Saved Search Requests
Keyword Search
As an user of the work execution app, you can search for maintenance requests. When you make a search on the Work order lists screen, you search in all active work orders. When you make a search in a list, you only search the contents of that list.
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.
When performing a search, the following fields are queried:
- Request ID
- Asset ID
- Request type ID
- Functional location ID
- Description
Asset Lists (copy 2)
When you log in to the LOTO module of the Safe work application, the landing page displays is an overview page and displays a set of LOTO lists designed for quick and convenient access. These lists help you search, organize, and retrieve LOTO records efficiently from a centralized view.
The landing page has two categories of lists - Default lists and Created lists. To know more about these lists, view the section on Viewing LOTO Lists.
To create/manage LOTO lists, ensure that you have the necessary permission for the task in Dynaway mobile > Setup > Module configuration > Safe work > LOTO. To know about the related access setups for LOTO, view details in the section - User Permissions for Tasks in LOTO.
Creating and Publishing LOTO Lists
Creating a LOTO list
- Login to Safe work app and navigate to the Lockout Tagout page.
- To create a new LOTO list, on the Lockout Tagout page, click the Context menu button (three dots in the top right corner), and select Create list (see screenshot 01).
- Enter a name for the list and create a list using the filter options available for various properties like ID, Lockbox Number, Assignee, State, Functional Location, Valid From/To, Active, Approved, Removed, and Secured.
- Once created, the list will be created and all related LOTOs will appear in the newly created list. This list will now appear on the landing page of the Lockout Tagout screen (see screenshot 02).
Publishing LOTO lists
- Note that the list you are creating is only visible to you. You can publish LOTO list to other users or groups via D365, just like other saved lists. Saved lists in the LOTO module are labelled under the LOTO area. If you want your coworkers to have access to it, see the documentation Distribute Lists to Users.
Viewing LOTO Lists
By default, when you log in to Safe work app, you will be on the LOTO overview page, which will display the LOTO lists. There are two types of lists that are available here - Default lists and Created lists (see screenshot 01).
Default lists
There are two default lists that are automatically created and displayed on the LOTO landing page - Last visited and Favorites. Note that these lists are only visible when you have the required permission to create/manage LOTO.
- Last visited: The Last visited list will display the LOTO records that were last visited/opened by you.
- Note:
- A maximum of 50 last visited LOTOs will be saved in this list.
- The list is sorted by last visited.
- Filtering, sorting, and reports are disabled for this type of list.
- Note:
- Favorites: The Favorites list will display the LOTO records that you have marked as favorites.
- Note:
- A maximum of 50 favorite LOTOs will be saved in this list.
- The list is sorted by last visited.
- Filtering, sorting, and reports are disabled for this type of list.
- Note:
Created lists
In the Created list section, you can see the lists that are created by you. Here, you can create and save lists based on your own search parameters, enabling quick access to frequently used filters. To know more about creating lists, view the section on Creating and publishing LOTO lists.
The List View Page
When you click on any of the lists, you will be directed to a page that will display all the LOTOs that are a part of the selected list. You can view the listing of LOTO in either table view or card view.
- On small screen (mobile): By default, on small screens, the view of LOTO listing is card view.
- To toggle the listing view from card to table or vice versa, go to the LOTO listing page and use the card and list icons at the top of the listing (screenshot 02 shows the card view and table view toggle icons).
- When you select table view, you can choose the sort order of the LOTOs displayed. To do this, first switch to table view by using the toggle option.
- From the table view of the LOTO listing, click on the parameter next to the toggle buttons. By default, the sort order will be the LOTO ID. To change the sort order, click on this parameter (see screenshot 03).
- You will see a list of other parameters (see screenshot 04) based on which you can select the sort order of the LOTO listing. Select the desired sort parameter to see the listing in the selected sort order.
- On big screen (PC): By default, on big screens, the view of LOTO listing is table view.
- To toggle the listing view from card to table or vice versa, go to the LOTO listing page and use the card and list icons at the top of the listing (screenshot 05 shows the card view and table view toggle icons). See screenshot 06 for a sample screen of card view.
- In table view, you can choose the sort order of the LOTOs displayed. On a big screen, there are two ways to do this.
- Click on the sort parameter next to the toggle buttons (by default the sort order will be the LOTO ID) and change the sort order by clicking on the sort parameter (see screenshot 07).
- Click on the parameter in the header of the table view (see screenshot 08).
- Select the desired order to see the listing in the selected sort order.
Editing or Updating a LOTO List
- Login to Safe work application and navigate to the Lockout Tagout page.
- On the Lockout Tagout landing page (see screenshot 01), select the list which you would like to edit.
- You will be directed to the listing page with a complete list of LOTOs created that are a part of the selected list. Go to the Context menu (three dots in the top right corner) and select Edit list (see screenshot 02).
- Note:
- You cannot edit predefined lists.
- If you do not have the required permission to edit the LOTO list then, in the context menu you will be able to see the View list option (see screenshot 03) instead of the Edit list option. On click of View list, the application will display the same page as the Edit view page but with the editing options disabled (see screenshot 04).
- Note:
- Make your changes and save the list to update the list.
Deleting a LOTO List
A LOTO list can be updated or deleted only if the related settings in Dynaway mobile > Setup > Module configuration > General > Manage saved search lists is enabled and the list has not been setup from F&O, i.e. it is a system one. In other words, you cannot delete predefined lists.
To delete an existing list:
- Log in to the Safe work application, navigate to the Lockout Tagout page, and select the list to delete.
- You will be directed to the listing page with a complete list of LOTOs 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 (see screenshot 02).
- The application will display a warning dialog for the user to confirm the deletion of the selected list (see screenshot 03). Select Yes to proceed with the deletion.
- The selected list will be deleted.
