The View Work Order Locations tool allows users to view the Asset, Address, and X/Y locations associated with Work Orders in ArcMap. Users can view either:
static, temporary layers made of Work Orders filtered at the time the tool is run; or
dynamic layers of Work Orders that are constantly updated.
Once the Work Order locations have been added to the map, the View Work Order Locations tool enables users to view and edit Work Orders , as well as view a Work Order report. The tool plots any Work Order that has an Address, an X/Y coordinate or an assigned Asset.
Note: The Inventory feature classes do not need to be added to the map prior to using this tool.
Work Order Locations
Search Option
Gives users options for identifying a set of Work Orders to display.
Date and Category(ies)
Displays a set of Work Orders in a user defined date range and selected categories. These are based on the Work Order's Start Date and Category.
Work Order Filter
Displays all Work Orders that are part of a saved Work Order filter.
Work Order Filter and Dates
Displays all Work Orders that are part of saved Work Order filter that fall within a selected date range.
Category Options
Limits results to selected Categories. This option appears when theDate and Category(ies) option is selected above.
Spatial Filter Options
Limits results to selected Categories. This option appears when theDate and Category(ies) option is selected above.
Spatial Filter Options
Enables users to filter results to a selected area.
Use the current map extent
Displays only those Work Orders that exist within the area of the map that is currently visible.
Select polygon feature(s)
Displays only those Work Orders that exist within an area of the map the user selected with the Polygon tool.
Misc Options
Provide other ways to control the results.
Do not plot addresses for work orders with assets...
Prevents the system from plotting the Address of the Work Order if there is an associated Asset. When the option is disabled, the system plots both the Address and the Asset.
Do not plot addresses for work order locations with X/Y Coordinates
Prevents the system from plotting the Address of the Work Order if an X/Y coordinate set. When the option is disabled, the system plots both the Address and the X/Y coordinate.
Modify the default fields ...
When the tool plots the work order locations it displays associated work order information in the Attribute table. Check this box to open a new section of the tool. In this section of the tool you can modify which data from each work order record is displayed in the Attribute table.
Click the button in the toolbar. The following pop-up appears:
OR
Click on the View Work Order Locations tool . The following pop-up appears:
Note: This option will not work if a Work Order or Work Orders Live layer already exists in the map.
Select Work Orders (Live).
Click OK. The associated tool appears, which allows the user to filter the Work Orders.
Note: This tool requires that an address locator is loaded in the map. If the active locator is a composite locator, the following prompt appears:
Choose a search option:
Date and Category(ies)- Displays Work Orders with one of the selected CategoriesAND that have a Word Order Start Date that falls within the selected dates.
Work Order Filter- Displays all Work Orders that meet the specified filter's criteria.
Work Order Filter and Dates- Displays Work Orders that meet the criteria specified in the filter and whoseWork Order Start Date that falls within the selected dates.
Depending on the search option chosen, the form expands to display either a list of Categories or a list of filters. Select the desired Category or filter.
To view Work Orders from just one category, expand the Category tree at right and select a Category. The system will return Work Orders assigned to that specific Category, not Work Orders assigned to the categories beneath that Category.
To show Work Orders from all 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. Disable this option to choose any filter. The tool also includes buttons buttons to toggle between Work Order Standard and Work Order Lite filters.
Choose a Spatial Filter Option. These options enable users to view Work Orders in an area of the map that they specify.
None - Displays Work Orders identified by the previously selected Category/Dates/Filters.
Use the Current Map extent - Displays Work Orders for the area that is currently visible in ArcMap.
Select Polygon Feature(s) - Displays Work Orders that fall within an area the user selects with the Polygon tool.
Note: The tool actually plots all Work Orders and then clips the feature class down to the area specified in the spatial filter.
Enable the Modify the default fields included in the results option. The tool includes certain fields in the results by default. Enabling this option allows the user to decide which fields appear in the results. When checked, the form expands to expose the following items:
Check the box next to the fields you want to add to the results.
Fields displayed by default are shown in the list to the far right. Users cannot modify this list, because these fields are required for the tool to function properly.
Users can save their custom field choices 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 the system has a significant number of Work Orders to process, a dialog box similar to the one below appears:
Once the processing is finished, a temporary feature class containing three layers (point, line, and polygon) is added to ArcMap. 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 attempts to map all Work Order Locations for all Work Orders that meet the selected criteria. Any features that the system was unable to represent spatially are still added to the layer; however, they will have a FoundInMap value of "0"in the Attribute table for the feature class.
After the Work locations have been added to the map, the cursor changes to crosshairs. Right-click on features to either view Work Orders in Lucity Deskto , edit Work Orders directly in ArcMap, or view/print the Work Order Report.
After Work Orders have been plotted on the map, click on the View Work Locations tool .
While the tool is enabled, right-click on a Work Order Location. A menu appears with three options:
View Work Order(s)
Edit Work Order(s)
View Work Order Report
Select the desired option:
View Work Orders: Opens the selected Work Order(s) in Lucity Desktop's View mode.
Edit Work Order(s): Opens the selected Work Order(s) in an editable grid within ArcMap. By default, all required fields are added to the grid, including those required by the Desktop application and those set as required by users.
View Work Order Report: Opens the Work Order Report that Lucity provides a default report. The tool takes a snapshot of the current ArcMap display and saves it as a .jpg file; the Work Order Report then uses this file.
A submenu appears that lists the Work Orders located within the search tolerance of the mouse-click. Select the Work Order on which you'd like to perform the function.
Note: To perform an action on multiple Work Orders, use the ESRI selection tool to select the Work Orders before clicking the View Work Locations tool. Then, right-click. The For all selected Work Orders option appears in the submenu.
Work Order Locations Live
Select a filter option
Gives users options for identifying a set of Work Orders to display.
Select an existing filter
Allows users to select a filter that was previously created and saved in the Work Orders module.
Specify advanced filter
Allows users to manually enter a filter using SQL.
No filter (load all records)
Displays all Work Orders that have spatial information.
Search Criteria
Enable 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 Work Order module. Check the My Filters Only box to show only the filters created by the current user.
Manually enter WHERE clause
Enables the user to type in a filter for the Work Order module using SQL. (The statement should start with WHERE. ...)
Time Options
Allow users to incorporate the ESRI time functions available within ArcMap into the Lucity Live Work Order layer.
Enable Time on Layers
Enables the ESRI time function for the Work Order layers.
Start Time Field
End Time Field
Indicates the preconfigured table fields that the time functions will use.
Time Step Interval
Enables the user to designate the number of days/weeks/months into which the time functions should group the Work Orders.
Note: This value can be changed in the layer properties after the layer is created.
Misc Options
Allow users to control the results in several other ways.
Do not plot addresses for records with assets...
Prevents the system from plotting the Address of the Work Order if there is an associated Asset. When the option is disabled, the system plots both the Address and the Asset.
Do not plot addresses for records with X/Y coordinates
Prevents the system from plotting the Address of the Work Order if an X/Y coordinate set. When the option is disabled, the system plots both the Address and the X/Y coordinate.
Select which fields should be included in the resulting layer(s)
When the tool plots the work order locations it displays associated work order information in the Attribute table. Check this box to open a new section of the tool. In this section of the tool you can modify which data from each work order record is displayed in the Attribute table.
Alias name for layer
Indicates the name for the layer that will be displayed in the map's table of contents.
Layer description
Indicates the description that will appear in the layer's properties.
Click the button in the toolbar. The following pop-up appears:
OR
Click on the View Work Order Locations tool . The following pop-up appears:
Note: This option will not work if there is already a Work Orders or Work Orders Live layer in the map.
Select Work Orders (Live).
Click OK. The associated tool appears, which enables users to filter the Work Orders.
Choose a filtering option:
Select an existing filter - Enables the user to select a filter that was created and saved in the Work Order module.
Specify advanced filter - Enables the user to write a filter using SQL.
No filter (load all records) - Loads all Work Order records that contain spatial data.
Depending on the option chosen, the user should then:
Select a filter from the list. To display only those filters created by the current user, check the My Filters Only box.
Write a filter in the Manually enter WHERE clause field. (Start this statement with WHERE...)
Enable the time on the layers (if desired) and enter the Time Step Interval.
The following options are enabled by default:
Do not plot addresses for records with assets - When a Work Order contains an Asset and the Address, the tool plots only the asset. When disabled, the tool plots both.
Do not plot addresses for records with X/Y Coordinates - When a Work Order contains an Address and X/Y coordinates, the tool plots only the X/Y coordinates. When disabled, the tool plots both.
Certain fields are added to the results by default. Check the Select which fields should included in the resulting layer(s) option to customize the fields included in the results. The form expands to expose the following items:
Check the fields you wish to add to the results.
Default fields are shown in the list to the far right. Users cannot change this list, because these fields are required for the tool to function properly.
Users can save their custom fields by clicking the Save as new user default button. The setting is saved to the database, and these fields will be automatically checked the next time the user runs the tool.
After Work Orders have been plotted on the map, click on the View Work Locations tool .
While the tool is enabled, right-click on a Work Order Location. A menu appears with three options:
View Work Order(s)
Edit Work Order(s)
View Work Order Report
Select the desired option:
View Work Orders: Opens the selected Work Order(s) in Lucity Desktop's View mode.
Edit Work Order(s): Opens the selected Work Order(s) in an editable grid within ArcMap. By default, all required fields are added to the grid, including those required by the Desktop application and those set as required by users.
View Work Order Report: Opens the Work Order Report that Lucity provides a default report. The tool takes a snapshot of the current ArcMap display and saves it as a .jpg file; the Work Order Report then uses this file.
A submenu appears that lists the Work Orders located within the search tolerance of the mouse-click. Select the Work Order on which you'd like to perform the function.
Note: To perform an action on multiple Work Orders, use the ESRI selection tool to select the Work Orders before clicking the View Work Locations tool. Then, right-click. The For all selected Work Orders option appears in the submenu.