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MyCMS Page

The standard MyCMS page has the following portals set up on it:

My Work Orders

The My Work Orders portal displays the Active Work Orders assigned to the person logged in. Shown in this portal, depending on organizational set-up, is the Work Order (WO) Number, Description, Location, Category, Status and Created (Date and Time). Also shown is Total number of WO’s and page information.

The pencil icon  opens the WO for editing or viewing the complete WO.

Work Orders By Assignment

This portal displays the number of Scheduled and Unscheduled Work Orders along with a total number of Work Orders for each assignee. This portal can also be modified to include a trade filter. See instructions below for more information.

The  icon next to each name can be clicked to expand the user to view all WO’s assigned to them.

At this point you can click on the pencil to edit or view the complete WO.

Adding a trade filter to this portal can be accomplished by changing the setting in the Admin – Facility Configuration Page on the “General” tab under the MyCMS heading. When the box for “Apply Trade Filter to Pending &WO by Assignment” is checked, the trade filter will be applied within the portal and users can filter items by different trades.

It is important to note that the Work Orders by Assignment portal when filtered by trade, shows all users that have that particular trade, and then displays ALL work orders assigned to that user, regardless if the work orders are of the same trade or not.

Notes

The notes portal is designed to have information such as messages, meetings, or shut-downs posted on the MyCMS page of everyone within the organization.

1. To create a Note, use a mouse and right click on the green bar next to Date Created or User Created. The “Add Note” pop up will appear.

2. Click Add Note.

Add Note

3. This Editor Screen will appear. You can then type your message/note in the box.

Editor Screen

This screen provides a toolbar with the following capabilities:

  • Save
  • Cancel & Close Editor
  • Open Advanced Editor (shown below)
  • Bold
  • Italics
  • Underline
  • Cut
  • Copy
  • Paste
  • Spell Check
  • Font Name
  • Font Size

Advanced Editor allows for more varied editing options.

Editor

4. Once you have completed your note, click the save icon  Mycms notes

Your note will now display, along with the date and time it was created, and the user name of the user who created the note.

At the end of the note is a delete icon  Delete  for deleting the note. This option may not be available depending on organizational set up.

Important: If a note is deleted by anyone it is deleted from everyone’s MyCMS.

Scheduled Work Orders

This portal displays the age of all Scheduled WO’s according to the date created: Less Than 7 Days Old, 8-14 Days Old & More Than 28 Days Old.

Adding a trade filter to this portal can be accomplished by changing the setting in the Admin – Facility Configuration Page on the “General” tab under the MyCMS heading. When the box for “Apply Trade Filter to Pending &WO by Assignment” is checked, the trade filter will be applied within the portal and users can filter items by different trades.

It is important to note that the Scheduled and Unscheduled Portals show work orders of the filtered trade, it does not take into account the trade of any users assigned.

Unscheduled Work Orders

This portal displays the age of all Unscheduled WO’s according to the date created: Less Than 7 Days Old, 8-14 Days Old & More Than 28 Days Old.

Adding a trade filter to this portal can be accomplished by changing the setting in the Admin – Facility Configuration Page on the “General” tab under the MyCMS heading. When the box for “Apply Trade Filter to Pending &WO by Assignment” is checked, the trade filter will be applied within the portal and users can filter items by different trades.

It is important to note that the Scheduled and Unscheduled Portals show work orders of the filtered trade, it does not take into account the trade of any users assigned.

Pending Work Orders

The Pending Work Orders portal displays all Scheduled and Unscheduled Work Orders that have a status of Pending.

Adding a trade filter to this portal can be accomplished by changing the setting in the Admin – Facility Configuration Page on the “General” tab under the MyCMS heading. When the box for “Apply Trade Filter to Pending &WO by Assignment” is checked, the trade filter will be applied within the portal and users can filter items by different trades.

It is important to note that the Pending Work Order Portal shows work orders of the filtered trade, it does not take into account the trade of any users assigned.

My Reports

This portal displays Reports that you have marked as favorites in alphabetical order by report name.

Once you have selected a report the Report name will be a link that may be clicked on, taking you directly to the Report Viewer.