Use the Asset Activity Board

Get a visual overview of all Asset activities today and weeks ahead

Introduction

Get a visual overview of all your Assets' activities. Using the Asset Activity Board, you can view Asset related activities happening today and weeks ahead. View activities such as: Work Orders, Downtimes, Asset Transfers, Maintenance Log, and Production Orders.

Prerequisites: You have completed the setup for Asset Activity Board.

Overview

In the following articles, you can read about how to use the board and view data relevant for you.

In the article Manage the General view of the Board, you will find information about how to:

Specify the view and filters on the board.
Manage how objects and Asset groups are shown or hidden.
Search the board to view specific records.

In the article Manage Maintenance on the Board, you will find information about how to work with:

Assets, Asset Transfers, and Assets Downtimes.
Work Orders.
Maintenance Logs.
Production Logs.

Manage the General View of the Board

The Asset Activity Board can be accessed via search or by going to the Assets toolbar and choosing Asset Activity Board.

From the Asset Activity Board, you can define general settings of how you want to view the board and the data on it.

Reload the Board

From the Reload tab, you can:

Select 'Reload' to reload the current board. This is useful when you know someone made changes in the background or to be sure that it's up to date.
Go to 'User Setup' to set up what you want to see on the board. This type of setup is applied to you as a user only and is not the general setup. Read more about what you can do with the User Setup here.

Specify the View

From the Today tab, you can:

Select 'Today' to scroll to today's date. You'll see activity starting from today's date.
Select 'Previous Week' to view the previous week starting from the previous Monday.
Select 'Current Week' to view the current week starting from Monday.
Select 'Next Week' to view the next week starting from the next Monday.

On the timeline at the top, you can use the scroll wheel on your mouse to either zoom in on a date to view time periods within that date, or zoom out to view weeks.

Apply a Filter

From the Apply Filter tab, you can:

Apply a filter - apply an existing filter from the saved filters list.
Create a filter - create a new filter to be shown on the board.
Clear a filter - clear a filter you have created.
Save a filter - save a created filter to use it in the future.

Read more about general filters on the board here, or read about user-specific default filters here.

Manage How Objects Are Shown

Collapse and expand

From the Collapse All tab, you can select Collapse All to collapse all groups of assets on the board, or select Expand All to expand all groups of assets.

Show or hide groups and obejcts

From the View tab, you can specify whether you want to show or hide certain information.

An example could be if you want to see the full list of Assets on the board, or if you only want to see Assets that have Objects connected to them such as a Work Order, and hiding Assets that don't have objects.

From the table below, you can see all actions available when showing and hiding records on the board.

Note: When the action shown in section A is visible, the action in section B is not and vice versa.

A	Explanation	B	Explanation
Asset with Object	Removes assets without allocation from the board view. Note: If you have an asset that has a work order, but you have set up the board to not show work orders, this asset is considered an asset without object, on the board.	All Assets	Deactivates 'Asset With Object' function. All assets are shown on the board
Hide Empty Groups	Note: when Asset With Object is off, the empty group has no assets in it. When the Asset With Object is on, the empty group has no activities in it.	Show Empty Groups	Adds empty groups to the board.
Show Groups Only	Use it to hide assets.	Show Assets	Use it to show assets.
Show Priority	Use it to show priority bookmarks on work order and downtime blocks	Hide Priority	Use it to remove priority bookmarks
Compress Objects	Use it to compress all visible objects to only one line	Expand Objects	Use it to remove compression
Highlight Overdue	Use it to keep colors only on work orders that are overdue, other work orders will be transparent.	Highlight All	Use it to remove highlighting overdue work orders

Overview of buttons and tabs on the Asset Activity Board.

Labels and Tooltips

The information shown on each Asset block (label) to the left and on the tooltip (the text field that is shown when you hover over the Asset block) can be specified in the setup here.

Example of information on the label and the tooltip of an Asset.

Objects

Use Objects from the toolbar to turn on/off the visibility of allocations on the board.

From Objects you can:

Show Maintenance Logs
Hide Work Orders
Hide Work Orders on Groups
Show Work Orders Simulations
Hide Work Orders Simulations on Group
Hide Downtimes
Show Downtimes on Group
Show Downtimes Simulations
Show Downtime Simulations on Group
Show Asset Transfers
Show Asset Transfers on Location Group
Show Production Orders
Show Production Orders on Group

Overview of tabs within 'Objects'.

Search

Use the Search tab to find specific records on the board. From Search you can open a list of records from each object. When selecting a record from a list, the record is highlighted on the board in a blinking motion surrounding the block. You can click on the board to dismiss the blinking. From Search you can see lists of records from:

Assets
Work Orders
Downtimes
Asset Transfers
Production Order Routing

Manage Maintenance on the Board

In this section, you will see how you can manage maintenance on the board regarding Assets and all other objects shown on the board.

Assets

On the left side of the board, you can see Assets. These may show up as organized in groups or as a list of all Assets. View further documentation on how to set up groups here.

In the example in the screenshot below, Assets are grouped by Assets By Parent, Assets By Location, and Assets By Status.

Asset Symbols

Asset Symbols are shown on the left side next to the list of Assets and/or Asset Groups. The symbols are:

Red 'C' - critical state of the asset.
Blue 'V' - virtual asset.
Orange 'T' - asset as a 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.

Plan Asset Maintenance

Right-click on an Asset row to open the context menu.

For a virtual Asset, you can:

Open the Asset card.
Register downtime - the date of the Work Order is taken from where you click on the row. If you click the Asset block, the Work Order is created from the current date.

For a non-virtual Asset, you can:

Open the Asset card.
Create a Work Order - the date of the Work Order is taken from where you click on the row. If you click the Asset block, the Work Order is created from the current date.
Register downtime - the date of the Downtime is taken from where you click on the row. If you click the Asset block, the Downtime is created from the current date.

