Using the Work Agenda
The Work Agenda displays event (or work) data. These events vary based on the modules and interfaces that have been implemented, but may include switching actions (with Switching Management), outage events (with Outage Management), and so on. Events may be in various states, such as New, In Progress, Incomplete, or Complete.
When you launch Web Workspace, the Work Agenda will be visible as a docked pane. See “Understanding Docked Panes and Standalone Window Tools” for information on docking and moving tools.
This section includes the following topics:
Opening Work Agenda Windows
You can have one or two Work Agendas open. To open a second Work Agenda, select the Work Agenda 2... option from the Web Workspace Tools menu.
Note: You can reopen Work Agenda 1 if it has been closed by selecting Work Agenda 1... from the Web Workspace Tools menu.
If you want to give either Work Agenda 1 or Work Agenda 2 focus, select the Work Agenda 1... or Work Agenda 2... option, respectively, from the Web Workspace Tools menu and the window will be brought to the front of other panes.
When you select a row in one Work Agenda window, the system automatically selects the row for that event in all other Work Agendas (if the row is not being filtered).
All Work Agendas are subscribed at the same level as the original Work Agenda and other tools, but can have their own dynamic sorts and filters applied. The selected events are shared across the Work Agendas.
Understanding Work Agenda (Filtered) Views
Work Agenda views are filters based on event type and/or status. These filtered views are referred to as lists and the list name is displayed on the Work Agenda tab. For example, in the standard NMS product offering, the Web Workspace starts with Work Agenda open in the To Do list view, which displays all new and unassigned events that require attention, and the tab is labeled "Work Agenda: To Do."
Note: The Work Agenda does not display any events until you take authority of a control zone (see “Taking Authority for Control Zones”).
Each row of a Work Agenda list contains information about an event. A summary row at the top of the Work Agenda displays summary counts for all of the events listed in the current view.
The Work Agenda is preconfigured with several different Global views that can be selected in the Filters pane's Global section. Your system may also have Shared filters and any Personal filters that you have created and saved. See “Filtering Data Tables” for more information on Shared and Personal filters.
Understanding Work Agenda Standard Global Filters
The NMS product configuration includes the following Global filters.
Filter Name
Description
All
Displays all events of any status.
 
Note: Statuses are displayed in the Work Agenda Status column; see “Event Status Codes” for a complete list of status codes and descriptions.
Completed
Displays all completed and canceled trouble events.
 
Statuses:
CMP, F‑CMP, M‑CMP, P‑CMP, S‑CMP, W‑CMP, CNL, F‑CNL, S‑CNL, and W‑CNL.
 
Note: See “Event Status Codes” for event status descriptions.
Default
Applies the filter for the currently selected view.
In Progress
Displays most trouble events that have crew resources associated with them and any trouble event alarms.
 
Statuses:
ASN, F‑ASN, S‑ASN, W‑ASN, ENR, F‑ENR, S‑ENR, W‑ENR, NFY, ONS, F‑ONS, S‑ONS, W‑ONS, RSCH, RST, S‑RST, SUS, S‑SUS, W‑SUS, and VFY.
 
Note: See “Event Status Codes” for event status descriptions.
Incomplete
Displays all incomplete trouble events and events that have maintenance work pending. Incomplete events are events that are complete in the field but still require that Event Details be completed.
 
Statuses:
INC, M‑INC, P‑INC, S‑INC, MNP, and S‑MNP.
 
Note: See “Event Status Codes” for event status descriptions.
Optimization
Displays Optimization-related events.
 
Statuses:
O‑NEW, O‑CMP, and O‑CNL.
 
Note: See “Event Status Codes” for event status descriptions.
Switching
Displays all events that have an associated planned switching sheet in a Scheduled (or later) status.
To Do
Displays trouble events that require attention and any trouble event alarms.
 
Statuses:
C‑CNL, CRT, NEW, F‑NEW, M‑NEW, P‑NEW, S‑NEW, NFY, RED, RSCH, SNT, M‑SNT, P‑SNT, S‑SNT, W‑SNT, UAS, F‑UAS, M‑UAS, P‑UAS, S‑UAS, W‑UAS, and VFY
 
Note: See “Event Status Codes” for event status descriptions.
To Do & In Progress
Displays trouble events that have resources assigned to them or require attention, along with and any trouble event alarms. This view excludes Dist Gen TTL events.
 
