Work Order Locations

The View Work Order Locations tool allows users to view the asset, address, and x/y locations associated to work orders in ArcMap. They can either view static temporary layers made of work orders filtered at the time the tool was run or they can display dynamic layers of work orders that is constantly updated.

Once work order locations have been added to the map the tool also offers the ability to view and edit work orders and view a work order report. This tool is effective for any request that has an address, an X/Y Coordinate or an assigned asset.

Note: The inventory feature classes do not need to be in the map prior to using this tool.

Click the button in the toolbar. The following pop-up will appear:
Select Work Orders.
Click OK. The associated tool will appear.

Click on the View Work Order Locations tool . The following pop-up will appear:
Select Work Orders (Live).
Click OK. The associated tool will appear.
Note: This option will not work if there is already a work or work live layer in the map.
The tool allows users to filter down which work orders to display.

Note: This tool requires an address locator to be loaded in the map. If the active locator is a composite locater the following prompt will appear:
Choose a search option
- Date and Category(ies)- This option will search for all work orders where the work order category is in the list specified and the work order start date is between the dates specified.
- Work Order Filter- This option will search for all work orders that meet the filter criteria specified.
- Work Order Filter and Dates- This option will search for all work orders that meet the criteria specified in the filter AND have a work order start date between the dates specified.
Depending on the option that is chosen the form will expand and display either a list of categories or a list of filters. Select the desired category or filter.
- To view work from one category only, expand the category tree on the right hand side and select a category. Selecting a category will only show work orders assigned to that specific category, not all the categories beneath that category.
- To view all work categories check the All Categories checkbox.
  Note: If no category is selected, the system automatically queries all categories
- For filters, the default is to show My Filters Only. Uncheck this to use any filter. In addition there are buttons to toggle between work order standard and work order lite filters.
Spatial Filter Option - This option allows users to specify a specific area to view work orders in.
- None - All work orders specified by the previous category/dates/filters will be displayed
- Use the Current Map extent - Will only show work orders for the area that is currently visible in ArcMap
- Select Polygon Feature(s) - Allows users to select a polygon feature in the map. Only work orders that are found within that polygon feature will be displayed
  Note: the tool actually plots all of the requests, and then clips the feature class down to the area specified by the spatial filter.
Modify default fields in the results option. By default there are certain fields that this tool will add to the results. Checking this box allows users to customize what fields are included in the results. The form will expand exposing the following items:
- Place a check next to the fields to add to the results.
- Fields that are automatically added by the tool are shown in the list to the far right. Users are unable to modify this list as these are required for the functionality of the tool.
- Users have the ability to save the custom field option by clicking the Save as new user default button. This setting is saved to the database, and these fields will automatically be checked the next time the user runs the tool.
When ready to process click Display. If there are a significant number of work orders to process a dialog will appear:
Once the processing is finished a temporary feature class will be added to ArcMap containing three layers (point, line, and polygon). To change the way the features are displayed, right click on the layer and go to the symbology tab.
- The search criteria used for the work orders is listed in the description for the group layer. To access this information, right-click on the grouped layer and select Properties.
The tool will attempt to map all work locations for all work orders that meet your selected criteria. Features that weren't able to be spatially represented will still be added to the layer, but will have a value of 0 in the FoundInMap field in the attribute table for the feature class.
After the work locations have been added to the map the cursor will change to crosshairs and you can then right-click on features to either view work orders in the desktop application, edit work orders directly in ArcMap, or to view/print the work order report.

After work orders have been plotted click on the View Work Locations tool .
While the View Work Locations tool is enabled, right-click on a work order location. A menu will appear with three options:
- View Work Order(s)
- Edit Work Order(s)
- View Work Order Report
Selecting the desired option will open a sub-menu that lists the work orders located within the search tolerance of the mouse-click.
- To perform an option on multiple work orders, use the ESRI selection tool to select the work orders prior to using the View Work Locations tool, then right-click and the For all selected Work Orders option will be added to the sub-menu list.
Select the work order from the list to perform the function
- View Work Orders: This option will open the selected work order(s) in the desktop in view mode.
- Edit Work Order(s): This will open the selected work order(s) in an editable grid within ArcMap. By default, all required fields are added to the grid. This includes both fields required by the desktop application and fields set required by users (via ctrl + right-click>>Field Properties in the desktop application).
- View Work Order Report: This will open the Work Order Report that is provided as a default Lucity report. This tool will take a snapshot of the current ArcMap display and save it as a .jpg which is used by the Work Order Report.

Click the button in the toolbar. The following pop-up will appear:
Select Work Orders.
Click OK. The associated tool will appear.

