Workload Summary

Use the Workload Summary to manage your users' work by seeing all items and tickets assigned to a folder or user and changing these assignments.

Workload Summary Configuration

Change the settings on the Workload Summary Configuration to choose whether this page displays items, tickets, or both as well as users, folders, or both, and other options.

Find Items or Tickets

This is the recommended order in which to use the features on the Workload Summary page:

  1. To display the items or tickets in the main window, use Filters (or ticket screens) or the search for people or folders (in left column)

  2. Select items or tickets. There are three ways to select items or tickets:

    • Click the box for the item/ticket. Result: The text box in the lower right corner shows the item/ticket text
    • In the map,
      • Click the pin for the item/ticket. Result: The text box in the lower right corner shows the item/ticket text
      • On the left side, click Lasso ( ) and draw a line around the pins
  3. Take action on items/tickets: See Actions: Change Folder & Assignment, below

Use filters to sort tickets and items. The data in columns and the map pins change as your change the filters.

Column Description
Future Due time after 48 hours
Past Due Items past due from now to 72 hours
Past Due 72 Items past due by 72 or more hours
In 4 Hours Items due from now until 4 hours
In 24 Hours Items due between 4 hours from now to 24 hours from now
In 48 Hours Items due between 24 hours from now to 48 hours from now

Ticket Screens

For tickets, screens determine what columns and data appear. Ticket screens are not available when both tickets and items and items only are chosen on the Workload Summary Configuration page. See Ticket Screen Configuration for details on defining and managing screens.

  1. Click the list and choose the screen. Result: The screen displays the tickets matching the screen

 

Columns list data describing tickets and items, depending on what mix of items and tickets you've chosen in the Workload Summary Configuration:

Configuration of Items and Tickets Description
Items only Columns in table below
Tickets only Ticket columns are determined by the screen in the ticket screen dropdown in the upper right corner (above the rightmost column). See Ticket Screen Configuration for details on defining and managing screens
Tickets and items Columns in table below

Click column name to sort by the data in the column.

Columns

Column Description
Address The address from the ticket or item
Assigned to The user the ticket or item is assigned to
City The city from the ticket or item
Creation Time The date and time the ticket or item was created
D Due time (default sort order). The color matches the color of the filters you chose. For example, a red dot means the item or ticket is Past Due 72
Due Time The deadline for completing the item (date and time)
Folder The folder containing the ticket or item. Folders are used to organize items
Item # The unique number that identifies each item. It is automatically generated by the system
Item Type Indicates whether the row contains tickets or items. If items, it indicates the app/form used to create the item
State A geographic and political unit (United States)

 

Users and folders are listed in the left column.

  1. In the upper left corner, in the search box, type your search and click Search ( ). Result: Search results display below the search box

    Search results

    Icons and information Description
    Folder ( ) Folders contain items or tickets, but not both?
    Numbers (n, n, n)

    1st n (leftmost):

    • Past due (past due from now to 72 hours)

    • Past due 72 (past due by 72 or more hours)

    2nd n (middle): In 4 hours (due from now until 4 hours)   

    3rd n (rightmost):

    • In 24 hours (due between 4 hours from now to 24 hours from now)

    • In 48 hours (due between 24 hours from now to 48 hours from now)

    • Future (Due time after 48 hours)
    Supervisor ( ) Manager of employees that are visible when Supervisor is clicked
    User Users authorized to use the system

     

  2. Optional actions:

    Action Description
    Clear search Click X in the search box to clear the search term
    Refresh search and all screen data Click Refresh ( ) to reload all data on the screen, including users and folders in the left column. It also clears any search
    Expand/Collapse (+ / -)

    Expand ( + ): Opens a folder or shows a supervisor's direct reports (employees who report to the supervisor)

    Collapse ( - ): Closes a folder or supervisor so the contents or employees are no longer visible

     

  3. Click Plus ( + ) to open a folder or supervisor
  4. Click the user or folder to see the items or tickets assigned to it in the main window to the right

 

Once you've found the items or tickets, you can assign them to users or folders. To use the Clear, Dispatch, and Review actions, see Text of Ticket or Item (Actions: Clear, Dispatch, and Review), below):

  1. In the main window, click the box for the item or ticket to assign or put in a folder
  2. In the grey bar above the main window, next to the green Future filter, click Change Folder & Assignment. Result: The Change Folder & Assignment window appears
  3. On the Change Folder & Assignment window, choose the person or folder to assign the item to. There are two ways to do this:
    • Scroll or click Expand ( + ) to find a supervisor's users or the items in a folder
    • Use the search box to find users or folders
  4. Click the user or folder
  5. Click Save. Result: The window closes

 

The map pins show the items or tickets from the list above it. The pin colors match the item or ticket colors in the D column. Clicking a map pin also checks the box for the ticket or item in the list above the map.

