Work List Views
- Alina Jo
Phase Views & Favorites
- 1 Phase Views & Favorites
- 1.1 β¬ Intro
- 1.2 π© 1 - All Phases
- 1.3 π© 2 - Scheduled Phases
- 1.4 π© 3 - PM Phases
- 1.4.1 π΅ Priority
- 1.4.2 π΅ Wrench Icon
- 1.4.2.1 β« Wrench without Green Dot
- 1.4.2.1.1 βͺ Checkpoints
- 1.4.2.1.2 βͺ Required Fields
- 1.4.2.2 β« Wrench with Green Dot
- 1.4.2.1 β« Wrench without Green Dot
- 1.4.3 π΅ Asset Information
- 1.4.3.1 β« Asset Details
- 1.4.3.2 β« Asset Attachments
- 1.4.3.3 β« Asset Details
- 1.4.3.4 β« Asset Attachments
- 1.4.4 π΅ Assessment Activity
- 1.4.4.1 β« Notes & WO
- 1.5 π© 4 - Favorites
- 1.6 β¬ Conclusion
β¬ Intro
Click on Work List from the AiM Mobile section of your home screen in Anvil.
There are 4 views within the Work List module in Anvil. They can be thought of as buckets used for sorting your work list. Below, we will briefly cover each.
π© 1 - All Phases
π΅ Work Order & Phase Numbers
π΅ Creation & Assign Dates
π΅ Phase Contact
π΅ Priority Level
π΅ Location & Phase Description
π΅ Phase Status & Asset Number
π© 2 - Scheduled Phases
π© 3 - PM Phases
π΅ Priority
π΅ Wrench Icon
β« Wrench without Green Dot
βͺ Checkpoints
βͺ Required Fields
β« Wrench with Green Dot
π΅ Asset Information
β« Asset Details
β« Asset Attachments
π΅ Assessment Activity
β« Notes & WO
π© 4 - Favorites
β¬ Conclusion
We just covered the 4 views in the Work List module of Anvil.
The 4 Views in Anvilβs Work List Module | |
|---|---|
1 - All Phases | Shows all the phases attached to work orders you are assigned to (including PM phases) |
2 - Scheduled Phases | Phases that are high priority (todayβs to-do list) |
3 - PM Phases | Shows all preventive maintenance (PM) phases |
4 - Favorites | A collection of all the phases you starred |
Phases have key information highlights for you to easily browse.
Phase Listing Information Highlights | ||||
|---|---|---|---|---|
Β | 1- All | 2 - Scheduled | 3 - PM | 4 - Favorites |
WO / Phase # | β | β | β | β |
Creation & Assign Dates | β | β | β | β |
Phase Contact | β | β | β | β |
Priority Level (Urgency) | β | β | β | β |
Location | β | β | β | β |
Phase Description | β | β | β | β |
Phase Status | β | β | β | β |
Asset Number / Info Link | If PM | If PM | β | If PM |
Wrench Icon / Checkpoints | If PM | If PM | β | If PM |
We also covered PM phases more in depth, including the following:
Other PM Phase Features | |
|---|---|
Wrench Icon | If the wrench icon has the green dot, there are either no required checkpoint fields, or all of them have been filled out. |
Asset Details | Click on the asset number from the work list to view asset details. |
Asset Attachments | Asset details can include attachments, including PDF files and images. |
Assessment Activity | From the Asset details window, you can add assessment activities (Renewal or Replace). |
Notes Log & WO Notes | From the Assessment Activity window, you can add an optional note to the phase, which is saved to the phase Notes Log as well as the phase WO Notes. |