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EXOR

Information Manager User Guide

March 2014

Version: 4.7

Submitted by:

Bentley Systems (UK) Ltd.,

9th Floor,

20 Gracechurch Street,

London

EC3V 0BG

EXOR

INFORMATION MANAGER USER GUIDE

DOCUMENT TRACKER

Version: 4.7 i

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EXOR Information Manager User Guide

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DOCUMENT TRACKER

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Document Tracker

Document Details

File:

Information Manager User Guide V4.7.docx

Prepared by:

Steven Feldman

Manual Name:

Information Manager User Guide

Reviewed by:

T.C. Stewart, Ian Turnbull

Version:

1.0

Approved for issue by:

T.C. Stewart

Date of Issue:

March 2014

Product Manager:

T.C. Stewart

File Name:

Document Centre/Exor/Product Manuals/4.7 Product Manuals/4.7 completed documentation/ Information Manager User Guide V4.7.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 4

3 12-Aug-2010 IS Chapter 5 Work order Authorisation and Instruction Worktray added

4 05-Jan-2011 SF Various Updated for version 4.3

5 01-Feb-2011 IS Page 99 Forward checkbox text updated.

6 12-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

8 Oct 2012 IS All Document reviewed for 4.6 release

9 Mar 2014 BA/IS All Re-formatted into Bentley template

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TABLE OF CONTENTS

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Table of Contents

1 Introduction ........................................................................................................................................... 1

2 Getting Started ...................................................................................................................................... 4

2.1 Logging into Information Manager ............................................................................................... 4

2.1.1 Relevant Product Options ..................................................................................................... 5

2.2 Changing the layout of Information Manager ............................................................................... 6

2.2.1 Pod Controls .......................................................................................................................... 7

2.2.2 Hiding & Restoring the Information Manager title bar......................................................... 7

2.2.3 Using On-Line Help .............................................................................................................. 8

2.3 Interactive Pods ............................................................................................................................. 9

2.4 Searching and Finding ................................................................................................................ 10

2.4.1 Setting Location .................................................................................................................. 10

2.4.2 Setting Location context ..................................................................................................... 11

2.4.3 How to View a Location on the Map .................................................................................. 11

2.4.4 Find Enquiry ....................................................................................................................... 12

2.4.5 Find Roadworks .................................................................................................................. 14

2.5 Business Areas Tab ..................................................................................................................... 20

2.6 Map Tab ...................................................................................................................................... 21

2.6.1 Navigating around the Map ................................................................................................. 21

2.6.2 Finding a location on the map ............................................................................................. 22

2.6.3 Active Overview Map ......................................................................................................... 23

2.6.4 Map Legend ........................................................................................................................ 24

2.6.5 Print Map ............................................................................................................................ 25

2.6.6 Map Info Tips ..................................................................................................................... 28

2.6.7 More Info Callouts .............................................................................................................. 28

3 Interactive Pods and Reports............................................................................................................... 29

3.1 Pod Information Tools ................................................................................................................ 29

3.2 Displaying Chart Values ............................................................................................................. 30

3.3 Using ‘Drill Down’ Functionality ............................................................................................... 31

3.4 Using the Calendar Date Picker .................................................................................................. 32

4 Using Interactive Reports.................................................................................................................... 33

4.1 Search Bar ................................................................................................................................... 34

4.2 Actions Menu .............................................................................................................................. 36

4.2.1 How to Create a New Computed Column ........................................................................... 45

4.2.2 How to Delete a Computed Column ................................................................................... 47

4.2.3 How to Create a New Aggregation ..................................................................................... 47

4.2.4 How to remove an Aggregation .......................................................................................... 48

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4.2.5 How to Create a Chart ......................................................................................................... 49

4.3 Column Headings Menu ............................................................................................................. 59

4.4 Single Row View ........................................................................................................................ 61

4.5 Viewing Document Associations ................................................................................................ 63

4.6 Viewing Items on the Map .......................................................................................................... 64

5 Query Builder ...................................................................................................................................... 65

5.1 Building an Ad Hoc Query ......................................................................................................... 65

5.2 Query Operators .......................................................................................................................... 67

5.3 Dates ........................................................................................................................................... 68

5.4 Saving an ad hoc query ............................................................................................................... 69

