My Tasks (Inbox)

Included Workflow Fragments(Components)

As a Field Technician I can perform the following on the selected Work Task:

• Edit Task and General Information, Planning Information, Contact Information

• Create, delete, update Person and Tool/Equipment Time

• Create, delete, update Material Requisitions and Issue automatically or manually

• Create, delete, update, and change the status of Task Steps

• Create, delete, and change the status of Person or Tool/Equipment Assignments

• Create, delete Work Task Expenses:

  • Create manually and add to Expense Sheet

  • Scan a receipt and add to Expense Sheet

  • Add milage to Expense Sheet

  • Add transaction to Work Task

• Create, delete, update, and change the status of Purchase Requisitions

• Register arrivals of Purchase Orders

• View Work Assignment Journal

• Add Measurements and show the history as a graph via Pinned Info

• Create, delete, update, and receive Returns (material)

• Update General Information for the connected Serial or Functional Object

• Update Closure Information and create/e-mail Debrief Report as a PDF file

• Contact a user and ask for Remote Assistance via Help Lightning App

Overview

The complete overview of the flow(app):

Use the Inbox to choose which Work Task to work on.

Pinned Info:

Edit Task

Edit Task – General Information, Planning Information, and Contact Information.

The complete overview of the flow fragment(component):

• Change Status*

• Enter Description*

• Long Description

• Actual Object ID

• Enter Maintenance Organization*

• Work Type

• Priority ID

• Work Stage

• Planned Start Date

• Planned Start Time

• Duration in hours (this can be used to calculate the Planned Finish Date/Time)

• Planned Start Date

• Planned Start Time

• Planned Finish Date

• Planned Finish Time

• Earliest Start Date

• Earliest Start Time

• Latest Finish Date

• Latest Finish Time

• Contact

• Phone No

• E-mail

Press [Save] to save the changes.

Press [Menu] to go back to the menu.

Time

Create, delete, update Person and Tool/Equipment Time.

The complete overview of the flow fragment(component):

You can:

• Create New Person Time Report

• Create New Tool/Equipment Time Report

• Edit Time Report

• Delete Time Report

Create New Person Time Report

• Select Resource ID*

• Select Time Type*

• Enter Transaction Date*

• Enter Transaction Time*

• Enter Hours*

• Comment

Press [Save] to save the time record.

Press [Back] to go back.

Create New Tool/Equipment Time Report

• Select Resource ID*

• Select Time Type*

• Enter Transaction Date*

• Enter Transaction Time*

• Enter Hours*

• Comment

Press [Save] to save the time record.

Press [Back] to go back.

Edit Person Time Report

• Select Resource ID*

• Select Time Type*

• Enter Transaction Date*

• Enter Transaction Time*

• Enter Hours*

• Comment

Press [Save] to update the record.

Press [Delete] to delete the record.

Press [Back] to go back.

Edit New Tool/Equipment Time Report

• Enter Transaction Date*

• Enter Transaction Time*

• Enter Hours*

• Comment

Press [Save] to update the record.

Press [Delete] to delete the record.

Press [Back] to go back.

Materials

Create, delete, update Material Requisitions and issue them automatically or manually.

The complete overview of the flow fragment(component):

You can:

• Create New Material Requisition line

• Edit Material Requisition line

• Issue automatically or manually

• Delete Material Requisition line

Create New Material Requisition

• Select Part Number(s)*

• Enter Quantity*

• Enter Required Date*

Press [Save] to save the record.

Press [Back] to go back.

Edit Material Requisition

• Enter Quantity*

• Enter Required Date*

Press [Save] to update the Material Requisition line.

Press [Delete] to delete the Material Requisition line.

Press [Issue Automatically] to issue automatically.

Press [Issue Manually] to issue manually.

Press [Back] to go back.

Issue Manually

• Select part(s) to Issue

• Enter Quantity to Issue

Press [Issue] issue manually.

Press [Back] to go back.

Steps

Create, delete, update, and change the status of Task Steps.

