EMC manual Activities module Building Technologies s
Siemens Switzerland Ltd Industry Sector Building Technologies Division Gubelstrasse 22 6301 Zug Switzerland Tel. +41 41-724 24 24 www.siemens.com/sbt © 2009 Siemens Switzerland Ltd Subject to change 2 / 16 Siemens Building Technologies EMC manual – Activities module CM110901en_01 13.07.
Contents 1 Documentation overview........................................................................5 1.1 Change history ..........................................................................................5 1.2 1.2.1 1.2.2 1.2.3 Before you begin .......................................................................................5 Copyright...................................................................................................5 Quality assurance .................................
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1 Documentation overview 1.1 Change history Version Date Changes Chapter Pages 1 17.06.2009 New document — — 1.2 Before you begin 1.2.1 Copyright This document may be duplicated and distributed only with the express permission of Siemens, and may be passed only to authorized persons or companies with the required technical knowledge. 1.2.2 Quality assurance These documents were prepared with great care. • The contents of all documents are checked at regular intervals.
2 Introduction 2.1 Possible applications Services are an integral component of all customer proposals submitted by BT BAU. The range of services includes commissioning work for building automation and control systems, repair and maintenance work and remote services. The various kinds of work all have in common that the documentation of the work is a key aspect along with the provision of the work itself.
3 Work flow and user rights 3.1 Owners and users with responsibility Activities always have an owner and someone responsible for them. One or more users can fulfill these roles. • Only users from the operator group can be owners. Only operators can create and close activities. • The user entered as responsible is responsible for further processing of the activity in the state "open". At any point in time, an activity has only one owner and one user with responsibility.
States and Notifications Function Owner Responsible New Reminder (if activated); message if rejected Open Reminder (if activated) Cleared Reminder (if activated); notification once cleared (completed) Closed — Deleted — — Reminder (if activated); notification if opened or reopened by owner. — Notification if closed by owner and state was not "New". Notification if deleted by owner and state was not "New". Notifications are only sent to the owner and to the persons with responsibility.
4 Installation The Activities module is automatically available to all EMC users at the company. The Adobe Flash Player (from Version 9) is also required for use of the module. Reports for analysis of activities can be assigned to customers and users as required. Activities module 5 Operation 5.1 Layout and elements The Activities module has a dynamic user interface.
5.2 Adapting views The view can be adapted to suit the user's requirements. For example, numerous filter and sorting options are provided. These settings can also be saved. EMC distinguishes between standard views and user-defined views as follows: • Standard views are provided by the system and vary according to the applicable user role. • User-defined views can be freely created and saved. 5.2.1 Standard views The module provides standard views to provide for a prompt overview.
Filter criteria can then be activated. To do so, click on the checkbox for the relevant column and select the required function. The following filter criteria (depending on the column you have selected) are provided: < less than <= less than or equal to (≤) = equal to >= greater than or equal to (≥) > greater than <> not equal to (≠) The view can be saved with the "Save View" function so that it can be recalled later. Existing user-defined views can be overwritten if required.
6 Creating and editing activities 6.1 Creating activities Chapter 3.1 "Owners and users with responsibility" describes what user roles can create activities. To create an activity, select the "Create Activity" function. Input mask The properties of the activity can be entered in the input mask. Mandatory fields for user input are marked with an asterisk (*). Important • • Node selection: Activities must be assigned to a customer or node in the EMC structure.
6.2 Editing activities Depending on the applicable user rights, the user can edit different fields. This also varies according to the function of the user (owner, responsible, no assignment). Changes are logged in the history of the activity. Changes to an activity are only applied once the activity is saved. This applies also in particular to file attachments. If a file is uploaded for an activity, the activity must be saved. Otherwise, the file will not be linked with the activity. 6.
Appendix Example of a report request Activities are created in EMC as shown below and are to be output in a report. The table below shows what activities are output in relation to the selected filter criteria. Activated filter for report request Output in report New Open Cleared Closed Activity A4 – – – – A3 X X – – A2 X X X X A1 – X X X – No entry A0 – – – – X State 14 / 16 Siemens Building Technologies EMC manual – Activities module Reports CM110901en_01 13.07.
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Siemens Switzerland Ltd Industry Sector Building Technologies Division Gubelstrasse 22 6301 Zug Switzerland Tel. +41 41-724 24 24 www.siemens.com/sbt © 2009 Siemens Switzerland Ltd Subject to change 16 / 16 Siemens Building Technologies EMC manual – Activities module CM110901en_01 13.07.