5.5 Executing a query ....................................................................................................................... 69

5.6 Running a saved query ................................................................................................................ 70

6 Configuring User Tabs ........................................................................................................................ 71

6.1 Adding Pods to a User Tab ......................................................................................................... 72

6.1.1 The Pod Library .................................................................................................................. 72

6.1.2 Dragging Pods to a User Tab .............................................................................................. 74

6.2 Changing the order and naming of User Tabs ............................................................................ 75

6.2.1 Renaming User Tabs ........................................................................................................... 75

6.2.2 Changing the order of User Tabs ........................................................................................ 76

6.2.3 Setting the visibility of Tabs ............................................................................................... 77

7 Enquiry Manager Worktray ................................................................................................................ 78

7.1 Logging into the Enquiry Manager Worktray ............................................................................. 78

7.2 Enquiry Manager Worktray Homepage ...................................................................................... 78

7.2.1 Enquiries In Progress .......................................................................................................... 79

7.2.2 Enquiries at Received Status ............................................................................................... 80

7.2.3 Quick Edit ........................................................................................................................... 80

7.3 Enquiry Manager Summary ........................................................................................................ 81

7.4 Enquiry Manager Detail .............................................................................................................. 82

7.4.1 Enquiry ................................................................................................................................ 83

7.4.2 Toolbar ................................................................................................................................ 84

7.4.3 Raise Defect ........................................................................................................................ 85

7.4.4 Enquiry Details Tab ............................................................................................................ 87

7.4.5 Contact Details Tab ............................................................................................................. 88

7.4.6 Dates Tab ............................................................................................................................ 89

7.4.7 History Tab ......................................................................................................................... 90

7.4.8 Defects Tab ......................................................................................................................... 90

8 Work Order Authorisation and Instruction Worktray ......................................................................... 91

8.1 Logging into the Work Order Authorisation and Instruction Worktray ..................................... 91

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8.2 Work Order Authorisation and Instruction Worktray Homepage ............................................... 92

8.3 Work Order Summary ................................................................................................................. 93

8.4 Work Order Worktray Additional Functional Areas .................................................................. 93

8.4.1 Set Location ........................................................................................................................ 94

8.4.2 Work Order Number (Hover & Drill) ................................................................................. 94

8.4.3 No Of Lines (Drill) ............................................................................................................. 96

8.4.4 Est Cost (Drill) .................................................................................................................... 97

8.4.5 Authorise (Checkbox) ......................................................................................................... 98

8.4.6 Instruct (Checkbox)............................................................................................................. 99

8.4.7 Forward (Checkbox) ......................................................................................................... 100

9 Appendix 1 ........................................................................................................................................ 101

9.1.1 Find Roadworks Likely Impact Algorithm ....................................................................... 101

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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 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.

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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.

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 1 - Information Manager Pods

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Figure 2 - Information Manager Map

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

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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

2.1 Logging into Information Manager

To access Information Manager you must first log onto the system using your normal Exor username and password

(Figure 3).

Figure 3 - Login

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).

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2.1.1 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:

Figure 4

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.

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.

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Figure 5 - LOGONINFO product option

2.2 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 - Information Manager Layout

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2.2.1 Pod Controls

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.

Figure 7 – Repositioning Pods

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.

2.2.2 Hiding & Restoring the Information Manager title bar

You can hide the tile bar within Information Manager by clicking on the small tab in the bottom centre of the bar.

Figure 8 – Hiding 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

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2.2.3 Using On-Line Help

Figure 10 - On Line Help

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.

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2.3 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

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2.4 Searching and Finding

2.4.1 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).

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Figure 14 – Set Location results filtered by Road Number

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

2.4.2 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.

2.4.3 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.

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Figure 16 – Displaying a road or group On the map

Full details on how to use the Information Manager Map page can be found on page 21.

2.4.4 Find Enquiry

Figure 17 - Find Enquiries

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

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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.

Note: If you enter multiple criteria the find enquiry search will only return results that match all criteria

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 - Filtered Listing

Figure 19 - Full Listing

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.

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Figure 20

Full details of how to use an Interactive Report pod can be found on page 33

2.4.5 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

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Note: The algorithm used for this categorisation is detailed in Appendix 1 (page 101).

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.

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 checkboxes.

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

32).

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.

