Key Concepts

Entity Definition

In Performo, we use the term entity to describe elements of your corporate structure that are physically, geographically or financially separate from each other.

The Look and Feel of Entities

If your company is divided into entities, you create a name for each entity during solution implementation. If you acquire an entity during the course of time, you can always add additional entities. Entity names appear in the Entity value list.

Each entity is a repository for all the work orders that occur in that entity. This includes all the data and information in all Performo Pro modules.

Important Facts About Entities

• All of the data in one entity is completely separate from all the data in other entities.

• When you choose an entity from the Entity value list on the Home screen, you will see work orders and data from that entity.

• Performo Pro users can be assigned to one or more entities. This includes workers, work order admins, and the Solution Administrator.

  • Users can view and edit data in entities to which they are assigned.
  • Users can view and edit data in one entity at a time.

• You can set up an All entity to aggregate all the data in all the entities.

Configuring the Entity Label

Notes About The All Entity

• You use an ALL entity to aggregate data from all entities for reporting and BI purposes.
• The name of the All entity is configurable during solution implementation.
  • The All entity does not have to be called the All entity.

Reminder Notes About the All Entity

Title Bar

The Title bar appears on every screen in Projecto Pro.

The purpose of the Title bar is to provide users with:

• Navigation Options

  • Go back one screen
  • Go to the Home screen
  • Go directly to the list screen of any module in Projecto Pro

• Location Information

  • The name of the solution you are using.
  • The title of the screen you are viewing.

• User-specific Information

  • Name of user currently logged in.
  • The Help button.
  • The Exit button.

Performo Pro Title Bar Components

Go Back One Screen

1. Click the Back button to go back one screen.
   • The Back button terminates at the Home screen.
   • The Back button appears in the same place on the left-hand side of the Title bar on every screen in Performo Pro.
   

Go to the Home Screen

1. Click the Home button to go directly to the Home screen.
   

Go to Performo Pro Modules

1. Click the Nav Menu button to view the Navigation menu.
   
2. Click the menu button that corresponds to the module you want to go to.
   

Go to the Help screen

1. Click the Help button to view the Help screen.

The Actions Bar

The Actions bar displays essential information and provides navigation and module-specific features and functions. The Actions bar appears on every screen in Performo Pro.

Actions Bar Definitions

The Found Set

Performo Pro is divided into modules. For example, Work Orders, Assets, and PM Schedules are modules.

The term Found Set refers to the items that Performo is displaying on screen.

Every time you navigate to a module from the Home Screen, Performo displays a default Found Set on that module’s List screen.

For example, in the Work Orders module, the default Found Set is Open Orders in the Entity specified on the Home Screen.

The Found Set follows you from a List screen to a detail screen and to the Reports module and it remains constant until you change it. This is true in all of Performo’s modules.

Every time you you use the Global Search field or the Filters button, you change the Found Set.

You use Constrain or Omit on the Records Menu to create a new Found Set.

You use the column headings to sort the Found set.

1. Click the Actions Menu button to print the Found Set the way you sorted it.
   • there is always a "List Report"
   • The "List Report" always prints the Found Set the way your last sorted it.
   • If you did not sort the Found Set, the report is printed with the default sort.

The Global Search Field

1. Click the Global Find Filter field and type in a little bit about what you want to find.

2. Click the ENTER key

When you hit theENTERkey, Performo Pro looks at every record in the Work Orders module; and if the search term matches a value in the fields on the list and detail screens, that record is displayed in the Found Set.

See the example below.

Here's a sample of what the results look like. Records are displayed in the Found Set if the search term, KEY matches in the Job Type field or the Description field or any other field.

The Filters Data Entry Window

1. Click Filters to view the Work Order Filters data entry window.
   
2. Enter what you know about the work order in one or more of the fields in the Work Order Filters data entry window.
   
3. Behind the Work Orders Filter data entry window, Performo Pro displays the work orders with a match—in that field.
   
4. Click Reset Filters in the lower, right-hand corner to view the default Found Set.
   • every Performo Pro module has a default found set.
   
5. The Work Order Filters data entry window remains open until you click Close in the upper right-hand corner.

Work Order Filter Examples

Saved Filters

You use Saved Filters to create a specific Found Set—without having to enter any of the search criteria again. The Saved Filters data entry window displays filters having been saved and shared.

1. Click the Saved Filters button to view the Saved Filters data entry window.
   
2. Click any saved filter to view the results on the list screen.
   

Related links:

• the Found Set
• the Global Filter
• the Filters data entry window.

Save a New Filter

1. Click the Saved Filters button to open the Saved Filters data entry window.
   
2. Click the Save Current Filters button-tab to go to enter details about the new saved filter.
   
3. Saved Filter Name
   • The Saved-Filter Name field is shaded red because data entry is required.
   
4. Description Describe the filter.
   • Provide guidelines and rationale for other work order admins and future versions of yourself.
   
