Infor EAM Start Center

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Publication Information
Release: Infor EAM Start Center Release 11.2
Publication date: November 10, 2015
Contents

Introduction .......................................................................................................................................... 5

Start center ........................................................................................................................................... 6

Inbox section .................................................................................................................................... 6
Icon buttons ............................................................................................................................... 7
KPI section ....................................................................................................................................... 7
Resize KPIs slider ..................................................................................................................... 8
Icon buttons ............................................................................................................................... 8
Chart section .................................................................................................................................... 8
Chart controls ............................................................................................................................ 9
Icon buttons ............................................................................................................................... 9

Setup ................................................................................................................................................... 10
Queries........................................................................................................................................... 10
Inbox setup .................................................................................................................................... 11
Inbox record view .................................................................................................................... 11
Inbox ranges tab ...................................................................................................................... 12
Inbox user groups tab .............................................................................................................. 12
KPI setup ....................................................................................................................................... 12
KPI record view ....................................................................................................................... 12
KPI types ................................................................................................................................. 13
KPI ranges tab ......................................................................................................................... 14
KPI user groups tab ................................................................................................................. 15
KPI children tab ....................................................................................................................... 15
Chart setup .................................................................................................................................... 15
Chart record view .................................................................................................................... 15
Chart instructions..................................................................................................................... 16
Chart setup example ............................................................................................................... 17
Logged-in User Information ..................................................................................................... 18
Chart user groups tab .............................................................................................................. 18

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Introduction

With any EAM application, you will need to be able to track and monitor the various activities within
your organization. The EAM Start Center or dashboard provides a way to get a pulse on these
activities instantaneously. When you log into EAM, the system will display the Start Center page. In
addition to the Inbox and KPI Section, there is a Chart Section, which will show query results in
graphical form. All three of these sections are based on setup query codes. Depending on your
system privileges, you can modify the three sections including adding/deleting entries and the order
in which the entries are displayed.

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Start center

Start center

Infor EAM’s Start Center is a robust dashboard that provides visual and graphical representation of
EAM data. The Start Center has three sections: Inbox Section, KPI Section, and Chart Section.
There is a Chart section which displays charts (graphs and pie charts) representing the result of
queries created for a specific chart.

Inbox section
The Inbox Section displays activities or inbox entries on the Start Center page. Activities can by
segregated using the Folder dropdown where there are three folders (Operations, Maintenance, and
Management). Additional folder can be added by the user. The Inbox Section has an inbox icon that
can be setup to change color based on range parameters in Inbox Setup. There are three icon
control buttons: Personalize, Save as Default, and Refresh.

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 Start center

Icon buttons
The following icon buttons are available.
• Personalize
Invokes Personalize Your Inbox popup where you can select what Inboxes to display, the order
they appear, assigned folder and if they should be refreshed automatically
• Save as Default
Saves layout of Inbox Section including what Folder to display as default
• Refresh
Refreshes the data in the Inbox Section

KPI section
KPIs or Key Performance Indicators are a great tool to get a snapshot of how your organization is
doing. You could measure the number of PMs Overdue, the number of Open Work Orders or the
maintenance cost spent for the current month.
The KPI Section creates dynamic, real-time KPIs Type and score. Instead of having the static icon
being displayed, the user can setup different KPI Types of Donut, Number, Image, and Single Bar to
represent their KPI values through the KPI Setup screens. A Resize KPI slider has been added to
the section, which will scale the KPIs to fit the KPI Section screen. The user can personalize the KPI
section and save their changes. There are three Icon control buttons and a Resize Slider available to
help manage and customize KPIs.

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Start center

Resize KPIs slider

A Resize KPIs slider allows the user to adjust the display size of the KPI images. The slider affects
the sizing of all the images as a group and is a good tool to use depending on the screen monitor
size being used.