Click on the View Work Order Locations tool . The following pop-up will appear:
Select Work Orders (Live).
Click OK. The associated tool will appear.
Note: This option will not work if there is already a work or work live layer in the map.
The tool allows users to filter down which work orders to display.
Choose a filtering option
- Select an existing filter - This option allows the user to select a filter that was created and saved in the Work Order module.
- Specify advanced filter - This option allows the user to write a filter using SQL.
- No filter (load all records) - This option loads all work order records that contain spatial data.
Depending on the chosen option the user should then
- Select a filter from the list of filters. To display only your filters check the My Filters Only box.
- Write a filter in the Manually enter WHERE clause box. Start this with WHERE...
Enable the time on the layers if desired and fill out the Time Step Interval.
By default the following options are checked.
- Do not plot addresses for records with assets - When a work order contains an asset and the address the tool will only plot the asset. Otherwise it would plot both.
- Do not plot addresses for records with X/Y Coordinates - When a work order contains an address and x/y coordinates the tool will only plot the x/y coordinates. Otherwise it would plot both.
By default there are certain fields that this tool will add to the results. Checking the Select which fields should included in the resulting layer(s) box will allow users to customize what fields are included in the results. The form will expand exposing the following items:
- Place a check next to the fields to have added to the results.
- Fields that are automatically added by the tool are shown in the list to the far right. Users are unable to modify this list as these are required for the functionality of the tool.
- Users have the ability to save the custom field option by clicking the Save as new user default button. This setting is saved to the database, and these fields will automatically be checked the next time the user runs the tool.
When ready to process click Display.

After work orders have been plotted click on the View Work Locations tool .
While the View Work Locations tool is enabled, right-click on a work order location. A menu will appear with three options:
- View Work Order(s)
- Edit Work Order(s)
- View Work Order Report
Selecting the desired option will open a sub-menu that lists the work orders located within the search tolerance of the mouse-click.
- To perform an option on multiple work orders, use the ESRI selection tool to select the work orders prior to using the View Work Locations tool, then right-click and the For all selected Work Orders option will be added to the sub-menu list.
Select the work order from the list to perform the function
- View Work Orders: This option will open the selected work order(s) in the desktop in view mode.
- Edit Work Order(s): This will open the selected work order(s) in an editable grid within ArcMap. By default, all required fields are added to the grid. This includes both fields required by the desktop application and fields set required by users (via ctrl + right-click>>Field Properties in the desktop application).
- View Work Order Report: This will open the Work Order Report that is provided as a default Lucity report. This tool will take a snapshot of the current ArcMap display and save it as a .jpg which is used by the Work Order Report.



Search Option		Provides several ways for users to select a set of work orders to display.
	Date and Category(ies)		Displays a set of work orders in a date range based on the category selected on the work order.
	Work Request Filter		Displays all work orders that are part of a saved Work Order filter.
	Work Request Filter and Dates		Displays all work orders that are part of saved Work Order filter, and a selected Date range.
Category Options		This appears when the Date and Category(ies) option is selected above. It displays a list of categories to check and include.
Spatial Filter Options		This allows users to filter the results to a selected area.
	Use the current map extent		Reduces the results to only show work orders that fall within the current visible area of the map.
	Select polygon feature(s)		Allows the user to select a polygon feature after clicking Display. The results are then filtered down to only display work orders that fall within the selected polygon feature
Misc Options		These allow users to control the results in several other ways.
	Do not plot addresses for work orders with assets...		This option causes the results to not plot the address of the work order if there is an associated asset. If this is turned off the work order will plot both.
	Do not plot addresses for work work order locations with X/Y Coordinates		This option causes the results to not plot the address of the work order if there is an X/Y coordinate set. If this is turned off the work order will plot both.
	Modify the default fields ...		The results produced by this tool will plot the location of different work orders and will contain attribute information from the Work Order module in the Attribute table. Check this option to open another section of the tool to change which fields from the Work Order module show up in the Attribute table.



Select a filter option			Provides several ways for users to select a set of work requests to display.
	Select an existing filter			Allows users to select a filter that was previously created and saved in the Requests module.
	Specify advanced filter			Allows users to manually enter a filter using SQL.
	No filter (load all records)			Displays all requests that have spatial information.
Search Criteria		These fields allow users to select or add a filter depending on their previous selection
	Select a Filter			Displays all filters that were previously created and saved in the Requests module. Check the My Filters Only box to show only the filters created by the current user.
	Manually enter WHERE clause			Type in a filter for the request module using SQL. Start with WHERE....
Time Options		These allow users to enable time functions within the layer. This allows users to use the ESRI Time functions within ArcMap.
	Enable Time on Layers			This enables the time function for the request layers.
	Start Time Field End Time Field			These are the pre-configured fields that the time functions will use.
	Time Step Interval			Fill out the number of days/weeks/ months that the time functions should group the requests into. Note: This can be changed in the layer properties after the layer is created.
Misc Options		These allow users to control the results in several other ways.
	Do not plot addresses for requests with assets...			This option causes the results to not plot the address of the work request if there is an associated asset. If this is turned off the work request will plot both.
	Do not plot addresses for work request locations with X/Y Coordinates			This option causes the results to not plot the address of the request if there is an X/Y coordinate set. If this is turned off the request will plot both.
	Select which fields should be included in the resulting layer(s)			The results produced by this tool will plot the location of different requests and will contain attribute information from the Request module in the Attribute table. Check this option to open another section of the tool to change which fields from the Request module show up in the Attribute table.
	Alias name for layer			The name that will appear in the able of contents.
	Layer description			The description that will appear in the layer's properties.