The Item List view is designed to show a User a list of items associated with a Project or drawing, whether those items are System Elements, Issues, or Tasks. The Item List view can be accessed at the Project level, without a drawing, for a full Project summary. More commonly, however, the view is accessed via a drawing selection, and the associated list of items will be specific to that drawing. Whether viewing a Project Item List or a drawing Item List, the view displays the status of each System Element, the history of all work performed, and the Issues associated with the project or individual drawing.
This article provides information and guidance on the following Item List view features.
Accessing the Item List View
Project View
The Item List Project view is accessible via the Drawing Selector and is useful for reviewing overall Project progress.
- Select the desired Project from the Project Selector to open the associated Drawing Selector.
- From the Drawing Selector, tap the Item List widget.
- The Project Item List view will open, with no drawing displayed, and list all System Elements and statuses associated with that Project, a complete history of work performed on that Project, and all associated Issues.
Drawing View
In most scenarios, a User will access the Item List view via a drawing selection.
- Select the desired Project from the Project Selector to open the associated Drawing Selector.
- From the Drawing Selector, tap on the desired drawing to select it.
- The drawing Item List will open, with the drawing displayed to the left. A panel on the right side of the view will display a list of the System Elements on that drawing with current statuses, the history of work performed on those System Elements, and the related Issue Cases.
Item List View Features
The Item List view, whether presenting a Project summary or drawing summary, offers the User a variety of features to navigate, select and access the records displayed. The illustration and table below introduce these view features.
View Features | Icon/Image | Details |
|---|---|---|
| Work Picker |
| The Work Picker opens the Select Status window, which summarizes the type and amount of completed work on the drawing. By default, the Work Picker is represented by the "All Work" icon shown here. However, the displayed icon will change depending on the status selection made from the Select Status window, as described in greater detail below. |
| Assigned Work |
| The Wrench widgets shows a User how many Items are currently assigned to them. Selecting the Wrench will open a window showcasing Open Issues, In Progress Work, and any Scheduled Work. This Assigned Work window will also appear every time a User syncs if they have work assigned to them. Note: The Wrench will not appear unless a User has work assigned to them. |
| Barcode Scanner |
| See the Scan Barcode section. |
| Search |
| The Search field allows a User to search through Global items, meaning all projects downloaded to the device, or the current list of items which is dependent on what is selected currently. |
| Share |
| See the Share Feature section. |
| Hide List |
| To maximize the viewing area for the interactive drawing, the User can select this Hide List view command to hide the Item List panel from view. The interactive drawing will then occupy the full screen. The Item List panel can be restored by simply tapping this icon again. |
| Selected |
| In the bottom left corner of the view, the number to the right of Selected shows the number of items that are currently selected. |
| Filter/Chevron |
| Located in the lower left corner of the view, this upward pointing chevron opens the Select by Parameter window, which allows a User to filter/select items by Type, Custom Fields, Category, Current Status, Tasks, System or Subsystem, Location, and Issues. There is also an option to highlight the selected items on the drawing. |
| Clear |
| The clear icon, a circled X in the lower left corner of the view, allows the user to clear all current selections. |
Item List Panel Features
The Item List panel contains four main options: Status, Work Plan, Activity, and Issue as well as varying items and actions such as creating Issues. Beneath each control is a sliding panel that organizes the items below it into categories. For example, The Status view organizes based on status, the Activities view organizes based on actions performed, and the Issues view organizes based on Open Issues.
See below for more details concerning the options.
Panel Features | Icon/Image | Details |
|---|---|---|
| Expand Panel |
| The Expand Panel icon extends the Item List panel to the left, allowing more space to view long System Element names. |
Item List Panel Selection |
| The Item List panel selection feature allows the User to control which records are displayed within the Item List. Note: See the Item List Panel Options section below for additional information and guidance on each panel option. |
| Item List Status Selection |
| The Item List status selection feature allows the User to refine the Item List based on the current status of the records. The available status options will vary based on the assigned life cycle for System Elements or workflow for Issues. The status options will include the status name and, in parenthesis, the number of records currently in that status. Note: The default selection is always All, which includes records in all statuses. Based on the System Element Life Cycle, the available status options may be extensive. Swipe left to move through all statuses. |
| Details/Chevron |
| Tapping the chevron to the right of any Item List record will open the associated details panel. |
| Update Status |
| This widget allows a user to transition System Elements to new statuses. This can be done in bulk or per System Element. |
| Create Issue |
| Selecting this widget allows a User to create Issues associated with System Elements. At least one System Element must be selected to create a Case from the Item List. See Managing Cases for more information and guidance on Case creation. |
Item List Panel Options
The Item List offers four panel options which control which records are displayed within the list. These panel options include: Status, Work Plan, History, and Issues, each described below.
Status Panel
Selecting the Status panel option shows all System Elements associated with a drawing or project and the current status of the System Elements. The status can be seen written underneath the System Element name, by its color to the left of the System Element name, or by selecting the arrow to the right of the System Element and noting the status in the details panel of the individual System Element.
Work Plan Panel
This is a feature that is currently disabled by default.
History Panel
Selecting the History panel option shows the entire history of work performed for that drawing such as Case completion and System Element status transitions.
Issues Panel
Selecting the Issues panel option will show all open Cases that are associated with that Project or drawing.
Note: At the bottom of the Issues panel, there are two buttons:
- Update Issues - This widget opens the Select Issues to Bulk Update form. This feature allows for the bulk update of Issue Cases. This action can only be performed on open Issues for a single System Element or for a specific Issue Type.
- Create Issue - This widget accesses the Create Issue form. At least one System Element must be selected to create an Issue Case with this feature.
See Managing Cases for more information on these actions.
