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Corrective Maintenance / Maintenance Console
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Explore the Maintenance Console

The Maintenance Console (ab-bldgops-console.axvw) enables you to manage all aspects of your work requests from submitting the request to closing it, all from one location.

The Maintenance Console shows only work that needs your attention, as the console filters requests by your sign-on. For example, if you sign on as a work team supervisor, you will see only work requests assigned to your work team, while logging on as a business manager, you would see only requests requiring your approval.

This topic introduces you to the Maintenance Console, and has the following sections:

Also see:

Expand and Contract Work Lists

The Maintenance Console groups work requests according to the category you specify in Group By (located in the right of the ribbon at the top of the Console). The default is to group by Status, but you can group by other criteria, such as Building, Craftsperson, or Work Order.

The Maintenance Console displays a count of the items in each category in the category header. Clicking on a header expands this list to show all requests of this category, as shown in the above image for the Requested header. As you work with requests and their values change, the Maintenance Console updates the header bands with new counts and lists the request in the appropriate category. For more information, see Console Views: Grouping by a Category.

When you group by status, the bands for items that need immediate attention, such as requested work and items on hold due to a lack of available labor, are in red.

Note: If your site has a large number of work requests and you are finding that the Maintenance Console takes a long time to load, you can set parameters to control the number of requests loaded at once. See Set Application Parameters for the Maintenance Console.

Control the Console's Grid

In addition to using the Group By field to organize the grid, you can use the Options menu (gear icon) to control the data displayed in the grid.

Use the Options menu t to:

Use the last command on the Options menu to control the fields shown on the Work Request form. See Explore the Work Request form.

Search for Work Requests Using the Filter

The top of the console includes a ribbon of filter options that enable you to quickly locate work. Click More and the filter ribbon expands to show additional filter options, as shown below.

To complete a field, mouse over it to show the Select Values button; click this button and you can select the values to filter by. You can select as many criteria as you want to find specific work. For example, you could search for only Corrective Maintenance work that has an estimated cost greater than $3000. Click Filter after setting these filter options to apply them.

  • Click Recent in the Filter ribbon to see a list of your most recent searches, so you can quickly reapply them.

    • Note: You can search for work requests having a part estimate status of In Stock, Not Reserved, or Not In Stock, or Reserved. You can review the estimates that have the status of "In Stock, Not Reserved" and then from the Maintenance Console reserve the estimates you want to allocate the parts to. See Estimating Trades and Parts.

    Note: For information on the Reported from Diagnostic? option, see Using the Maintenance Console with BMS Integration.

    Use Quick Actions to Advance Work through the Maintenance Process

    Working from the console, you can use the quick action buttons to change the status of a work request as it progresses through its lifecycle.

    The row for each request includes only the action buttons appropriate to the work request's status. Clicking these quick action buttons presents a form that has the most commonly entered information for that action. Or, in some cases, there is no data entry needed; clicking the button advances the status and presents a message that describes the action that occurred.

    If you want to enter additional information at the time you are performing an action, you can first access the Work Request form (shown at the bottom of this topic) by clicking the work request number in the grid.

    Action Icons

    Some actions include icons to indicate more information about an action.

    Icon Example Description
    Red Star An action is required.
    Green Check Mark The action has been completed.
    Red Stop Icon
  • An action cannot be performed until another required action is completed. Once the required action is completed, the stop icon is removed and the restricted button is enabled..

    • Bulk Update Work Requests to Advance Work through the Maintenance Process

    Often you will have multiple work requests to process at once. By selecting multiple requests that have the same status, you can select the multi-select actions to act on all the selected requests at once. You can also select the box next to a band's heading (such as the box next to "Approved 5/5" in the below image) to select all work requests in that grouping. Once you select the requests, the appropriate buttons for processing these requests appear beneath the filter. If a request is not selected, no buttons appear.

    For example, click multiple Approved requests and click Assign to assign them to the same work order. As shown below, several action buttons are appropriate for the selected work requests. You could choose Schedule to schedule the same trade or tool to the selected requests. If the action requires you to enter data, the resulting form shows only the information that is likely to be the same for multiple requests.

    The available buttons will depend upon the status of the selected work requests. For example, these buttons display for the "Issued and In Process" status.

    Export Work Requests

    You can select work requests in the Maintenance Console and then export them to a Word Doc or PDF using the below "selected work request" commands. The Export to XLS and Export to Doc export all items on the current screen. You may first wish to filter and set fields before exporting.

    Exporting work requests and printing them can be a handy way to distribute work to craftspersons. See Getting Work Request Information to the Person Doing the Work.

    Locate Work with the Map and Floor Plan

    Use the Locate icon (to the left of the Gear icon in the upper right corner of the Console) to locate work by map or floor plan. This feature is handy for visualizing all the locations on a floor with open work, or all locations on a map with open work. The feature presents the locations with work requests that meet the current filter restriction. For example, the below image shows the locations in SRL-03 that have open work requests.

    To see work by floor plan

    1. Click the Locate icon, and the Console presents the Work Request Location form.
    2. Choose a floor from the list and the Console presents the floor plan drawing and highlights the rooms with work that meets the current filter restriction. For example, if you have restricted to show only completed work, the floor plan highlights only those rooms with completed work requests.
    3. Click on a room and the Console closes the Work Request Location form and loads the work requests for that room, setting the filter to the selected room.
    4. When you are through reviewing the work requests, clear the filter to return to the complete list of work.

    To see work by geographic location

    1. Click the Locate icon, and the Console presents the Work Request Location form.
    2. Click on Map.
    3. The Console displays a map with markers for locations that have open work. This includes work requests that might be tracked by longitude and latitude, such as when work is outside the building, or when the user reports a maintenance problem, completes the Site Code field, and then chooses the particular area on the site using the map feature.
    4. As necessary, zoom into the map to see the specific markers.
    5. Click on a marker and the Console displays a pop-up with information about the location.
    6. You can close the pop-up by clicking its X button, or you can choose Filter in Console to set the Console's filter to display work requests for this location.

    Review a Work Request

    The Maintenance Console lists all the work requests and groups them by status. To access details on a work request:

    1. Expand the grouping (such as "Issued and In Process" or "Assigned to Work Order" so that you can see the individual work requests.
    2. Click on the Work Request number in the left column.
    3. The Console presents a form with the details of the work request. The Work Request form has a series of tabs with expandable panels to organize the details about the request. You can expand the various parts of the form to review or update details. See Explore the Work Request Form

    Advanced: Customizing the Maintenance Console

    The main AXVW file for the Maintenance Console, ab-bldgops-console.axvw, contains 11 app-level js files that have been compressed into one file to improve performance. However, if customizations are to be made to the js files, then the developer should modify the uncompressed js files. To do this, comment out ab-bldgops-console-all-min.js and use the separate, uncompressed js files in ab-bldgops-console.axvw instead.

    See Also

    Maintenance Console: Adding Data as you Work

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    Maintenance Console: Overview