The View PM Work Locations tool allows users to view the Asset, Address, and X/Y locations associated with PM Work Locations in ArcMap. Users can view either:
static, temporary layers made of PM Work Locations filtered at the time the tool is run; or
dynamic layers of PM Work Locations that are constantly updated.
Once the PMs' locations have been added to the map, the View PM Locations tool enables users to view and edit PMs. The tool plots any PM 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.
PM Work Locations
Search Option
Gives users options for identifying a set of PMs to display.
Date and Category(ies)
Displays a set of PMs in a user defined date range and selected categories. These are based on the PMs next creation date and Category.
Work Request Filter
Displays all PMs that are part of a saved PM filter.
Work Request Filter and Dates
Displays all PMs that are part of a saved PM filter that fall into 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
Enables users to filter results to a selected area.
Use the current map extent
Displays only those PMs that fall within the area of the map that is currently visible.
Select polygon feature(s)
Displays only those PMs that fall 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 pms with assets...
Prevents the system from plotting the Address of the PM 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 pm locations with X/Y Coordinates
Prevents the system from plotting the Address of the PM if an X/Y coordinate is 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 pm locations it displays associated pm 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 pm record is displayed in the Attribute table.
Click the button in the toolbar. The following pop-up appears:
OR
Click on the View PM Locations tool . The following pop-up appears:
Note: This option does not work if there is already a PM or PM Live layer in the map.
Select PM/Routine.
Click OK. The associated tool appears, which allows the user to filter the Requests.
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 PMs with one of the selected CategoriesAND that have a Next Work Order Creation Date that falls within the selected dates.
Work Request Filter- Displays all PMs that meet the specified filter's criteria.
Work Request Filter and Dates- Displays PMs that meet the criteria specified in the filter and whose PM 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 PM from just one category, expand the Category tree at right and select a Category. The system will return PMs assigned to that specific Category, not PMs assigned to the categories beneath that Category.
To show PMs from all categories, check the All Categories checkbox. If no Category is selected, the system automatically queries all categories.
For filters, the system displays My Filters Only by default. Disable this option to use any filter. Buttons also allow the user to toggle between PM Standard and PM Lite filters.
Choose a Spatial Filter Option. These options enable users to view PMs in an area of the map that they specify.
None - Displays PMsidentified by the previously selected Category/Dates/Filters.
Use the Current Map extent - Displays PMs for the area that is currently visible in ArcMap.
Select Polygon Feature(s) - Displays PMs that fall within an area the user selects with the Polygon tool.
Note: The tool actually plots all of the PMs, and then clips the feature class down to the area specified by 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 PMs to process, a dialog box similar to the one below appears:
Once the processing is finished, a temporary feature class is added to ArcMap. It contains 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 other Plotting... pages say "select Properties > Symbology tab."]
The search criteria used for the PMs is listed in the description for the group layer. To access this information, right-click on the grouped layer and select Properties. A screen similar to the following appears:
The tool attempts to map all locations for all PMs that meet the selected criteria. Any features that the system was unable to represent spatially are still added to the layer; however, in the Attribute table for the feature class, their FoundInMap value will be 0.
After the PM locations have been added to the map, the cursor changes to crosshairs, allowing the user to right-click on features to view PMs in Lucity Desktop.
After PMs have been plotted in the map, click on the View PM/Template Location tool .
Right-click on a PM location. A menu appears with the option: View PM/Work Order Templates.
Select View PM/Work Order Templates. A sub-menu opens that lists the PMs located within the search tolerance of the mouse-click.
Select the PM to view in Lucity Desktop's View mode.
Note: To view multiple PMs, use the ESRI selection tool to select the PMs before clicking the View PM/Work Order Templates Locations tool. Then right-click. The For all selected PM/Work Order Templates option appears in the submenu.
PM Work Locations Live
Select a filter option
Gives users options for identifying a set of PMs to display.
Select an existing filter
Allows users to select a filter that was previously created and saved in the PMs module.
Specify advanced filter
Allows users to manually enter a filter using SQL.
No filter (load all records)
Displays all PMs 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 PM 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 PM 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 PM layer.
Enable Time on Layers
Enables the ESRI time function for the PM layers.
Start Time Field
End Time Field
Indicates the pre-configured 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 PMs.
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 PMs 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 PMs 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 pm 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 pm 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 PM Locations tool . The following pop-up appears:
Note: This option will not work if there is already a PMs or PMs Live layer in the map.
Select PMs (Live).
Click OK. The associated tool appears, which enables users to filter the PMs.
Choose a filtering option:
Select an existing filter - Enables the user to select a filter that was created and saved in the PM module.
Specify advanced filter - Enables the user to write a filter using SQL.
No filter (load all records) - Loads all PM 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 PM 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 PM 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 PMs have been plotted in the map, click on the View PM/Template Location tool .
Right-click on a PM location. A menu appears with the option: View PM/Work Order Templates.
Select View PM/Work Order Templates. A sub-menu opens that lists the PMs located within the search tolerance of the mouse-click.
Select the PM to view in Lucity Desktop's View mode.
Note: To view multiple PMs, use the ESRI selection tool to select the PMs before clicking the View PM/Work Order Templates Locations tool. Then right-click. The For all selected PM/Work Order Templates option appears in the submenu.
How to use the PM Location tool
button in the toolbar. The following pop-up appears:
. The following pop-up appears:
