My Tasks (Inbox)
Included Workflow Fragments
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:
Use the Inbox to choose which Work Task to work on.
In the Inbox it is possible to sort and show the tasks by Date, Favorites or Priority.
Pinned Info:
Work Task Information
Attachments
Contact and Address
Task Steps
Closure Information
Edit Task
Edit Task – General Information, Planning Information, and Contact Information.
The complete overview of the flow fragment:
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:
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:
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:
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:
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
Set as Task Leader is not allowed for Tool/Equipment resource.
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
Check/Uncheck Task is not allowed for Tool/Equipment resource.
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:
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
The receipt image will be stored in IFS Media Library and connected to the expense line.
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.
* = Mandatory Field
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