** WORK IN PROGRESS **
This section is yet to be updated to the newer version of IMS
Feature location, commands, instructions, and screen shots
may not appear the same if you are using a newer version of IMS
After an order or Trouble Ticket is opened in the Order Form the following sections are available. Below is a short explanation per section.
Section 1:
Search area, to find and relate orders.
Section 2:
Order Button bar
Section 3:
Overview of queue the IMS user (you) is member of.
It lists all the queues (this may be one or multiple), and per queue:
InQueueCount |
Number of orders/TTs that are currently in this queue |
OpenAssignedCount |
Number of order/TTs assigned to queue members |
OpenUnAssignedCount |
Number of order/TTs NOT assigned to queue members |
Section 4:
This section lists multiple tab pages. Below a short explanation per tab page
My Tasks:
This tab page gives information about the current tasks assigned to the IMS user (you).
It shows multiple sub-tab pages:
Assigned to: <user name>:
List of order/TT tasks currently assigned to the IMS user (you).
Created by:
List of orders/TTs created by the IMS user (you)
My planned agenda:
Provides a calendar view, which can be used to see planned tasks (note: these are not
actual tasks but planned by a workflow planner or the IMS user him/herself).
To add a task into the planned agenda, use the “all running orders” screen, and hold the CTRL button and drag the task name to the correct place in the agenda.
Note: you need correct permissions.
Once the task is in the agenda, the task time can be increased by enlarging the task box in the agenda (click first with left mouse on the task to select). The task can also be moved by clicking and dragging to the correct place.
You can copy a task in the agenda, by pressing the CTRL button and drag it to other place in the agenda.
Tags @<username>:
This lists all messages that are done by colleagues for the IMS user (you) to read.
Note: if there are tags for the IMS user (you), this tab is not visible.
My working hours agenda:
This tab is an agenda view, which is used to manage your working hours.
To add a task into the working hours agenda, use the “all running orders” screen, and hold the CTRL button and drag the task name to the correct place in the agenda.
Note: you need correct permissions.
Once the task is in the agenda, the task time can be increased by enlarging the task box in the agenda (click first with left mouse on the task to select). The task can also be moved by clicking and dragging to the correct place.
You can copy a task in the agenda, by pressing the CTRL button and drag it to other place in the agenda.
All tasks in queue <queue name>:
Two sub-tab pages:
All open tasks in <queue name>
Lists all current open tasks related to this queue
All closed tasks in <queue name>
Lists all closed tasks related to this queue
All main orders in queue <queue name>:
Two sub-tab pages:
All open main orders in <queue name>
Lists all current open main orders/TT related to this queue
All closed main orders in <queue name>
Lists all closed main orders/TT related to this queue
All main orders in queue <queue name>:
Lists all messages (log notes) related to tasks/orders/TTs in this queue.
Section 5:
The lowest part of the screen shows the details of the opened order, trouble ticket or task.
The following tab pages are visible.
Details:
Shows the details of the main order, main trouble ticket or (sub) task of order/TT.
Active tasks:
Lists all the (current) ACTIVE subtasks of the main order, main trouble ticket.
Complete Order:
Lists all the subtasks (regardless of the task status) of the main order, main trouble ticket.
Log notes:
Lists all messages (log notes) related to the order/TT.
Dependent orders:
Lists all the upcoming subtasks that are dependent on the closure of the current active tasks.
All extra fields:
Lists all the fields related to this order. This tab may not be visible if you don’t have permissions
to view all fields.
WF Graphical:
Provides a graphical view of the order.
GEO map:
Provides a geographical view of objects related to this order. Of course, only visible when there
are objects related with geographical information.
History:
Lists the historical actions related to this order. Who did what when.
<Customized Order tabs>:
IMS Admin users may create additional tab pages and fields, for specific order type tasks. Such tab pages may appear in the screen. These fields normally need to be filled in by the IMS user who is responsible for the task, before closing it.