Available and Assigned Tasks source

Work Location

Linear Work

Work Area

Work Span

Available Tasks where clause

WORKASSESSMENT_FK IS NULL AND WORKTERRITORYID = '{WORKTERRITORYID}' AND STATUS <= 3

Assigned Tasks where clause

WORKASSESSMENT_FK = '{WORKASSESSMENT_PK}' AND STATUS <= 3

The Assign Panel widget contains two tabs:

  1. Available Tasks tab

  2. Assigned Tasks tab

The records are displayed in tabs according to the where clauses.

When a user assigns tasks:

Assessment-related fields are populated with the values from the parent Assessment:

  • ASSESSMENTID

  • ASSESSMENTTYPE

  • ACCOUNTING1

  • ACCOUNTING2

  • ACCOUNTING3

  • ACCOUNTING4

  • ACCOUNTING5

  • ASSESSMENTORGANIZATION

  • ASSESSOR

  • WORKASSESSMENT_PK >> WORKASSESSMENT_FK

The following fields are populated:

  • ASSIGNEDBY  >> current user name

  • ASSIGNEDDATE >> current date

When a user unassigns tasks:

The following fields are cleared out:

  • ASSESSMENTID

  • ASSESSMENTTYPE

  • ACCOUNTING1

  • ACCOUNTING2

  • ACCOUNTING3

  • ACCOUNTING4

  • ACCOUNTING5

  • ASSESSMENTORGANIZATION

  • ASSIGNEDBY 

  • ASSIGNEDDATE 

  • WORKASSESSMENT_FK

The following fields are populated:

  • MODIFIEDBY  >> current user name

  • MODIFYDATE >> current date

 

Assign Spans

 

 

Parent Record source

Work Assessment

Available Tasks source

Spans

Assigned Tasks source

Work Span

Assigned Tasks where clause

WORKASSESSMENT_FK = '{WORKASSESSMENT_PK}'

Available Tasks Filter Field value

WORKTERRITORY_FK

Available Tasks Foreign Key value

SPAN_FK

Assigned Tasks Primary Key value

SPAN_PK

Records are displayed according to the following logic:

  1. All records from the Available Tasks source are filtered based on the value in the Available Tasks Filter Field: records will be displayed in the Available Tasks tab if the record value in the Spans > WORKTERRITORY_FK field matches the value in the parent Assessment > WORKTERRITORY_FK field.

  2. All records from the Assigned Tasks source are filtered based on the Assigned Tasks Where Clause.

  3. The values of Available Tasks Foreign Key and the value of Assigned Tasks Primary Key are compared: records are not displayed in the Available Tasks tab if Spans > SPAN_PK matches Work Spans > SPAN_FK.

A new record is created in the Work Spans table on the Create Task action.

When the span task is created:

The following fields are copied from the Spans table to a span task record in the Work Spans table:

  • X

  • Y

  • URLNAVIGATION

  • QUANTITYPLANNED

  • QUANTITYACTUAL

  • CIRCUITNAME

  • CIRCUITNUMBER

  • STRUCTURESTART

  • STRUCTURESTOP

  • STREETVIEWURL

  • PHASE

  • PRIORITY

  • BACKBONE

  • OPERATINGCOMPANY

  • RISK

  • RISKCATEGORY

  • TREECOVER

  • CLEARANCE

  • OVERHANG

  • SPAN_PK >> SPAN_FK

The following fields are populated:

  • CREATEDBY >> current user name

  • CREATEDATE >> current date

  • ASSIGNEDBY >> current user name

  • ASSIGNEDDATE >> current date

  • RATECODE >> "SPA"

  • WORKTASKCODE >> "SPA";

  • QUANTITYUNIT >> "Miles"

  • WORKTASKDESCRIPTION >> "Span";

  • WORKTASK_PK

  • WORKTASKID

The following fields are copied from the Work Assessment table to a span task record:

  • ASSESSOR

  • WORKTERRITORYID

  • WORKTERRITORY_FK

  • ASSESSMENTID

  • ASSESSMENTTYPE

  • ACCOUNTING1

  • ACCOUNTING2

  • ACCOUNTING3

  • ACCOUNTING4

  • ACCOUNTING5

  • ASSESSMENTORGANIZATION

  • VOLTAGE

  • WORKTERRITORYTYPE

  • REGION

  • WORKASSESSMENT_PK >> WORKASSESSMENT_FK

  • STATUS >> 1-Pending

The record is deleted from the Work Spans table on the Remove Task action.

