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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