Scheduling Board shows the view of Assets

DBC-2355

Introduction

Asset Activity Board (AAB) is a new planning board created by Dynaway. Previous board (Scheduling Board) is focused on resources and work related to them. AAB is focused on assets from the system and some activities in the company that can be related with asset.

On the AAB you can see:

• Work Orders
• Simulated Work Orders
• Downtimes
• Downtime Simulations
• Asset Transfers
• Maintenance Logs
• Production Orders (if Dynaway Manufacturing 2301.0.0.03 is installed)

User Setup and Permissions

To use AAB you need to add an access for the user in the Maintenance Employee table.

• Scheduling Board – this option gives a full access to the user – user can open the AAB and edit blocks visible on the board
• Scheduling Board Read Only – this option gives an access to the user to open the AAB but without a possibility to edit blocks visible on the board

Dynaway prepared two default permission sets for Board. Both are defined by the name and must be applied to the user based on needs – 'scheduler' if the user can edit board, 'read' if the user can only open the board.

Asset Activity Board Setup

AAB needs basic setup which is added by default after installation. Setup can be changed later. Asset Activity Board Setup page contains global setup that is applied for each user.

Main page contains all data that is needed to create labels and tooltips for objects on the AAB.

Each object has its own legend to help changing the setup from the default one.

If you want to restore setup and use default one – use Restore Defaults action from the toolbar.

On the Asset Activity Board Setup, you can also set up all colors used on the AAB. Go to Set Up Colors on the toolbar and choose proper action. For example, if you want to set up colors for Work Order Statuses: go to Set Up Colors > Work Orders > Work Order Statuses. It will open a list of Work Order Statuses where you can define color for statuses in your company.

From the Asset Activity Board Setup page, you can also check and manage filters created by all users. To do this go to Filters > Users Filters from the toolbar.

As you can see on the screenshot – saved filter contains information about the type of the board for which this filter was created. This value can not be changed. Filters created for AAB work only on the AAB, filters created for Scheduling Board, work only on the Scheduling Board.

Using Asset Activity Board

AAB is added to the Assets group on the manager Role Center but can be also open from search.

When you are opening AAB for the first time – the default User Setup for AAB is being created. It means that each user can create his own layout of the AAB.

User Setup

When the AAB is open – select User Setup… action from the toolbar to open your User Setup page. By default – not all options are visible but all of them can be shown by personalization.

User Setup - Setup

Setup tab is a part where you can configure basic setup for your board.

Use Dates To Create Board – you can define if you want to use exact dates for starting/ending AAB

If true:

Starting Date – define the first day visible on the AAB

Ending Date – define the last day visible on the AAB

If false:

• Last Period View Days – define the number of days that will calculate the first day of the board based on today's date
• Object Look Ahead – define the number of days that will calculate the last day of the board based on today's date

Keep in mind that here you are defining only starting/ending date of the board – if there is a situation that board is starting at some point, but there exists activity that is finishing after AAB starting date – it will be still visible on the board, but it's block will not have starting point – in such cases labels might not be visible. Below you will find an example.

This is the same activity when the whole block is visible.

Default Filter – define the filter that will be applied automatically to the board every time you open the AAB.

To check filters created by you – go to Related > User Filters action on the toolbar. You will see all filters created by you for both boards (AAB and Scheduling Board).

To remove default filter – go to Related > Remove Default Filter action on the toolbar.

Visible Objects

Here you can turn on/off objects visible on the board.

