Phase Views & Favorites

1 Phase Views & Favorites
- 1.1 ⬜ Intro
- 1.2 🟩 All Phases View
  - 1.2.1 🔵 Work Order & Phase Numbers
  - 1.2.2 🔵 Creation & Assign Dates
  - 1.2.3 🔵 Phase Contact
  - 1.2.4 🔵 Priority Level
  - 1.2.5 🔵 Location & Phase Description
  - 1.2.6 🔵 Phase Status & Asset Number
- 1.3 🟩 Scheduled Phases View
- 1.4 🟩 PM Phases View
  - 1.4.1 🔵 Priority
  - 1.4.2 🔵 Wrench Icon - Checkpoints
    - 1.4.2.1 ⚫ Wrench without Green Dot
      - 1.4.2.1.1 ⚪ Checkpoints / PM Measures
      - 1.4.2.1.2 ⚪ Required Fields
    - 1.4.2.2 ⚫ Wrench with Green Dot
  - 1.4.3 🔵 Asset Information
    - 1.4.3.1 ⚫ Asset Details
    - 1.4.3.2 ⚫ Asset Attachments
    - 1.4.3.3 ⚫ Assessment Activity
    - 1.4.3.4 ⚫ Notes & WO
- 1.5 🟩 Favorites View
- 1.6 ⬜ Conclusion

⬜ Intro

There are 4 main views within the Work List module in Anvil, which we will cover in this tutorial. These views can be seen as separate buckets used for sorting phases in different ways for your convenience.

The Work List module is accessed from the AiM Mobile section of the left menu of your home screen in Anvil. Click on the Work List icon to follow along with this tutorial.

🟩 All Phases View

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1 Phase Views & Favorites
- 1.1 ⬜ Intro
- 1.2 🟩 All Phases View
  - 1.2.1 🔵 Work Order & Phase Numbers
  - 1.2.2 🔵 Creation & Assign Dates
  - 1.2.3 🔵 Phase Contact
  - 1.2.4 🔵 Priority Level
  - 1.2.5 🔵 Location & Phase Description
  - 1.2.6 🔵 Phase Status & Asset Number
- 1.3 🟩 Scheduled Phases View
- 1.4 🟩 PM Phases View
  - 1.4.1 🔵 Priority
  - 1.4.2 🔵 Wrench Icon - Checkpoints
    - 1.4.2.1 ⚫ Wrench without Green Dot
      - 1.4.2.1.1 ⚪ Checkpoints / PM Measures
      - 1.4.2.1.2 ⚪ Required Fields
    - 1.4.2.2 ⚫ Wrench with Green Dot
  - 1.4.3 🔵 Asset Information
    - 1.4.3.1 ⚫ Asset Details
    - 1.4.3.2 ⚫ Asset Attachments
    - 1.4.3.3 ⚫ Assessment Activity
    - 1.4.3.4 ⚫ Notes & WO
- 1.5 🟩 Favorites View
- 1.6 ⬜ Conclusion

When you first open the Work List from your home screen, you will see a screen called All Phases. This is a list of all the phases you are assigned to. In the screenshot below, notice the All Phases icon is highlighted at the top-left.

At the top-center, next to All Phases, is a number in parentheses, telling how many phases there are in the list.

Top navigation to get to the All Phases view and an All Phases count, in parentheses

🔵 Work Order & Phase Numbers

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All tasks are tracked and referenced using a number that is a combination of the Work Order number and Phase number, formatted like in the screenshot, below. All phases are linked to a work order, and most work orders have more than one phase.

🔵 Creation & Assign Dates

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The Creation and Assign Dates are listed on the left of each Phase listing, documenting when this phase/task was created, and when it is due to be completed.

🔵 Phase Contact

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The Phase Contact is someone who would be able to answer questions about this task.

🔵 Priority Level

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At the left edge of each phase listing is a colored vertical bar. These are priority indicators that tell how urgent a phase is. You don’t need to remember the colors, as the Priority level is also written out on the right edge of each listed phase.

🔵 Location & Phase Description

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The location is usually entered under Location, at the bottom-left (or in this example, included in the description instead). The Phase Description is found in the middle of the Phase listing.

🔵 Phase Status & Asset Number

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The Status describes what step the project is at. E.g., Assigned, Work in Progress, etc.

If there’s an Asset associated with the task/phase, the assigned asset number would also be listed.

