Redwood: Maintenance Management and Execution Landing Pages

Welcome to the demo of the Update 25B feature Redwood Maintenance Management and Execution Landing Pages for work orders using a new user experience in the Oracle Fusion Cloud Maintenance. With this feature, you can now manage engineering, planning, and execution flows with greater ease and efficiency using a Redwood user experience. You can view key performance indicators, KPIs, and data visualizations to help prioritize tasks. Then you can easily search, select, and navigate to pages using quick action links.

The new pages meet the business needs of providing a comprehensive view of all maintenance, management, and execution activities. This allows you to manage work orders more efficiently with the modern and responsive user interface. The result is a new user experience helping you to manage tasks through an organization context and scorecard metrics. The list of work orders by metric helps in prioritizing tasks based on urgency and performance helping you to quickly navigate to the correct maintenance pages for additional details.

Now, let's walk through a demo of this feature. First, we'll show where to find the new maintenance management, and execution landing pages once they've been enabled by a profile option. For each page, we'll review the general page layout including the scorecard metrics, results, and action regions. Then we will review the search and results region showing how clicking on a scorecard metric changes the search results.

The region includes a keyword search, filter and advanced filter chips along with a saved search. Next, we will review the default actions list as well as the additional actions drawer. This includes the ability to pin your favorite tasks to the default action list. Finally, we'll show how these pages can be customized with metric cards and data visualizations based on an OTBI analysis.

First, let's see how to launch the Manage Maintenance Landing Page. We will begin our demonstration by showing how to access the Maintenance Management and Maintenance Execution landing pages. Once the profile options have been enabled, the existing icon for Maintenance Management will navigate to the new Redwood user experience.

The same with the Maintenance Execution. When the profile is enabled and you have the access to the page, you will also see the Maintenance Execution navigation icon here within the Supply Chain Execution section.

When we click on the Maintenance Management landing page, we will navigate to the new Redwood experience. The landing page is made up of a few regions. We'll start by reviewing the top of the page, which involves an organization context selector. When I click on the down arrow, we'll see that I can search for and select organizations that I have access to.

By default, when this page renders, it will default to my user-specific default maintenance organization. We then have the scorecard metrics region. Here, we have three scorecard metrics.

One is current work orders through today. The next is past-due work orders that are in backlog as of today. And the next is future work orders which began after today, in this case, up until the next 30 days. Clicking on any of these metrics will refresh the search results regions, and I can see the prioritized list of work orders by these different metric cards.

I can also interact with the search results by performing a keyword search using the search bar. I can also use the predefined search facets. I, for instance, could remove the Planned Start Date, which broadens my search. I could also select a priority. In this case, I could select a priority of one. And I could also select the status of the work order. And in this case, I can select some unreleased work orders. Anytime I want to clear the filters, I can click the X. I can also use additional filters that come up in the overflow box here.

In each of the search results, I can also click on a work order and navigate to the edit work orders UI. When I'm done reviewing the work order, I can click the Maintenance Management link at the top of the page to return me back to the search. I also have the saved search capability as well.

This region on the right is our default quick actions menu. And you can see I have access to my Maintenance Supervision workbench. My Maintenance workbench, Maintenance Programs. This user has a lot of access to different engineering, planning, and execution pages.

I can also click the View All actions, and this will render a drawer where I can go and I can search for additional actions. And I can actually pin them as well. So if I pin an action and return here to our page, you can see we have lots of actions. Then I will see that the Asset Information Management tasks that I selected is now pinned to my quick actions bar.

So this new landing page provides the quick ability to view current work orders. In this case, they are important to me and our organization. I can quickly access these work orders through the search and navigation to the edit work order UI. And I can quickly get to any of my key actions that I usually have pinned over here in my quick actions group, and I can also navigate to any of my other actions that I have access to.

Next, we're going to review the Execution Landing Page. Next, let's see how to launch the Work Execution Landing Page. Here we're reviewing the Maintenance Execution landing page. This particular landing page is typically given to a maintenance technician role. And while the layout may seem very similar to the Maintenance Management landing page, the amount of data that they are viewing and the Quick Actions that they are viewing are in a different context, because they're for the maintenance technician.

The first thing you'll see is they have an organization selector, and they'll most likely have access to a smaller number of organizations. They also have different metrics cards. You can see that they have a card that's entitled, My current assignments through today. They also have one that says, my future assignments out to the next 30 days, and other additional qualified work over the next 30 days that I've not been currently assigned to. So these metrics are much more different and are very focused in on the maintenance technician.

We can see down in the results that for my current assignments, I'm assigned to two different work orders as the technician. So this helps me quickly get to my work orders. I can directly navigate to the work order, or I can navigate over to the My Maintenance Work workbench as well. That's also an option here where I can also view my assignments, interact with the work orders from the My Maintenance Work technician experience.

The other thing we'll notice is they have a different list of predefined Quick Actions that are pinned to the toolbar over here. And if they click on View Actions, you'll also see a much smaller list of actions that they have access to. So this just shows that for the maintenance execution piece for a technician, they have a much smaller area of responsibility and a much more focused user experience.

Finally, let's see how to customize scorecard metrics and data visualizations on the search pages. Finally, we're going to review how the metrics cards can be customized using OTBI analysis. So this particular user that I've logged in, I've navigated to the Maintenance Management landing page and you'll see that because they have a special privilege, they have a button in the upper right-hand corner called Edit Page Layout. This allows the users to go in and manage the scorecard metrics and the layout of the page.

So when I click on this page, you'll see that we've enter into an edit mode. And you can see that I have now into a panel design here within the page including the scorecards and the search region and the actions panel. I can actually go and search our library here for KPIs or visualizations. These KPIs and visualizations were created ahead of time based on an OTBI analysis.

So if I go and search for maintenance here, I'm going to see that I've pre-created a bar chart visualization, a metrics card, a work order count, and a work order status for each of these are bar charts. I can actually go and grab a scorecard visualization, and I can add it to my metrics region. And so this is a really great capability where I can view not only the seeded cards here up in the core scorecard metrics region, but I can also bring in a new card that brought some forecast information.

I can also bring the same forecast information into a visualization as well. This particular example just showed the counts of different preventative maintenance types over time by the individual assets just to give a general visualization of my upcoming maintenance by the work definition.

So once I've added these visualizations, I could edit or exit the Edit mode, and you can see this is what the card looks like. So if I go back and I view the future work orders, you can see that I'll continue to see the existing scorecard metric that was out of the box, its results in my actions. However, when I click on my new card, not only do I see the scorecard metric up here that provided a summary analysis, but I was able to enter in this visualization down here in the region below.

So this is really a great capability to extend the landing pages. And this is available both in the Maintenance Management and Execution pages as well as the Maintenance Supervision page as well. This concludes the demo of this feature. Thanks for watching.