The complete overview of the flow fragment(component):

You can:

• Create New Task Step

• Edit Task Step

• Change the status of a Task Step

Create New Task Step

• Enter Description*

• Select Object*

• Status (‘Not Done’ is the default)

Press [Next] to add save the Task Step.

Press [Back] to go back.

Edit Task Step

• Enter Description*

• Select Object*

• Status (Not Done, Done or Cancel)

Press [Update] to update the Task Step.

Press [Delete] to delete the Task Step.

Press [Back] to go back.

Assignments

Create, delete, and change the status of Person or Tool/Equipment Assignments.

The complete overview of the flow fragment(component):

You can:

• Create New Assignment (Person or Tool/Equipment)

• Edit Assignment

• Change the status of Assignment

• Delete Assignment

Create New Person Assignment

• Select Resource Type*

Press [Next] to add the Person Assignment.

Press [Back] to go back.

• Select Resource*

• Enter Start Date*

• Enter Start Time*

• Enter End Date*

• Enter End Time*

• Status

• Task Leader (only possible for Person)

Press [Save] to save the Person Assignment.

Press [Back] to go back.

Create New Tool/Equipment Assignment

• Select Resource Type*

Press [Next] to add the Tool/Equipment Assignment.

Press [Back] to go back.

• Select Resource*

• Enter Start Date*

• Enter Start Time*

• Enter End Date*

• Enter End Time*

• Status

Press [Save] to save the Tool/Equipment Assignment.

Press [Back] to go back.

Edit Person Assignment

• Enter Allocated Start Date*

• Enter Allocated Start Time*

• Enter Allocated Finish Date*

• Enter Allocated Finish Time*

• Status

• Task Leader (only possible for Person)

Press [Save] to update the Person Assignment.

Press [Delete] to delete the Person Assignment.

Press [Back] to go back.

Edit Tool/Equipment Assignment

• Enter Allocated Start Date*

• Enter Allocated Start Time*

• Enter Allocated Finish Date*

• Enter Allocated Finish Time*

• Status

Press [Save] to update the Tool/Equipment Assignment.

Press [Delete] to delete the Tool/Equipment Assignment.

Press [Back] to go back.

Expenses

Create, delete Work Task Expenses.

The complete overview of the flow fragment(component):

You can:

• Create an Expense manually and add to Expense Sheet

• Scan receipt and add to Expense Sheet

• Add milage to Expense Sheet

• Add transaction to Work Task

• Edit and Delete Expense lines

Create Manually, add Expense to Expense Sheet

• Add File*

• Select Expense Code*

• Enter Merchant Name*

• Enter Date*

• Enter Total*

• Currency

• Enter Description*

• Attendees

• Reimbursable

Press [Save] to save the Expense.

Press [Back] to go back.

Scan Receipt, add Expense to Expense Sheet

• Add File* - Take a picture or upload an existing file

• Select Expense Code*

• Enter Merchant Name*

• Enter Date*

• Enter Total*

• Currency

• Enter Description*

• Attendees

• Reimbursable

Press [Save] to save the Expense.

Press [Back] to go back.

Add Milage to Expense Sheet

• Enter Total Distance*

• Enter Date*

• Select Milage Reference*

• Select Expense Code*

• Reimbursable

Press [Save] to save the Expense.

Press [Back] to go back.

Add Milage to Expense Sheet

• Enter Total Distance*

• Enter Date*

• Select Milage Reference*

• Select Expense Code*

• Reimbursable

Press [Save] to save the Expense.

Press [Back] to go back.

Add transaction to Work Task

• Select Transaction Type*

• Enter Quantity*

• Enter Cost*

• Select Unit*

• Select Transaction Date*

• Enter Comment*

Press [Save] to save the Expense.

Press [Back] to go back.

Edit Expense Line

• Update and change applicable fields*

• Reimbursable

Press [Save] to update the Expense.

Press [Delete] to delete the Expense line.

Press [Retake Picture] to replace the picture.

Press [Back] to go back.

Delete Manual Transaction on Work Task

Manual transactions cannot be edited, only deleted.

Press [Delete] to delete the transaction.

Press [Back] to go back.