🟩 Scheduled Phases View

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1 Phase Views & Favorites
- 1.1 ⬜ Intro
- 1.2 🟩 All Phases View
  - 1.2.1 🔵 Work Order & Phase Numbers
  - 1.2.2 🔵 Creation & Assign Dates
  - 1.2.3 🔵 Phase Contact
  - 1.2.4 🔵 Priority Level
  - 1.2.5 🔵 Location & Phase Description
  - 1.2.6 🔵 Phase Status & Asset Number
- 1.3 🟩 Scheduled Phases View
- 1.4 🟩 PM Phases View
  - 1.4.1 🔵 Priority
  - 1.4.2 🔵 Wrench Icon - Checkpoints
    - 1.4.2.1 ⚫ Wrench without Green Dot
      - 1.4.2.1.1 ⚪ Checkpoints / PM Measures
      - 1.4.2.1.2 ⚪ Required Fields
    - 1.4.2.2 ⚫ Wrench with Green Dot
  - 1.4.3 🔵 Asset Information
    - 1.4.3.1 ⚫ Asset Details
    - 1.4.3.2 ⚫ Asset Attachments
    - 1.4.3.3 ⚫ Assessment Activity
    - 1.4.3.4 ⚫ Notes & WO
- 1.5 🟩 Favorites View
- 1.6 ⬜ Conclusion

The Scheduled Phases View is accessed by clicking on the small clock icon at the top-left of your screen. It will list your top priority phases/tasks and to-do's for the day. The Assign Date is the date you are expected to complete the task.

Scheduled phases/tasks are typically urgent or project work
Scheduled phases are tasks your supervisor has assigned for a specific day. Always check the Scheduled Phases view at the start of your shift each day, before working your regular work list.

🟩 PM Phases View

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1 Phase Views & Favorites
- 1.1 ⬜ Intro
- 1.2 🟩 All Phases View
  - 1.2.1 🔵 Work Order & Phase Numbers
  - 1.2.2 🔵 Creation & Assign Dates
  - 1.2.3 🔵 Phase Contact
  - 1.2.4 🔵 Priority Level
  - 1.2.5 🔵 Location & Phase Description
  - 1.2.6 🔵 Phase Status & Asset Number
- 1.3 🟩 Scheduled Phases View
- 1.4 🟩 PM Phases View
  - 1.4.1 🔵 Priority
  - 1.4.2 🔵 Wrench Icon - Checkpoints
    - 1.4.2.1 ⚫ Wrench without Green Dot
      - 1.4.2.1.1 ⚪ Checkpoints / PM Measures
      - 1.4.2.1.2 ⚪ Required Fields
    - 1.4.2.2 ⚫ Wrench with Green Dot
  - 1.4.3 🔵 Asset Information
    - 1.4.3.1 ⚫ Asset Details
    - 1.4.3.2 ⚫ Asset Attachments
    - 1.4.3.3 ⚫ Assessment Activity
    - 1.4.3.4 ⚫ Notes & WO
- 1.5 🟩 Favorites View
- 1.6 ⬜ Conclusion

🟩 Favorites View

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⬜ Conclusion

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Now you understand there are 4 views in the Work List module of Anvil.

The 4 Views in Anvil’s Work List Module

The 4 Views in Anvil’s Work List Module
All Phases	Shows all the phases you are assigned to (including PM phases)
Scheduled Phases	Phases that are due today (today’s to-do list)
PM Phases	Shows all preventive maintenance (PM) phases you’re assigned to
Favorites	A collection of all the phases you starred

Phase listings have key information highlights for you to easily browse.

Phase Listing Information Highlights

Phase Listing Information Highlights
	All	Scheduled	PM	Favorites
WO / Phase #	✅	✅	✅	✅
Creation & Assign Dates	✅	✅	✅	✅
Phase Contact	✅	✅	✅	✅
Priority Level (Urgency)	✅	✅	✅	✅
Location	✅	✅	✅	✅
Phase Description	✅	✅	✅	✅
Phase Status	✅	✅	✅	✅
Asset Number / Info Link	If PM	If PM	✅	If PM
Wrench Icon / Checkpoints	If PM	If PM	✅	If PM

We also covered PM phases more in depth, including the following:

Other PM Phase Features

Other PM Phase Features
Wrench Icon	If the wrench icon has the green dot next to it, there are either no required checkpoint fields, or all of them have been filled out.
Asset Details	Click on the asset number from the phase listing 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.

This concludes the Anvil Work List module Views tutorial.