Icon buttons
The following icon buttons are available.
• Personalize
Invokes Personalize Your KPIs popup where you can select what KPIs to display, the order they
appear and if they should be refreshed automatically.
• Save as Default
Saves layout of KPI Section including size of the KPIs
• Refresh
Refreshes the data in the KPI Section

Chart section
The Chart Section provides the user to ability to see, in graph and pie formats, the status of a query
created for a specific Chart Type. The Charts are Organization specific and allows for further
selection, as created in Chart Setup. Using Chart Controls, the user can select different filtering and
display parameters like Chart Types, Chart Period, “Group By” and Show Year/Year. The “Group By”
is determined by what is selected in the Chart Type dropdown. For example, a Chart Type with a
query involving Departments to be selected, the “Group By” label will be set to “Department” with the

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 Start center

associated Department list will be displayed in the dropdown. With the Show Year/Year button
checked, the system will display data from the current year and last years. Otherwise, the system
will display only the current year values in the chart. Pie Charts display the distribution for the “Group
By”. A helpful feature in the Chart Section is that you can hover over the chart and the values will
display.

Chart controls
The Chart Controls area provides the user the ability to select what charts to display in the Start
Center plus filtering and display options.
• Organization
Lookup field of Organizations available to the user
• Chart Type
Dropdown field listing available Charts specific to the Organization selected
• Chart Period
Dropdown of period to display on Chart (Months, Quarters)
• Group By
Custom labeled dropdown field (determined by Chart Type selected) listing additional filters
where Departments or WO Types are examples
• Show Year/Year
Toggle button to display current year values only or current year versus last year values

Icon buttons
There are icon buttons for Save as Default and Refresh, plus a Collapse (X) button.
• Save as Default
Saves layout of Chart Section including Chart Controls options
• Refresh
Refreshes the data in the Chart Section
• Collapse
Collapses the Chart Controls area and expands the chart display area

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Setup

Setup

The three sections on the Start Center (Inbox, KPI, and Chart) and Queries can be setup by
navigating to the applicable setup screen under the Administrative menu. The following are the
typical paths to enter the setup screens:
• Administration > Start Center Setup > Queries
• Administration > Start Center Setup > Inbox Setup
• Administration > Start Center Setup > KPI Setup
• Administration > Start Center Setup > Chart Setup

Queries
The Queries screen allows the user to add and modify existing SQL statements that can be used for
the Inbox, KPI, and Chart Sections of the Start Center. A general understanding of how to create
SQL statements is needed to ensure they work and return the values desired. Once a SQL
statement is properly created, the user can designate using check boxes if it will be available for
Inbox, KPI, and Chart Sections. When setting up and using queries, expect to receive only one value
or count and not a text or group of values.

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 Setup

Inbox setup

Inbox record view

In the Inbox Record View screen, you can add, modify, and delete Inbox entries. Using queries
available for the Inbox Section, values can be returned and displayed in the Start Center. Hyperlinks
can be setup that will call a specified screen when the Inbox is selected. There is an option to
“hyperlink” to an associated form to display more details.

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Setup

Inbox ranges tab

The Inbox Ranges tab supports the Start Center. The user can determine what the Inbox icon color
will be for a returned value if it falls within a specified range (between Low Value and High Value).
Color selection is possible by either selecting a color from the color picker or entering a color hex
code in the color field. The Image Path and Normal Score fields are protected for Inboxes but
available for KPIs.

Inbox user groups tab

The option of making an Inbox available only to specific User Groups instead of public is done by
first unselecting the Public check box in the record view for the Inbox, then, navigating to the User
Groups tab and selecting the user group(s) who will be able to use the Inbox.

KPI setup

KPI record view

KPIs can be created and managed to reflect the user’s interest on what to track and trend
graphically. There are four KPI Types available: Donut, Image, Number, and Single Bar. The KPI
Types of Donut, Number, and Single Bar have the ability to dynamically display according to what
values are returned. For KPI Types that are Donut and Single Bar, it will be required to enter a
Gauge Min and Gauge Max. In addition, for the Donut type, a value for the Donut Radius will also be

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 Setup

required. For Image and Number KPI Types, these three fields are protected. There is an option to
“hyperlink” to an associated form to display more details.

KPI types
The following are examples of what the KPIs will look like in the Start Center.

KPI Type Display Example

Donut

Image

(Example)
Number

Single Bar

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Setup

KPI ranges tab

The KPI Ranges tab is where the user sets up what and how the KPIs will be display when it falls
within a specific range (Low Value – High Value). Color or an image can be used to represent a KPI
if it falls within this range.

Color picker
You have the option of selecting a color from the color picker or entering a color hex code in the
field.

Image path field

The Image Path field allows the user to enter a path to an image that will be displayed on the Start
Center. The Image Path field is protected unless the KPI Type is set to Image. The system will return
a message, “Image is not Valid”, on the Start Center if the path is not properly entered. Supported
image types are jpg, jpeg, gif, png, tif, bmp, and svg.

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 Setup

KPI user groups tab

The option of making a KPI available only to specific User Groups instead of public is done by first
unselecting the Public check box in the record view for the KPI, then, navigating to the User Groups
tab and selecting the user group(s) who will be able to use the KPI.

KPI children tab

If a KPI is to have children or other KPIs that will have values that roll up into it, the parent KPI will
have to have the Parent check box checked in the record view. Under the KPI Display Option in
record view, select one of the options:

Navigating to the Children tab, enter the applicable Child KPIs and associated Weights (%) for each.
The total weight must be 100%.

Chart setup

Chart record view

Chart Setup allows the user to create and modify Charts Codes that will be displayed on the Start
Center. A general understanding of how to use SQL statements will be needed in order to create
charts. The Chart Setup screen has the similar SQL Statement selection process as for Inbox and
KPI. However, Chart Instructions have been provided and describe how SQL statements need to be
formatted in order for the chart to be created and displayed properly. A Group By Text field allows
the user to specify what text will be shown on the Start Center for the selected Chart Code. For
example, If “Department” is entered in the Group By Text field and the SQL statement is properly
formatted to group by department, “Department” will be displayed on the Start Center as a dropdown
field with a list of departments for the user to select. A Value Type dropdown is where you select if
the values displayed will be Number or Currency.

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Setup

Chart instructions
To ensure that graphs are created and displayed properly, SQL Statements and associated fields
need to be formatted in a particularly way. A Chart Instructions area has been created that details
how the SQL Statements or codes need to be formatted.

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 Setup

Chart setup example

In the example Chart, “Work Orders Reported by Dept”, the SQL Statement and related fields can be
entered as follows:

Chart Instructions Field Entered Value

Field 1 must be the four digit year. SQL Statement EXTRACT(YEAR FROM
Text evt_reported) WOYear
Field 2 must be the two digit month. SQL Statement EXTRACT(MONTH FROM
Text evt_reported) WOMonth
Field 3 must be the Description of the SQL Statement R5O7.O7GET_DESC('planguage',
code being grouped by. For example, Text 'MRC', evt_mrc, '', '')
if counting work orders by WODeptDesc
department, this field would be the
description of the department.
Field 4 must be the value being SQL Statement COALESCE(COUNT(evt_code),0)
charted. Field 4 can be a number or Text WOCount
monetary amount.
The Group By Text field is used to Group By Text Department
give a label to the values being
returned in Field 3. This label will be
displayed next to a selection field on
the Start Center screen.
The Value Type field is used to define Value Type Number
Field 4 as either a number or a
monetary amount. The only effect is
the currency will be displayed on the
hover text of the chart on the Start
Center screen.

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Setup

Logged-in User Information

The following is the setting information for the logged-in user:

FIELD SETTING

Currently logged in user :MP5USER or 'puser'

User Group of currently logged in user :MP5GROUP or 'pgroup' or 'pusrgroup'

Default Organization of currently logged in user. :MP5ORG or :MP5DFLTORG or 'porganization'

If user does not have a default org, set to
DEFORG

Language of currently logged in user 'planguage' or 'plang'

Chart user groups tab

The option of making a Chart available only to specific User Groups instead of public is done by first
unselecting the Public check box in the record view for the Chart, then, navigating to the User
Groups tab and selecting the user group(s) who will be able to use the Chart.

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