The Hub

Overview

This is a library of documentation on The Hub.  This documentation contains basic overview content.

Accessing the Hub

 
X3 11 features The Hub.   This new area of X3 will allow you to manage your data with greater ease and efficiency.
To access The Hub, you must:

1.  Log in to X3 through either:

      a.  http://www.emaint.com
      b.  http://x3.emaint.com


2.  Once logged in, locate and click on the Navigation tab

          

3.  Under the Main section of the Navigation tab, you will see a link called The Hub
           
4.  Click on that link to access The Hub

       

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X3 11 - Accessing The Hub.pdf132.88 KB

Creating a Search

The Hub provides you with the ability to create searches from the list view.  This document will provide the basics on creating a search in The Hub.

1.  In the list view of The Hub, locate the search link at the bottom left-hand side of the screen.
                     

2.  The Search window will appear.
                   

3.  There are a few options here:
        a.  ALL / ANY drop-down
            - This provides you with the option to have your search require that the results show only data that meets ALL criteria selected, or results that show data that meets ANY of the criteria selected.
        b.  Add subgroup button
            - This allows you to apply an ANY/ALL option to a grouping of the search. (i.e.  you need open work orders that have status Waiting On Parts in maintenance and safety departments, you would set up a subgroup with Any that has lines for department = maintenance and department = safety, then you would set up the main level to be All with status = O and jobstatus = Waiting on Parts. So then it would look for work orders that are open and waiting on parts and [subgroup to see if it's in one of the two departments])

        c.  Add Rules button
            - This will allow you to add additional criteria for your search.  (i.e.  In our example above, the department, status, and jobstatus fields would be added as rules, and there for you would need to use the add rule button.)
        d.  Rule Section
            -  Below the Any / All drop-down, subgroup and rule buttons are the rule criteria fields
                       
            -  The first drop-down (WO No.) is where you select the data.  (The available fields will match the visible columns in the list view)
            -  The second drop-down you have the option to select thr criteria in which the data from the first filed will be matched up with teh third field.  These options will vary based on what your first field is, but typically, it will ask if you want the data to be equal to, not equal to, contains, not contains, etc...
            -  The third field is where you can enter what you are looking for in the search (i.e. status type, date, work order number, etc)
            -  The final button is the delete button, and allows you to delete the rule if needed.

        e.  Searching
            - If we use the criteria from section 3.b., our search should look like this:
                   
        f.  Final step is to click the search button to have the system retrieve results.


               

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X3 11 - Creating a search.pdf84.28 KB

Customizing the Columns

        X3 version 11 provides a cleaner looking list view.  The columns in the list view can be added, removed, reordered and re-sized.  This document will show the steps to create a search in X3 version 11.

1.    Adding/Removing Columns
    a.    There are 2 ways to add columns
            -  Tab Settings – the last tab in the list view has a gear icon.  This tab is for the list view settings.  One option under this tab is “Manage Columns”
                   
           
            -  Columns link -  At the bottom of the List view, near the search feature is a link labeled “Columns”
                    

    b.    Both options will bring you to the “Select Columns” screen.
            -  Left-hand sides shows your currently selected columns
            -  Right-hand side shows you columns that are available to be added
               
    c.    To ADD a column, you can:
            -  Click the "+" icon next to the column name
            -  Double click directly on the column name
                  - with the "+" icon or Double click method, the column name will appear at the bottom of the Select Column list
            -  Drag and Drop the column name from the right-hand column to the left-hand column.
                  - with the drag and drop method, the column will appear wherever you drop it.
    d.    To REMOVE a column, you can:
            -  Click on the "-" icon next to the column name
            -  Double click on the Column name
            -  Drag and drop the column name from the left-hand column to the right-hand column

2.  Moving Columns
    a.    There are multiple ways to move or reorder the columns within X3 11.
            -  Drag and Drop – The easiest way is to simply drag and drop the column on the list view.  This is done by clicking and holding the mouse button down on the column heading, and then moving it to the desired position and releasing the mouse button.  The column will insert itself into the new position.
                  -  Manage Columns – Again, if we open the Manage Columns window, we can move the selected items by dragging and dropping the column names as we stated above, but we would move the item up and down, as opposed to left or right.

3.    Resizing Columns
    a.     To re-size the column to better view the data, you will need to:
            -   Move the mouse pointer to the line separating the column headers.
                   

            -   The mouse pointer will change to look like this:
            -   Left click and hold the mouse button down
            -   Adjust column size left or right depending on what size you want the column to be.
            -   Once satisfied with column size, release the mouse button
    b.  The column is now re-sized

 

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X3 11 - Customizing Columns.pdf78.02 KB

Group Close Out


X3 version 11 makes things easier.  One item in particular is the ability to Close Out multiple items directly from the list view.  To do this:

1.    Select items that you would like to Close Out by placing a check mark in the check box to the far left of each item.
           

2.    The Close Out button becomes active, and can be clicked to Close Out selected items.
           
3.    The Close Out window will appear in the lower right-hand section of the screen.
           
4.    Select the date for Close Out (System defaults to Today’s Date) and then click Close Out.
5.    The Selected items are now Closed Out.

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X3 11 - Group Close Out.pdf79.36 KB

Group Printing

X3 version 11 makes things easier.  One item in particular is the  ability to print groups of items directly from the list view.  To do this:

1.    Select items that you would like to print by place a check mark in the check box to the far left of each item.
           

2.    The Print button becomes active, and can be clicked to print selected items.
               
3.    The print preview window appears.
                   
4.    To print, you can:
    a.     Click on the Print icon in the right-hand corner of the screen
               
    b.    Right-click on the screen and then select Print from the dialogue box
               
5.    Items will now be printed.

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X3 11 - Group Printing.pdf110.22 KB

Saving a Search Filter

X3 11 provides you with the ability to create searches from the list view. Along with creating the searches, you can also save these searches to be used as filters. This document will give you an overview of how to save a search as a filter, and where to access those filters.


1.    Saving search as a Filter
    a.    After creating a search, you may plan on reusing this search regularly; you can save it as a filter to make it easier to find this data.
    b.    This can be done by clicking on the save filter (check mark) at the bottom right- hand portion of the list view.
               

    c.    You will be prompted to enter a Filter name (It’s recommended that the name provide insight into the criteria of the filter)
                

    d.     After click Save, the filter will now appear in your My Filters section of the Work Orders under the Navigator tab. This is where you can come to run this filter in the future without the need to recreate it each time.
                   

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X3 11 - Saving a Search as a Filter.pdf64.78 KB

Saving a filter as a Favorite

X3 11 allows you to create Filters.  While you can save these filters, you also have the option of starring a filter to make it a Favorite, and there for even easier to access.  This document will show you how to Favorite a filter.

1.    Saving a search as a filter
    a.    After creating a search, you may plan on reusing this search regularly; you can save it as a filter to make it easier to find this data.
    b.    This can be done by clicking on the save filter (check mark) at the bottom right-hand portion of the list view.
           

    c.    You will be prompted to enter a Filter name (It’s recommended that the name provide insight into the criteria of the filter)
               

    d.    Now that the filter is saved, you will a new set of options at the bottom right-hand portion of the list view.
               
    e.    The third icon in is a star.  To mark this filter as a favorite, click on the star icon.  You can confirm it is a favorite when the star turns yellow.
               
    f.    These Favorite Filters can be access in two places
            -    My Filters under the Navigator tab
                   
            -    The Favorite Filters drop-down at the bottom of the List view
                   

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X3 11 - Saving a Filter as a Favorite.pdf78.48 KB

Starring an item


in X3 11, you have the option to star items.  Starring an item is like making it a Favorite.  It will allow you quicker access to the item.  the process to start an item is simple.

1.    In the list view, you will see a greyed out star in every row.
           

2.    Once you have determined the item you wish to star, simply click on the greyed star.  This will change the star from grey to yellow.
           

3.    The item is now starred and can be searched a few ways:
    a.    By click on the star in on the right-hand side of the list view (When selected, the Star will appear yellow)
               

    b.    By clicking on “Starred Items” under Filters in the Navigator section
                

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X3 11 - Starring an item.pdf99.31 KB

Explorer

This section contains documentation specific to the Explorer section of The Hub.

Explorer - Overview

One of the Hubs new features is on the left-hand panel, the Explorer Tab. With this tab, the data explorer has been integrated into The Hub. This document will provide you an overview of the sections and options available within Explorer.

1.  Click on the Explorer tab in The Hub.

   

2.  The first thing you will need to do is to click on the Configure button.
    
3.  This will open the configure window that will allow you to modify the data tree levels within the active tab (In this example: Work Order Requests)
       

4.  On the right-hand side you will see all the items that are available to be selected. 
     You can also search for an item with the search field.