Exor Corporation Limited

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1 x Exor Corporation Limited Information Manager User v4.5 The Global Leader in Infrastructure Asset Management

2 This page intentionally blank Copyright Exor Corporation Ltd, England, 2009 All rights reserved

3 Quality Assurance Statement Document Details File: Prepared by: Information Manager User v4.5.docx Steven Feldman Manual Name: Reviewed by: Information Manager User v4.5 T.C. Stewart, Ian Turnbull Version: Approved for issue by: 4.5 T.C Stewart Date of Issue: Product Manager: November 2011 T. C. Stewart File Name: Document Centre/Exor/Product Manuals/ Product Manuals/ completed documentation/information Manager User v4.5.docx Document Version Control Revision Date By Chapter / Page Description 1 25-Sep-2009 CS Various OS Copyright notice amended 2 16-Feb-2010 IS Various Enquiry Manager Worktray Added Chapter Aug-2010 IS Chapter 5 Work order Authorisation and Instruction Worktray added 4 05-Jan-2011 SF Various Updated for version Feb-2011 IS Page 99 Forward checkbox text updated May-2011 SF Various Updated for 4.4 release 7 01-Nov-2011 IS Various % Uplift Items added to work order worktray, Enquiries Worktray - Details Tab updated to include Cat, Class, Type updates and new actions/remarks Copyright Exor Corporation Ltd., England, All rights reserved i

4 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... TABLE OF CONTENTS QUALITY ASSURANCE STATEMENT... I INTRODUCTION... 5 GETTING STARTED... 8 LOGGING INTO INFORMATION MANAGER... 9 RELEVANT PRODUCT OPTIONS...9 CHANGING THE LAYOUT OF INFORMATION MANAGER POD CONTROLS HIDING & RESTORING THE INFORMATION MANAGER TITLE BAR USING ON-LINE HELP INTERACTIVE PODS SEARCHING AND FINDING SETTING LOCATION SETTING LOCATION CONTEXT HOW TO VIEW A LOCATION ON THE MAP FIND ENQUIRY FIND ROADWORKS BUSINESS AREAS TAB MAP TAB NAVIGATING AROUND THE MAP FINDING A LOCATION ON THE MAP ACTIVE OVERVIEW MAP MAP LEGEND PRINT MAP MAP INFO TIPS MORE INFO CALLOUTS INTERACTIVE PODS AND REPORTS POD INFORMATION TOOLS DISPLAYING CHART VALUES USING DRILL DOWN FUNCTIONALITY USING THE CALENDAR DATE PICKER USING INTERACTIVE REPORTS SEARCH BAR ACTIONS MENU COLUMN HEADINGS MENU SINGLE ROW VIEW VIEWING DOCUMENT ASSOCIATIONS ii Copyright Bentley Exor Corporation Ltd., England, All rights reserved

5 VIEWING ITEMS ON THE MAP QUERY BUILDER BUILDING AN AD HOC QUERY QUERY OPERATORS DATES SAVING AN AD HOC QUERY EXECUTING A QUERY RUNNING A SAVED QUERY CONFIGURING USER TABS ADDING PODS TO A USER TAB THE POD LIBRARY DRAGGING PODS TO A USER TAB CHANGING THE ORDER AND NAMING OF USER TABS RENAMING USER TABS CHANGING THE ORDER OF USER TABS SETTING THE VISIBILITY OF TABS ENQUIRY MANAGER WORKTRAY LOGGING INTO THE ENQUIRY MANAGER WORKTRAY ENQUIRY MANAGER WORKTRAY HOMEPAGE ENQUIRIES IN PROGRESS ENQUIRIES AT RECEIVED STATUS QUICK EDIT ENQUIRY MANAGER SUMMARY ENQUIRY MANAGER DETAIL ENQUIRY ID TOOLBAR RAISE DEFECT ENQUIRY DETAILS TAB CONTACT DETAILS TAB DATES TAB HISTORY TAB DEFECTS TAB WORK ORDER AUTHORISATION AND INSTRUCTION WORKTRAY LOGGING INTO THE WORK ORDER AUTHORISATION AND INSTRUCTION WORKTRAY WORK ORDER AUTHORISATION AND INSTRUCTION WORKTRAY HOMEPAGE WORK ORDER SUMMARY Copyright Exor Corporation Ltd., England, All rights reserved iii

6 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... WORK ORDER WORKTRAY ADDITIONAL FUNCTIONAL AREAS SET LOCATION WO NUMBER (HOVER & DRILL) NO OF LINES (DRILL) EST COST (DRILL) AUTHORISE (CHECKBOX) INSTRUCT (CHECKBOX) FORWARD (CHECKBOX) INDEX APPENDIX FIND ROADWORKS LIKELY IMPACT ALGORITHM iv Copyright Bentley Exor Corporation Ltd., England, All rights reserved

7 CHAPTER 1 Introduction For many users of an integrated infrastructure asset management system their main requirements centre around performance management and reporting. They wish to see aggregated high level executive information and only where a particular area is under performing do they wish to drill into more detailed information to investigate further. This is sometimes referred to as an executive dashboard or report scorecard. The same dashboard approach allows corporate key performance and national indicators to be displayed giving users and managers alike instant access to up to date information. Built to run on the web, Exor s Information Manager is designed with the end user in mind to provide a complete reporting and information centre for all levels of Exor user from everyday power users to senior managers and users who need occasional access to information from the Exor system but do not need the ability to update or initiate processes. Information Manager allows users to view aggregated performance management data and then drill to a more detailed level of information both textually and spatially to investigate non-performant areas. Information Manager allows an unlimited number of dashboard indicators or Pods to be configured and displayed in a manner that best suits the nature of the information in question and each individual users preferences. Updated in real time or at a predefined time interval, Pods can be configured as Pie Charts, Bar or Line Graphs, tables or a wide number of other display formats. Each Pod can be configured to allow the user to drill to a more detailed level of information both textually and spatially. With data security in mind, each Pod is protected by a user Role with only those users who have been granted the appropriate Role having access to the Pod. Information Packs (currently available for Utilities and Highways Authorities) comprise a set of standard Pods focussed on a specific business area. Pods can be configured so that the information displayed can be restricted to specific locations by setting the desired location within the Information Manager Toolbar. The location can be set to any Network Section or Group defined within the Exor system to provide specific performance measures or information relating to only features that are located within the selected location. Information Manager includes Web Based mapping allowing multiple data layers to be displayed providing the possibility of increasing workplace productivity through improved information access. Information Manager allows any data held within the Exor database or other 3rd party data Copyright Exor Corporation Ltd., England, All rights reserved 5

8 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... accessed using Exor s External Asset functionality, to be displayed including Open Geospatial Consortium Web Map Service (WMS). Designed with ease of use in mind, Information Managers Map controls offer an experience and performance similar to popular consumer mapping portals also allowing map layers to be toggled on / off allowing a wide variety of spatial information to be displayed. Information Manager provides a powerful yet simple search feature to find Enquires or Streetworks. When used in the context of Roadworks, the Information Manager search engine allows a user to query and display all works due to take place during a specific date range on a given street or town. The search may be further defined using the likely impact of the works on traffic flow. The results of the search may be either displayed in tabular format showing the details of each roadwork or directly on the map. The Enquiry Manager Worktray (requires a named user license for Exor Enquiry Manager) gives the user a summary of their received and outstanding enquiries by priority, banded by date. This allows the user to view all outstanding enquiries with their associated map location and documents where they exist, then drill down to the required record to make changes to the enquiry details as required. The fields that are available for update in the worktray are those that can be changed using the Enquiry Manager update Application Programming Interface. The Work Order Authorisation Worktray is an Information Manager module that presents the user with a list of all the raised work orders that they are responsible for by geographical area and work category (budget). The user can choose to authorise and instruct a work order or forward it to another user s Worktray. When in the Worktray, the user has all the standard functions available from within Information Manager for display of the data. In addition they can: Further restrict the data displayed by road group Drill to work order line and BOQ details Hover on the work order number to view work order line summary Drill from the work order number to the Navigator module to view all work order details View the work order location on a map View associated documents The information held within any Pod or tabular report displayed within Information Manager can be printed, saved in a variety of formats, such as HTML, PDF, CSV, or exported directly to MS Excel or Word allowing further off line presentation or analysis. The Map display can also be saved as a.pdf file or printed along with a Map Title and Map legend if required. Exor provide many standard reports that are required to meet specific business needs. Each report comes with a standard set of parameters, the values of which can be varied to suit the users needs. Information Manager allows these standard reports to be grouped in customer defined Business Areas with each folder containing the reports from any Exor product that relate to that specific business area. With the new Query Builder within Information Manager a user can define personal multi conditional queries on a table that can be saved for reuse. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 6

9 Figure 1 For the production of user specific and ad-hoc reports Information Manager also provides an option for using Oracle Discoverer. This offers data mining and offline scheduling capability. Reports written in these tools via Information Manager can be saved and added to a Business Area Folder and run by other users. Figure 2 Crown copyright and database right. All rights reserved This document provides detailed instructions on the use of Information Manager. It does not provide details about specific Pods but does contain information relating to standard features of all Pods. The following chapters are included within this document: Introduction (this Chapter) Getting Started Standard Features Working with Maps Enquiry Manager Worktray Work Order Authorisation Worktray Copyright Exor Corporation Ltd., England, All rights reserved 7

10 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... CHAPTER 2 Getting Started Information Manager is designed to be easy and intuitive to use, most features are self explanatory and the hover over tool tips provide hints and guidance to the user. This chapter introduces the main features of Information Manager, a full description of functions and more detailed instructions are provided in the following chapters. The following Sections are included in this User Manual: Logging into Information Manager Changing the layout of Information Manager Interactive Pods Searching and Finding Business Areas Tab Guidance for Administrators is provided in a separate Information Manager Admin Guide Copyright Bentley Exor Corporation Ltd., England, All rights reserved 8

11 Logging into Information Manager Figure 3 To access Information Manager you must first log onto the system using your normal Exor username and password (Figure 3). You will be prompted for the following User name Password Once the Login information is entered press the [Login] button to display the Information Manager homepage. Note The database name used when connecting to Information Manager is defined by Product Option PREFDB (refer to the Information Manager System Admin Guide for further details relating to Product Options). Relevant Product Options There are several Product Options associated with the Login process, full details of which can be found in the Information Manager System Admin Guide. The relevant Options are: PREFDB This is the database name used when connecting to Information Manager LOGONLOGO This is the name and URL of the image displayed on the Information Manager Login page. An example is shown in Figure 4. Copyright Exor Corporation Ltd., England, All rights reserved 9

12 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 4 LOGONURL The Logon Image can also be used as a hyperlink to another website or any URL address that can be invoked by clicking on the image. The URL that will be invoked is defined using this Product Option. LOGONINFO The information displayed below the Login dialogue can be amended to suit your Organisational needs by entering the appropriate text into the Product Option. An example is shown in Figure 5. Figure 5 Copyright Bentley Exor Corporation Ltd., England, All rights reserved 10

13 Changing the layout of Information Manager This section describes the layout or Framework of Information Manager (Figure 6 ) and the interfaces and functionality that are used throughout Information Manager. Information Manager is organised as a series of tabs, the majority of which can be switched on and off and reordered by the user via their configuration settings. The elements on each tab are known as Pods. Pods can contain charts, tables (not illustrated in Figure 6), maps or search functions. Figure 6 User Tabs Map Pod Search Pod Interactive Pod Crown copyright and database right. All rights reserved Copyright Exor Corporation Ltd., England, All rights reserved 11

14 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Pod Controls Figure 7 Repositioning Pods Dragging, opening and closing Pods Pods can be dragged around the tab and positioned in one of the three virtual columns. Drag the Pod by clicking within its title bar, a set of placement guides will indicate the position of the pod when released, see Figure 7 Pod positioning guides Pods can be closed by clicking on the button within the Pod title bar and when closed can be opened by clicking on the button. The positions and open/closed status of Pods are saved when a user logs out of Information Manager. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 12

15 Hiding & Restoring the Information Manager title bar Figure 8 Hiding title bar You can hide the tile bar within Information Manager by clicking on the small tab in the bottom centre of the bar Click to hide title bar Clicking the tab again will restore the title bar. Remember that you will not be able to access Set Location when the title bar is hidden. Figure 9 Restoring title bar Click to restore title bar Using On-Line Help Figure 10 The Online help for Information Manager provides the same detailed information as this guide. Use the Table of Contents, the Home Page or the Search option to select the required help Topic. Copyright Exor Corporation Ltd., England, All rights reserved 13

16 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Interactive Pods Your home page will normally contain some interactive chart pods which provide a graphical interface to detailed record information, see Figure 11 Mousing over the chart elements will display their values and where a pointing finger cursor appears you can click on the chart element to reveal more information. The icon provides some further information about the pod and its behaviour. The icon indicates whether there are further levels of information to drill down to. Figure 11 Interactive Bar & Line Chart 14 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

17 Searching and Finding Setting Location The Set Location allows you to set the Location context for Information Manager Pods. The Set Location dialogue is accessed by clicking on the Set Location link in the top left hand corner of the title bar when viewing the Home or User tabs (see Figure 12 Set Location) Figure 12 Set Location Figure 13 Set location Dialogue Starting to type within the Location field will return a list of matching options and filtered set of results will be returned for selection. You can get a full listing of the available values by pressing the down arrow on your keyboard instead of entering text, this may take some time if there a large number of values to return. Selecting a Group Type will pre-filter the results returned to those within that group (See Figure 14). Figure 14 Set Location results filtered by Road Number Copyright Exor Corporation Ltd., England, All rights reserved 15

18 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... A Set location warning will be displayed in the top left hand corner of the screen (See Figure 15) To clear a set location click on the Clear link. Figure 15 Location Set messsage and Clear link Setting Location context When Information Manager Pods are initially displayed, all data of the appropriate type, within the database (to which the user has admin unit and role based access) is displayed, i.e. there is no filter on the Pod for network location. Some Pods may have been built with Location context sensitivity in mind. Such Pods will change when a Location is set to only show the relevant information that is located within the selected network element or group. How to View a Location on the Map To View a network Element or Group on the Information Manager Map Page, select the Map tab and enter the desired road group or geographical area and then Search Map. The map will zoom to the selected features which will be highlighted, see Figure 16 Avoid zooming to the extents of a large road group as it may take some time to render all of the detail. Figure 16 Displaying a road or group On the map Selected road is highlighted 16 C r o w n copyright and database right. All rights reserved Full details on how to use the Information Manager Map page can be found on page 27. Copyright Bentley Exor Corporation Ltd., England, All rights reserved

19 Find Enquiry Figure 17 Note The Find Enquiry Pod is only available if Enquiry Manager is a licensed Product. The Find Enquiry Pod provides a search facility to quickly search for and view Enquiries. There are 4 search criteria that can be used, namely: Enquiry ID This is the Enquiry Reference Number. This search parameter should not be used in conjunction with the other search parameters. Surname This is the Surname of an Enquirer, i.e. the Contact within an Enquiry and can be used in conjunction with the Postcode and / or Resp Of search parameters. Postcode This is the postcode of the enquirers address and can be used in conjunction with the Surname and / or Resp of search parameters. When entering a postcode do not enter any spaces. Resp Of This is the user who has been assigned as the Responsibility Of user for the Enquiry and can be used in conjunction with the Surname and / or Postcode search parameters. Only users who have at least one Enquiry assigned to them will be available for selection. If you enter multiple criteria the find enquiry search will only return results that match all criteria Note Copyright Exor Corporation Ltd., England, All rights reserved 17

20 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... As you start to type in the Surname, Postcode or Responsibility fields a filtered set of results will be returned for selection, (see Figure 18) You can get a full listing of the available values for a search field by pressing the down arrow on your keyboard instead of entering text, this may take some time if there a large number of values to return. (See Figure 19 ) Figure 18 Figure 19 Note Hints and Tips are available for the search parameters by hovering the mouse cursor over the label. To View Enquiries that match the search criteria entered within an Interactive Report Pod press the [Search] button. An example is shown in Figure 20. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 18

21 Figure 20 Full details of how to use an Interactive Report pod can be found on page 40 Copyright Exor Corporation Ltd., England, All rights reserved 19

22 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Find Roadworks Figure 21 Find Roadworks Pod Note The Find Roadworks Pod is only available if Streetworks Manager is a licensed Product. The Find Roadworks Pod provides a search facility to quickly search for and view roadworks within date constraints on a particular road or town either on a predefined report or on a map. The Search can be additionally restricted to works of a certain likely impact (on traffic delay) which are categorised as follows: Severe Moderate Slight Minimal Note The algorithm used for this categorisation is detailed in Appendix 1 (page 102). Roadworks can be found using a number of different criteria. Search using a Works Reference Number To search for a roadworks where you know the Works Reference Number simply enter the reference into the Ref field. Ref This is a case insensitive parameter that does not require the use of wildcard characters. For example to search for a roadwork with a Reference of FF723/WH0834/322B1, entering a value of 322B1 would suffice as there is an implicit wildcard character at the beginning of the value. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 20

23 Figure 22 Search for Roadworks in a Town To search for all Roadworks within a specific Town use a combination of the Date, Town parameters along with the Likely Impact check boxes. From / To Date This is an optional date range for filtering the search. Only roadworks with a proposed start date between the dates entered will be included. Dates can be manually entered or selected from the Calendar Date Picker (see page 39). Town This is the town (the Town attribute within the National Street Gazetteer) to be used within the search. Only roadworks located on Streets within the selected town will be included. When the town is selected the relevant county description will also be displayed. Likely Impact (on traffic delay) At least one Likely Impact indicator must be selected County selected automatically Search for Roadworks on a known Street To search for all Roadworks located on a given Street use a combination of the Date, Town and Street parameters along with the Likely Impact check boxes. From / To Date This is an optional date range for filtering the search. Only roadworks with an estimated start date between the dates entered will be included. Dates can be manually entered or selected from the Calendar Date Picker (see page 39). Town Thisw is an optional parameter that helps filter the list of streets returned. If a town is selected the relevant county description will also be displayed. Copyright Exor Corporation Ltd., England, All rights reserved 21

24 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 23 Street This is the street (the Street Descriptor within the National Street Gazetteer) on which the search will be conducted. If a town has previously been selected the list of allowable streets will only display streets within the selected town. When a street is selected the USRN (NSG Reference) will be displayed. Likely Impact (on traffic delay) At least one Likely Impact indicator must be selected County and USRN automatically filled Figure 24 As you start to type in the Town or Street fields a filtered set of results will be returned for selection (see Figure 24). You can get a full listing of the available values for a search field by pressing the down arrow on your keyboard instead of entering text, this may take some time if there a large number of values to return. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 22

25 Show Results To view the Roadworks that match the selection criteria within the standard interactive report press the [Search] button. An example is shown in Figure 25. Figure 25 Copyright Exor Corporation Ltd., England, All rights reserved 23

26 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 26 Viewing More Details To view more information relating to a specific Road Works press the [More] button. A pop up will be displayed showing more Roadworks information an example of which is shown in Figure 26. View Roadworks on the Map To view a selected Road Works on the Map press the [Map] button. A new Map window will be displayed with a Push Pin representing the Road Works. An example is shown in Figure 27. Figure 27 Crown copyright and database right. All rights reserved Copyright Bentley Exor Corporation Ltd., England, All rights reserved 24

27 To view additional information relating to a Roadworks click on the required Push Pin marker. This will invoke a Call-Out and display additional attributes for the selected Roadworks an example of which is shown in Figure 28. Figure 28 Crown copyright and database right. All rights reserved Copyright Exor Corporation Ltd., England, All rights reserved 25

28 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Business Areas Tab Figure 29 Folders Reports The Business Areas Tab allows your Systems Administrator to define an unlimited number of Business Area folders that group standard Exor Reports or Discoverer Reports that relate to the business area in question. Full details on how to manage Business Area Folders can be found in the Information Manager Admin Guide. To display the List of Reports or Information Pods that are contained within a Business Area click the relevant Folder name. To run a report click on the [Run] button. If the selected option is a parameterised report, complete the report parameters before selecting [Run]. See Figure 29 Copyright Bentley Exor Corporation Ltd., England, All rights reserved 26

29 CHAPTER 3 Map Tab Figure 30 Crown copyright and database right. All rights reserved Information Manager mapping allows multiple data layers to be displayed providing the possibility of increasing workplace productivity through improved information access. Information Manager allows any data held within the Exor database or other 3rd party data accessed using Exor s External Asset functionality, to be displayed including Open Geospatial Consortium Web Map Service (WMS). Designed with ease of use in mind, Information Managers Map controls offer an experience and performance similar to popular consumer mapping portals also allowing Map Layers may be toggled on / off allowing a wide variety of spatial information to be displayed. Copyright Exor Corporation Ltd., England, All rights reserved 27

30 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Navigating around the Map You can navigate (move your view) within the Information Manager Map in a number of ways. To pan (move the map), do one of the following: Click and drag the map Press the up arrow on your keyboard to move north Press the down arrow on your keyboard to move south Press the right arrow on your keyboard to move east Press the left arrow on your keyboard to move west In addition you can zoom in or out using the + or - keys To centre and zoom in on a location, double-click the location. Note Using the Navigation Controls Information Manager also provides a Navigation Control that allows you to pan and zoom. This is described in Figure 31. Figure Arrows Click the appropriate arrow buttons to move the view north, south, east or west. Click the centre button to return to your initial start up view. 2. Zoom Click the [+] to zoom in the centre of the map. Click the [ ] to zoom out. 3. Zoom Slider Drag the zoom slider up or down to zoom in or out incrementally. 28 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

31 Finding a location on the map Figure 32 Map Search The map tab has a dedicated search dialog with type ahead. Start to type the name of a street, street, group or place and you will be presented with a selection of results that meet your criteria, see Figure 32. Click on your search selection and the search field will be updated then click [Search Map] and the map will zoom to your selected feature which will be highlighted as in Figure 33. Figure 33 Highlighted Map Search Crown copyright and database right. All rights reserved Copyright Exor Corporation Ltd., England, All rights reserved 29

32 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Active Overview Map Figure 34 The overview map appears by default in the bottom right corner of the map. It helps to orientate you by showing the location of the current map view in the context of a larger geographical area. The area currently displayed in the map is shown as a red box in the overview map. At any time, click minimise to hide the overview map or click expand to display it again. Minimise Maximise Crown copyright and database right. All rights reserved As you pan and zoom in the main map, the map overview changes accordingly. You can change the existing view in the map by doing one of the following: Drag and drop the red box in the overview map Drag and drop the area outside the red box to pan the map Copyright Bentley Exor Corporation Ltd., England, All rights reserved 30

33 Map Legend The Map Legend Tool (Figure 35) allows map layers to be toggled on or off by Checking or Un-checking the Show checkbox for the required Map Data. The symbology used on the map is depicted by the Map Symbol column of the Legend. Figure 35 Select Legend Map Icons Toggle Layers Layer visibility is determined by your system administrator, you may need to zoom in or out to be able to see map symbols. The legend can be resized and dragged around the map window. Layer settings and the size and location of the map legend are retained when you close the legend. Copyright Exor Corporation Ltd., England, All rights reserved 31

34 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Print Map Figure 36 The Print Map Tool (Figure 36) allows the current map image to be printed along with a Title and Descriptive text to a.pdf file. The Map, Title and Text are displayed within a document template that be configured by Exor Professional Services to suit your Organisational needs. Select Print Dialog To print the map, enter the required Title and Descriptive text and press [Print]. Important Notice Figure 37 Only the map image and any currently displayed map data are included within the printed map. Any Information call-outs will not be included. The information contained within a callout can be cut and pasted into the Text field. A standard windows File Download dialogue will be displayed. Select [Open] to view the PDF document or [Save] to store the document. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 32

35 An example of a Map Print document is shown in Figure 38. Figure 38 Copyright Exor Corporation Ltd., England, All rights reserved 33

36 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Map Info Tips Map Info Tips are available by hovering the mouse cursor over an icon. Some info will be displayed about the object. The value displayed will be determined by the column defined as the Label column in the GIS Themes for the Layer. This is normally defined by your systems administrator. Figure 39 More Info Callouts More information can be viewed about you data by clicking on a legend icon. A call-out will be displayed showing you more details about the item. An example is shown in Figure 40. Figure 40 This feature is currently not available for all layers. Important Notice Copyright Bentley Exor Corporation Ltd., England, All rights reserved 34

37 CHAPTER 4 Interactive Pods and Reports This Chapter provides detailed information relating to standard features used within Information Manager. The following Sections are included: Pod Information Tools Displaying Chart Values Using Drill Down functionality Using the Calendar Date Picker Copyright Exor Corporation Ltd., England, All rights reserved 35

38 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Pod Information Tools Every Pod is accompanied by a set of Information Tools that indicate the expected behaviour of the Pod in relation to Drill Down availability, Location Context sensitivity (see page 13) as well as a unique name and brief description of the Pods purpose. The Information Tools are as follows: Pod Info The Pod Info Tool displays a pop-up window that shows the following information for the selected Pod Unique Pod Name, e.g. IM20001a Brief description of Pods contents Source Control version number for the Pod Note The description of the Pod can be amended to suit your Organisational requirements using the Item Help text option within the Admin Area of the Information Manager Application. Full details on how to change the Hints and Tips text can be found in the Information Manager System Admin Guide Drill Down Availability This Info Tool indicates whether or not the Pod can Drill Down to another more detailed level. The Icons will appear as follows: Drill Down capability is available Drill Down capability is not available See page 38 for further details on using the Drill down capability where available. Location Context Sensitivity This Info Tool indicates whether or not the information displayed within the Pod is affected by setting the Location context within the main Information Manager Toolbar. The Icons will appear as follows: Pod is affected by Location setting Pod is NOT affected by Location setting See page 13 for further details on setting the Location context for a Pod. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 36

39 Displaying Chart Values Figure 41 Tool Tips showing the values and descriptions for information displayed within graphical Pods are available by hovering the mouse cursor over the required area of the chart or graph. Several examples are shown in Figure 41. Not all chart types provide Tool Tip functionality. Note Copyright Exor Corporation Ltd., England, All rights reserved 37

40 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Using Drill Down Functionality Many of the Pods within Information Manager initially display an aggregated or summarised view of performance management data. It is common place that such Pods have been designed and built to allow a user to Drill Down to a more detailed and specific level of information by clicking on the appropriate value or area of a chart. Drill Down Available Figure 42 Charts with Drill Down Pods that have been built to allow Drill Down functionality are indicated using a green down arrow on the Pod Information Tool (see page 36). To use the Drill down functionality 1. Hover the mouse cursor over the required value from which to drill. The cursor will change to display a Link Select mouse pointer, indicating that Drill Down is available for the selected value. Several examples from different Pod types are shown in Figure To Drill down click the required value. This will open a new Information Manager Tab displaying the results. Further levels of Drill down may be available as indicated by the Pod Information Tools. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 38

41 Using the Calendar Date Picker Figure 43 Several of the Information Manager Framework Tools and Pods use a Date Picker to allow you to select a date from a Calendar. When the Calendar is invoked it will default to the current system date as shown above, see Figure 43. You can select the day and month required by scrolling through the months using the forward and back arrow and then clicking on the required day number, once an alternative to the current date is selected the popup will disappear. Note Dates can alternatively be directly entered into search pods using the format 01-Jan-2011 Copyright Exor Corporation Ltd., England, All rights reserved 39

42 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... CHAPTER 5 Using Interactive Reports Figure 44 Many Pods, particularly those displaying detailed information about specific Exor features such as Enquiries, Defects, Assets and Network Elements will return an Interactive Report. An Interactive Report displays a predetermined set of columns. The report may be further customized with an initial filter clause, a default sort order, control breaks, highlighting, computations, aggregates and a chart. Each Interactive Report can then be further customized and the results can be viewed, or downloaded, and the report definition can be stored for later use. Figure 44 shows an example of an Interactive Report. An Interactive Report Pod has 6 main functional areas, namely: Search Bar Actions Menu Column Headings Menu Single Row View Viewing Document Associations Viewing Items on the Map Copyright Bentley Exor Corporation Ltd., England, All rights reserved 40

43 Search Bar At the top of each Interactive Report Pod is a search region. The region provides the following features: Select Columns Icon This icon allows you to identify which column to use when searching for records within the Interactive Report Pod. To select a Column click on the down arrow adjacent to the icon. A full list of available Columns will be displayed within a list of values. Click on the required value to select it as the search Column. An example is shown in Figure 45. Figure 45 Note If no search Column is selected, the search criteria entered will be applied to all Columns defined within the Interactive Report Pod. Text Area The Text area allows for case insensitive search criteria, i.e. there is no need to use wild card characters. Enter the value for which you wish to search. Rows The Rows feature allows you to select the number of records displayed per page. To change the number of Rows displayed click the drop down list button and select the required number of records from the list. Note If the number of rows returned in a search exceeds the number of rows displayed, the next set of records may be viewed by pressing the Next or Previous icon at the bottom of the report. [Go] The [Go] button executes the search. Copyright Exor Corporation Ltd., England, All rights reserved 41

44 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Actions Menu Icon The Actions Menu Icon displays the actions menu (page 43). Please note that all features may not be available for each report. Note Copyright Bentley Exor Corporation Ltd., England, All rights reserved 42

45 Actions Menu The actions menu is used to customize the display of your Interactive Report Pod which can be stored for later use. The following options are available: Select Columns Filter Sort Control Break Highlight Compute Aggregate Chart Flashback Save Report Reset Download Note More than one Action may be enabled at a single time. For example you can apply a Filter, a Control Break and Highlight exceptions all at the same time. Copyright Exor Corporation Ltd., England, All rights reserved 43

46 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Select Columns This option is used to modify the Columns displayed within the Interactive Report Pod. The columns on the right are displayed whilst the columns on the left are hidden. Columns may be selected from either side of the window and moved using the Move Columns toolbar. Figure 46 You can reorder the displayed columns using the arrows on the far right of the window. Computed columns (see page 48) are prefixed with **. Press [Apply] to invoke the column changes. Figure 47 Filter The Filter option is used to add or modify the where clause on the query. You first select a column from the available list (it does not need to be one that is displayed), select from a list of standard Oracle operators (=,!=, not in, between), and enter an expression to compare against. The expression is case sensitive and you can use % as a wild card (e.g. Status Descr like C%). An example is shown in Figure 47. Press [Apply] to invoke the filter. When a Filter is applied, the criteria will be displayed above the Interactive Report Pod results (Figure 48). Figure 48 Copyright Bentley Exor Corporation Ltd., England, All rights reserved 44

47 The filter can be enabled/disabled or removed permanently using the following options: Enable/ Disable Filter Remove Filter Note Multiple Filters may be applied if required. The relationship between filters is an AND relationship (i.e. only records that meet all of the filters will be displayed). An example of an Interactive Report Pod with multiple Filters applied is shown below. Sort The Sort option is used to change the column(s) to sort by and whether to sort in ascending or descending order. You can also specify how to handle null values (use the default setting, always display them last or always display them first). The resulting sorting is displayed to the right of column headings in the report. You can specify up to 6 Columns on which to sort the Interactive Report Pod results. An example is shown in Figure 49. Figure 49 Note You can sort on Columns even if they are not currently displayed within the Interactive Report Pod. The list of Columns shows the Displayed Columns first with the non displayed Columns appearing under the heading Other at the bottom of the list. Copyright Exor Corporation Ltd., England, All rights reserved 45

48 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 50 Control Break The Control Break option is used to create a break group on one or more (a maximum of 6) columns. A Control Break pulls the Columns out of the Interactive Report Pod and displays them as a Master Record. Figure 51 Report with Control Break The Control Break(s) can be enabled/disabled or removed permanently using the following options: Enable/ Disable Remove Break Copyright Bentley Exor Corporation Ltd., England, All rights reserved 46

49 Highlight The Highlighting Option allows you to define a visual filter where the rows within the Interactive Report Pod that meet the filter are highlighted using the characteristics associated with the filter. Figure 52 shows an example of the Highlight criteria options. Figure 52 The Highlight criteria options are as follows: Name Used to identify the Highlight within the Pod Sequence Identifies the sequence in which the Highlight Rules will be evaluated when multiple Highlights are defined Enabled Identifies if the rule is enabled or disable Highlight Type Identifies whether the Row or Column should be highlighted. If Cell is selected, the Column referenced in the Highlight Condition is highlighted Background Colour The colour for the background of the highlighted area that can be selected from a colour palette Text Colour The colour for the text in the highlighted area Highlight Condition Defines your visual filter condition Note The Column used for a Highlight can be a derived column created using the Compute option (see page 48). It is also possible to apply multiple highlights simultaneously. Copyright Exor Corporation Ltd., England, All rights reserved 47

50 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 53 shows an example of an Interactive Report Pod with 2 Highlight Filters applied. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 48

51 Figure 53 Compute The Compute option allows you to add a derived or computed column to your report Pod. These new columns can be the result of mathematical computations, e.g. Target Date minus Completion Date, or standard Oracle functions applied to existing columns, e.g. INITCAP, LTRIM, TO_DATE etc. Figure 54 shows a simple example that performs a calculation to compute the number of days late based upon subtracting one date from another. Figure 54 Copyright Exor Corporation Ltd., England, All rights reserved 49

52 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... How to create a new Computed Column 1. From the computation field select - New Computation 2. Enter a name for the new Report Column in the Column Heading field 3. Select a Format mask from the list of values to be applied against the column, e.g. 5,210, 5,210.10, 01-JAN-2000, etc 4. Enter the calculation to be performed in the Computation field. This can either be manually entered or you can use the Columns, Keypad and Functions area which simply provide shortcuts for commonly used Keys. Within the Computation field existing Report Columns are referred to by their Alias name as displayed in the Column List. An example is shown in Figure 55. Figure To create the new computed Column press [Apply]. The new computed column will be displayed in the Interactive Report Pod an example of which is shown in Figure 56 Figure 56 Note The display sequence of the new computed Column can be set using the Select Columns (see page 44) option in the Actions menu. Computed Columns are indicated in the list by ** Copyright Bentley Exor Corporation Ltd., England, All rights reserved 50

53 How to delete a Computed Column 1. From the computation field select the required value from the List of values 2. Press the [Delete] button. This will remove the computed column from the Interactive Report Pod. Aggregate The Aggregate option allows mathematical computations to be performed against Report Columns, the results of which are displayed after each Control Break and at the end of the Report Pod within the column they are defined. Aggregates can only be performed against numeric Columns including any numeric columns created as the result of a Compute operation (page 48). Figure 57 shows an example Aggregate operation to compute the Average value of a Column called Days Late (the ** which precedes the Column Name indicates that it is a derived computed Column ) Figure 57 How to create a new Aggregation 1. From the Aggregation field select - New Aggregation 2. Select the required mathematical Function for the Aggregation from the list of available methods 3. Select the Column to apply the mathematical function to. Only numeric Columns will be displayed. Note The name of the Aggregation will be automatically created as a concatenation of the selected Function and the Column Name, e.g. Average:**Days Late. Multiple Aggregations may be applied simultaneously if required. Figure 58 shows an example of 2 Aggregations to compute the number of records, i.e. Count, and Average of Days Late within a Control Break. Copyright Exor Corporation Ltd., England, All rights reserved 51

54 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 58 How to remove an Aggregation 1. From the Aggregation field select the required value from the List of values 2. Press the [Delete] button. This will remove the Aggregation from the Interactive Report Pod. Figure 59 Chart You can include one chart per Interactive Report. Once defined, you can toggle between the Chart and Report views using links below the search bar as shown in Figure 59. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 52

55 Figure 60 Note How to Create a Chart 1. Select the appropriate Chart Type for the type of data to be displayed. The choices are: Horizontal Bar Vertical Bar Pie Line 2. Select a Column to be used as the Label. This is the main subject column of the Chart. For example, to build a Chart where the Priority field within a Report is the Subject of the chart select a column from the report that displays the Priority value. 3. Select a Column to be used as the Value within the chart. For example, to show the Average Days to Target Date within a chart select the Column that displays the Days to Target Date value. The mathematical function to compute the Average value is defined in step 4. If the Function is COUNT, i.e. the Chart is to show the number of records within a Report grouped by the Label Column, e.g. Number of Records by Priority, the Value column does need to be selected. Only numeric columns, including derived Columns created using the Compute option (page 48) can be selected as a Value column. 4. If required enter a Function to be performed on the Column selected in the Value Column. The available functions are: Sum Average Min Max Count 5. Enter an Axis Title for the Column selected in the Label field. This is not available for pie charts. 6. Enter an Axis Title for the Column selected in the Value filed. This is not available for pie charts. To create the Chart press [Apply]. Copyright Exor Corporation Ltd., England, All rights reserved 53

56 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... When you hover the mouse cursor over any area of a chart the Label and Value are displayed. Note You can save the chart as an image file or PDF document by right clicking the chart and selecting the required option. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 54

57 Examples of Charts Figure 61 Several examples are shown below to help describe how Charts are constructed. They all use Enquiry Manager as the Product against which the Interactive Report Pod has been built. Example 1 This example charts the Average Days to Target Date by Priority Description within a Vertical Bar Chart. Copyright Exor Corporation Ltd., England, All rights reserved 55

58 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 62 Example 2 This example charts the total Count of Records within the Report by Priority Description within a Horizontal Bar Chart in Figure 62 and the same chart displayed as a Vertical Bar Chart in Figure 63. Figure 63 Copyright Bentley Exor Corporation Ltd., England, All rights reserved 56

59 Figure 64 Example 3 This example charts the total Count of Records within the Report by Category Description within a Pie Chart Flashback This option performs a flashback query to allow you to view the data within the Interactive Report Pod as it existed at a previous point in time. To perform a flashback query enter the required value (in minutes) and press [Apply]. Figure 65 Note The amount of time that you can flashback will differ and depend on how your Oracle database has been configured. Copyright Exor Corporation Ltd., England, All rights reserved 57

60 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Save Report This option allows you to save your customized Report Pod for future use. Enter a name and optionally a Description for the customization. Figure 66 Figure 67 When a Customized Report Pod is saved, it will be displayed as an additional Tab alongside the current Working Report. To view a previously saved Report click on the required Tab. Figure 67 shows an example with 2 previously saved reports To Delete a previously saved customized Report Pod press the Delete Report icon for the report in question. Reset This option Resets the report back to the default settings, removing any customizations that you have made. When the Reset option is selected you will be prompted to [Apply] the change or [Cancel] the operation. Download The Download option allows the current result set to be downloaded. The download formats will differ depending upon your installation and report definition but may include CSV, XLS, PDF, or RTF. Important Notice Control Breaks, Aggregates, Highlights and Calculated fields will not be included in CSV or XLS downloads. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 58

61 Figure 68 When the appropriate download format has been selected a standard Windows File Download dialogue will be displayed allowing you to either open the report or save it to the required destination. Figure 69 Copyright Exor Corporation Ltd., England, All rights reserved 59

62 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Column Headings Menu A Column Heading Menu (Figure 70) is available by clicking on any column heading. This allows Sorting, Filtering or Control Breaks to be added to the Interactive Report Pod. Figure 70 The following options are available: Sort Ascending Press this icon to sort the report by the column in ascending order. Reports can also be sorted using the Actions Menu (page 45). Sort Descending Press this icon to sort the report by the column in descending order. Reports can also be sorted using the Actions Menu (page 45). Hide Column Press this icon to hide the Column. Columns can be unhidden using the Actions Menu (page 44). Break Column Press this icon to creak a break group on the column. This pulls the column out of the report as a master record. Control Breaks can also be created using the Actions Menu (page 46). Text Area This area is used to enter case insensitive search criteria, i.e. no need for wild cards, to apply a Filter to your Report. Entering a value will reduce the list of values in the pick list. When a value is selected a Filter will be applied. Filters can also be applied using the Actions Menu (page 44). 60 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

63 Note The date column heading has a number of useful features for categorising the dates as shown below: Figure 71 Copyright Exor Corporation Ltd., England, All rights reserved 61

64 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Single Row View To view the details of a single row at a time, click the single row view icon on the row you wish to view. If available, the single row view will always be the first column. When selected, the record will be displayed. To return to the Report press the [< Report View] button. The default Single Row View will display all Columns irrespective of whether they have previously been hidden using the Select Columns (page 44). Click the Displayed Columns check box to change the Single Row View to show only the Columns selected for Display. To exclude Columns with Null values click the Exclude Null Values checkbox. Figure Copyright Bentley Exor Corporation Ltd., England, All rights reserved

65 Viewing Document Associations Interactive Report Pods are linked to Document Manager to allow the display of Documents associated with items within the Report. The list of associated Documents for a record can be viewed by pressing the Docs icon which is generally the penultimate column. There are 2 possible Icons for Document Associations Closed Folder Icon The Closed Folder Icon indicates there are NO associated Documents Open Folder Icon The Open Folder Icon indicates there is at least one associated Document To view the list of associated Documents click on the Open Folder Icon. The list of associated Documents for the selected item will be displayed in a separate browser window. An example is shown in Figure 73.. Figure 73 If the associated Document is an image type a thumbnail preview will be displayed. To view the associated Document click on the Preview image for the required Document. Copyright Exor Corporation Ltd., England, All rights reserved 63

66 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Viewing Items on the Map Records within an Interactive Report Pod that have a spatial representation may be viewed on the Information Manager Map by pressing the Find on Map Icon which is generally the last column within in the Report. There are 2 possible Icons for viewing records on the Map. No Location The greyed out Globe means that the selected record has no Spatial Representation and therefore cannot be shown on the Map. Find On Map The coloured Globe means that the selected record can be displayed on the map. To find the record on the Map click the Find on Map Globe Icon. The Information Manager Map will be displayed within a new Browser window with the position of the record indicated by a push pin marker. 64 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

67 CHAPTER 6 Query Builder Information Manager incorporates a powerful query builder that enables you to run ad hoc queries against any of the Information Manager Foundation Views that have been configured by your System Administrator. Ad hoc queries can be saved for future re-use with user prompts for parameters such as dates or a search value. The results of a query are displayed in an Interactive Reports tab allowing further filtering, sorting, highlighting, grouping, aggregation and the insertion of charts and calculated fields. Building an ad hoc query Figure 74 Ad hoc Query Builder Select the Query Tab and then choose the Criteria sub-tab as shown in Figure 74 Select the data that you want to query from the list presented (the data available is managed by your System Administrator) by clicking in the checkbox next to the description. Copyright Exor Corporation Ltd., England, All rights reserved 65

68 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... A list of the fields available will be displayed under the Columns header as shown in Figure 75. Figure 75 Selecting fields for a query Figure 76 Building a query Drag the fields that you wish to use in your query into the window to the right of the list of fields. You can then set the query operators and values and if multiple fields have been selected decide whether to use a logical and or or. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 66

69 Query Operators Figure 77 Query Operators The available query operators are shown in Figure 77. Note that some operators are not suitable for use with text fields. = Returns an exact match to the comparator value or text string like Returns all records with a text field beginning with comparator value. This operator will not search for strings within the middle of a text field. Not suitable for numeric or date fields. > Returns all records greater than the comparator value. Not suitable for text fields. >= Returns all records greater than or equal to the comparator value. Not suitable for text fields. < Returns all records less than the comparator value. Not suitable for text fields. <= Returns all records less than or equal to the comparator value. Not suitable for text fields.!= Returns all records that are not equal to the comparator value. Not suitable for date fields. in Returns records that exactly match one of a series or comma separated texts strings e.g John Smith, Paul Jones would return record where a name was either John Smith or Paul Jones. Not suitable for numeric or date fileds NOT NULL Returns all records that have a value within a field IS NULL Returns all records that do not have a value in the field instr Copyright Exor Corporation Ltd., England, All rights reserved 67

70 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Returns all records where the comparator value is contained within a text field. Not suitable for numeric or date fields. Dates Figure 78 Querying between dates A date picker is not available within the Query Builder. Dates must be entered in the format 01-Jan-2010 To find records between two dates build a query using two query statements a <= and a >= (your System Administrator will need to make the date field available to use in two query statements) as shown below. Note You can combine, text, date and value query statements using the and and or options. Saving an ad hoc query Figure 79 Save Query dialogue If you wish to save a query for subsequent re-use click on and the following dialog will be presented. Enter a name and optionally a description of the query and then click on Save again. Users will only have access to their own saved queries. The comparator values within your query will also be saved however these values can be changed when you return to the query. If you do not want to save any comparator values just leave them blank. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 68

71 Executing a query When you have completed your query click on and the results of your query will be displayed in an Interactive Report within a separate tab. Running a saved query Figure 80 Saved queries When you select the Query Tab a list of your saved queries is presented. Select the query you want to use and either accept the default values for the query or edit them, then select Execute Important Notice Saved queries can be deleted by selecting the query and clicking on Delete. Be careful there is no undo. Copyright Exor Corporation Ltd., England, All rights reserved 69

72 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... CHAPTER 7 Configuring User Tabs Information Manager allows you to configure up to ten User tabs to group pods, maps and search panels into logical groupings that suit the way you want to work, each tab can be named by the user and the order and visibility of tabs can be controlled by the user. By default when you first log into Information Manager all User Tabs will be displayed with their default labels (User 1, User 2 etc) Figure 81 Default User Tabs If you are logged in as an Admin User you will also have the Admin Tab displayed. Figure 82 Default Users Tabs for Admin User To configure your Information Manager select the Config Tab 70 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

73 Adding Pods to a User Tab Figure 83 Config Tabs dialog When you select Config you will have the opportunity to drag pods from your Pod Library to any of your User Tabs including the Home Tab. The Config Tab shows the Pod Library (Available Pods), the User Tabs and the Pods that will be displayed on each Tab. The Pod Library Figure 84 Pod Library The Pod Library shows all available pods in a tree structure. Pods are grouped (grouping is determined by your System Administrator) around business areas or types of pod. To open a group click on the + next to the group name. When you select another group the previous group is automatically closed. Copyright Exor Corporation Ltd., England, All rights reserved 71

74 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Dragging Pods to a User Tab Figure 85 Dragging a pod onto a User Tab Select the User Tab (or the Home Tab) that you want to modify. Open a group within the Pod Library, position your cursor over a Pod name and drag and drop the Pod into the yellow area to the right of the library. Repeat this process dragging pods from any Pod Library Groups into a User Tab. You can place up to 10 of each type of Pod (charts, map, search, table) onto a single User Tab. When you have completed the configuration of a User Tab save its settings by clicking the Save button. You can revert to a previously saved version by clicking the Reset button before saving your current changes. You can remove all of the Pods from a User Tab by clicking the Clear button. You can remove an individual Pod from a Tab by clicking the Pod. icon on the The layout of Pods on a Tab and the open/closed status of Pods can be adjusted from within the tab (see Dragging, opening and closing Pods) 72 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

75 Changing the order and naming of User Tabs Figure 86 Configuring Tabs You can rename User Tabs with names that relate to their contents, re-order Tabs and switch off unused Tabs. From the Config Tab select Tabs Select Tabs All User Tabs Visible Admin Tab available but switched off Note In the example in Figure 86 all of the User Tabs are visible and have their default User labels. The Admin Tab is accessible to the user (because they have been granted administrator rights of access) but the Tab has been set to not be visible. The Home and Config Tabs cannot be removed or renamed through this interface. Renaming User Tabs Figure 87 Renaming a User Tab Select the edit link on the tab you want to rename The User Tab Name Dialog will be presented, change the default Tab name and add some descriptive details which will appear in the mouse over tooltip then select Save Repeat this process for any other User Tabs that you wish to rename then save all of your changes by selecting the Save button. Copyright Exor Corporation Ltd., England, All rights reserved 73

76 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 88 Saving changes to Tab names, order and visibility Figure 89 User Tab names refreshed Once you have saved changes to User Tab Names the page will be refreshed and your new Tab names will be shown across the top of Information Manager Changing the order of User Tabs Figure 90 Reordering Tabs by dragging and dropping You can change the order of User Tabs by dragging a tab and dropping it in the position that you wish. When you have finished reordering Tabs Save your changes (see Figure 88) Setting the visibility of Tabs You can set the visibility of any of the User Tabs (including the Business Areas, Query and Help Tabs). This feature is useful for hiding any unused User tabs. The check box in each User Tab controls its visibility Switch off any User Tabs that you do not want to be visible. 74 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

77 Figure 91 Saving User Tab visibility settings When you have finished reordering Tabs Save your changes (see Figure 88) Copyright Exor Corporation Ltd., England, All rights reserved 75

78 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... CHAPTER 8 Enquiry Manager Worktray This Chapter provides detailed information relating to standard features used within the Enquiry Manager Worktray. Enquiry Manager Worktray is available to all users of Enquiry Manager who have access to Information Manager. The following Sections are included: Logging into the Worktray Worktray Homepage Enquiry Summary Enquiry Details The Enquiry Manager Worktray gives the user a summary of their received and outstanding enquiries by priority, banded by date. This allows the user to view all outstanding enquiries with their associated map location and documents where they exist, then drill down to the required record to make changes to the enquiry details as required. The fields that are available for update in the Worktray are those that can be changed using the Enquiry Manager update Application Programming Interface. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 76

79 Logging into the Enquiry Manager Worktray The Enquiry Manager Worktray will either be accessed via a Business Area or via an icon on your desktop. If the user is not already logged in they will be prompted for their normal Exor username and password (Page 9). Copyright Exor Corporation Ltd., England, All rights reserved 77

80 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Enquiry Manager Worktray Homepage Figure 92 The Enquiry Manager Worktray Homepage will display the following windows: Enquiries In Progress (Page 78) Enquiries at Received Status (Page 79) Enquiry Quick Edit (Page 79) Figure 93 When working in the homepage, if a new enquiry is received within the system the following message will be displayed in the banner: Clicking the message, selecting the home page tab or selecting the F5 key will refresh the page and if the new enquiry applies to the user and their current view of the data it will be added to the summary in the Enquiries at Received Status window (Page 79). Copyright Bentley Exor Corporation Ltd., England, All rights reserved 78

81 Enquiries In Progress Figure 94 The content of this window will depend on whether the user is looking at data for a selected admin unit or an individual user. Enquiries will be displayed in this window providing : 1. The status code of the enquiry does not have feature code 1 allowed (new enquiries will be automatically assigned this status). and 2. The Date Completed field is NULL. This window will only display the priority row if there is any associated data for the given priority. To view the associated enquiries in the grid the user will select the number within the grid to be taken to the Enquiry Manager Summary window (Page 80). Admin Unit Radio Button List When the radio button is selected, the picklist will display only the Admin Units and the associated child Admin Units that the current user has access to as set up in users HIG1832. User Radio Button List When the radio button is selected, the picklist will display only the users that are within the current users admin unit or the associated child admin units as set up in users HIG1832. Copyright Exor Corporation Ltd., England, All rights reserved 79

82 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Enquiries at Received Status Figure 95 The content of this window will be all those enquiries that have a status code with Feature Code 1 allowed (normally Received) and are either the responsibility of the user or within the admin unit selected in the Enquiries in Progress window (Figure 94). To view the associated enquiries in the grid the user will select the number within the grid to be taken to the Enquiry Manager Summary window (Page 80). Quick Edit Figure 96 Enquiry Id Enter the Enquiry Id followed by [Edit] to edit the individual enquiry (Page 81). Only one enquiry will be displayed with this method. 80 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

83 Enquiry Manager Summary Figure 97 The Enquiry Manager Summary will display the enquiries as selected from the following windows: Enquiries In Progress (Page 78) Enquiries at Received Status (Page 79) Enquiry Quick Edit (Page 79) The enquiry Manager Summary has 7 main functional areas, namely: Search Bar(Page 41) Actions Menu (Page 43) Column Headings Menu (Page 59) Single Row View (Page 61) Viewing Document Associations (Page 62) Viewing Items on the Map (Page 63) Edit Enquiry details Edit Enquiry Details Once selected this will display the Enquiry Manager Detail windows (Page 81) where changes may be made to the enquiry. Copyright Exor Corporation Ltd., England, All rights reserved 81

84 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Enquiry Manager Detail Figure 98 The Enquiry Manager Details will allow the user to update the enquiry details, the fields that are available for update are those fields that are used in the Enquiry Manager update Application Programming Interface. The following windows will be displayed: Enquiry Id Toolbar View/Edit Enquiry tabs Enquiry Id Figure 99 Enquiry Id Edit This will originally display the current enquiry Id, selecting the button in the toolbar will allow the entry of an alternative enquiry id. Recorded By Display Only The user that originally recorded the enquiry will be displayed. 82 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

85 Source Display Only The source of the enquiry will be displayed. Status Edit List The status of the enquiry will be displayed. The status code may be changed, when changed the reason for change field becomes active to allow the addition of an alternative text description. Priority Edit List The priority of the enquiry will be displayed, this may be changed if required. Responsibility Of Edit List The name of the responsible officer for this enquiry will be displayed, this can be changed if required. Outcome Edit List The outcome will be displayed, this can be changed if required. When changed the reason for outcome field becomes active to allow the addition of an alternative text description. This field will only be displayed if the product option ENQOUTCOME is set to Y. Copyright Exor Corporation Ltd., England, All rights reserved 83

86 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Toolbar Figure 100 The toolbar has the following 6 buttons, namely: Change Id The Enquiry id field will become active allowing the user to enter an alternative Enquiry Id followed by return. Map This will allow the user to view the location of the enquiry on the map if an appropriate location exists (Page 63). Documents This will allow the user to view any documents associated with the enquiry (Page 62). Raise Defect A defect and associated inspection record can be created for the enquiry providing an appropriate location, priority category/class/type combination exist (Page 84). If the pre-requisites for the creation of a defect are not available the button will be disabled. The ability to raise a defect from the enquiry is the same as in the standard enquiry manager form. Save Save any changes made to the enquiry. Cancel Cancel any changes and return the user to the Enquiry Manager Summary window (Page 80). Copyright Bentley Exor Corporation Ltd., England, All rights reserved 84

87 Raise Defect When the Raise Defect button is selected the user is presented with the same options that are available when creating defects using the standard Enquiry Manager form. As with the form this facility does require the meta data being correctly set up. When the [Create] button is selected a pop up window indicates the defect id for the newly created defect. Figure 101 If there is more than one Activity/Defect/Treatment options available to the user for the enquiry Category/Class/Type combination they will be displayed allowing the user to select the required option. These combinations will have been previously set up using Enquiry/treatment Types MAI1320, If there is only one selection available for the selected enquiry Category/Class/Type combination it will automatically be selected by the system so will not be displayed in this window. Figure 102 The user is then presented with the options for the priority of the defect, one of these should be selected before moving on to enter the inspection and defect location details. Copyright Exor Corporation Ltd., England, All rights reserved 85

88 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Figure 103 The inspection and defect information may now be entered followed by the [Create] button. To cancel the defect creation process, select the [Cancel] button. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 86

89 Enquiry Details Tab Figure 104 Category Required List The category of the enquiry will be displayed. This can be updated if required Class Required List The class of the enquiry will be displayed. This can be updated if required Type Required List The type of the enquiry will be displayed. This can be updated if required Road Edit The road id will be displayed. This can be changed if required. Description Edit The road description will be displayed. This can be changed if required. Action/Remarks Display Only The road id will be displayed. This can be changed if required. New Action/Remark Optional Enter the new action/remark for this enquiry, this text will be appended to the current text in the Action/Remarks field above. Note Once three characters of either the road or description have been entered into the appropriate field the system will automatically generate a list of candidate roads, as the number of characters are increased the candidate roads will be reduced to match the text entry. An example of this is shown below: Copyright Exor Corporation Ltd., England, All rights reserved 87

90 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Location Edit The enquiry location will be displayed. This can be changed if required. Description Edit The enquiry description will be displayed. This can be changed if required. Contact Details Tab Figure 105 The primary contact details will be displayed in this tab, the following fields may be updated if required: Home Phone Number Work Phone Number Mobile Phone Number Address Copyright Bentley Exor Corporation Ltd., England, All rights reserved 88

91 Dates Tab Figure 106 Enquiry Dates will be displayed in this tab, the following fields may be updated: Complete Date Edit List This will always be blank in this tab as only those enquiries that do not have a complete date will be displayed in the worktray. This value may be changed by either entering the date in the format DD-MON-YYYY or using the date widget to the right of the field. Date Arrived Edit List Enter the date the engineer arrived on site, this value may be changed by either entering the date in the format DD-MON-YYYY or using the date widget to the right of the field. Time Arrived Edit List Enter the time the engineer arrived on site in the format hh-mm, this value may be changed using the time widget as follows: Set to the Current Time Select Hours Field Select Minutes field Increase Hours/Minutes Decrease Hours/Minutes Reason for Late Arrival Edit Enter the reason the engineer arrived on site late. Copyright Exor Corporation Ltd., England, All rights reserved 89

92 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... History Tab Figure 107 This tab will display the changes that have been made to the enquiry. Defects Tab Figure 108 This tab will display any defects that are on the maintenance section selected. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 90

93 CHAPTER 9 Work Order Authorisation and Instruction Worktray This Chapter provides detailed information relating to standard features used within the Work Order Authorisation and Instruction Worktray. The following Sections are included: Logging into the Worktray Worktray Homepage Work Order Summary Work Order Worktray Additional Functions The Work Order Authorisation and Instruction Worktray gives the user a summary of the work orders that they are responsible for by road group or by work category. The linking of road groups and work categories to an individual user is carried out by the system administrator. The user may configure the page to suit their requirements using the standard tools available within information manager. Additional functions are available for a number of fields and check boxes, these are covered in detail within this chapter. Copyright Exor Corporation Ltd., England, All rights reserved 91

94 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Logging into the Work Order Authorisation and Instruction Worktray The Work Order Authorisation and Instruction Worktray will either be accessed via a business area or via an icon on your desktop. If the user is not already logged in they will be prompted for their normal Exor username and password (Page 9). The data displayed will be based on the users administration unit so they will only be able to view work orders at a status of DRAFT on roads within their associated Admin Unit. In addition the system administrator may restrict the work orders available to individual users by either or both of the following: Road Groups within the users Admin Unit Selected Work Categories for the work orders that are within their Admin Unit See the Information Manager Admin Guide for details. 92 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

95 Work Order Authorisation and Instruction Worktray Homepage Figure 109 The Work Order Authorisation and Instruction Worktray Homepage will display a histogram displaying the following work orders awaiting instruction: Work Orders raised in the last 2 days Work Orders raised in the last 3-5 days Work Orders raised in the last 5+ days To view the work orders in any of the columns in the histogram the user clicks the relevant column of information; this will display the appropriate work orders in the working report. If a user report has been previously defined and saved (Page 57) by the user the work orders will be displayed in this format by default. To configure the layout of the user interface and save that as a report for future use (Page 57) the user should use tools available in the actions menu (Page 43). Copyright Exor Corporation Ltd., England, All rights reserved 93

96 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Work Order Summary Figure 110 The Work Order Summary will display the work orders as selected from the bars in the histogram on the home page: The work order Summary has five main functional areas, namely: Search Bar (Page 41) Actions Menu (Page 43) Column Headings Menu (Page 59) Viewing Document Associations (Page 62) Viewing Items on the Map (Page 63) 94 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

97 Work Order Worktray Additional Functional Areas The work order worktray has a number of additional functions in addition to those standard functions that are available in information manager as detailed above, they are as follows: Set Location field (Page 94) Work Order Number (Hover & Drill) (Page 95) Number of Lines (Drill) (Page 96) Estimated Cost (Drill) (Page 96) Authorise (Checkbox) (Page 97) Instruct (Checkbox) (Page 98) Forward (Checkbox) (Page 99) Set Location Figure 111 This field is used to further restrict those work orders that are in a selected road group or road section. One location may be selected at a time, the current set location will be displayed above the list of associated work orders for that location. The Location field auto-populates after the user has typed three characters into the field as shown below: The user then selects the required road group or section then selects the [Set Location] button. To view all work orders for the selected user the [Reset] button should be selected. Copyright Exor Corporation Ltd., England, All rights reserved 95

98 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... WO Number (Hover & Drill) The text fields in this column display each unique work order number. The text fields in this column have 2 additional functions: Figure 112 Hover The user may move the cursor over the text (hover), this will display a pop up window containing a summary of the work order lines as shown: To close the pop up window the cursor must pass into then out of the pop up window, as the cursor passes out of the window it will be closed. In addition the user may select the x to close the window. The content of this pop up is not configurable, to configure the content of the work order lines window see the No. Of Lines field (Figure 114) below. Figure 113 Drill Selecting the WO Number will drill to the navigator form, providing the user has the appropriate permissions, and display the work order and all associated records as shown in Figure 113. Copyright Bentley Exor Corporation Ltd., England, All rights reserved 96

99 No Of Lines (Drill) Figure 114 The numbers in this column show the number of work order lined on the selected work order. When a number is selected the system will drill to a new window displaying work order line details, the contents of this window may be configured using the standard facilities within information manager (Page 40) An example of the number of lines window following a drill on the number is shown below: Est Cost (Drill) Figure 115 The numbers in this column show the total estimated cost for the selected work order. When a number is selected the system will drill to a new window displaying the BoQ and Percentage Uplift items as shown below: This allows the user to view the BoQ summary details. To close the window select the [Cancel] button or the close window x. Any percentage BoQ items are displayed beneath the appropriate parent item with a -> indicating they are a percentage item. Copyright Exor Corporation Ltd., England, All rights reserved 97

100 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Authorise (Checkbox) This checkbox will be used to fill in the Authorised By field within the work order modules as shown below: Once the checkbox has been checked the following confirmation popup will be displayed: A message confirming the authorisation of the order will be displayed and will have to be acknowledged to proceed. If the order has already been Authorised this checkbox will be populated, with the work order awaiting instruction. 98 Copyright Bentley Exor Corporation Ltd., England, All rights reserved

101 Instruct (Checkbox) This checkbox will be used to fill in the Authorised By and Date Instructed fields within the work order modules as shown below: Once the checkbox has been checked the following confirmation popup will be displayed: The user may change the date if required to an earlier date using the Calender Date Picker (Page 39). When instructing the work order any error messages will be displayed, an example is shown below: If errors preventing the instruction of the work order are displayed they must be rectified in the main application. A message confirming the authorisation of the order will be displayed and will have to be acknowledged to proceed. Copyright Exor Corporation Ltd., England, All rights reserved 99

102 Bentley Exor Leading the way in Infrastructure Asset Management Solutions... Forward (Checkbox) The selection of this checkbox does not currently populate any of the fields within the work order modules. It allows the current user to forward the selected work order to another appropriate users worktray. Appropriate users are those who satisfy the Admin Unit security based on the Works Order Road Group and, if switched on, the Contractor Security. Once forwarded both users will be able to see and instruct the work orders. Once the checkbox has been selected the user will be prompted to select the user that the work order is to be forwarded to as follows: 100 Copyright Bentley Exor Corporation Ltd., England, All rights reserved