Request Lists

Overview

When you log in to the Requests module of the EAM Work execution app, the landing page displays the Request lists page. Here the user can switch between a table and grid view for the saved search lists page by clicking the button at the top right of the lists (see screenshot 01).

• Note:
  • This setting only applies to non-mobile screens (wider than 767px), where there is more horizontal space.
  • On mobile, the lists will always be displayed in the table view (as in screenshot 02).
  • This setting is saved to D365 for each of the pages containing saved search lists per user. This way the view will look the same regardless of which device they log in on.

The landing page has three categories of lists: Pinned lists, Created lists, and Default lists. (see screenshot 02).

Pinned Lists

Pinned lists are lists that are pinned by the user for quick access. For more details check the section on Pin Saved Search Lists.

Created Lists

This section displays the lists that are:

1. Customized and created by you using the necessary search filters.
2. Lists created by another user (usually a maintenance manager or supervisor), and shared with you in D365.

To know more about creating lists, view the section below on Creating and publishing request lists. Lists created by another user (usually a maintenance manager or supervisor), and shared with you in D365.

Default Lists

There is one default list that is automatically created and displayed on the Request lists page: Note that these lists are only visible when you have the required permission to create/manage requests.

• Downloaded: This Downloaded list shows all the requests that are available to you online and offline.

The number of requests in a list is shown in the grey box.

01: 'Request lists' page toggle when the screen is wider than 767px.

02: 'Request lists' page displaying 'Created lists' and 'Default lists'.

Requests Listing Page

1. Log in to the EAM Work execution app and navigate to the Requests module.
2. On the Requests landing page, you can see a set of created lists (if any are created) and default lists.
3. You can view the requests within a list by clicking on the corresponding list.
4. You will be directed to the requests listing page, which displays all requests that belong to the selected list in either table view or card view (see screenshots 01 and 02).
   • On small screens (mobile)
     • By default, on small screens, the requests listing view is the card view.
       • To toggle the listing view between card and table, go to the Requests listing page and use the card and list icons at the top of the page.
       • When you select table view, you can choose the sort order of the displayed requests. To do this, first switch to table view using the toggle option.
       • By default, requests are sorted by Request ID.
       • Note that whatever view you have selected (table or card), this setting is remembered on the current device/pc and will be displayed on your next use.
     • To sort the request list based on a parameter, from the table view of the request listing, click on the parameter next to the toggle buttons. To change it, click on the available parameter (see screenshot 03).
     • You will see a list of other parameters (Request ID, Functional location, Object ID, Request type, Created by and Priority) that you can use to select the sort parameter and order (ascending/descending) of the request listing. Select the desired parameter and order.
   • On large screens (PC)
     • By default, on large screens, the request listing view is the table view.
       • To toggle the listing view between card and table, go to the Requests listing page and use the card and list icons at the top of the page.
     • In table view, you can choose the sort order of the requests displayed.
       • On large screens, there are two ways to do this:
         • Click on the sorting parameter (see screenshot 04) next to the toggle buttons. You can change the order based on the desired parameter (Request ID, Functional location, Object ID, Request type, Created by and Priority).
         • Alternatively, click on the parameter in the table header to sort the data based on that parameter and set the order (ascending/descending).
         • Select the desired order to view the listing in your preferred sort order.
     • You can view all the relevant details on the request listing page. From this page, you can navigate to the Request details page by clicking on the relevant request line.

01: Mobile screen view of the 'Request listing' page, showing options to view the list in either table view or card view.

02: PC screen view of the 'Request list' page, showing options to view the list in either table view or card view.

03: Mobile screen view of the request listing page, showing sort filter options.

04: PC screen view of the requests listing page, showing sort filter options.

Create Request List

On the Request lists screen, you see all created and default lists. This list contains the requests that are available to you online and offline.

