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Powered by GitBook
On this page
  • Overview
  • Pre-Requisites to Execute Maintenance Survey
  • Steps
  • 1. Select a Work Assignment
  • 2. Select Action
  • Action - Complete
  • Action - Incomplete
  • Action - Cancelled
  • 3. Introductory Text to the Survey
  • 4. Responding to Survey
  • 5. Ending Text

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  1. Applications
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  3. IFS
  4. Maintenance Survey
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Execute Maintenance Survey

PreviousCreation of Maintenance SurveysNextInfor M3

Last updated 7 months ago

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Overview

This application can be used to execute maintenance surveys associated to a work assignment.

The complete overview of the flow:


Pre-Requisites to Execute Maintenance Survey

  • The work assignment should be in either Assigned or Ongoing state

  • The maintenance survey has to be in the Published state

  • The maintenance survey should be included in the workflow configuration as an E-Form


Steps

1. Select a Work Assignment

Select a work assignment from either assigned or ongoing states. You can search for work assignments based on below fields:

  • Work order number

  • Task number

  • Assignment number

  • Assignment state

2. Select Action

By selecting a work assignment action, the user can answer the survey associated to that action. If no surveys are attached, the user will be redirected to the same screen.

Work assignment actions are populate based on the current state of the assignment.

Work assignment states are internally mapped with the following actions.

Action - Complete

This screen allows for setting the status of a particular assignment to "Complete."

  • To access this screen, select the "Complete" option from the actions list

Report In

Select an Item Class and press 'Next' to continue reporting, or press 'Skip' to skip the following step below and proceed with the application with the field left empty.

A few more fields will appear on the following screen if an Item Class is selected. These fields are not mandatory and can be left empty if desired.

  • Failing Function

  • Operational Status

  • Fault Type

  • Cause Code

  • Performed Action

  • Fault Class

  • Long Description

  • Cause Details

  • Performed Work

  • Work Start

  • Work Finish

Once the above steps are completed, you can move on to answer the survey related to the "Complete" work assignment status.

Action - Incomplete

This screen allows for setting the status of a particular work assignment to "Incomplete."

  • To access this screen, select the "Incomplete" option from the actions list

  • Choose a cause for the incomplete submission

  • Add a comment (optional)

  • Enter the remaining hours needed to complete the assignment; if no hours are provided, the system will default to the predefined remaining hours

Once the above steps are completed, you can move on to answer the survey related to the "Incomplete" work assignment status.

Action - Cancelled

This screen enables the status of a particular work assignment to be set to "Cancelled."

  • To access this screen, select the "Cancel" option from the actions list

  • Choose a cause for the cancellation

  • Add a comment (optional)

Once the above steps are completed, you can move on to answer the survey related to the "cancelled" work assignment status.

3. Introductory Text to the Survey

This screen will appear only if the survey has been configured to show an introductory message.

4. Responding to Survey

A survey can contain a variety of different question types. The available question types are:

  • Yes/No questions

  • Multi-choice questions

  • Numerical questions

  • Statement questions

  • Picture questions

  • Signature questions

  • Survey questions

  • Date questions

  • Time questions

  • Date/Time questions

5. Ending Text

This screen is displayed when a survey is configured to include an ending text.

When Ending Text step is done, it will mark the end of the survey, and you will be redirected to the Work Assignments screen.

State
Actions
State
Actions
State
Actions
State
Actions
State
Actions
State
Actions

ASSIGNED

Accept, Start Work, Incomplete, Cancel

ONROUTE

Pause Travel, Waiting at Location, Start Work, Incomplete, Cancel

WORKSTARTED

Complete, Incomplete, Pending, Cancel, Pause

ACCEPTED

Travel, Start Work, Incomplete, Cancel

PENDINGCOMPLETION

Start Work, Complete, Incomplete

WAITINGATLOCATION

Start Work, Incomplete

149KB
Execute Maintenance Survey Cloud.pdf
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Yes/No question
Multi-choice question
Signature question
Picture question