Im Work Organizer findet sich jedes einzelne Element, das ein Benutzer speichern, öffnen, bearbeiten und teilen kann. Die folgenden Elemente gibt es in TrendMiner:
- TrendHub views
- ContextHub views
- Dashboards
- Formulas
- Aggregations
- Value based searches
- Digital step searches
- Similarity searches
- Operating area searches
- Cross asset value-based searches
- Filters
- Fingerprints
- Machine learning models
- Notebooks
- Notebook output pipelines
- Prediction tags
Das Wichtigste am Work Organizer ist die Möglichkeit, all diese TrendMiner Elemente effizient an einem zentralen Ort zu verwalten. Sie können neue Ordner anlegen, um Ihre Arbeit nach Ihren Wünschen zu strukturieren.
The work organizer is also the starting point to share your items with colleagues and to get an overview of items which are shared with yourself.
Der Work Organizer ist von allen Hubs aus zugänglich und befindet sich rechts in der oberen Leiste.
The layout of the work organizer
There are two tabs in the work organizer; 'My work' and 'Shared with me'.
The overall layout of both tabs is very similar.
- "Meine Elemente" zeigt eine tabellarische Übersicht über alle Ordner, Ansichten und eine Vielzahl von Elementen, deren Eigentümer Sie sind, einschließlich des Datums der letzten Aktualisierung.
- Shared with me: contains only the work items shared with you by other users. Sie zeigt auch den Eigentümer der Elemente und das Datum der letzten Aktualisierung der Elemente an.
At the top right, you can easily search for specific items, or you can filter the visualized work items by type, by clicking the icon with three horizontal lines.
Wie man einen Ordner im Work Organizer erstellt
- Select "Work Organizer" located left of the user profile menu.
- Click on the create folder icon.
- Enter folder name and click "Create folder" in the dropdown.
The folder will be created within the currently opened folder.
So speichern Sie ein neues Element im Work Organizer
Wenn Sie ein neues Element speichern, bietet das Speicherfenster immer die Möglichkeit, den Speicherort anzugeben. Wird dies nicht angegeben, wird das Element in der Hauptebene (“Meine Elemente”) des Work Organizers gespeichert. Wenn Sie einen Speicherort auswählen, können Sie auf ähnliche Weise auch einen Ordner im Seitenfenster des Work Organizers erstellen.
Available actions on work items
By selecting folders or work items, the "Action" button at the top becomes available.
The following actions are available:
- Rename
- Make a copy
- Move item to folder
- Share item
- Delete item
Note: When selecting multiple items, renaming and making a copy is not available.
- Umbenennen: Wenn Sie Umbenennen wählen, öffnet sich ein Fenster auf der rechten Seite, um die Aktion zu erleichtern. Enter name and press 'rename item' button.
- Kopieren: Wenn Sie eine Kopie erstellen, öffnet sich ein Fenster auf der rechten Seite, in dem Sie aufgefordert werden, den Namen des kopierten Elements anzugeben. Das kopierte Element wird in demselben Ordner wie das ursprüngliche Element gespeichert.
- Verschieben: Wenn Sie die Option Verschieben wählen, wird ebenfalls das Fenster auf der rechten Seite geöffnet. Hier können Sie durch die Ordner navigieren, um den optimalen Speicherort zu finden. Wenn Sie sich im richtigen Ordner befinden, klicken Sie auf "Verschieben", um die Übertragung durchzuführen.
- Share: You can also share your work items (except folders) by selecting the items to share and clicking the Share item option under the actions button. Weitere Einzelheiten zur Freigabe finden Sie im Abschnitt "Teilen von Elementen weiter" unten.
- Löschen: Sie können Ihre Elemente löschen. Es erscheint ein Popup-Fenster, in dem Sie die Löschung der ausgewählten Elemente bestätigen müssen. Wenn Sie einen Ordner zum Löschen auswählen, werden alle in diesem Ordner enthaltenen Elemente (alle Elemente und andere Ordner) ebenfalls gelöscht.
How to sort items
Items can be sorted by 'Name', 'Type' or 'Last Updated' by clicking the corresponding column header in the work organizer. Folders are listed first, regardless of which sorting option is set.
How to search for items
The search is not limited to the current folder. The search feature will search all folders and other items within the 'My work' space and present all results in one list. You can search both in 'My work' and in 'Shared with me' but not simultaneously.