5. Shared Click the Shared checkbox to make the saved filter visible to other work order admins.
   • One click checks the checkbox.
   • A subsequent click unchecks the checkbox.
   
6. Save Click Save so you and others can access the saved filter later.
   
7. Close Click Close to exit the Saved Filters data entry window.
   
8. Filters Summary
   • displays the values Performo Pro will use to create a Found Set.
   • Normal filters are the one you chose using the Filters data entry window.
   • Global filters are the ones you chose using the Global Filters field on the Actions bar.
   

Edit or Delete a Saved Filter

1. Click the Edit button to view and edit the Saved Filters settings.

2. You can edit the filter name.
3. You can edit the filter description.

4. Click Delete the Saved Filter to remove the filter.

5. Click the x Close button in the upper, right-hand corner to close the Edit window.

Constrain by

You can use the Constrain By option on the Record Menu on the list screen to reduce the found set to display only matching records based on the criteria you choose from a list composed of values of the record you selected.

1. Click the Record Menu button to view the record menu.
   
2. Click Constrain By to view the options from the current record.
   
3. Click any value on the Constrain By menu to view matching records from the Found Set.
   • In the example shown here; "reduce the current Found Set to only the ones in the Annex."
   • Constrain by always results in a smaller Found Set.
   

Omit This Record

In the use case scenario where the Found Set contains all the records you want to view and edit as well as exceptions, anomalies, and outliers; you can use Omit This Record from the Record Menu to refine the Found Set to include only the records you want to view and edit.

1. Click Omit This Record from the Record Menu to remove that one record from the Found Set.
   • No records are deleted. They are only removed from the Found Set.

Delete a Record

Any time you choose to delete a record, you confirm the delete request before the record is removed permanently. Note that once an item is permanently removed there is no undo, no ctrl+z, and no back option that will recover the record. The confirmation dialog box is used because once a record is deleted, it is removed permanently and recovering the data from a previous backup requires intervention from Wizard Software support staff.

1. On the List Screen Click the Record Menu button to view the value list options.
   
2. Click the Delete option to view the confirmation dialog box.
   • Note that the Delete option will include the name of the module you are in.
     • If you are in the Work Orders module, the option wil be Delete Work Order.
     • If you are in the PM Schedules module, the option will be Delete PM Schedule.
   
3. On the Detail Screens Click the Actions menu to choose the Delete option.
   
4. Buttons on the Detail screen Click the Delete button to view the confirmation dialog box.
   • Throughout Performo Pro there are Delete buttons wherever there are options to permanently remove an item.
   
5. Click Delete to permanently remove the record.
   • Reminder: there is no undo, no ctrl+z, and no back option that will recover the record.
   • When a record is deleted, it is removed permanently.
   • Recovering the data from a previous backup requires intervention from Wizard Software support staff.
   

Options on the Print Preview Screen

1. Forward and Back buttons
   • You can click the forward and back buttons to preview previous or succeeding pages in the report.
2. Page Number display.
   • You can click this field and enter the number of the page you want to preview on screen.
   • You can also click the slider under the Page Number display and slide to previous or succeeding pages in the report.
   • Note that the slider displays the relative position of the current page previewed relative to the total number of pages in the print preview.
3. Save as PDF.
   Click Save as PDF to open your operating system dialog box.
   • Follow operating system procedures to locate a directory and save the report.
4. Print Setup
   Click Print Setup to view your operating system print setup window.
   • it is not necessary to change the orientation of the report, this is handled automatically by Performo Pro.
5. Print Click Print to view your operating system print window.
   • you can print a hard copy of the report on any printer you have access to.
6. Exit Preview
   Click Exit Preview if you are finished with the print preview and do not want to save as PDF or Print.

Buildings Rooms and Floors

Buildings are the top level of the hierarchy.

• Buildings have floors.

  • Floors have rooms.

The Buildings module is accessible from the System Menu which is accessible to Performo system administrators.

Master Procedures

Master Procedures are templates of routines, tasks, or responsibilities grouped together and categorized for future use.

• Master Procedures can be attached to work orders or PM Schedules.
  • Note that to attach a Master Procedure to an asset, you attach the Master Procedure to a PM Schedule for that asset.
• When you attach a procedure to a PM Schedule, the duties, responsibilities, and task will appear on work orders created by the PM Schedule.
• Technicians can view the content of Master Procedures on their work orders in the field.
• When you create a new Master Procedure you categorize it with a System, Code, and Name. The categorization helps you attach master procedures to work orders and preventive maintenance schedules.

Configure Master Procedures

Advanced Parts Module

Field Service Technicians and work order admins have three options for adding parts to a work order.

Note that parts on work orders that are displayed in an italics font are officially added to the work order.

Tools to Find Data and Information

There is an extensive array of tools accessible on the List Screen to filter the list of work orders so that you can view and edit the PM Schedules that you need to.

Find records using:

1. The Global Search Field
2. The Filters Window
3. Saved Filters
4. Constrain-by