Statuses:
CRT, C‑CNL, NEW, F‑NEW, M‑NEW, P‑NEW, S‑NEW, NFY, RED, RSCH, SNT, M‑SNT, P‑SNT, S‑SNT, W‑SNT, UAS, F‑UAS, M‑UAS, P‑UAS, S‑UAS, W‑UAS, ASN, F‑ASN, S‑ASN, W‑ASN, ENR, F‑ENR, S‑ENR, W‑ENR, NFY, ONS, F‑ONS, S‑ONS, W‑ONS, RSCH, RST, S‑RST, SUS, S‑SUS, W‑SUS, and VFY
 
Note: See “Event Status Codes” for event status descriptions.
Using Work Agenda Menus and Toolbars
This section lists and describes the menu options and toolbar icons available in the Work Agenda.
File Menu
The table below describes the options available on the File menu.
Menu Option
Description
Toolbar Icon
Export Table...
Opens a dialog box that allows you to save the current table view data to a comma separated value (csv) file.
Print
Displays the Print Preview dialog box so you can view or print the list.
Print Reading Pane
Displays the Print Preview dialog box so you can view or print the Reading Pane.
Print Preview Calls...
Opens the Report dialog box that allows you to choose a preview type (for example, PDF, HTML, and so on); click Preview.... to display the calls report for the highlighted rows.
Print Calls...
Opens the Report dialog box that allows you to choose a report type (for example, PDF, HTML, and so on) and printer for the highlighted rows; click Print to send the report to the selected printer.
Email Calls...
Opens the Report dialog box that allows you to choose the type of report (for example, PDF, HTML, and so on) to be generated for each highlighted row; click Email... to attach the calls to a new email message (using your default email application) that may then be sent to your chosen recipients.
Toggle Dockable Window
Changes a standalone window to a pane that may be moved or docked in another window or frame. See “Understanding Docked Panes and Standalone Window Tools” for more information on dockable and standalone windows.
 
Exit
Closes the Work Agenda window.
--
 
Tools Menu
The table below describes the options available on the Tools menu.
Menu Option
Description
Toolbar Icon
View...
Opens Viewer 1 if not already open, and then focuses Viewer 1 on the device from the selected Work Agenda row.
Trouble Info...
Opens the Trouble Info tab with information about the selected event.
Event Details...
Opens the Event Details window with information about the selected event.
Event Log...
Opens the Event Details Event Log tab for the selected event.
--
Switching...
Opens the Open or Create New Switching Sheet dialog box, which allows you to create a new switching sheet or open a switching sheet associated with the selected event. See “Open or Create New Switching Sheet” for more information.
--
Damage Assessment…
Opens the Damage Assessments tool, which displays a list of damage assessments associated with the selected event and allows you to add additional damage assessments. See “Using the Damage Assessments Tab”.
--
Fault Location Analysis...
Displays the Fault Location Analysis tool for the selected fault event.
--
Show AMI Request…
Displays a list of active and completed AMI requests for the selected event.
--
 
Sort Menu
The table below describes the options available on the Sort menu.
Menu Option
Description
Toolbar Icon
Sort Dialog...
Opens the Sort Dialog, allowing you to create, modify, apply, and save user-defined sorts. See “Using the Sort Dialog Box”.
--
Default
Applies the default sort.
--
 
Filter Menu
The Filter menu allows you to quickly choose to show outages, non‑outages, or both to narrow the type of data shown in a filtered view.
Menu Option
Description
Toolbar Icon
Outages
Displays all outage events.
--
Non Outages
Displays all non-outage events.
--
Both
Displays both outage and non-outage events.
--

