RAG Search Views

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Oneserve Product Team
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Summary

RAG pots can display the overall status of your jobs to show if they are within or out of target. You can create three pots to display Red, Amber and Green jobs.

Green Jobs

You can use the green search view to return jobs that are at a particular stage and within target

  • jobStatusGroup in ('Pending','In Progress'): This will return jobs that are in a working state
  • workLogType in ('Responsive'): You can specify multiple work log types you want to return depending on your criteria
  • targetDate > dtoff(2d): This will compare the target date of the job with the current date and return only jobs which have a target date that is over two days from the current date. The day value can be changed depending on your criteria
  • order by targetDate asc or order by targetDate desc: This will order the jobs by target date

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Full Query

jobStatusGroup in ('Pending','In Progress') and workLogType in ('Responsive') and targetDate > dtoff(2d) order by targetDate asc

Amber Jobs

Amber can show jobs that have a target date of the current date and the jobs that need to be completed in the next few days.

  • jobStatusGroup in ('Pending','In Progress'): This will return jobs that are in a working state
  • workLogType in ('Responsive'): You can specify multiple work log types you want to return depending on your criteria
  • targetDate > now() and targetDate < dtoff(2d): This will compare the target date of the job with the current date and return only jobs which have a target date that is in the future but less than two days away. The day value can be changed depending on your criteria
  • order by targetDate asc or order by targetDate desc: This will order the jobs by target date

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Full Query

jobStatusGroup in ('Pending','In Progress') and workLogType in ('Responsive') and targetDate > now() and targetDate < dtoff(2d) order by targetDate asc

Red Jobs

Red can show jobs where the target day has passed. It will use the current date and time to calculate if the target date has been missed.

  • jobStatusGroup in ('Pending','In Progress'): This will return jobs that are in a working state
  • workLogType in ('Responsive'): You can specify multiple work log types you want to return depending on your criteria
  • targetDate < now(): This will return only jobs that have a target date before the current date/time
  • order by targetDate asc or order by targetDate desc: This will order the jobs by target date

img3.png

Full Query

jobStatusGroup in ('Pending','In Progress') and workLogType in ('Responsive') and targetDate < now() order by targetDate asc