My Tasks (Inbox) Cont.

Included Workflow Fragments(Components)

As a Field Technician I can perform the following on the selected 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

Purchase Requisitions

Create, delete, update, and change status of Purchase Requisitions.

The complete overview of the flow fragment(component):

78KB

Purchase Requisitions Fragment.pdf

pdf

You can:

• Create New Purchase Requisition

• Edit Purchase Requisition

• Change status of Purchase Requisition

• Delete Purchase Requisition

Flow Connect	Flow Classic

Create New Purchase Requisition

• Select Part*

• Select Wanted Receipt Date*

• Enter Purchase Qty*

Press [Next] to add the Person Assignment.

Press [Back] to go back.

Flow Connect	Flow Classic

Save Purchase Requisition

• Condition Code

• Select Status*

• Enter Purchase Qty*

Press [Save] to save the Purchase Requisition.

Press [Back] to go back.

Flow Connect	Flow Classic

Edit and Delete Purchase Requisition

• Purchase Qty*

• Wanted Receipt Date*

• Supplier

• Condition Code

• Status

Press [Save] to update the Purchase Requisition.

Press [Delete] to delete the Purchase Requisition.

Press [Back] to go back.

Flow Connect	Flow Classic

PO Receipts

Register arrivals of Purchase Orders.

The complete overview of the flow fragment(component):

138KB

PO Receipts Fragment.pdf

pdf

You can:

• Select PO Receipt and Register Arrivals

• Change Status

• Receive to Location

Flow Connect	Flow Classic

Register Arrival

Receipt Details:

• PO number

• Site

• Receiver

• Receipt Reference

• Sender

• Sender Type

• Actual Arrival Date

• Part No

• Inventory Part (true/false)

• Quantity to Inspect

• Inspected Quantity

• Scrapped Quantity

• Returned Quantity

Flow Connect	Flow Classic

Change Status

• Select Receipt*

• Select Status*

• Enter Purchase Qty*

Press [Save] to change Status.

Press [Back] to go back.

Flow Connect	Flow Classic

Receive to Location

• Change Status* to ‘Receive to Location’

Press [Save] to Receive to Location.

Press [Back] to go back.

Receive to Location Details:

• Part No

• Inventory Part (true/false)

• Arrived Qty

• Inv Qty Arrived

• Arrived Catch Qty

• UoM

• Lot Batch No

• Serial No

• Current Location

• Current Warehouse

• Bay/Row/Tier/Bin

• Enter Qty to Move

• Select Location No

Flow Connect	Flow Classic

Journal

View Work Assignment Journal.

The complete overview of the flow fragment(component):

24KB

Journal Fragment.pdf

pdf

You can:

• View the Work Assignment Journal

Press [Menu] to go back to the menu.

Flow Connect	Flow Classic

Measurement

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

The complete overview of the flow fragment(component):

44KB

Measurements Fragment.pdf

pdf

You can:

• Add a Measurement to a Test Point

• Show the history of Measurements as a graph

Flow Connect	Flow Classic

Create New Measurement

• Select Test Point*

• Enter New Reading*

• Note

Press [Save] to save the Measurement Reading.

Press [Back] to go back.

Flow Connect	Flow Classic

Pinned Step with Measurement History

Flow Connect	Flow Classic

Returns

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

The complete overview of the flow fragment(component):

140KB

Returns Fragment.pdf

pdf

You can:

• Add a New Return

• Receive Return

• Update a Return

• Delete a Return

Flow Connect	Flow Classic

Create New Return

• Select Ownership*

Press [Next] to add new Return.

Press [Back] to go back.

• Enter Planned Quantity*

Press [Save] to save the new Return.

Press [Back] to go back.

Flow Connect	Flow Classic

Receive

• Select Return*

Press [Receive] to Receive the material.

Flow Connect	Flow Classic

Return to Location

• Select Return Qty*

• W/D/R No

• Select Location No*

• New Operational Condition

Press [Return] to Return the material to the chosen Location.

Press [Back] to go back.

Flow Connect	Flow Classic

Object

Update General Information for the connected Serial or Functional Object.

The complete overview of the flow fragment(component):

116KB

Object Fragment.pdf

pdf

You can:

• View and Update General Information for Serial or Functional Object

• View Active and Historical Work Orders (Pinned Info)

• View Attachments (Pinned Info)

• View Spare Parts (Pinned Info)

Flow Connect	Flow Classic

Update General Info – Serial Object

• Operational Status

• Operational Condition

• Type Designation

• Category

• Group ID

• Item Class

• Criticality

• Location ID

• Room

• Position

• Serial Rev

• Manufacturer

• Supplier

• Safe Access

• Free Notes

Press [Save] to save the changes.

Press [Menu] to go back to the menu.

Flow Connect	Flow Classic

Update General Info – Functional Object

• Operational Status

• Type Designation

• Category

• Group ID

• Item Class

• Criticality

• Location ID

• Main Position

• Room

• Position

• Part No

• Serial No

• Manufacturer

• Supplier

• Manufactured Date and Time

• Installation Date and Time

• Safe Access

• Free Notes

Press [Save] to save the changes.

Press [Menu] to go back to the menu.

Flow Connect	Flow Classic

Debriefing

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

The complete overview of the flow fragment(component):

70KB

Debriefing Fragment.pdf

pdf

32KB

Create Debrief Report Fragment.pdf

pdf

You can:

• Update Closure Information

• Create Debrief Report (pdf file)

• E-mail Debrief Report

Flow Connect	Flow Classic

Update Closure Information

• Set Status*

• Fault Type

• Symptom ID

• Discovery ID

• Actual Start Date and Time

• Actual Finish Date and Time

• Cause Details

• Class ID

• Performed Action

• Action Taken

• Performed Work

• Item Class, Function, Cause

Press [Save] to save the changes.

Press [Print] to create the Debrief Report.

Press [Menu] to go back.

Flow Connect	Flow Classic

Debrief Report

• Customer Signature*

• Reported by Signature*

Press [Next] to generate the Debrief Report as a PDF file.

• Customer Contact Email

Press [Email] to send an Email with the Debrief Report together with the generated pdf file.

Press [Back] to go back.

Flow Connect	Flow Classic

Debrief Report (example)

For an example of a Debrief Report:

217KB

Debrief_WO_example.pdf

pdf

Flow Connect	Flow Classic

Remote Assistance

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

The complete overview of the flow fragment(component):

54KB

Remote Assistance HL Fragment.pdf

pdf

You can:

• Contact User

• Invite an External User to a call

Please refer to Help Lightning App for more details regarding how to use Help Lightning for remote assistance: https://helplightning.com/

Flow Connect	Flow Classic

* = Mandatory Field