Note: wildcards (*) are available to specify more advanced naming patterns. e.g. 'Project*optimization' will match all items for which the name or description starts with 'Project' and end with 'optimization'.
Note: The search will not show filtered item types.
Sharing work items
In the work organizer your work items are categorized between those that are yours, and those that have been shared with you. Any item that you create you can share as well, except for folders.
Why would you share your work?
Having created different work items, you may wish to share your work with other interested parties so that others can learn from your findings, for purposes of monitoring, root cause analysis, issue mitigation and shift change.
Note: When you share an item, access to underlying items is automatically provided, although the work item is not explicitly shared. For example, if a dashboard is shared, all items within the dashboard are displayed on the dashboard, but the items are not visible in the "Shared with me" tab.
Current dependencies in TrendMiner:
- TrendHub views can depend on a fingerprint.
- Dashboards can depend on a ContextHub view or TrendHub view.
- Filters can depend on searches.
Important Note: Monitors live outside of the work organizer, and they can only be enabled for your own searches and fingerprints. Save a copy of the search or fingerprint (by first opening the item) to enable.
How to share items in the work organizer
- Open the work organizer by clicking on the work organizer button located at the top right of your UI.
- Click on the checkbox of the item row(s) you wish to share. Die Aktionsschaltfläche oben zeigt an, wie viele Elemente ausgewählt sind.
- Klicken Sie im Dropdown-Menü auf "Element(e) teilen". Es erscheint ein Seitenfenster auf der rechten Seite.
- In the side panel enter the name of an individual(s) you wish to share your work with.
- You can search on username or full name.
- Click the + button and the names will be added to the "Overview" list.
- Close the panel.
Your chosen work has been shared with your selected colleagues. The items will be marked as shared in the work organizer overview.
To stop sharing the item(s), select the item you want to update the sharing settings for, then do the following:
- Click the checkbox of the item for which you wish to revoke the share rights.
- In the dropdown list that appears under the "Actions" bubble, select "Share item". Auf der rechten Seite des Bildschirms erscheint ein Freigabefenster.
- Klicken Sie in der Liste "Übersicht", die auf der rechten Seite erscheint, auf die Schaltfläche x rechts neben dem Namen des Benutzers, um die Berechtigung zu entziehen.
- Close the panel.
Your newly shared items will be found by your colleagues in their work organizer under the "Shared with me" tab. When sharing an item do not forget to also share dependent items if you want every single item to appear in the "Shared with me" tab.
Important: If you wish to share your view to everyone, type "everyone" in the name field.
Note: To remove existing share permissions, select a single item and click the "Share item" option. When multiple items are selected, you can only add new share permissions.
Note: Currently other users can only be given read access. Edit permissions will be added in future releases.
Note: When you share a view and then delete the view, everyone's access to the read view is deleted.
Note: When you share formula and aggregation tags, the details of the formula and aggregation are shared also. Including the formula and any other tags that are nesting.
Favorite items in the work organizer
With the help of items you can quickly find the information and documents that are most important for you. To make your work easier, we have added another section to the work organizer called "Favorites". In this area, all your favorite items are grouped together so that you can easily access them.
You can mark an item as a favorite by clicking the star icon on any of the work organizer tabs, including the "Shared with me" folder. To mark or unmark an item as a favorite, simply click the star in the row of the item you want to consider as a favorite.
The Favorites tab lists all the items that you have marked as favorites. From here you can perform actions on these items, such as delete or move (depending on the permission).
If you are the owner of an item, you can perform actions on that item. If someone has created an item and shared it with you (permission to view), you can ask for further permissions to act. You can see the name of the owner in the "Owner" column.
Recently used items in the work organizer
The “Last updated” column is replaced by a new parameter which provides more detail on the usage of an item; last used.
The new parameter “Last used” contains the timestamp (date and time) in addition to, for example,“Just now” or ”1 hour ago”. Below the timestamp you can see previous actions, such as:
- Created, when the item has been created (saved for the first time).
- Shared, when you as a receiver see the item for the first time in the “Shared with me” tab.
- Opened, when an item has been opened in the hub.
- Modified, once the item has been updated (using the action “Save as…”).
Note: To keep things tidy, we've updated all the open item side-panels with this new parameter.