1. On the Request lists screen, select the context menu (three dots at the right tope of the screen) and Create list (see screenshot 01).
2. On the Create list screen (see screenshot 02), you see a list of parameters that you can use to define your list. Make one or more selections in the list.
3. Select the details for your list, and select Apply.
   • Note:
     • If you see an All/Clear toggle button in the upper-right corner of the screen, you can select All, if you want to select all options shown on the screen. Select Clear if you want to remove the selections.
4. If required, repeat steps 2-3 to add more details to your list.
5. When you've made your selections, enter a name for the list in the List name field, and select Save changes.
   • Note:
     • The list you are creating is only visible to you. If you want your coworkers to have access to it, see the documentation for Distribute Saved Search Lists to Users.
6. When you return to the Request lists screen, you can see that the list has been added.

01: Option to create a request list.

02: 'Create List' screen for requests.

Deleting a Requests List

To delete an existing list:

1. Log in to the EAM Work execution app, navigate to the Requests module, and from the Requests lists page select the list to delete.
2. You will be directed to the listing page with a complete list of requests created that are a part of the selected list. Go to the Context menu (three dots in the top right corner) and select Delete list (see screenshot 01).
   • If you do not have the required permissions in the module configurations to manage saved search lists, then you will not have the option to delete a list. Instead, there will be a View list option.
3. The application will display a warning dialog for the user to confirm the deletion of the selected list (see screenshot 02). Select Yes to proceed with the deletion.
4. The selected list will be deleted.

01: Context menu with option to 'Delete list'.

02: Warning message confirming deletion of the list.

Pin Saved Search Lists

The pinning saved search feature allows you to mark your frequently used saved search lists so they appear in a separate section at the top of the saved searches page. This helps you quickly access important lists without scrolling.

To pin a saved search:

1. On the saved search lists page (In this case Request lists page), from the context menu (three dots in the upper right corner), select Manage pinned lists (see screenshot 01).
2. On the Manage pinned lists page (see screenshot 02), select the lists you want to pin by clicking on the list name or the pin button next to the list (see screenshot 02).
3. Once you have selected the lists, click on the Save button at the bottom of the page.
4. You will be directed back to the saved search lists page where a separate section at the top of the page called Pinned lists will be displayed (see screenshot 03). The listing in this will be sorted alphabetically. Note that the pinned lists selection will be saved in D365 and will remain the same across devices when you log in.

01: Request lists page with context menu, and navigation to 'Manage pinned lists'.

02: The 'Manage pinned lists' page.

03: The 'Request lists' page with 'Pinned lists' section displaying the lists pinned.

Search for Requests

As an user of the work execution app, you can search for maintenance requests. Note that while searching for entities using a saved search or global search in the mobile app, the fields being searched are predefined and cannot be changed by the customer. These searches use "like" matching, meaning the search term must appear as a substring within a field for a match to be found. For example, searching for "rot" will return results like brother, rotting, and carrot.

On the Request lists screen and on each list screen (predefined and user-defined lists), you can search for requests. Search parameters include:

• Request ID
• Object ID
• Request type
• Functional location ID
• Description

Note:

When you make a search on the Requests lists screen, you search in all requests. If you make a search in a list, you only search the contents of that list.

1. On the Request lists screen, or in a list, select the search icon. Enter a search string in the search field (see screenshot 01), or search by scanning a QR code or barcode.
2. Search by scanning a QR code or barcode:
   1. Select the Scan a code button.
   2. Follow the instructions on the screen to scan a QR code.
3. Search by entering a search string in the search field:
   • Your search string may contain the entire ID or name, the middle of an ID or name, or part of the ID or name.
   • Search works both in online and offline mode - Offline mode means searching the data available on your mobile device at the time of the search.
     • Example 1: If you enter 8* in the search field, the result is a list of all search results that start with the number 8.
   • Example 2: If you enter *3* in the search field, the result is a list of all search results that contain the number 3.
4. The search results will be displayed and the user can click on the result to go to the selected request. Note that if you select a search result to go to a request, the search string is reset.
5. To cancel a search, select the Cancel or Return button. The search string is deleted when you return to the Request lists screen.

01: An example of entering a search string in the search field.