In the upper-left corner of the map, the map tools are in a vertical toolbar:

Map Tool Description
Zoom In/Zoom Out (+ - ) Click Zoom In (+) and Zoom Out (-) to increase or decrease the details shown on the map
Measure Distances ( )
  1. Click Ruler ( )
  2. Click on two points on the map to get the distance

To turn off, click Ruler ( ) again

Zoom to a Specific Area ( )
  1. Click Zoom to a Specific Area ( )
  2. Click the map and drag to draw the zoom area
  3. The map zooms to the area you drew

To turn off, click Zoom ( ) again
Map Layer Information ( )

For information about a specific point:

  1. Click Information ( )
  2. Click on a point on the map
  3. Layer Information and General Information display on separate tabs, if available for that point. General Information includes facility locations and responsibility areas
Dialog ( )

For information about a specific point:

  1. Click Dialog ( )
  2. Put the cursor on a point on the map

  3. General Information displays in a popup window, if available for that point. General Information includes facility locations and responsibility areas (This is the same General Information that appears in the Map Layer Information feature, above). If map definition linked to a ticket, additional layer information may be available.

Lasso ( )

Use to select pins:

  1. Click Lasso ( )
  2. On the map draw a line around the pins to select them. Result: The pin turns blue and the items/tickets are selected in the main window, above

 

In the upper-right corner of the map, put the mouse pointer on the Layer Picker ( ) to see the map layers (Street, Satellite, Hybrid) you can display on the map. If your company uses custom Map Layers, these are also in the Layer Picker (see Map Layers)

Layer Information Description
Activities

A layer that shows worker activity that has location information:

  • Item (Start/End work, Add photo)
  • Ticket (Start/End work, Add photo, Add response)
Dig Site Area on the map based on geocoded address with buffer applied from ticket. Dig sites can be based on To/From street address, for example, 15 Main St to 63 Main St
Dig Site Bounding Box Box on map drawn by user to indicate the four corners of the dig site. Dig site bounding boxes can contain multiple OCC dig areas
Dig Site Point The pin marking the dig site (when map is zoomed out)
Facility Location A facility location is the geographical location of the asset or facility you are trying to protect. Facility locations are defined when you add map definitions. If you indicate that facilities are not in use, they appear differently on the map. Facility locations can be processed by auto processing rules (Auto Response)
ESRI Hybrid A base layer that shows streets, photographic landscape, and political borders (state, province, nation)
ESRI (Sat) A base layer that shows photographic landscape
ESRI (Street) A base layer that shows only roads, streets, highways
irth GIS A base layer that shows streets and political borders (state, province, nation)
Near Street The nearest intersecting street (from ticket). Not part of dig site
OCC Dig Area The One Call Center (OCC) dig area contains the latitude and longitude coordinates from the One Call Center ticket (can also contain grid data). This dig area is a shaded box

Responsibility Areas

 A responsibility area is the area in which a person, group of people, or an office is responsible for the work to be done in it. Responsibility areas are defined when you add Map Definitions (If you indicate that responsibility areas are not in use, they appear differently on the map)
Users A layer that shows the GPS location of the most recent Start/End action and the worker who performed it

 

  1. Click Search ( )
  2. In the search box, type an address (the search is formatted as street, city, state) or latitude/longitude coordinates (type latitude, a space, then longitude)
  3. Press Enter or click a suggested result to go to it on the map

 

The bottom right corner of the page shows the text of the most recently-selected item or ticket. This text remains displayed until another item or ticket is selected.

Actions

Use these actions to process tickets with a status of Pending Your Research and at least one Auto Process Recommendation in a simpler, faster way. You must configure registration codes to use them. See Registration Codes > Select Codes for Clear, Dispatch, and Review Tickets

Action Description
Clear The response you configured for ticket's registration code(s) is applied
Dispatch (if ticket status is Pending Your Research) The relevant auto process recommendations are applied
Review (if ticket status is not Pending Your Research)

The ticket is marked as Reviewed (ticket history updated) and Clear and Dispatch are no longer available actions. Reviewed tickets can be found by using these methods: