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--- onboarding:nocportal:understanding_of_preventative_maintenance_views [2016/08/09 17:28] – adowling
+++ onboarding:nocportal:understanding_of_preventative_maintenance_views [2021/06/25 10:09] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
+====== Understanding of Preventative Maintenance views ======
+Author: Anna Dowling
+  * The Noc Portal has a configuration option to display specific Preventative Maintenance status tickets on a per cluster basis. These options are available to the end user through the View Preferences panel located at the bottom of the map in the portal view.
+{{:onboarding:nocportal:screen_shot_2016-08-09_at_16.30.44.png|}}
+  * Once clicked this will open the View Preferences window.  This window contains a Preventative Maintenance section which lists all statuses that have been configured for the view:
+{{:onboarding:nocportal:screen_shot_2016-08-09_at_16.28.29.png|}}
+  * In order to understand how this window works, we must first look at how these states are configured for use with this preferences window.
+==== PM Status Configuration ====
+  * The domains which are involved in the configuration of these statuses are pmworkflow and pmstate.
+  * pmworkflow hasMany pmstates.
+  * The pmworkflow is then set on a company_config basis. These domains have a one to one relationship.
+In order to configure these settings, the following steps must be taken.
+  * Navigate to the admin manage account section of the Noc Portal.
+  * Click on **PM Display Options** to create the pmworkflow which will be assigned to the company_config object.
+{{:onboarding:nocportal:screen_shot_2016-08-09_at_17.39.40.png|}}
+  * Click **New PMWorkflow**. The following view should display:
+{{:onboarding:nocportal:screen_shot_2016-08-09_at_17.34.44.png|}}
+  * Add a name for the workflow and click **create**.
+  * Navigate back to the admin list and click the link for **PM State Display Configuration**.
+  * Click **New PMState**. The following view should display:
+{{:onboarding:nocportal:screen_shot_2016-08-09_at_17.38.13.png|}}
+  * Fill out the required fields for the status you are adding:
+  * **Name** - The name of the pmstate. this must match one of the PM or Acceptance workflow states in the Ticketer in order to display tickets for that status.
+  * **Colour** - This is the colour which the marker will display as on the map to indicate the presence of tickets in this pmstate. This name in the view preferences window will also display this color.
+  * **Has Quarterly PM View** - This Boolean determines whether this state gets checked if the Quarterly PM View checkbox is ticked in the View Preferences window.
+  * **PM Workflow** - The pm workflow that we want to assign this status to.
+  * Once all relevant fields have been populated click **Create**.
+  * Now that the workflow states have been explained, we need to assign the workflow to the company_config which is active.
+  * Navigate back to the admin list and click the link for **Company Configurations**.
+  * You will be presented with the following page:
+{{:onboarding:nocportal:screen_shot_2016-08-10_at_09.20.15.png|}}
+  * Click on the active Company Configuration for the Noc Portal.
+  * You will be presented with the following page.
+{{:onboarding:nocportal:screen_shot_2016-08-10_at_09.21.21.png|}}
+  * Scroll down to the end of this page and click **Edit**.
+  * Assign the workflow that was created in the Pm Workflow section. Now click **Update**.
+  * Now the correct PM workflow and workflow statuses have been assigned and will display in the View Preferences window under Preventative Maintenance.
+  * Navigate to any cluster in the Noc Portal.
+  * Open the View Preferences Preventative Maintenance window and select a status. If tickets are available for this state, note that they display on the map with the marker color associated with that status.
+{{:onboarding:nocportal:screen_shot_2016-08-10_at_09.27.50.png|}}
+  * Open the marker by double clicking on it and note that the window displays tickets in the status that was selected.
+{{:onboarding:nocportal:screen_shot_2016-08-10_at_09.29.05.png|}}
+==== SQL Queries ====
+The Preventative Maintenance ticket results which are populated on the map are retrieved from the following queries:
+  * **Default Pm Query** - This query retrieves all Preventative Maintenance and Acceptance tickets for a particular network element id.
+  * **Default PM Tickets In Cluster Query** - This query retrieves all network element ids and relevant PM statuses for a particular cluster.
+  * **Default Quarterly PM Tickets In Cluster Query** - This query retrieves all network element ids and relevant PM statuses for a particular cluster for the current quarter. This query is used with the Quarterly PM View selection.
+  * In order to better understand the parameters specified in these queries, please refer to the SQL Queries controller in the admin section of the Noc Portal where detailed descriptions are provided for each query.
+==== Self-Assessment ====
+  * On Errigal QA, use the steps provided above to add a new Preventative Maintenance status(which exists in the PM workflow or the Acceptance workflow but is not currently assigned in the Noc Portal) to the active workflow configuration.
+  * Find a cluster which which returns tickets with this status using the appropriate sql_query.
+  * Navigate to that cluster in the NOC Portal and select this status from the Preventative Maintenance View Preference. Note the markers returned and click around their windows to ensure these ticket statuses are available within the markers displayed.

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