Figure 22

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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 checkboxes.

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

32).

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.

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.

Figure 23

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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.

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 - Show Results

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.

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Figure 26 - More Details

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 - View on Map

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 .

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Figure 28 - Additional Attributes

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2.5 Business Areas Tab

Figure 29

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.

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2.6 Map Tab

Figure 30

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.

2.6.1 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

Note: To centre and zoom in on a location, double-click the location.

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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 31 - Navigation Controls

1. 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.

2.6.2 Finding a location on the map

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 .

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Figure 32 – Map Search

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

2.6.3 Active Overview Map

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.

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Figure 34 - Map Controls

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

2.6.4 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 - Map Legend

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.

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2.6.5 Print Map

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.

Figure 36 - Print Map

To print the map, enter the required Title and Descriptive text and press [Print].

Warning! 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.

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Figure 37 - Download

An example of a Map Print document is shown in Figure 38.

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Figure 38 - Print Example

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2.6.6 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 - Tips

2.6.7 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 - Information Callout

Warning! This feature is currently not available for all layers.

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3 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

3.1 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 8) 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

Figure 41 - Pod Information

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 31 for further details on using the Drill down capability where available.

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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 8 for further details on setting the Location context for a Pod.

3.2 Displaying Chart Values

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 42.

Figure 42 - Chart Tip Examples

Note: Not all chart types provide Tool Tip functionality.

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3.3 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.

Pods that have been built to allow Drill Down functionality are indicated using a green down arrow on the Pod

Information Tool (see page 29).

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 43.

Figure 43 – Charts with Drill Down

2. 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.

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3.4 Using the Calendar Date Picker

Figure 44 - Calendar

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 44. 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

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4 Using Interactive Reports

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 45 shows an example of an Interactive Report.

Figure 45 - 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

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4.1 Search Bar

At the top of each Interactive Report Pod is a search region.

Figure 46 - Search

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 47.

Figure 47 - Select Column

Note: If no search Column is selected, the search criteria entered will be applied to all Columns defined within the

Interactive Report Pod.

Figure 48 - Search Columns

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.

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Figure 49 - Number of Rows Displayed

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.

Figure 50 - Next/Previous Set

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.

Figure 51 - Go

Actions Menu Icon

The Actions Menu Icon displays the actions menu (page 36).

Figure 52 - Actions Menu Icon

Note: Please note that all features may not be available for each report.

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4.2 Actions Menu

Figure 53 - 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

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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.

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 54

You can reorder the displayed columns using the arrows on the far right of the window. Computed columns (see page 45)

are prefixed with **.

Figure 55 - Select Columns

Press [Apply] to invoke the column changes.

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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 57.

Figure 56

Press [Apply] to invoke the filter.

Figure 57 - Filter

When a Filter is applied, the criteria will be displayed above the Interactive Report Pod results (Figure 58).

Figure 58 - Filter Example

The filter can be enabled/disabled or removed permanently using the following options:

Enable/ Disable Filter

Remove Filter

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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.

Figure 59 - Multiple Filters

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Sort

The Sort option is used to change the column(s) to sort by and whether to sort in ascending or descending order.

Figure 60

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 61.

Figure 61 - Sort

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.

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Control Break

The Control Break option is used to create a break group on one or more (a maximum of 6) columns.

Figure 62

A Control Break pulls the Columns out of the Interactive Report Pod and displays them as a ‘Master Record’.

Figure 63 - Control Break

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Figure 64 – Report with Control Break

The Control Break(s) can be enabled/disabled or removed permanently using the following options:

Enable/ Disable

Remove Break

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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 65 shows an example of the Highlight

criteria options.

Figure 65 - Highlight

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 45). It is

also possible to apply multiple highlights simultaneously.

Figure 66 shows an example of an Interactive Report Pod with 2 Highlight Filters applied.

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Figure 66 - Highlight Example

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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 67 shows a simple example that performs a calculation

to compute the number of days late based upon subtracting one date from another.

Figure 67 - Computed Column

4.2.1 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 68.

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Figure 68 - Example

5. 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 69.

Figure 69

Note: The display sequence of the new computed Column can be set using the ‘Select Columns’ (see page 37) option

in the Actions menu. Computed Columns are indicated in the list by **.

