Viewing Backlog by Work Order Type

This topic discusses how to view the work order backlog information and personalize the Work Order Portal Personalization page.

Page Name

Definition Name

Usage

Backlog by Work Order Type Pagelet

EPWM_PE_BACKLOG_GBL

View the backlog of work orders by work order type.

Work Order Workbench Page

WM_WOTSK_WORKBENCH

Click the work order type code link on the Backlog by Work Order Type pagelet to view the workbench for the user logged into the system.

See theBacklog by Work Order Type Pagelet.

Work Order Portal Personalization Page

WM_PE_PRS

Define default display information for the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Use the Backlog by Work Order Type pagelet (EPWM_PE_BACKLOG_GBL) to view the backlog of work orders by work order type.

Image: Backlog by Work Order Type page

This example illustrates the fields and controls on the Backlog by Work Order Type page. You can find definitions for the fields and controls later on this page.

Backlog by Work Order Type page

The Backlog by Work Order Type pagelet provides a high-level statistical summary of the overall backlog of work orders, which are broken down into different categories for a particular work order business unit, service group, and/or shop. This backlog is an accumulation of work orders not started or not complete on time. All work orders need to be dealt with directly in PeopleSoft Maintenance Management until the work is completed and the costs applied.

The pie chart is a visual summarization of the total Overdue Not Started and Overdue In Progress broken down by Work Order Type.

By clicking the Work Order Type link, the system navigates to the Work Order Workbench page.

Field or Control

Definition

Overdue Not Started

Displays the number of work order tasks with a Required End Date that is less than the current date, a status that is not equal to Complete, Closed or Cancelled and the Actual Start Date is null.

Overdue in Progress

Displays the number of work order tasks with a Required End Date that is less than the current date, a status that is not equal to Complete, Closed or Cancelled, the Actual Start Date is not null and the Required End Date is not null, and less than the Run Time Date.

Refresh

Click this icon to refresh the data on the pagelet.

Customize Pagelet

Click this icon to access the Work Order Portal Personalization page.

Minimize pagelet

Click this icon to minimize the displaying page.

Remove pagelet

Click this icon to remove the pagelet from the display.

Use the Work Order Portal Personalization page (WM_PE_PRS) to define default display information for the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Image: Work Order Portal Personalization page

This example illustrates the fields and controls on the Work Order Portal Personalization page.

Work Order Portal Personalization page

You can either use the default user preferences or select a value for the work order business unit, service group or shop.

Note: The Work Order Portal Personalization page is shared by the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Shop and service group options are not used by the Unassigned Work Order Tasks pagelet.

The service group option is not used by the Scheduled Work Order Tasks pagelet.