Actions Menu
The table below describes the options available on the Actions menu. It also indicates whether the option displays in a context menu when you right-click a row in the Work Agenda.
Menu Option
Description
Toolbar Icon
Right-Click
Y/N
Acknowledge
Acknowledges the selected event.
Y
AMI Confirm
Allows you to request meter pings from the AMI (Advanced Metering Infrastructure) system for the selected event.
--
N
Work Queues...
Opens the Work Queues dialog box, allowing you to select work groups to refer the event to and enter any necessary notes.
Y
Send to Mobile
Changes the event status to a Sent status that is appropriate for the selected event (for example, SNT, S-SNT, P-SNT, M-SNT, W-SNT). Also, if the Sent to Mobile column value happens to be N at the time the Send to Mobile button is pressed, it will update to a value of Y.
--
N
Update ERTs...
Opens the Update ERT dialog box so you can enter a new ERT (Estimated Restoration Time) for all selected events.
--
N
System-Wide Default ERT...
Opens the System-Wide Default ERT dialog box, which allows you to view and modify the system-wide default restoration time value. (Use the Configuration Assistant to set restoration times for specific control zone‑device class combinations.)
--
N
Associate Event...
Allows you to associate the selected fuzzy event to a device.
--
N
Group Events...
Opens the Group Events dialog box, which allows you to manually merge, relate, and un-relate events.
--
N
Undo Grouping and Repredict
Ungroups and repredicts all calls from an event. It may be used to undo the results of manual grouping or repredict upstream/downstream. This action is not allowed for events with crews. See “Ungrouping Events”.
--
N
Update Events...
Opens the Update Events dialog box, which allows you to update multiple Event Details fields for the selected events. See “Using the Update Events Window”.
--
Y
Update All Related Events...
Opens the Update Events dialog box, which allows you to update multiple Event Details fields for all events related to the selected event. See “Using the Update Events Window”.
--
Y
Confirm/Restore Outage
Provides a submenu with options to confirm outages or convert an active outage event to a non‑outage.
 
 
Confirm Outages...
Opens the Confirm Outages dialog box, which allows you to confirm secondary or service outages for customers associated with event devices.
--
Y
Convert to Non-Outage
Converts the active PSO or PDO event to a Non‑Outage event.
--
Y
Assign All Related
Assigns the selected crew to the selected event and all related events.
If the twoStepCrewAssignment rule is set to yes (non-product configuration), then the selected event should also be dispatched/sent and the other related events should just be assigned.
If the twoStepCrewAssignment rule is not set (product configuration), all of the events should be dispatched/sent.
Y
Release Crews...
Opens the Release Crews dialog box, which allows you to release assigned en route or onsite crews from an event. See “Releasing Crews from an Event Selected in the Work Agenda” for more information.
--
Y
Release from All Related...
Opens the Release Crews dialog box, which
allows you to release assigned, en route, or onsite crews from an event and all related events.
--
Y
Cancel Event...
Cancels the selected event. A dialog box opens prompting you for a reason for the cancellation.
Y
Incomplete
Changes the status of the event to an Incomplete status that is appropriate for the selected event (for example, INC, S-INC, P-INC, M-INC).
--
N
Display Fault Locations
Displays the fault locations in the viewer. If there is more than one possible location, the viewer zooms out to show all locations, and big symbols is enabled.
 
Y
Hide Fault Locations
Hides the fault locations for this event in the viewer.
 
Y
Make Predicted Stable
Makes currently selected predicted outage stable. Visible only when currently selected predicted outage can be made stable. See “Working with Stable Predictions” for more details.
 
Y
Remove Predicted Stable
Removes stable flag from the currently selected predicted stable outage. Visible only when predicted stable outage is selected. See “Working with Stable Predictions” for more details.
 
N
Reading Pane
Splits the Work Agenda table to display a pane with the selected row's details.
 
N
Abort DMS Processing
Aborts FLISR or Optimization processing.
 
 
Show Event Note...
Enables a balloon dialog box that displays event notes, if they exist.
Y
Toggle Auto Filter
Allows you to quickly filter the table by the selected cell value.
--
Y
Find Selection
Scrolls the currently selected event back into view should it scroll off of the list.
--
N
Load Completed Events
By default, completed events are not loaded into the Work Agenda on startup for performance reasons. This action will open the Load Completed Events dialog box.
--
N
Load Completed Events - Range...
Opens the Load Completed Events - Range dialog box, which allows you to filter completed events by a start and end date.
Note: the total number of events returned is bounded by the RULE_VALUE_INTEGER_1 field of the completedRetainPeriod SRS rule. See the “Using the Event Management Rules Tab” for more details.
--
N
Load Completed Event…
Opens the Load Completed Event Dialog, which allows you to load a specific completed event by specifying its Event number (index).
--
N
Generate Restoration Callbacks
Generate restoration callbacks for the selected row.
--
 
Cancel Callbacks
Cancels callback requests for selected event.
 
N
Create Follow‑Up Event...
Displays the Create Event dialog to create a new related event.
 
 
 
Help Menu
The table below describes the options available on the Help menu.
Menu Option
Description
Toolbar Icon
Work Agenda Help
Opens the online help system to the Work Agenda tool help content.
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Understanding Work Agenda Data Display
The Work Agenda displays data in a summary row and an events list table.
Understanding the Work Agenda Summary Row
The summary row tabulates data for the events in the displayed (filtered) events list.
The Total Events in View field displays the number of events.
The Est Customers Out field displays the number of customers estimated to be affected.
The Calls field displays the number of calls received.
The Priority Calls field displays the number of priority calls received.
The Emergency Customers Out field displays the number of impacted emergency customers.
The Medical Customers Out field displays the number of impacted medical customers.
The Key Customers Out field displays the number of impacted key customers.
The Sensitive Customers Out field displays the number of sensitive customers.
The Crews En Route/Onsite field displays the number of crews en route or onsite.
The last three columns are based on the total counts (in your subscribed control zones) and, unlike the other Summary Row columns, ignore any filters:
The Priority To Do field displays the number of priority events that are in the To Do list.
The Normal To Do field displays the number of normal events that are in the To Do list.
The In Progress field displays the number of in progress events.
Understanding the Work Agenda Events List
The Events List provides a tabular view of events. The filter and sort criteria are displayed above the table; the Work Agenda tab displays the selected list view/filter (for example, To Do, All, In Progress, and so on).
Events List Columns
The + column, which is only displayed when in Condensed View, displays a plus (+) symbol when a row can be expanded. Rows with the + symbol indicate that there are related events that are summarized in the condensed row.
The next column displays event status symbols (for example, a checkmark () for Acknowledged events).
The Status column displays the status assigned to the event. See “Event Status Codes” for a complete list of status codes and descriptions.
The + column displays a plus (+) or minus (-) sign for lead events when in the condensed view. See “Using the Events List Condensed and Sub-Events Views” for more information.
The Event # column displays the number the system has assigned to the event.
The Feeder column displays the name of the feeder associated with the event.
The DMS Status column describes any FLISR, FLA, Optimization, or DistGen Violations or Warnings that have occurred for the event.
Note: The DMS Status column is only visible if DMS (Distribution Management System) modules are licensed. For more information, see “Understanding FLISR Events in the Work Agenda”, “Understanding Fault Events in the Work Agenda”, or “Understanding Optimization Events in the Work Agenda”.
The E/H column indicates whether the event is an extreme emergency (E) or has hazardous (H) conditions.
The Start Date column contains the date and time the event began.
The # Out column contains the number of customers experiencing an outage for the event.
The Still Out column contains the number of customers still experiencing an outage for the event.
The Assoc. # Out column contains the sum of the Still Out column of outage events associated to this event. This is only populated for non-outage events. The Assoc. # Out column is hidden by default.
The Rel Event # column contains the event number of the parent or lead event when the event has a special relationship with one or more other events.
The #Haz. column contains the number of hazard calls for the event.
The Run CMI column contains the current customer minutes interrupted value for the event. Note that this value is automatically updated once a minute. By default, the CMI is 0 for restored events, but this can be customized
The # Calls column contains the number of calls received for the event.
The Clues column contains the clue codes for the calls received, if any.
The Phases Out column contains the phases predicted out for the event.
The Device column contains the name of the device associated with the event. When in the Condensed View, the Device column is replaced by two separate columns:
Original Device: displays the lead event device.
Current Device: displays a comma-separated list of active sub-event devices.
The Location column contains either the address of the first customer that called if the event is a service outage or non-outage or the feeder location of the device if the event is adevice outage.
The Crew column contains the crew ID of associated crews.
The Crew Type column contains the list of crew types associated with the event.
The Est Restore Time column contains the estimated restoration time (ERT) for the event.