Figure 70 - Computed Columns

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4.2.2 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 45).

Figure 71 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 71 - Aggregate

4.2.3 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.

Note: Multiple Aggregations may be applied simultaneously if required.

Figure 72 shows an example of 2 Aggregations to compute the number of records, i.e., Count, and Average of Days Late

within a Control Break.

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Figure 72

4.2.4 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.

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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 73.

Figure 73

Figure 74 - Chart

4.2.5 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.

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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.

Note: 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.

Note: Only numeric columns, including derived Columns created using the Compute option (page 45) can be selected

as a Value column.

1. 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

2. Enter an Axis Title for the Column selected in the Label field. This is not available for pie charts.

3. Enter an Axis Title for the Column selected in the Value filed. This is not available for pie charts.

4. To create the Chart press [Apply].

Note: When you hover the mouse cursor over any area of a chart the Label and Value are displayed.

Figure 75

Note: You can save the chart as an image file or PDF document by right-clicking the chart and selecting the required

option.

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Figure 76

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4.2.5.1 Examples of Charts

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.

4.2.5.1.1 Example 1

This example charts the Average Days to Target Date by Priority Description within a Vertical Bar Chart.

Figure 77

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4.2.5.1.2 Example 2

This example charts the total Count of Records within the Report by Priority Description within a Horizontal Bar Chart in

Figure 78 and the same chart displayed as a Vertical Bar Chart in Figure 79.

Figure 78

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Figure 79

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4.2.5.1.3 Example 3

This example charts the total Count of Records within the Report by Category Description within a Pie Chart.

Figure 80

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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 81 - Flashback

Note: The amount of time that you can flashback will differ and depend on how your Oracle database has been

configured.

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 82 - Save Report

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 83 shows an example with 2 previously saved

reports.

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Figure 83

To Delete a previously saved customized Report Pod press the ‘Delete Report’ icon for the report in question.

Figure 84

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.

Figure 85 - Reset

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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.

Warning! Control Breaks, Aggregates, Highlights and Calculated fields will not be included in CSV or XLS downloads.

Figure 86

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 87

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4.3 Column Headings Menu

A Column Heading Menu (Figure 88) is available by clicking on any column heading. This allows Sorting, Filtering or

Control Breaks to be added to the Interactive Report Pod.

Figure 88 - Column Headings

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 40).

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 40).

Hide Column

Press this icon to hide the Column. Columns can be unhidden using the Actions Menu (page 37).

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 41).

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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 38).

Note: The date column heading has a number of useful features for categorising the dates as shown below:

Figure 89

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4.4 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.

Figure 90

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 37). Click the ‘Displayed Columns’ checkbox 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.

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Figure 91 - Single Row View

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4.5 Viewing Document Associations

Figure 92

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 93.

Figure 93 - Associated Documents

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.

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4.6 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.

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5 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.

5.1 Building an Ad Hoc Query

Select the Query Tab and then choose the Criteria sub-tab as shown in Figure 94.

Figure 94 – Ad hoc Query Builder

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.

A list of the fields available will be displayed under the Columns header as shown in Figure 95.

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Figure 95 – Selecting fields for 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”.

Figure 96 – Building a query

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5.2 Query Operators

The available query operators are shown in Figure 97. Note that some operators are not suitable for use with text fields.

Figure 97 – Query Operators

=

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 fields.

NOT NULL

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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

Returns all records where the comparator value is contained within a text field. Not suitable for numeric or date fields.

5.3 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.

Figure 98 – Querying between dates

Note: You can combine, text, date and value query statements using the “and” and “or” options.

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5.4 Saving an ad hoc query

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.

Figure 99 – Save Query dialogue

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.

5.5 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.

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5.6 Running a saved query

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”.

Figure 100 – Saved queries

Warning! Saved queries can be deleted by selecting the query and clicking on “Delete”. Be careful there is no undo.

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6 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 101 – Default User Tabs

If you are logged in as an Admin User you will also have the Admin Tab displayed.

Figure 102 – Default Users Tabs for Admin User

To configure your Information Manager select the Config Tab:

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6.1 Adding Pods to a User Tab

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.

Figure 103 – Config Tabs dialog

6.1.1 The Pod Library

The Pod Library shows all available pods in a tree structure.

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Figure 104 – Pod Library

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.