• Symbols Visible – define if you want to see symbols on the left side of the asset pane – symbols are graphical information about the asset – you can read more about symbols in the chapter about them.
• Work Orders – define if you want to see objects representing Work Orders.
• **Work Orders Simulations*** – define if you want to see objects representing Work Order Simulations.
• **Asset Downtimes*** – define if you want to see objects representing Asset Downtimes.
• **Asset Downtimes Simulations*** – define if you want to see objects representing Asset Downtime Simulations.
• **Asset Transfers*** – define if you want to see objects representing Asset Transfers.
• Objects Compressed** - define if all objects on the board are compressed to one line.
• Maintenance Logs** - define if you want to see object representing Maintenance Logs.
• Asset Condition Changes** - define if you want to see objects representing asset condition changes – will be visible only when Maintenance Logs are visible.
• Asset Status Changes** - define if you want to see objects representing asset status changes – will be visible only when Maintenance Logs are visible.
• Asset Location Changes** - define if you want to see objects representing asset location changes – will be visible only when Maintenance Logs are visible.
• **Production Orders***** - define if you want to see objects representing Production Orders.
• *fields visible when 'Show more' on the tab is selected
• **fields hidden by default
• ***field hidden by default and existing only when Dynaway Manufacturing (2301.0.0.0 or higher) is installed

What is important – all these options can be easily controlled from the toolbar visible on the AAB – you can read more about it in the chapter about the toolbar.

User Setup - Assets

Assets tab is a part where you can configure how Assets are created on the AAB.

Group Assets – specify how you want to organize your assets on the board. You can create a view where used grouping method is:

• None – all assets are listed alphabetically
• By Parent – asset view is created by asset hierarchy
• By Location – assets are added to groups representing asset locations – structure of asset locations is also visible
• By Status – assets are added to groups representing asset statuses
• By Condition – assets are added to groups representing asset conditions
• By Category – assets are added to groups representing asset categories – structure of categories is also visible

Asset Color – specify what is the source of the asset color.  Source can be:

• None – no color for the asset is used.
• Asset Condition – asset color is created from the Asset Condition Color
• Asset Status – asset color is created from the Asset Status Color
• Asset Category – asset color is created from the Asset Category Color
• Asset Location – asset color is created from the Asset Location Color

**Show Empty Group** - define if you want to see empty groups on the AAB. This option has no impact when assets are grouped by parent. Empty group can mean two different scenarios depends if the action Assets With Object*  on the AAB is ON or not.

• If OFF:
  • Empty Group = group that has no assets on it
• If ON:
  • Empty Group = group that has no activities on it

**Groups Collapsed*** - define if every time you open a board all groups will be in collapsed state.

**Show Groups Only*** - define if you want to see only groups on the AAB. Sometimes this option might be useful if you want to be focused on what is going on in groups (for example asset locations).

Fields hidden by default

User Setup – Work Orders

Work Orders tab is a part where you can configure how Work Orders (and their simulations) are created on the AAB.

Order Color by – specify what is the source of the order color.  Source can be:

• None – default color for the work order is used.
• Work Order Status – work order color is created from the Work Order Status Color
• Work Order Category – work order color is created from the Work Order Category Color
• Frequency Type – work order color is created from the Frequency Type Color
• Maintenance Type – work order color is created from the Maintenance Type Color

Default Order Color – specify what is the default color for Work Orders (and their simulations)

Show Lines Caption – specify if you want to see captions for lines (Original Planned Date/Latest Finish Date)

Show Original Planned Date – specify if you want to see the line representing original planned date

Highlight Scope from Original Planned Date - specify if the scope of work is highlighted from the originally planned date of the work order when the block is being moved

Show Latest Finish Date – specify if you want to see the line representing latest finish date

Highlight Scope to Latest Finish Date - specify if the scope of work is highlighted to the latest finish date of the work order when the block is being moved

**Work Order Visible On Group*** - specify if you want to see the block representing the work order on the group

**Work Order Simulation Visible On Group*** - specify if you want to see the block representing the work order simulation on the group

Original Planned Date Line**– specify color of the original planned date line

Original Planned Date Line Caption**– specify color of the original planned date line caption

Latest Finish Date Line**– specify color of the latest finish date line

Latest Finish Date Line Caption**– specify color of the latest finish date line caption

*fields hidden by default

User Setup – Asset Downtimes

Asset Downtimes tab is a part where you can configure how Asset Downtimes are created on the AAB.

