Part 2 Structure of the WorkHeld Web App

2.1 Overview

The WorkHeld Web App can be divided into four areas. Each of the areas is responsible for tasks at a particular stage of order processing.

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• DASHBOARD

  • Performance Dashboard
    The Performance Dashboard gives you an overview of the most important performance indicators as well as the latest entries of the employees.

  • STATUS OVERVIEW
    In the status overview, you can view the status of Projects/assignments, Work Orders and Work Steps, and are informed of defects and delays.

• PREPARATION

  • Prepare Work
    Here you can create and manage customers, Projects, Work Orders and Work Steps and add the corresponding employees, equipment and tools.

  • Manage Installed Base
    Here you can create and manage assets in the field.

  • Manage Tools
    Here you can create and manage tools.

  • Manage Checklists
    Here you can create and manage checklist templates.

  • Manage Templates
    Here you will find an overview of all Project templates and have the possibility to delete templates that are no longer needed.

• EXECUTION

  • Manage Unassigned Entries
    Here you can assign and manage the entries of employees, which were created without corresponding orders.

  • Manage Material Orders
    Here you can view and further process the material orders of the employees.

  • Manage Material Catalogue
    Here you can create and manage spare and consumable materials.

  • Manage Car Stock
    Here you can view the inventory of individual employees.

• CLOSING

  • Close Project
    Here you can view and check the entries and reports for the documentation of orders as well as complete and export them.

  • Worker Timesheet
    In the Worker Timesheet the working and travel time of technicians can be viewed.

2.2 The Hierarchy Bar

Wherever in the WorkHeld Web App you need to plan or edit jobs, the hierarchy bar is displayed at the top so you always know where you are.

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The structure of the hierarchy in WorkHeld is as follows:

CUSTOMERS -> PROJECTS/CASES -> WORK ORDERS -> WORK STEPS

 You can create any number of customers in WorkHeld. Each customer can be assigned any number of Projects and each Project can be assigned a theoretically endless number of Work Orders. Each individual Work Order can then be assigned any number of Work Steps.

2.3 The Navigation Bar

To the left of the main window you will usually see the navigation bar, which allows you to descend further in the hierarchy.

The hierarchy bar in the upper screen allows you to see that we are currently at the level of a Project. Accordingly, the navigation bar on the left displays an overview of all Work Orders assigned to this Project.

By clicking on one of the Work Orders in the navigation bar, you can descend in the hierarchy to the selected Work Order and the navigation bar displays all Work Steps assigned to the Work Order.

2.4 The Object Bar

At the top of the object bar, you can use tabs to select whether employees, tools or equipment should be displayed. You can then assign them to Work Orders and Work Steps by simply dragging them to the lined area in the main window.