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6.1.2 Dragging Pods to 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.

Figure 105 – Dragging a pod onto a 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 icon on the Pod.

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).

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6.2 Changing the order and naming of User 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”.

Figure 106 – Configuring Tabs

In the example in Figure 106 all of the User Tabs are visible and have their default User 1..10 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.

Note: The Home and Config Tabs cannot be removed or renamed through this interface.

6.2.1 Renaming User Tabs

Select the “edit” link on the tab you want to rename.

Figure 107

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”.

Figure 108 – Renaming a User Tab

Repeat this process for any other User Tabs that you wish to rename then save all of your changes by selecting the “Save”

button.

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Figure 109 – Saving changes to Tab names, order, and visibility

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.

Figure 110 – User Tab names refreshed

6.2.2 Changing the order of User Tabs

You can change the order of User Tabs by dragging a tab and dropping it in the position that you wish.

Figure 111 – Reordering Tabs by dragging and dropping

When you have finished reordering Tabs “Save” your changes (see Figure 109).

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6.2.3 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.

Figure 112

The checkbox in each User Tab controls its visibility.

Switch off any User Tabs that you do not want to be visible.

When you have finished reordering Tabs “Save” your changes (see Figure 109).

Figure 113 – Saving User Tab visibility settings

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7 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.

7.1 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 4).

7.2 Enquiry Manager Worktray Homepage

Figure 114

The Enquiry Manager Worktray Homepage will display the following windows:

Enquiries In Progress (Page 79)

Enquiries at Received Status (Page 80)

Enquiry Quick Edit (Page 80)

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When working in the homepage, if a new enquiry is received within the system the following message will be displayed in

the banner:

Figure 115 - Message 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 80).

7.2.1 Enquiries In Progress

Figure 116 - Enquiries in Progress

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.

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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 81).

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.

7.2.2 Enquiries at Received Status

Figure 117

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 116).

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 81).

7.2.3 Quick Edit

Figure 118 - Quick Edit

Enquiry Id

Enter the Enquiry Id followed by [Edit] to edit the individual enquiry (Page 82).

Only one enquiry will be displayed with this method.

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7.3 Enquiry Manager Summary

Figure 119 - Enquiry Summary

The Enquiry Manager Summary will display the enquiries as selected from the following windows:

Enquiries In Progress (Page 79)

Enquiries at Received Status (Page 80)

Enquiry Quick Edit (Page 80)

The enquiry Manager Summary has 7 main functional areas, namely:

Search Bar(Page 34)

Actions Menu (Page 36)

Column Headings Menu (Page 59)

Single Row View (Page 62)

Viewing Document Associations (Page 63)

Viewing Items on the Map (Page 64)

Edit Enquiry details

Edit Enquiry Details

Once selected this will display the Enquiry Manager Detail windows (Page 82) where changes may be made to the

enquiry.

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7.4 Enquiry Manager Detail

Figure 120 - Enquiry Detail

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

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7.4.1 Enquiry

Figure 121

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.

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’.

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7.4.2 Toolbar

Figure 122 - Toolbar

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 64).

Documents

This will allow the user to view any documents associated with the enquiry (Page 63).

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 85). 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 81).

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7.4.3 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 123 - Raise Defect

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 124 - Defect Priority

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.

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Figure 125 - Inspection & Defect Details

The inspection and defect information may now be entered followed by the [Create] button.

To cancel the defect creation process, select the [Cancel] button.

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7.4.4 Enquiry Details Tab

Figure 126 - Enquiry Details

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:

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Figure 127 - Set Location

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.

7.4.5 Contact Details Tab

Figure 128 - Contact Details

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

E-mail Address

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7.4.6 Dates Tab

Figure 129 - Dates

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.

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7.4.7 History Tab

Figure 130 - History

This tab will display the changes that have been made to the enquiry.

7.4.8 Defects Tab

Figure 131 - Defects

This tab will display any defects that are on the maintenance section selected.

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WORK ORDER AUTHORISATION AND INSTRUCTION WORKTRAY

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8 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 checkboxes, these are covered in detail within this chapter.

8.1 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 4).

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.

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8.2 Work Order Authorisation and Instruction Worktray Homepage

Figure 132 - Homepage

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 56) 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 56) the user should use tools

available in the actions menu (Page 36).