The Est Src column contains the source of the ERT for the event. The possible values for the ERT Source, from highest precedence to lowest, are as follows:
U: User-entered via applications or tools (for example, Work Agenda, Event Details, or Crew tools) other than Storm Management.
C: Crew-entered via the mobile interface.
G: Storm Management published global ERT from the ERT Override dialog box.
P: Storm Management non-published global ERT from the ERT Override dialog box.
D: Storm Management published global ERT delay from the ERT Override dialog box.
m: Minimum ERT is not reached. The ERT is below the set threshold for minimum ERT; no ERT is shown.
M: Maximum ERT exceeded. The Storm Management calculated ERT is beyond a set threshold for maximum ERT; no ERT is shown.
O: Storm Management on-site ERT calculated when the crew changes to onsite.
E: ERT generated by Storm Management while a crew is en route to the event.
S: Storm Management calculated ERT based on outages and crews in Storm Management.
I: Initial default ERT, based on device class and control zone.
W: system-wide default ERT.
N: none (no ERT)
A: Auto-extended ERT. The extension time is determined by an event rule, which is set by Administrative Users in the Configuration Assistant.
The Prediction Type column contains the type of prediction (for example, New, Revised, Device Operation, and so on) or type of notification for NFY events (for example, Crew contact required).
The Restore Date column contains the actual restoration date and time of the event.
The # Crit column contains the total number of critical customers experiencing an outage for the event.
The # Emer. column contains the number of emergency customers experiencing an outage for the event.
The # Med. column contains the number of medically urgent customers experiencing an outage for the event.
The # Key column contains the number of key customers experiencing an outage for the event.
The # Sens. column contains the number of sensitive customers experiencing an outage for the event.
The Evt Type column contains a description of the type of event. See “Event Type Codes” for a complete list of event type codes and their descriptions.
The Work Queues column contains a comma-separated list of names of the work group queues that the event has been referred to.
The Region column contains the control zone region where the event occurred.
The Branch column contains the control zone branch where the event occurred.
The Substation column contains the control zone substation where the event occurred.
The Plan # column contains the switching sheet number associated with the event, if any. The switching sheet number is prefixed by the switching sheet type (such as "Plan" or "Emer").
The Grp Type column indicates whether the event is manually grouped or related. The possible types are:
GRP: manually grouped
REL: manually related
The Rel Type column contains the type of special relationship that the event is involved in. The possible types are:
L: lead event of a partial restoration
M: momentary
N: nested
P: non-lead event of a partial restoration
R: manually related
S: switching (relationship between switching jobs and planned outages)
A: automatic (automatically created based on configuration)
If an event has more than one relationship, only the most important relationship is shown. The priority in descending order is S, L, P, N, M, R, A
The Sent to Mobile column indicates whether or not the event is in a state that makes it eligible to be sent to the mobile system.
The AMI Request column indicates whether or not a request was made to the AMI system to verify power to the meter.
The # Last Gasps column displays a running total of AMI meters, associated with the outage, for which an unsolicited last gasp message was received. It requires that AMI integration is in place to support it.
The # Power Ups column displays a running total of AMI meters, associated with the outage, that have responded with a power-up message. It requires that AMI integration is in place to support it.
The Dmg Asmt column displays whether a damage assessment is needed and, if so, the status of the damage assessment. Possible values are:
None: damage assessment is not required. This is the initial state for new events.
Needed: damage assessment is required for the event, but not yet started. This state indicated that the event is assigned to an assessment work queue or an assessment crew is assigned to the event.
Started: damage assessment has been started for this event. This state indicates that an assessment crew is en-route or there is at least one damage assessment in the New state for the event.
Assessed: damage has been assessed. This state indicates that there is at least one damage assessment in the Assessed state and no damage assessments in the New state for the event.
The Appt Type column indicates the type of appointment scheduled using the types in the Web Call Entry application. See “Appointment Request” for more information on scheduling appointments.
The Appt Range column indicates the window of time given for a scheduled meeting. See “Appointment Request” for more information on scheduling appointments.
The Appt Date is the date an appointment has been scheduled for a customer meeting. See “Appointment Request” for more information on scheduling appointments.
The Wgt Out column displays the sum of weighted priority values for all the customers experiencing an outage for the event. See “Using the Customer Administration Weighted Priority Editor” for more information on weighted priority.
The Stable? column displays Yes for stable predicted outages; otherwise, it displays 'No.' See “Working with Stable Predictions” for details.
The Radial column displays Yes for device outages that are not possible to backfeed (the outage cannot be fully or partially restored by closing any other devices).
A No value means that either:
There are devices that can be closed to fully/partially restore an outage.
or
The system is not enabled to detect backfeed solutions.
Note: The Radial functionality is disabled by default in the standard product configuration. It may be enabled with the Configuration Assistant Event Management Rules tab (detectBackfeedable with rule_value_1 = 'yes'). See “Using the Event Management Rules Tab” for details on search for and editing rules.
The Radial column is hidden by default.
Sorting, Selecting, and Locking Events List Columns
When you right-click the events table header, a context menu displays a list of options that allow you to perform the following functions:
Menu Option
Description
Sort...
Displays the Sort Dialog so you can modify the default sort. See “Using the Sort Dialog Box”.
Select Columns...
Opens a dialog box that displays a list of columns that can be displayed in the Work Agenda table. A checkmark appears next to columns that are currently displayed. To remove a column from the table, deselect the box. To add a column that is not currently displayed, check the box. Click OK to exit.
Note: These settings are applied immediately and affect only the current user session. To save these settings as the default view for the Work Agenda (for the currently logged-in user), select Save Preferences from the Web Workspace Preferences menu.
Unlock Columns
When the Work Agenda is first launched, the first four columns are locked in place so they stay in view as you scroll the table to the right.
You may unlock the columns by choosing Unlock Columns from the context menu.
With the columns unlocked, you may lock columns by right-clicking the column you wish to be the right-most frozen column.
The Work Agenda table supports Quick Sorting, Dynamic Filtering, and Auto Filtering.
Using the Events List Condensed and Sub-Events Views
When the Condensed View check box is selected (default), related event rows will be condensed to a single summary row. The + column appears and displays a + symbol on the condensed row. The condensed row's Event # field also indicates that there are sub-events with an additional asterisk (*) after the event number. The Device column expands to display the Original Device and the Current Device columns.
Clicking the plus symbol (+) in a condensed row will open the Sub-Events view, which displays the sub-events for the selected condensed row. Click the X button to close the Sub-Events and go back to the Condensed View.
Using the Work Agenda Reading Pane
The Work Agenda Reading Pane provides a summarized view of data for an event selected in the Work Agenda or Viewer.
Fields:
Event Information
Event #: Displays the number the system has assigned to the event.
Start Date: Displays the date and time the event began.
Est Restore Date: The estimated restoration time (ERT) for the event.
# Out: The total number of customers experiencing an outage for the event.
# Emergency: Contains the number of emergency customers experiencing an outage for the event.
#Medical: Contains the number of medically urgent customers experiencing an outage for the event.
# Key: Contains the number of key customers experiencing an outage for the event.
Device: Contains the name of the device associated with the event.
Zone: Contains the affected Control Zones.
Phases Out: Contains the affected phases.
Clues: Contains any clues associated with the event.
Switching Plan...: Click to open or create a new switching plan. Associated plans are listed in the field next to the button. See “Web Switching Sheets”.
Event Crews: Provides a crew data table with information about crews assigned to the event. See “Managing Crews with Web Trouble Management”.
Call Comments: Lists call comments.
Operations Event Note: Lists operations event notes.
Acknowledging Events
To acknowledge an event, complete these steps:
1. Select the row of the event with NEW, S-NEW, P-NEW, M-NEW, or RED status in the Work Agenda Events List.
2. Click on the Acknowledge toolbar button or select Acknowledge from the Actions menu. The event becomes acknowledged and its status changes accordingly.
Clearing Notifications
If a notification is active for an event, you will see a bell icon in the Notifications column. You can right click and choose Clear Notifications, or choose the same operation from the Actions menu.