In IMMS/Job Connect, Locations represent the physical or virtual spaces related to the System design and relevant to System maintenance operations.
Locations are defined by Location Types. There is always a root Location Type(s), and, typically, there are sub-location types to define more detailed spaces within the parent Location. For example, a root Location Type may be "Building" with the sub-location type "Level". Then, "Level" may have the sub-location types "Room" and "Corridor". Mapping out the entire system design in this way will produce the Location Hierarchy, which is strictly enforced by IMMS/Job Connect.
Maintenance Mode offers the Location Explorer view, which allows Users to explore the Location Hierarchy associated with their project(s), view Location details, and access active work (i.e., Cases, Tasks, Work Tickets) by Location. The Location Explorer allows Users to easily identify all current work to be performed in a selected Location, which helps plan work most efficiently and reduce the time spent traveling between work sites.
This article discussed the following features and functionality associated with the Location Explorer view.
General Layout
Because Locations exist within a defined hierarchy, the Location Explorer view utilizes a tree grid presentation. This presentation nests child Locations under parent and root Locations, allowing the User to easily navigate toward or out from a selected Location. The tree grid displays the following basic information about each Location: Location Name, Location Type, number of sub-locations, if applicable, and number of Cases/Tasks associated with that specific Location.
The Location Explorer main page will list only root Locations. These are Locations which have no parent location. These represent the top level of the Location Hierarchy.
If a root Location has sub-locations, the number of sub-locations will be noted directly below that Location in the tree grid. That sub-location note is presented as an active link. Tapping the sub-location note will open a sub-location summary for that parent Location. The listed sub-locations may have sub-locations of their own. If that is the case, they will also have sub-location notes listed directly below them, which will link to the sub-location summary.
Location Color Code
Locations are presented in two colors: blue and green.
- Blue - A blue Location marker indicate an Installation or Service Location.
- Green - A green Location marker indicates a Storage or Warehouse Location.
Note: Each sub-location link takes the User deeper into the Location Hierarchy (i.e., tree grid). The Location Explorer consistently displays backward navigation in the top left corner of the screen. Tapping this will take the User back one level in the Location Hierarchy.
Location Details Views
Tapping on any Location in the Location Explorer will open the corresponding Location details view, which will be titled: "Location:<Location Name>". Location details offer several view options, each displaying a different information or record set related to that particular Location. General Location details are displayed initially, but a User can easily navigate through all available Location details using the view options at the bottom of the viewing pane.
Additionally, this view offers view commands for Users to perform some of the most common actions related to Location records.
Location Details View Options
| View Option | Icon | Details |
|---|---|---|
| General |
| When viewing a Location's details, the General view provides basic attributes for that Location, including: Location Name, Location Type and the Address, if known. |
| Hierarchy |
| When viewing a Location's details, the Hierarchy view will display a tree grid of the selected Location and its sub-locations. This view does not allow the User to go deeper into the Location Hierarchy than that first level of sub-locations. |
| Map |
| The Map view is only available when the address or coordinates are known for a Location. When viewing a Location's details, the Map view will plot the Location on an interactive map with red map pin. The Map view also links to driving directions, if Job Connect has access to the mobile device's Location Services and its navigation app(s). |
| Devices |
| The Devices view lists all System Elements associated with the selected Location. This view displays the System Element ID, System Element Type, and any current work associated with that System Element. Tapping on a listed System Element will open the corresponding device details. |
| Maintenance |
| The Maintenance view lists all active work (e.g., Problem Type Cases and PM Tasks) associated with the selected Location. Cases will be displayed at the top of the Location details Maintenance view. PM Tasks will be listed below any Cases, with past-due Tasks listed first. Tapping a listed Case or PM Task will take you to the associated Case record or PM Task. See Managing Cases for more information on updating Cases and performing Tasks. Note: In the Location details Maintenance view, a Filter view command can be enabled/disabled to filter work by PM Scheduling Window (i.e., planned Start Date), as configured by the Instance Administrator. This Filter is enabled by default, as PM Tasks should be presented to the User during the planned time of performance and not sooner. |
| Drawings |
| The Drawings view lists all system drawings associated with the selected Location. Each listed Drawing will also include a brief summary of that Drawing record, including: Drawing Name, Drawing Set, and the Root System Element. Selecting a drawing from the drawing view will open that Drawing record. |
Location Details View Commands
| View Command | Icon | Details |
|---|---|---|
| Refresh/Synchronize Record |
| When network connectivity is available and active, the Refresh/Synchronize icon allows Users to perform a data sync on just the active Location record. This is a useful tool to ensure that you are viewing the most current Location details without having to perform a full Sync Data download. |
| Create Case |
| The Create Case command will open the Create Case form. Because the new Case is initiated from the Location details, the relative form field will be prepopulated with information for that Location. |
| Action |
| The Action menu within the Location details views offers Users, with adequate Permissions, the option to Edit the Location record. This option allows Users to edit the Description attribute for the selected Location, as well as any Custom Fields (i.e., custom attributes) configured for the Location Type. Note: If the "Allow Set Location Coordinates" option is enabled by the Instance Administrator, the Action menu may also offer Users the option to manually add or edit latitude and longitude coordinates for the selected Location. |
Related Topics
The following pages offer information and guidance on related topics.