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

Flow Connect	Flow Classic

Overview

The complete overview of the flow(app):

59KB

My Tasks.pdf

pdf

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.

Flow Connect	Flow Classic

Pinned Info:

Work Task Information
Attachments
Contact and Address
Task Steps
Closure Information
	Flow Connect	Flow Classic

Edit Task

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

The complete overview of the flow fragment(component):

63KB

Edit Task Fragment.pdf

pdf

• 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.

Flow Connect	Flow Classic

Time

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

The complete overview of the flow fragment(component):

69KB

Time Fragment.pdf

pdf

You can:

• Create New Person Time Report

• Create New Tool/Equipment Time Report

• Edit Time Report

• Delete Time Report

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

Materials

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

The complete overview of the flow fragment(component):

65KB

Materials Fragment.pdf

pdf

38KB

Materials - Unissue Fragment.pdf

pdf

You can:

• Create New Material Requisition line

• Edit Material Requisition line

• Issue automatically or manually

• Delete Material Requisition line

Flow Connect	Flow Classic

Create New Material Requisition

• Select Part Number(s)*

• Enter Quantity*

• Enter Required Date*

Press [Save] to save the record.

Press [Back] to go back.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

Issue Manually

• Select part(s) to Issue

• Enter Quantity to Issue

Press [Issue] issue manually.

Press [Back] to go back.

Flow Connect	Flow Classic

Steps

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

The complete overview of the flow fragment(component):

56KB

Steps Fragment.pdf

pdf

You can:

• Create New Task Step

• Edit Task Step

• Change the status of a Task Step

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

Assignments

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

The complete overview of the flow fragment(component):

50KB

Assignments Fragment.pdf

pdf

You can:

• Create New Assignment (Person or Tool/Equipment)

• Edit Assignment

• Change the status of Assignment

• Delete Assignment

Flow Connect	Flow Classic

Create New Person Assignment

• Select Resource Type*

Press [Next] to add the Person Assignment.

Press [Back] to go back.

Flow Connect	Flow Classic

• 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.

Flow Connect	Flow Classic

Create New Tool/Equipment Assignment

• Select Resource Type*

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

Press [Back] to go back.

Flow Connect	Flow Classic

• 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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

Expenses

Create, delete Work Task Expenses.

The complete overview of the flow fragment(component):

137KB

Expenses Fragment.pdf

pdf

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

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

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.

Flow Connect	Flow Classic

Delete Manual Transaction on Work Task

Manual transactions cannot be edited, only deleted.

Press [Delete] to delete the transaction.

Press [Back] to go back.

Flow Connect	Flow Classic

* = Mandatory Field