Close Work

 

 

Parent Record source

Work Assessment

Tasks sources

 

Work Location

Linear Work

Work Area

Work Span

Tasks where clause

WORKASSESSMENT_FK = '{WORKASSESSMENT_PK}'

 

The Assessment Close Work widget contains three widget tabs:

  1. Open Tasks

  2. To Authorize

  3. To Unassign

The records are displayed in tabs according to the where clauses.

Each tab can display statuses:

  • 1 - Pending

  • 2 - Refused or On Hold.

By default, all tasks are displayed in the Open Tasks tab.

Tasks that are ready to be Authorized can be selected and moved to the To Authorize tab.

Tasks that should be Unassigned can be selected and moved to the To Unassign tab.

When all tasks are moved from the Open Tasks tab the work can be closed.

When the work is closed:

The following fields are updated for a Work Record:

  • STATUS >> 4-Closed

  • CLOSEDBY >> current user name

  • CLOSEDDATE >> current date

The following fields are cleared out for unassigned tasks:

  • WORKASSESSMENT_FK

  • ASSESSMENTTYPE

  • ASSESSMENTID

  • ASSESSMENTORGANIZATION

The following fields are populated for unassigned tasks:

  • MODIFIEDBY >> current user name

  • MODIFYDATE > current date

The following fields are populated for authorized tasks:

  • STATUS > 3 - Authorized

  • AUTHORIZATIONREPRESENTATIVE >> current user name

  • AUTHORIZATIONDATE > current date

Work Groups page

 

 

Work Record source table

Work Group

Related records source table

Restriction Area

Where Clause

WORKTERRITORYID = '{WORKTERRITORYID}'

The Related Table widget displays records from the Related Records source table when their WORKTERRITORYID matches the WORKTERRITORYID of the Work Record

Assign Panel

 

 

Parent Record source

Work Group

Available and Assigned Tasks source

Work Location

Linear Work

Work Area

Work Span

Available Tasks where clause

WORKGROUP_FK IS NULL AND WORKTERRITORYID = '{WORKTERRITORYID}' AND STATUS >= 3

Assigned Tasks where clause

WORKGROUP_FK= '{WORKGROUP_PK}'

The Assign Panel widget contains two tabs:

  1. Available Tasks tab

  2. Assigned Tasks tab

The records are displayed in tabs according to the where clauses.

When a user assigns tasks:

Work Group-related fields are populated with the values from the parent Assessment:

  • WORKGROUPID

  • WORKGROUPTYPE

  • CREWORGANIZATION

  • GF

  • WORKGROUP_PK >> WORKGROUP_FK

 

The following fields are populated:

  • ASSIGNEDBY>> current user name

  • ASSIGNEDDATE >> current date

  • STATUS is changed to 4-Assigned to Work Group for tasks in status 3-Authorized

When a user unassigns tasks:

The following fields are cleared out for all tasks:

  • WORKGROUPID

  • WORKGROUPTYPE

  • CREWORGANIZATION

  • WORKGROUP_FK

The following fields are cleared out for tasks in status 2-Refused or On Hold:

  • ASSESSMENTID

  • ASSESSMENTTYPE

  • ACCOUNTING1

  • ACCOUNTING2

  • ACCOUNTING3

  • ACCOUNTING4

  • ACCOUNTING5

  • ASSESSMENTORGANIZATION

  • WORKASSESSMENT_FK

The following fields are populated:

  • MODIFIEDBY >> current user name

  • MODIFYDATE >> current date

  • STATUS is changed to 3-Authorized for tasks in status 4-Assigned to Work Group and 5-Assigned to Crew

 

Assign Spans

 

 

Parent Record source

Work Group

Available Tasks source

Spans

Assigned Tasks source

Work Span

Assigned Tasks where clause

WORKGROUP_FK = '{WORKGROUP_PK}'

Available Tasks Filter Field value

WORKTERRITORY_FK

Available Tasks Foreign Key value

SPAN_FK

Assigned Tasks Primary Key value

SPAN_PK

Records are displayed according to the following logic:

  1. All records from the Available Tasks source are filtered based on the value in the Available Tasks Filter Field: records will be displayed in the Available Tasks tab if the record value in the Spans > WORKTERRITORY_FK field matches the value in the parent Assessment > WORKTERRITORY_FK field.

  2. All records from the Assigned Tasks source are filtered based on the Assigned Tasks Where Clause.

  3. The values of Available Tasks Foreign Key and the value of Assigned Tasks Primary Key are compared: records are not displayed in the Available Tasks tab if Spans > SPAN_PK matches Work Spans > SPAN_FK.

On the Create Task action, a new record is created in the Work Spans table.

When the span task is created:

The following fields are copied from the Spans table to a span task record

  • X

  • Y

  • URLNAVIGATION

  • QUANTITYPLANNED

  • QUANTITYACTUAL

  • CIRCUITNAME

  • CIRCUITNUMBER

  • STRUCTURESTART

  • STRUCTURESTOP

  • STREETVIEWURL

  • PHASE

  • PRIORITY

  • BACKBONE

  • OPERATINGCOMPANY

  • RISK

  • RISKCATEGORY

  • TREECOVER

  • CLEARANCE

  • OVERHANG

  • SPAN_PK >> SPAN_FK

The following fields are populated

  • CREATEDBY  >> current user name

  • CREATEDATE >> current date

  • ASSIGNEDBY  >> current user name

  • ASSIGNEDDATE >> current date

  • RATECODE >> "SPA"

  • WORKTASKCODE >> "SPA";

  • QUANTITYUNIT >> "Miles"

  • WORKTASKDESCRIPTION >> "Span";

  • WORKTASK_PK

  • WORKTASKID

The following fields are copied from the Work Group table to a span task record

  • GF >> GF

  • WORKGROUPID >> WORKGROUPID

  • WORKTERRITORY_FK >> WORKTERRITORY_FK

  • WORKTERRITORYID >> WORKTERRITORYID

  • VOLTAGE >> VOLTAGE

  • WORKTERRITORYTYPE >> WORKTERRITORYTYPE

  • SUBSTATION >> SUBSTATION

  • REGION >> REGION

  • WORKGROUP_FK >> WORKGROUP_PK

  • CREWORGANIZATION >> CREWORGANIZATION

  • WORKGROUPTYPE >> WORKGROUPTYPE

  • STATUS >> 4-Assigned to Work Group

 

Close Work

 

 

Parent Record source

Work Group

Tasks sources

 

Work Location

Linear Work

Work Area

Work Span

Tasks where clause

WORKGROUP_FK = '{WORKGROUP_PK}'

 

The Work Group Close Work widget contains three widget tabs:

  1. Open Tasks

  2. To Authorize

  3. To Unassign

The records are displayed in tabs according to the where clauses.

Each tab can display statuses:

  • 2 - Refused or On Hold

  • 4 - Assigned to Work Group

  • 5 - Assigned to Crew

  • 6 - Rework

  • 7 - Complete

  • 8 - QC 1 Pass

  • 9 - QC 2 Pass

By default, all tasks are displayed in the Open Tasks tab.

Tasks that are ready to be Closed can be selected and moved to the Ready to Close tab.

Tasks that should be Unassigned can be selected and moved to the To Unassign tab.

When all tasks are moved from the Open Tasks tab the work can be closed.

When the work is closed:

The following fields are updated for a Work Record:

  • STATUS >> 4-Closed

  • CLOSEDBY >> current user name

  • CLOSEDDATE >> current date

The following fields are cleared out for all unassigned tasks

  • WORKGROUPID

  • WORKGROUPTYPE

  • CREWORGANIZATION

  • WORKGROUP_FK

The following fields are cleared out for tasks in status 2-Refused or On Hold

  • ASSESSMENTID

  • ASSESSMENTTYPE

  • ACCOUNTING1

  • ACCOUNTING2

  • ACCOUNTING3

  • ACCOUNTING4

  • ACCOUNTING5

  • ASSESSMENTORGANIZATION

  • WORKASSESSMENT_FK

The following fields are populated:

  • MODIFIEDBY >> current user name

  • MODIFYDATE >> current date

  • STATUS is changed to 3-Authorized for tasks in status 4-Assigned to Work Group and 5-Assigned to Crew

The following fields are populated for closed tasks:

  • STATUS >> 10 - Closed

  • CLOSEDBY >> current user name

  • CLOSEDDATE >> current date

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