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Using the ESRI Map

In Asset Essentials, you can use the ESRI map feature to view and create work orders, as well as view your GIS layers. The data displayed on the map is based on what you have set up in the GIS Settings section under Configurations. *Note: Contact Client Services to have the ESRI map activated in your account.

 

To access the map:

  • Click on the Map menu icon.

 

Using Filters

Click on the Filter button () at the top of the screen to open a panel of options by which you can filter your work orders on the map. Click the Clear button () to remove any selected filters. You can filter by the following:

  • Priority
  • WO Status
  • Work Category
  • Site
  • Date
  • Assigned To

 

Creating and Managing Saved Filters

  • To save your filter selections, click the Actions drop down and select Save As.
  • Enter a Name for the Saved Filter.
  • If you would like this filter available to other users, check the Make available to others box.
  • Click the Save button.
  • To update your Saved Filter, select the filter from the Applied Saved Filter drop down.
  • Make any necessary selections, then click the Actions drop down and select Save.

 

Searching for Work Orders

  • To search for work orders on the map, click the Filter button at the top of the map, then click on the Search drop down.
  • Use the All drop down menu () to choose a work order field that you would like to search by.
  • Type specific criteria related to that work order field in the Search for text box. *Note: The Results screen on the left will automatically load with the results after a few seconds.
  • Click the Add Another button to add additional criteria for searching.
  • Click the trash can icon () to delete each criteria that you no longer want to search for.

 

Refreshing the Map

  • To update the map with the latest information in your account, click the Refresh button () on the right side of the map, or click Show () and click the Refresh button in the Results panel.
  • If you need the map to automatically refresh at specified intervals, select the interval in the drop down menu found in the results panel. *Note: Clicking the Refresh button will automatically restart a selected interval.

 

Viewing Layers

*Note: Layers are a feature of the GIS asset management module. To access this feature, please contact your Sales Representative.

  • Click on the Layers button () at the top of the screen to open a panel with a list of the available layers in your account. You can also view a legend that corresponds with those layers, showing you how they will be labeled on the map.
  • Check the box next to the layers you would like to turn on. *Note: A grayed out layer in the list indicates that you are not zoomed in far enough to view it. Zoom in on the map until that layer becomes active in the list. You can then check the box to view it on the map.

 

Zooming In and Out

  • Click and drag your mouse on the map to move it.
  • Select the Home button () to return the map to its initial extent.
  • Click the Zoom In button () or Zoom Out button () to zoom in or out of the map. *Note: You can also use the scroll wheel on your mouse to zoom in and out.

 

Using the Measure Tool

  • Click the Measure Tool () button on the map menu.
  • The Measure Tool window will appear with selections for Area (), Distance (), and Location ().

Area Measure

  • Click on the Area () option from the Measure Tool window.
  • Acres will be set as the default unit of measure, but can be changed by selecting another unit of measure in the drop down. *Note: Sq Feet (US) indicates U.S. survey.
  • Click on the map to set the beginning point of the area shape.
  • Continue clicking points on the map to create the area shape. Double-click to finish.
  • The measurement result will display in the Measure Tool window.
  • Click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

 

Distance Measure

  • Click on the Distance () option from the Measure Tool window.
  • Miles will be set as the default unit of measure, but can be changed by selecting another unit of measure in the drop down. *Note: Feet (US) indicates U.S. Survey.
  • Click on the map to set the beginning point of the segment.
  • Continue clicking points on the map to create multiple segments. Double-click to finish.
  • The measurement result will display in the Measure Tool window.
  • Click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

 

Location Measure

  • Click the Location () option from the Measure Tool window.
  • Degrees will be set as the default unit of measure, but can be changed to DMS (Degrees Minutes Seconds) by selecting it in the drop down.
  • The Latitude and Longitude will display in the Measure Tool window as the mouse moves across the map.
  • Click anywhere on the map to drop a marker that will record the Latitude in Longitude in the Measure Tool window.
  • Click on the map again to move the marker to another location.
  • Click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

 

Selecting and Viewing Work Orders or GIS Features

  • To select a group of work orders or GIS Features, click the select tool (). You can also simply click on a single work order or GIS feature on the map.
  • If you are using the select tool, draw a circle around the work order(s) or GIS Feature(s) you want to select. The selected items will highlight and populate in the results panel for you to view.
  • If you would like to clear the selected work items, click on the clear selection icon ().

 

Creating a Work Order from the Map

Creating a Work Order by Dropping a Pin

  • To create a work order from the map, click on the create work order button () on the right side of the map.
  • Use the zoom in/zoom out feature to pinpoint the location of where the work needs to take place, and then click with your mouse to make the location pin () appear.
  • Click the Create button in the pop-up window. This will open the new work order form. *Note: The Address fields on the work order will automatically fill in.
  • Fill out your work order details, and then click Save at the top of the form to return to the map.

 

Creating a Work Order by Address

  • To create a work order by searching for a specific address, select Address in the Map Mode drop down menu.

 

 

  • Type in the address, and click Search.
  • Search result cards will appear in the work order panel with corresponding numbered pins on the map.
  • Click the Create Work Order button in the search result card. This will open the new work order form. *Note: The Address fields on the work order will automatically fill in.
  • Fill out your work order details, and then click Save at the top of the form to return to the map.

 

Creating a Work Order from an Asset on the Map

Note: Creating a Work Order from an Asset on the Map is a feature of the GIS asset management module. To access this feature, please contact your Sales Representative. In order to create a work order based on a GIS Asset, your account must be configured to gather Asset information from your GIS Layers.

Creating a Work Order for one Asset

  • Click on the GIS Asset on the map.
  • The GIS Layers selected will appear in the results panel. If the GIS Layer has been linked to Asset Essentials, you will be able to click the Create Work Order button for the selection.
  • Fill out your work order details, and then click Save at the top of the form to return to the map.

 

Creating a Work Order for Multiple Assets

  • Click the select tool ().
  • Make your selection on the map.
  • The selected GIS Layers will appear in the results panel. For any linked GIS Layers, click the 1 WO for all Assets button to create a work order for all selected Assets in the Layer. *Note: If any Asset(s) within that Layer are inaccessible due to a linking issue or insufficient permissions, a prompt will appear listing the Asset(s) in question. Click Continue to create the work order without the listed Asset(s).
  • Fill out your work order details, and then click Save at the top of the form to return to the map. *Note: The work order will appear in the center of an invisible bounding box that is the size of the outermost assets in the selection.

 

Editing a Work Order from the Map

Editing the Work Order Details

  • Click on a work order dot on the map to show the work order information card in the panel to the left.
  • Click the Edit button.
  • The work order form will appear in a pop-up. Make any necessary edits, and click Save at the top of the form to return to the map.

 

Moving a Work Order's on the Map

  • Click on a work order dot on the map to show the work order information card in the panel to the left.
  • Click the Move button.
  • A pop-up will appear on the map. Check the Update Address box if you would like the address information on the work order to change based on the new location.
  • Select where the work order will be moving to by clicking the appropriate area of the map. A blue pin will show on the map signifying the new location.
  • Click the Move button. The work order will move to the selected location on the map.

 

 

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