Downtime Color by – specify what is the source of the order color.  Source can be:

• None – default color for the downtime is used.
• Downtime Status – downtime color is created from the Downtime Status Color
• Downtime Category – downtime color is created from the Downtime Category Color

Default Downtime Color – specify what is the default color for Downtimes (and their simulations)

**Show Closed Downtime*** - specify if you want to see closed downtimes on the AAB

**Connection With Work Order*** - specify if you want to see the arrow from the downtime to related work orders

Downtime Visible On Group** - specify if you want to see the block representing the downtime on the group

Downtime Simulation Visible On Group** - specify if you want to see the block representing the simulated downtime on the group

*fields visible when 'Show more' on the tab is selected

**fields hidden by default

User Setup – Asset Transfers

Asset Transfers tab is a part where you can configure how Asset Transfers are created on the AAB.

Shipment Color – specify the color of the asset shipment allocation

Receipt Color – specify the color of the asset receipt allocation

Direct Transfer Line Color – specify the color of the asset transfer line for direct transfers

Indirect Transfer Line Color – specify the color of the asset transfer line for indirect transfers

**Asset Transfer Visible On Location Group*** - specify if the asset transfer allocations are visible on the groups – it is applied only when the assets are grouped by location

*fields hidden by default

User Setup – Production Orders

Production Orders tab is a part where you can configure how Production Orders are created on the AAB.

**Production Orders On Group*** - specify if you want to see production orders on groups

*fields hidden by default

Toolbar

On the toolbar on AAB you can find all important actions mostly from the user setup, that you have access to user setup configuration without opening the user setup page.

Reload – reloads current board – use it when you expect that someone made changes in the background or just to be sure that current view is up to date

User Setup… – opens user setup page

Today – use it to scroll to the current date

Previous Week – use it to scroll to the previous week (based on the current date) – use it again to scroll to next previous week until you zoom out the current view

Current Week – use it to scroll to and zoom in the current week

Next Week – use it to scroll to the next week (based on the current date) – use it again to scroll to next week until you zoom out the current view

Apply Filter – use it to apply existing saved filter for AAB – you can use filters created by yourself or shared by someone else

Create Filter – use it to open Filter Page and create a filter for your view. You can read more about filters in the chapter about it

Clear Filter – use it to remove filter currently applied to the board

Save Filter – use it to save filter currently applied to the board

Collapse All – use it to collapse all groups of assets

Expand All – use it to expand all groups of assets

Actions below works together – when action A is visible – B is not. When action A is activated it disappears and action B is shown.

Objects

All actions in Objects group are turning on/off visibility of allocations on the board.

Search

All actions in Search group gives a possibility to open the relevant list of records from the database and choose the record you want to find on the board. Action is enabled only when relevant objects are visible on the board. List contains only these objects that are available on the list (are in the scope of the board). For example, Work Order.

After selecting the record – the relevant block is highlighted. If it was 'hidden' in a group, or outside the current view – the view will be scrolled to the proper block.

Assets

On the left side of the board you can see assets. Assets are the core of the board because on the board you can see everything that is happening on the asset.

Asset Symbols

When symbols are shown on the asset – you can see:

• red 'C' - critical state of the asset
• blue 'V' - virtual asset
• orange 'T' - asset as tool
• red 'X' - inactive asset
• green 'W' - warranty that is actual
• yellow 'W' - warranty that is in warning state
• red 'W' - warranty that is obsolete
• red 'B' - blocked location
• blue right arrow - in-transit location

Context Menu

You have a possibility to use right click on the row representing the asset and open the context menu – it will give you a possibility to use more actions.

• Context menu for virtual asset
• Context menu for non-virtual asset
• Open Asset Card – use it to open asset card of selected asset
• Create Work Order – use it to open the wizard of registering the one-off work order. Important – if you do the right click after the current date-time – the date where the click was done will be applied to the wizard.
• Other way – current date will be used.
• Register Downtime – use it to open the wizard of registering the downtime. Important – date-time used on the wizard will be taken from the place where right click was done. If you do the right click exactly on the asset block – current date time will be used.

Labels and Tooltips

Labels and tooltips are created based on data available on the asset/group and setup created in Asset Activity Board Setup.

