Basket of work orders

The right-hand side of the schedule contains a set of work orders in the form of a graphic tile containing various information.

This panel is called Work order bask and comprises several parts:

A header

Basket name.
The number of work orders in the basket in brackets.
A basket collapse button: The whole basket can be collapsed with the button . Once collapsed, the basket can also be expanded using the button .

An action button panel

This area allows you to access the basket configuration and interact with the schedule.

Date filter

This button section provides access to 2 different actions:

Synchronise the dates of work orders filter using the button
- Click to enable synchronization: When enabled, the panel is green.
  Each time the period in the scheduled central area changes, the basket date filter is automatically updated to display the work orders whose dates correspond to the filter.
Access the details of the dates of work orders using the button :
- Apply the scheduling period: allows you to transfer the dates displayed for the viewed scheduling period into the filter date criteria.
- Start: filter start date.
- End: filter end date.
- Viewing the schedule: allows you to transfer the filter start date for the displayed period into the schedule.
- Cancel: cancels the date changes made and closes the date filter panel.
- Apply: applies the filter dates and closes the date filter panel.

The filter applied to the work orders will return work orders the work order period of which is within the intersection of the date filter period.
That is, a work order with a start date before the start date of the filter or a work order with an end date after the end date of the filter can be included in the search result.

data filter

This button provides access to the possible data filters.

Filter: allows you to select and apply a saved public or private filter to the Work order function.
Scheduling indicators: these indicators provide a simple, quick filter according to the basket element work in progress. The scheduling indicators are based on several attributes of work orders. The main checkbox allows you to (un)select the set of scheduling indicators.
Cancel: cancels the filter changes and closes the date filter panel.
Apply: applies the filter changes and closes the date filter panel.

The attached table describes the meaning of the filters corresponding to the scheduling indicators. The "To be scheduled" datan item in the work order details is of great importance as to the meaning of the scheduling indicator:

Description of the progress status of the scheduling of a work order	"To be scheduled" = No	"To be scheduled" = Yes
Work order not closed the end date of which is before the current date	Closing delay: to be rescheduled?	Closing delay: to be rescheduled?
Anticipated resources for the work order without an activity entered (date + period)	Resource(s) to be assigned	Resource(s) to be assigned
No resource line provided on the work order	No resources assigned	Resource(s) to be assigned
At least one assigned scheduled resource line (date + period)	Assignment in process	Assignment in process
All the planned resources are scheduled	All assigned	Assignment to be confirmed

Without a scheduling indicator selected in the filters, the basket will only display the closed work orders.

sorting of data

This button allows you to access the configuration details for sorting the work orders in the basket.

Sorting type: Selects the data according to which the basket will be sorted.
Sorting direction: allows you to sort the data in ascending or descending order.
Display the groups: Allows you to create and group several elements under the selected sorting data value.
Cancel: cancels the changes and closes the sorting panel.
Apply: applies the changes and closes the sorting panel.

The attributes of the sorting type are described in the RP_BASKET_ORDER list of values and can be adjusted if needed by an administrator.

various actions

This button provides access to various actions available on the basket.

Refresh the scheduling: allows you to update the basket data.
Filter resetting: allows you to reset the basket default filter.
Confirming the scheduling: is used to confirm the scheduling of work orders. This action will apply to work orders with at least one activity present over the period of the displayed schedule.
It unchecks the box "To be planned" of the relevant work orders in the basket. A confirmation window allows you to confirm the scheduling of listed work orders from the work order basket.
Automatic assignment of resources: allows you to initiate the automatic assignment of resources. This action applies to the work orders in the basket of work orders.

For CARL Touch, the scheduling of a work order has to be confirmed for it to be sent to the field teams on their mobile device. Without confirmation, the work order remains with the "To be scheduled" checkbox set to Yes and the work order is not sent.

A list of work orders

Work orders are displayed as a graphic tile, sorted according to the sorting selected in the sorting configuration part.

A tile includes the following information:

Work order code.
Actions menu: available at the top right of each tile, it provides access to actions specific to the work order of the tile being viewed:
- Details: is used to display the details of the work order in another tab in the browser.
- Confirming the scheduling: is used toconfirm the scheduling of the work order, i.e., by automatically changing the "To be scheduled" datan item to No.
Work order status.
Work order description.
Work order period: work order start date/end date.
The following elements (Asset, location point, main point) are information that is configured in the RPBASKETWOATTRIBUTES value list and can be customized.
A icon is displayed if authorizations are indicated in the work order. When the cursor is hovered over the icon, the details of the authorizations are displayed.
An indicator at the bottom right of each tile shows the number of resource lines without scheduling. If the indicator has 2 numbers, the first number represents the work order resource lines already scheduled and the number second represents the total number of work order resource lines.
On hovering over the indicator, a tooltip will indicate the number of resource lines, remaining to be scheduled, by type. The information has a specific type to provide you with the most accurate information possible:
- Specified resource: normal text.
- Team: between [ and ].
- Discipline: normal text.
- Line with no resource information: line resource type between ~ and ~.

Indicator example:

Tiles can be grouped in the same group relating to a common work order value. These groupings can be opened or closed in order to graphically organize the information tiles and provide better visibility.

The tiles allow you to use the mouse to Drag and Drop information into the scheduling area in order to create work order activities more quickly. See Scheduling interaction