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8.3 Work Order Summary

Figure 133 - Work Order Summary

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 34)

Actions Menu (Page 36)

Column Headings Menu (Page 59)

Viewing Document Associations (Page 63)

Viewing Items on the Map (Page 64)

8.4 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 97)

Authorise (Checkbox) (Page 98)

Instruct (Checkbox) ()

Forward (Checkbox) (Page 100)

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8.4.1 Set Location

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:

Figure 134 - Set Location

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.

8.4.2 Work Order 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:

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:

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8.4.2.1 Hover

Figure 135 - Hover

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 137) below.

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 136.

8.4.2.2 Drill

Figure 136 - Drill to Navigator

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8.4.3 No Of Lines (Drill)

The numbers in this column show the number of work order lines 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 33).

An example of the number of lines window following a drill on the number is shown below:

Figure 137

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8.4.4 Est Cost (Drill)

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:

Figure 138 - BOQ Details

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.

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8.4.5 Authorise (Checkbox)

This checkbox will be used to fill in the ‘Authorised By’ field within the work order modules as shown below:

Figure 139

Once the checkbox has been checked the following confirmation popup will be displayed:

Figure 140 - Confirmation popup

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.

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8.4.6 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:

Figure 141

Once the checkbox has been checked the following confirmation popup will be displayed:

Figure 142 - Confirmation popup

The user may change the date if required to an earlier date using the Calender Date Picker (Page 32).

When instructing the work order any error messages will be displayed, an example is shown below:

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Figure 143 - Information Message

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.

8.4.7 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 user's 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:

Figure 144 - Forward

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APPENDIX 1

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9 Appendix 1

9.1.1 Find Roadworks Likely Impact Algorithm

Introduction

Information Manager displays street works data on a map according to the ‘Works Disruption’ of:

Minimal.

Slight.

Moderate.

Severe.

Categorising Works into these four categories comprises an objective and subjective method.

The method is dependent on the characteristics and location of the Works and is described below.

The duration of the Works is not taken into consideration as ‘Disruption’ is dependent on a Works being active in

a street.

The Works Phases included in the analysis are:

Planned Works About to Start

Works in Progress

Determine Works’ ‘Score’

The Works’ ‘Score’ is calculated using the following criteria. Each of the scores determined by the different criteria are

added together.

Works Characteristics

The following Works characteristics are used to calculate part of the ‘Score’ for the Works.

Works Category

Works Category Score

Major or Standard 2

Minor or Immediate 1

Traffic Management

Traffic Management Score

None or Give and Take 0

Stop Go Boards or Two Way Signals 1

Multi Way Signals or Priority Working or Convoy Working 2

Lane Closure or Contra Flow 3

Road Closure 5

Applicable Designations

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The ‘Applicable Designation’ is defined on the notice supplied by the Works promoter. The code is based on what the

authority defines for a street. A street could be Traffic Sensitive but the promoter can show that the Works is not carried

out during traffic sensitive times using this code.

Applicable Designation Score

Traffic Sensitive 2

All others 0

Works Location Characteristics

The following Works location characteristics are used to calculate part of the ‘Score’ for the Works.

Reinstatement Category

The reinstatement category is used as an indicator of how important the street is regarding traffic flow.

Reinstatement Category Score

Up to 0.5 MSA or High Duty Footway or High Amenity Footways or Other Footways or Private Streets

0

0.5 to 2.5 MSA 1

2.5 to 10 MSA 2

10 to 30 MSA 3

30 to 125 MSA 4

Over 125 MSA 5

Traffic Sensitivity

If the street is traffic sensitive at any time then the score determined from the criteria above is doubled. This mechanism is

used even if the Works notice does not have an ‘Applicable Designation’ of ‘Traffic Sensitive’.

Score Categorisation

Once the score is determined the Works are categorised as follows:

Works Score Works Disruption

Slight 0 to 6

Moderate 7 to 9

Significant 10 to 13

Severe 14 to 28

The subjective determination in the score categorisation shown above could be modified if required.

For example, a Minor Works requiring a road closure would result in a score of 6 which would be shown as ‘Slight’

disruption.

The algorithm needs to work reasonably well for all situations. Accuracy of true disruption can only be obtained by

individually analysing each Works using local knowledge.