Filters

When you are creating filters for the board – you can usefilter for:

• Asset No.
• Asset Location Code
• Asset Category Code
• Asset Status Code
• Asset Condition Code

You can also specify if you want to Show Asset Children – if selected to 'true' when you are applying filter that get an asset that is a parent for some children – it children will be shown on the board even if non of them fit to applied filter – it works only when assets are groued by parent.

Work Orders

Work Orders and Simulated Work Orders are blocks that represents Work Order document or Simulated Work Order document.

Color of the simulation block is always lighter than the regular Work Order.

Blocks of simulations can not be moved, they are only shown on the board.

Blocks of Work Order can be moved only when Advanced Planning in Asset Management Setup is OFF. When it is ON – you can not edit (by moving or from context menu) work order blocks on the AAB. Blocks on group can not be moved.

You can not move Work Order block between assets – if you can move them – you can do it only in the same line representing one asset.

If groups exist on the board – you can show work order block on the group. It will have different shape than original Work Order block. Also color will be lighter. What is important – if group has structure parent/children (for example Asset Locations) – block on the group will be shown from the top parent of the original group.

If you doubleclick on the block from group – the original Work Order block will be highlighted and the view will be scrolled to it.

Context Menu

You have a possibility to use right click on the block representing the work order and open the context menu – it will give you a possibility to use more actions.

• Open Work Order Card – use it to open the Work Order Card of selected block
• Edit Work Order – available only when Advanced Planning is off. Use it to open a window to edit the work order
• Open Asset Card – use it to open the Asset Card of the asset from selected work order

You have a possibility to use right click on the block representing the simulated work order and open the context menu – it will give you a possibility to use more actions.

• Open Plan Card – use it to open the Work Order Plan card of selected block
• Open Asset Card – use it to open the Asset Card of the asset from selected simulated work order

Labels and Tooltips

Labels and tooltips are created based on data available on the work order/simulated work order and setup created in Asset Activity Board Setup.

Filters

When you are creating filters for the board – you can use filter for:

• Work Order No.
• Work Order Plan No.
• Work Order Category
• Work Order Priority
• Work Order Status
• Frequency Type
• Corrective Maintenance (true/false)

Filter is applied to work orders and their simulations.

Assset Downtimes

Asset Dowtimes and Simulated Downtimes are blocks that represents Downtime Entry document or Simulated Downtime Entry document.

Color of the simulation block is always lighter than the regular Downtime.

Blocks of simulations can not be moved, they are only shown on the board.

Blocks of Asset Dowtime can be moved only when the Downtime is not closed. When block is being moved – date and time is applied automatically to the document.  Blocks on group can not be moved.

You can not move Asset Downtime block between assets – if you can move them – you can do it only in the same line representing one asset.

If groups exist on the board – you can show asset downtime block on the group. It will have the same shape as original Asset Dowtnime block. Color will be lighter. What is important – if group has structure parent/children (for example Asset Locations) – block on the group will be shown from the top parent of the original group. The same as Work Orders.

If you doubleclick on the block from group – the original Asset Downtime block will be highlighted and the view will be scrolled to it.

Context Menu

You have a possibility to use right click on the block representing the asset downtime and open the context menu – it will give you a possibility to use more actions.

• Open Downtime Card – use it to open the Downtime Card of selected block
• Edit Downtime – use it to open a window to edit the asset downtime
• Open Asset Card – use it to open the Asset Card of the asset from selected downtime

You have a possibility to use right click on the block representing the simulated asset downtime and open the context menu – it will give you a possibility to use more actions.

• Open Plan Card – use it to open the Work Order Plan card of selected block
• Open Asset Card – use it to open the Asset Card of the asset from selected simulated asset downtime

Labels and Tooltips

Labels and tooltips are created based on data available on the asset dowtime/simulated downtime and setup created in Asset Activity Board Setup.

Filters

When you are creating filters for the board – you can use filter for:

• Downtime Entry No.
• Downtime Asset No.
• Downtime Category Code
• Downtime Priority Code
• Production on Hold
• Downtime From Plan No.

Filter is applied to downtimes and their simulations.

Connection with Work Order

In the User Setup you can set up a visibility of connection between Asset Downtime and linked with it Work Orders. This connection is visualized as an arrow from downtime to work order.

Assset Transfers

Asset Transfers on the AAB are represented by two blocks (shipping and recepit) and an arrow between these blocks. Each block represents the line from the Asset Transfer document.

Blocks of Asset Transfer (shipping or receipt) can be moved only when the Asset Transfer is not shipped. Blocks on group can not be moved.

For Asset Transfers there is a possibility to show block on groups only when assets are grouped by loctions. This is difference how asset transfers are shown on group if we compare them with other objects from the AAB.

You can not move Asset Transfer block between assets – if you can move them – you can do it only in the same line representing one asset. Because each block represents one line from the Asset Transfer document – when you move one block for the asset that is not only one asset on the asset transfer – the rest of assets (asset transfer lines) will be updated on the board.

When Asset Transfers are shown on groups, and Assets are grouped by Location – you can see the clear view what is happening with asset transfer in your company. You can remove empty groups, show assets with object, and turn off visibility of other objects, to make this view clear.

If you doubleclick on the block from group – the first transfer line block will be highlighted and the view will be scrolled to it.

Context Menu

You have a possibility to use right click on the block representing the asset transfer and open the context menu – it will give you a possibility to use more actions.

• Open Asset Transfer Card – use it to open the Asset Transfer Card of selected block
• Edit Asset Transfer – use it to open a window to edit the asset transfer. This option is available only when Asset Transfer is not shipped
• Open Asset Card – use it to open the Asset Card of the asset from selected asset transfer. This option is available only when selected asset transfer is not on the group

Labels and Tooltips

Tooltips are created based on data available on the asset transfer and setup created in Asset Activity Board Setup. Labels do not exist for asset transfers.

In the setup you have a possibility to configure tooltip for receipt, shipment, and transfer which is represented by the line between shipment and receipt.

Filters

When you are creating filters for the board – you can use filter for:

• Asset Transfer No.
• Transfer-from Code
• Transfer-to Code

Maintenance Logs

Maintenance Logs on the AAB are represented by the symbol of blue star.

Symbols can not be moved and data needed to create them is taken from the Maintenance Log table. Before you will show them on the board – be sure that needed data is being collected in your company – check Maintenance Log Setup. On the AAB you can check logs for changes on Asset Status, Location, and Condition.

Labels and Tooltips

Tooltips are created based on data available on the maintenance log and setup created in Asset Activity Board Setup. Labels do not exist for maintenance logs.

Production Orders

To show Production Orders on the AAB you need to install Dynaway EAM Manufacturing (2301.0.0.0 or higher).

Production Orders are blocks that represents Production Order document.

On the AAB you can see Production Orders with status:

• Planned
• Firm Planned
• Released
• Simulated

Blocks of production orders can not be moved, they are only shown on the board.

If groups exist on the board – you can show production block on the group. Color of the block on group will be lighter. What is important – if group has structure parent/children (for example Asset Locations) – block on the group will be shown from the top parent of the original group.

If you doubleclick on the block from group – the original Production Order block will be highlighted and the view will be scrolled to it.

IMPORTANT: on the AAB you can see only these Production Orders which are related to a manufacturing center that is connected to an asset. If the downtime is creating a 'production on hold' production order – you will not see this production order on the board.

Context Menu

You have a possibility to use right click on the block representing the production order and open the context menu – it will give you a possibility to use more actions.

• Open Production Order – use it to open the Production Order of selected block
• Open Manufacturing Center – use it to open the Work/Machine Center connected to the asset
• Open Asset Card – use it to open the Asset Card of the asset from selected Production Order

Labels and Tooltips

Labels and tooltips are created based on data available on the production order and setup created in Asset Activity Board Setup.

Filters

When you are creating filters for the board – you can use filter for:

• Production Order Status
• Production Order No.
• Operation Type