Overview of Asset Activity Board.

Work Orders

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

The color of the simulation block is always lighter than the regular Work Order. See screenshot 1 below.

Moving Work Order blocks

Work Order Simulation blocks are only shown on the board and can't be moved. Moving Work Order blocks is possible, but only when Adanced Planning in Asset Management Setup is off.

Work Order blocks can be moved between dates on the same row/Asset (horisontally), but not between Assets (vertically).

Blocks on groups can't be moved. If you have an Asset group shown on the left, you can show a Work Order block for the group. The Work Order block for a group has a different shape than an original Work Order block and a lighter color.

If the group has a parent/child structure, for instance Asset Locations, the block of the group will be shown from the top parent of the original group. See screenshot 2 below.

If you double click on the block from the group, the original Work Order block will be highlighted and the view will be scrolled to it.

Open and edit Work Orders and open Asset cards

When right-clicking a block representing a Work Order, you can:

Open Work Order Card - use it to open the Work Order Card of the 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 the selected work order.

When right-clicking a block representing a Work Order Simulation, you can:

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.

1. Work Order simulations are shown in a lighter color compared to Work Orders.

2. Blocks representing Work Orders and groups on Work Orders.

Description of moving Work Orders on the board.

Asset Downtimes

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

The color of the simulation block is always lighter than the regular Downtime. See screenshot 1 below.

Moving Asset Downtime blocks

Asset Downtimes Simulation blocks are only shown on the board but can't be moved.

Asset Downtime blocks can be moved between dates on the same row/Asset (horisontally), but not between Assets (vertically). Asset Downtime blocks can only be moved when the Downtime is open, not when it's closed. The date and time is automatically applied to the document.

Blocks on groups can't be moved. If you're working with Asset groups (shown on the left side), Asset Downtime blocks can be shown on groups where it has the same shape as a single Asset Downtime block, but the red color is faded. If a group has a parent/child structure, for instance Asset Locations, the block on the group will be shown from the top parent of the original group. See screenshot 2 for an example of moving the Downtime.

If you double click on the block from group, the original Asset Downtime block will be highlighted and the view will be scrolled to it.

Open and edit Downtime and open Asset Card

When right-clicking a block representing an Asset Downtime, you can:

Open Downtime Card – use it to open the Downtime Card of the 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 the selected Downtime.

When right-clicking a block representing an Asset Downtime Simulation, you can:

Open Plan Card – use it to open the Work Order Plan card of the selected block.
Open Asset Card – use it to open the Asset Card of the Asset from the selected simulated Asset Downtime.

Set up visual connection between Asset Downtime and Work Orders

In the User Setup from the Asset Activity Board, you can set up a visual connection between Asset Downtimes and Work Orders.This connection is visualized as an arrow from downtime to work order. See screenshot 3 for an example of the visual connection.

In the User Setup, go to the Asset Downtime tab.
Click 'Show more'.
Turn on the button that says 'Connection With Work Order'.

1. Example of Asset Downtime shown as a red color and the Asset Downtime Simulation shown in a faded red color.

2. Example of moving an Asset Downtime to a future date.

3. Visible connection between Asset Downtime and Work Order.

Asset Transfers

Asset Transfers on the board are represented by two blocks, shipping and receipt, and an arrow between these blocks. Each block represents the line from the Asset Transfer document.

Moving Asset Transfer blocks

Blocks of Asset Transfer, shipping or receipt, can only be moved when the Asset Transfer is not yet shipped. Blocks on group can't be moved.

For Asset Transfers, it's possible to show blocks on groups but only when Assets are grouped by locations. This is different to other objects on the board that can be shown in groups by multiple factors.

Asset Transfer blocks can be moved between dates on the same row/Asset (horisontally), but not between Assets (vertically). 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 the Assets (asset transfer lines) will be updated on the board.

If you double click on the block from group, the first transfer line block will be highlighted and the view will be scrolled to it.

Get a clear view of Asset Transfers

When Asset Transfers are shown on groups, and Assets are grouped by Location, you can see a clear view of what is happening with Asset Transfers in your company. You can remove empty groups, show Assets with object, and turn off visibility of other objects to make this view more clear and only contain information about Asset Transfers.

Open and edit Asset Transfer Card and open Asset Card

When right-clicking a block representing an Asset Transfer, you can:

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

Explanation of what you can see on about Asset Transfers on the board.

Example of Asset Transfers grouped by location.

Maintenance Logs

Maintenance Logs on the board are represented by a symbol of a blue star and are created based off of data from the Maintenance Log table. Symbols shown on the board can't be moved.

Before showing Maintenance Logs on your board, make sure that the needed data is being collected in your company, which you can check from the Maintenance Log Setup. On the board you can check Maintenance Logs for changes on Asset Status, Asset Location, and Asset Condition.

Blue stars on the board representing Maintenance Logs.

Production Orders

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

Production Orders are blocks that represent Production Order documents.

On the board you can see Production Orders with the statuses:

Planned
Firm Planned
Released
Simulated

Blocks of Production Orders can only be shown on the board and can't be moved.

If groups exist, you can show Production Order blocks on the group. The color of the block on group is lighter than the color of a production order. If the group has a parent/children structure, for instance Asset Locations, the block on the group is shown from the top parent of the original group.

If you double click on the block from group, the original Production Order block will be highlighted and the view will be scrolled to it.

Note: On the board, you can only see Production Orders which are related to a manufacturing center that is connected to an Asset. If a Downtime creates a 'production on hold' production order, you will not see this production order on the board.

Open Production Order, Manufacturing Center and Asset Card

When right-clicking a block representing a Production Order, you can:

Open Production Order - use it to open the Production Order of the 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.