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Tips for Work Order Kanban Board

 WO Kanban Board is available in the coming release of R21c in July 2021. It provides a visualization of work order process flows.

  • The Kanban board can be launched from Work Order | Open WO, My Work | My Team Assignment, and My assignment.
  • Work orders from the source list and of finished statuses (Accepted, and Closed) in the last 30 days are shown in the board.

1. Filter WO List

The Kanban board is better used with a subset of work orders. This can be achieved by filtering the work order list (Open WO, My Assignment, or My Team Assignment) first. For instance, one may filter the open WOs to show Priority 1 work order first before launching its Kanban Board.

2. Filter Kanban Board

Once launched a Kanban board can be filtered by users or teams assigned to.

  • Use the dropdown to select to filter by user, or team (#2 in the screenshot)
  • Click a user or a team to apply filter (#3)
  • Click "Reset" to remove filter.
  • Scroll the list of users or teams to select additional users or teams if applicable (#4).
  • Click "<" in a Kanban header (such as New) to collapse a column.

3. Process Flow via Drag and Drop 

One can drag and drop a work order card from one lane to its next lane (or from Execution to Completed) to move a work order through its process flow (#1 in the screenshot above). A prompt screen is shown for an optional comment. Click "Save" to complete the status move.

 4. Other Visualization of Work Orders

The Kanban board is great in managing process flows of work orders. There are other visualization of work orders shown below.

WO Visualization Note
1. Work Order Map View ​View work orders, assets and locations in a map
​2. Work Order Floor Plan View​View work orders in your floor plan image
​3. Work Order Weekly Schedule
​Schedule work orders by team or users with a weekly schedule
​4. Open WO Status Chart​Status diagrams of open work orders and completion
​5. Work Order Calendar View​View work orders in a calendar
​6. Work Order Assignment Board​View work order assignment by team or view
7. Work Order Tree View​View/perform work orders in the asset/location tree
​8. Work Order Pivot Visualization​Analyze work orders in charts
Tips for Work Order Pivot Visualization
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