Planned Work Management Home page
Planned Work Management Home page enables you to monitor your work plans, schedules, and work orders.
Image omitted: pwm-home-page.png
Planned Work Management dashboard displaying work plans, work schedules, and planned work orders represented by tiles and graphs.
Planned Work Management dashboard displaying work plans, work schedules, and planned work orders represented by tiles and graphs.
End user and roles
| End user and goal | Required role |
|---|---|
| As a planned work admin, you can:- Analyze the work plans and work order the most important items to work on. - Track work orders and part requirements for all plans | sn\_fsm\_planned\_wm.planned\_work\_admin |
Access the Planned Work Management Home page
Planned Work Management Home page is part of the CSM/FSM Configurable Workspace, home page.
To open the Planned Work Management Home page, navigate to All > Planned Work Management > Workspace.
Use cases
| User | Dashboard use |
|---|---|
| Planned work admin | Monitor the work plans, work schedules, and work orders. This helps to keep track of scheduled, upcoming, and overdue work orders for the work plan. |
Data visualizations
| Title | Type | Source table | Description |
|---|---|---|---|
| Active plans | Single Score Image omitted: icon-single-score-report.png Work Plan\[wm\_planned\_work\_plan\]</td><td> | Number of work plans that are in active state. | |
| Plans expiring in the next 30 days | Single Score Image omitted: icon-single-score-report.png Work Plan\[wm\_planned\_work\_plan\]</td><td> | Number of work plans that are going to expire in the coming 30 days. | |
| Overdue work orders | Single Score Image omitted: icon-single-score-report.png Work Order\[wm\_order\]</td><td> | Number of work orders that are overdue. | |
| Upcoming schedules with no work orders | Single Score Image omitted: icon-single-score-report.png Schedule Occurrence\[wm\_plan\_work\_schedule\_occurrence\]</td><td> | Number of schedules for which no work order is generated. | |
| Scheduled work orders | Line and Stacked bar chart | Work Order\[wm\_order\] | Display the work orders that are scheduled for the given date. |
| Work orders by state | Stacked bar chart Image omitted: bar-stacked.svg Work Order\[wm\_order\]</td><td> | Display the number of work orders by their state, such as Draft, Closed Complete, and more. | |
| Non-compliant work orders | List | Work Order\[wm\_order\] | Display the number of work orders that are not compliant with the corresponding maintenance plan. |