Monitor work order debriefs

Audience: Dispatchers, administrators, managers

To check the progress of a work order (WO), supervise field activities, validate technician debriefs, and manually correct technical and manpower data.

Prerequisites

Before you start:

• To understand how debriefs and outcomes work, see Monitor work order debriefs and outcomes.

• To determine how the system handles WO validation rules, see Configure work order validation rules.

Follow the UI path

All following instructions start from this system path:

Features > Core > Analytics > Execution Monitor

Find debriefs

To see a WO’s progress and what needs to happen:

1. On the Execution monitor page, go to the Configuration panel.

2. Click on the + next to each of these fields to choose:

   • Operations center: The operations center (OC) to analyze.

   • WO types: The work order (WO) types you want to analyze.

   • Outcome cause type: The outcome cause types you want to analyze.

   • Outcome classes: The outcome classes you want to analyze.

   • Outcome causes: The outcome causes you want to analyze.

3. To look for a debrief from a specific time, enter a date or use the calendar select for:

   • Insert date: When the WOs were added.

   • Expected work end date: When WOs should be completed.

   • Scheduling date: When WOs were scheduled.

   • Outcome date: When the WO outcomes were supposed to be registered.

4. In the Options section, enter:

   • Bar disposition: Indicate if graph results are flanked or overlapped.

   • Report type: The type of report the graph shows.

   • Grouping type: The type of WO group.

   • Analysis level: The graph’s level of system analysis.

   • Grouping: How groups appear on the graph.

5. Click Process diagram.

6. In the Accounting list, go to the Validation status column.

7. To see the "health" of the data, check the color of the dots:

   • Red: To be validated.

   • Black: In the validation process via FSM Mobile.

   • Light Blue: Automatically validated.

   • Green: Manually validated.

Validate interventions

To approve the technical data and the manpower effort reported by the field team, perform a batch validation:

1. In the Execution monitor page, search for debriefs.

   • See Find debriefs.

2. Go to the Accounting list, select one or more rows.

3. In the header, click Options.

4. Choose the validation level:

   • Intervention validation: Validates both technical and manpower components.

   • Technical validation: Approves only the outcome, readings, and attachments.

   • Manpower validation: Approves only the labor hours and resource effort.

5. To finalize the order, click Close WO.

Correct intervention outcomes

If there is an error, manually edit the debrief components:

1. In the Execution monitor page, search for debriefs.

   • See Find debriefs.

2. In the Accounting list, next to a specific record, click Options > Intervention outcome.

3. In the Intervention outcome tab, verify:

   • Outcome cause.

   • Start time.

   • End time.

4. To add completed tasks that weren’t originally planned, click the Optional operation icon.

Understand outcome window data tabs

To learn more about the notifications and different components of a WO, click these tabs.

• Notifications: Edit when the breakdown started and ended and causes if the WO is linked to a fault.

• Measurements: View qualitative or quantitative data.

  • Note: A red dot indicates a missing mandatory measurement.

• Used materials: Add serial or consumption items. 

• Resources summary: Edit how much time resources have used.

• Multimedia files: Review photos from the field or add a document from the server.

Manage manpower and resource accounting

To ensure labor hours are correctly entered for payroll and cost estimation:

1. Click the Resources summary tab.

2. Click Users accounting.

   • Note: To unlock and modify the manpower duration, click the Padlock icon.

3. To modify their start and end times, click a resource’s row.

4. Edit details.

5. Click Save.

Add a missing resource

If a resource was present but not listed:

1. Click Users accounting > New.

2. Search for the resource's serial number.

3. Click Insert.

What’s next

• To determine how the system handles WO validation rules, see Configure work order validation rules.

• To track all of the changes made to an intervention, see View work order outcome history.