Creating Multiple Views

The task module includes some very flexible tools to view tasks or work orders. These views allow the user to manage and schedule tasks quickly and efficiently. The task windows can be configured to list tasks in a variety of views including the following:

• List tasks by employee to list a specific employee’s work orders

• Group tasks using the employee schedule view.  This view is an excellent option to manage an employee or group of employee's tasks.   

• List tasks by status to monitor a task from start to finish

• List tasks that are pending or are waiting for parts

• Group and schedule tasks by work groups.

There are 2 types of view options:

1. Search View - This type of view organizes tasks so they can be listed, queried, or grouped by any field within the system.

2. Schedule View - This view option should be used to schedule an employee, group of employees, or work group.

The main task view window is launched by selecting Task > Task option from the main EBMS menu as shown below:

Each view can be labeled for specific purposes and each contains a user defined Query and Group. Right click on the tab of an existing view to open the context menu as shown above. Click on the New Search View or New Schedule View  to create a new tab view. Tabs can be moved by selecting the Move View option dialog as shown below:

Click on the any of the View tabs listed to move the tab to the left of the selected View. Click on the first or last option to move the tab to the far left or far right position of all the tabs.

Select the Delete View option to remove a view tab. This option does not remove any information from the system. The Delete View only removes the list configuration. The benefit of creating multiple views is that it allows the user to switch from one view to another quickly. The software does not need to reload and group information each time a new view is needed.

Each search view needs to be configured to list and group information in the desired format.  There are 3 main options to set within each search view. These 3 options can be activated by clicking on the specific tool bar icon as shown below:

The Search icon is used to show the Search field. The user may click on a column within the task list to identify the column that is being searched. A specific task can be located by typing information into the Search field in a similar manner as other lookup lists.

The Query icon is used to limit the view to tasks that meet the query or filter condition. Review the following section - Creating Queries for details on creating Queries.

Click on the Group icon to group tasks in groups. If the Group option is enabled, the system loads all the applicable tasks into memory. It is important to disable this option if a large number of tasks are being listed.

 Review the Schedule View section for more details on the 2nd view type - Schedule view.   

These views are maintained for each user within the Windows Registry. The view settings must be set within each computer.

The following view combinations are common settings used in a variety of companies:

The task view options within the EBMS task and work order system allows the user to query, group, and summarize tasks in a variety of ways.   Contact your EBMS support rep for assistance in configuring this flexible task tool.