7.2 Using the iManager Plug-in

An iManager plug-in is provided to help you create and maintain work orders.

7.2.1 Creating and Deleting a New Work Order

To create a new work order:

  1. In iManager, select Work Orders > Work Order Management.

  2. Select New under Work Order Management.

  3. Specify the name for the work order. This value creates the CN of the resource object in the Identity Vault.

  4. Select the new work order to specify the properties.

To delete a work order, select the box and click Delete.

To sort the list according to name, status or date, click the appropriate selection button on the table heading. After selecting the column, an arrow icon will appear next to the column heading. This allows you to sort in ascending or descending order.

To filter the work order list:

  1. Click Show under Work Order Management.

  2. From the drop-down menu, select the filter type:

    • Show all: All work orders associated with the driver are listed.

    • Configured: Only configured work orders associated with the driver are listed.

    • Error: Only work orders with an error status are listed.

    • On Hold: Work orders that have been manually placed on hold are listed.

    • Pending: Work order that are not yet due are listed.

7.2.2 Specifying and Editing Work Order Properties

The following section explains the Work Order Property Page that allows you to create or edit a DirXML-nwoWorkOrder object. This interface allows you to specify the properties for new work orders, or edit the properties of existing work orders.

  1. Select the status of the work order. Normally, the status is marked Pending. You can stop a work order by marking it On Hold.

  2. Select whether to have the driver do the work order immediately, or use the calendar to schedule the work order due date.

  3. Specify if it is a repeating work order. Specify the time interval by choosing the number of weeks, days, hours, or minutes before the work order is to be repeated. The work order stops repeating on the Delete DueDate, or until it is manually deleted by editing the work order, or if the driver sends an error message.

  4. Use the calendar to specify the date the work order will be deleted.

  5. List any dependent work orders by clicking the Search icon and selecting dependent work order. Click the Subtract icon to delete dependent work orders.

  6. Write the information about the work order. This attribute is passed through to the WorkToDo object when the work order is processed.

  7. (Optional) Assign a unique work order number. This value can be assigned by a corporate work order system.

  8. Indicate the information of the person responsible for the work order.

  9. The Work Order Processing Log is for the driver to log the results of the work order. Use this field to check on the status of a work order or to identify any problems the driver encountered while attempting to configure the work order. The following results can be recorded:

    • Pending: The driver is waiting for the due date to complete the work order.

    • Configured: The work order has been successfully processed.

    • Error: The driver was unable to perform the work order.

    • Warning: There is a warning regarding the work order. For example, if the work order has a dependent work order with a later due date, the driver processes a warning.

  10. Provide a description of the work order.

  11. In the Work Order content field, indicate the data used by the driver’s rules to process the work order. For example, it might be the XML the Command Transformation uses to process the work order.

  12. Select one of the following options when you are finished specifying or editing the work order properties:

    • Click Apply to save the current information and continue working.

    • Click OK to save and close the work order.

    • Click Cancel to close the work order without saving the information.