# 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*

| <img src="/files/zE8jC7pKIEd1Wkh11ntX" alt="" data-size="original"> | <img src="/files/P8NLy7CVExd92XlQyn0v" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/wj4KhPJryy2PUPEZMaTS" alt="" data-size="original"> | <img src="/files/ec7qB5QQOHUUzuq73SON" alt="" data-size="original"> |
| <img src="/files/5HHtcFPNYcorrhsDBCHo" alt="" data-size="original"> | <img src="/files/4rN7HyHtbPGBwwRPCvr1" alt="" data-size="original"> |
| <img src="/files/CKLVyesp9Ybg9n0PiQIE" alt="" data-size="original"> | <img src="/files/kPtVteTxwuZYPDvEVnyT" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

## Overview

*The complete overview of the flow(app):*

{% file src="/files/Zby5zxm64DofgIiePBWe" %}

Use the Inbox to choose which Work Task to work on.&#x20;

{% hint style="info" %}
In the Inbox it is possible to sort and show the tasks by *Date*, *Favorites* or *Priority*.
{% endhint %}

| <img src="/files/dzLH7Be11WVYd6gkv92r" alt="" data-size="original"> | <img src="/files/53nlSsrOhBMwatTi3KNr" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/FXaAk5pMhwjQxNyoox03" alt="" data-size="original"> | <img src="/files/Yc7dgLe0mYHkrITruytY" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

Pinned Info:

| Work Task Information | <img src="/files/Tr8Kf2RjODz5c9Ej9OsK" alt="" data-size="original"> | <img src="/files/VWdTbVh83kGDryCVJsGZ" alt="" data-size="original"> |
| :-------------------: | :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|      Attachments      | <img src="/files/isUqLkm1aefSVxbVvDTG" alt="" data-size="original"> | <img src="/files/ULKsPdrOG9AjoAS4ei3z" alt="" data-size="original"> |
|  Contact and Address  | <img src="/files/9Mwfhwm9AyjNAL2wohDH" alt="" data-size="original"> | <img src="/files/zCIede5zjBxIPs3RitWh" alt="" data-size="original"> |
|       Task Steps      | <img src="/files/HVPdJ1V2ywQexJ9kebcI" alt="" data-size="original"> | <img src="/files/e6IHDm2gtXzUOn4VYCBs" alt="" data-size="original"> |
|  Closure Information  | <img src="/files/Fq3dkgSU0UgK3Zat06OP" alt="" data-size="original"> | <img src="/files/EDLP6GBElhSlgzSPEnGP" alt="" data-size="original"> |
|                       |                             Flow Connect                            |                             Flow Classic                            |

## **Purchase Requisitions**

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

*The complete overview of the flow fragment(component):*

{% file src="/files/mnTxhNIOi7sWmkimzjZ2" %}

You ca&#x6E;**:**

* Create New Purchase Requisition
* Edit Purchase Requisition
* Change status of Purchase Requisition
* Delete Purchase Requisition

| <img src="/files/tyVXF3UqFecuml9BYTUi" alt="" data-size="original"> | <img src="/files/EpeGgnJDRTrqGHeU6zS2" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/Kp3VKVi1jkJnizddbE1v" alt="" data-size="original"> | <img src="/files/xhjyHM7a6KabbdKQFpUr" alt="" data-size="original"> |
|                             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.

| <img src="/files/EjXZV3TpOuCaggmYNN62" alt="" data-size="original"> | <img src="/files/IqwRDjQThNboG859jmeu" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|                             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.

| <img src="/files/HH8o6C9OkU47ARgZDf4E" alt="" data-size="original"> | <img src="/files/8rwguMVrmghmJZFU8Smf" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|                             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.

| <img src="/files/qZzv07sn7Ev1KnaNKz8d" alt="" data-size="original"> | <img src="/files/8eSWcfvmE6TsnNx1VRyd" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/HceRbv89dqSSjOeJ4vVh" alt="" data-size="original"> | <img src="/files/T47hclTgFyIkagExEadc" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

## **PO Receipts**

Register arrivals of **Purchase Orders.**

*The complete overview of the flow fragment(component):*

{% file src="/files/maRU3L143gfRoahO2Cgs" %}

You ca&#x6E;**:**

* Select PO Receipt and Register Arrivals
* Change Status
* Receive to Location

| <img src="/files/08pKmHkQ9tuKVO40C8nM" alt="" data-size="original"> | <img src="/files/N6Uj4aHq3U9cIc1zm9GO" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/lxEa1hT1k6omORnEMSb5" alt="" data-size="original"> | <img src="/files/kA9tardIHThIH6cihBbq" alt="" data-size="original"> |
|                             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

| <img src="/files/jDMn18Y8UFxKmIsVdihv" alt="" data-size="original"> | <img src="/files/2S4n5xiDOmGiKJ5Btg7n" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/LdAtLeRrp4Jl2CUbTiQt" alt="" data-size="original"> | <img src="/files/rq0IJq1luAar72fvutHz" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

### Change Status

* Select ***Receipt\****
* Select ***Status\****
* Enter ***Purchase Qty\****

Press \[***Save***] to change Status.

Press \[*Back*] to go back.

| <img src="/files/imOEsu4M93PaJJCzTW8J" alt="" data-size="original"> | <img src="/files/ssCuJJg04cBjNKWiCukj" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/610mGDAGMamGQUBMdgpe" alt="" data-size="original"> | <img src="/files/ss0TQrktrs7PtVn6kVUo" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

### Receive to Location

* Change ***Status\**** to ‘*Receive to Location’*

Press \[***Save***] to Receive to Location.

Press \[*Back*] to go back.

&#x20;&#x20;

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***

| <img src="/files/nKnApB9Bj0dEXjo1MQwt" alt="" data-size="original"> | <img src="/files/QClSjKjp3kZjgsuHeUD0" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/mKnl54g6dSzbq8Jiaqej" alt="" data-size="original"> | <img src="/files/F0JtOM9LpU8nZeHLkwKL" alt="" data-size="original"> |
| <img src="/files/mE0T6YudGLotRh5wZezO" alt="" data-size="original"> | <img src="/files/F99zv80NNLu2noiR7xlN" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

## Journal

View Work Assignment **Journal.**

*The complete overview of the flow fragment(component):*

{% file src="/files/SaCevaSoedoJWczjyBuF" %}

You ca&#x6E;**:**

* View the Work Assignment Journal

Press \[***Menu***] to go back to the menu.

| <img src="/files/6KqPwQSspTtCa78ofzY3" alt="" data-size="original"> | <img src="/files/ztSzN2Hz8mK4YOOmzt2q" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/z76EeJF7fKFhxFhXu3zz" alt="" data-size="original"> | <img src="/files/9r8jwvBVIkbNf57MxUm9" alt="" data-size="original"> |
| <img src="/files/iHRsxuzcdZBmf2elyFje" alt="" data-size="original"> | <img src="/files/mqdXsXi1ACrnQCm20MlJ" alt="" data-size="original"> |
|                             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):*

{% file src="/files/YNEr4ZRZZIHmPdw1XbzS" %}

You can:

* Add a Measurement to a Test Point
* Show the history of Measurements as a graph

| <img src="/files/09HY3C5m3x24vGWsxCYl" alt="" data-size="original"> | <img src="/files/vAx31lfHwFhnM6TtxgnT" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/T2uhn3B1D0KEU8pLjChc" alt="" data-size="original"> | <img src="/files/z1pB60mHUuT9LqpgSGmd" alt="" data-size="original"> |
|                             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.

| <img src="/files/uRdaV97JaJ1p65u940SV" alt="" data-size="original"> | <img src="/files/AxZ5P7L1pwiexfpghETI" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/piLgbNSHpACJDgIOhGF9" alt="" data-size="original"> | <img src="/files/2V0Ta6ddGAev5x1cVmzH" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

### Pinned Step with Measurement History

|              | <img src="/files/rNeTHeOg0EGleqwxvrKi" alt="" data-size="original"> |
| :----------: | :-----------------------------------------------------------------: |
| Flow Connect |                             Flow Classic                            |

## Returns

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

*The complete overview of the flow fragment(component):*

{% file src="/files/X2PcvAi4IbV4h1v3IXUE" %}

You can:

* Add a New Return
* Receive Return
* Update a Return
* Delete a Return

| <img src="/files/fdp0jTbaauKuEvwYdB5f" alt="" data-size="original"> | <img src="/files/hobjeWSWYYQKlZ74sc7t" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/BSi0zDK45S4sqXEvPKsM" alt="" data-size="original"> | <img src="/files/q9cifWtF9ZzolH1lUHlX" alt="" data-size="original"> |
|                             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.

|                   ![](/files/e9ImGGd9XuRQ2H2J0LN9)                  | <img src="/files/jBVmtEuqWSt6dxSwhNXi" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/ip5AcxHEhpy0PpwQny9z" alt="" data-size="original"> | <img src="/files/bJljDkwbRf18K0Y7RYH7" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

### Receive

* Select ***Return\****

Press \[***Receive***] to Receive the material.

| <img src="/files/GgckLcypsYYeeBkblqt4" alt="" data-size="original"> | <img src="/files/lKn7Afc0HqnEIdNSKuK4" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|                             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.

| <img src="/files/4GI7kR9wcuooTitUMYn0" alt="" data-size="original"> | <img src="/files/DypONtjDU6FOZvREExaj" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|                             Flow Connect                            |                             Flow Classic                            |

## Object

Update General Information for the connected *Serial* or *Functional* **Object.**

*The complete overview of the flow fragment(component):*

{% file src="/files/2dVBaJHJWrFnGDqpoUyQ" %}

You ca&#x6E;**:**

* 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*)

| <img src="/files/3QUGiYULXjj2CyN7uG6h" alt="" data-size="original"> | <img src="/files/c7RBeyaVyiF6tB587fJ9" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/UCqWtAjvxgmPD1aNQ7U4" alt="" data-size="original"> | <img src="/files/JSmFaH31ffr8ikriAxa8" alt="" data-size="original"> |
|                             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.

| <img src="/files/JKczuHfg3gUSIbQcVeD6" alt="" data-size="original"> | <img src="/files/0kCS6rCTuwXiHUBJDPC8" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/9OA5FB1Gw5BbBlFb5qiO" alt="" data-size="original"> | <img src="/files/3GqE2FSJOIPuhnbJrlO7" alt="" data-size="original"> |
| <img src="/files/LUuxeRjgQCaJW9lrJQ0U" alt="" data-size="original"> | <img src="/files/1iXG3aoV7DmGMNQnELNs" alt="" data-size="original"> |
| <img src="/files/wdcEq5CmZFXoo8GtbYc9" alt="" data-size="original"> | <img src="/files/SGalOCYJRGbq0EnM3GLN" alt="" data-size="original"> |
| <img src="/files/dpy0WRZ0PPBXTomyYqqn" alt="" data-size="original"> | <img src="/files/kCnibbaNUztvqeRcwEsW" alt="" data-size="original"> |
|                             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.

| <img src="/files/pkOysJ1sT9hHqrrbedE0" alt="" data-size="original"> | <img src="/files/wyatTMUeHbrt3IIDgJmE" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/uivOlTKXVA92p3FOqEc4" alt="" data-size="original"> | <img src="/files/hfcg0wd0wieTmU4PywhP" alt="" data-size="original"> |
| <img src="/files/bAae28mKoewBeV9wseCF" alt="" data-size="original"> | <img src="/files/UOXgS0gCixtpLMbBvnFE" alt="" data-size="original"> |
| <img src="/files/5ZiryV9805I3ik0uevoC" alt="" data-size="original"> | <img src="/files/uR3Urol6XOdJbamTozuX" alt="" data-size="original"> |
| <img src="/files/H9TBxQV1PwJAHedC6cQK" alt="" data-size="original"> | <img src="/files/uSkjkKsIBsaTo33NxZY2" alt="" data-size="original"> |
|                             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):*

{% file src="/files/ZgQwpoq66HUiX2mhx0jM" %}

{% file src="/files/kG7Xrp40HcsRyXatta8o" %}

You can:

* Update Closure Information
* Create Debrief Report (*pdf file*)
* E-mail Debrief Report

| <img src="/files/1MdOtkr9JDQ9vhW6kFdM" alt="" data-size="original"> | <img src="/files/6ZgPeLqLRW5JtBFrDQ0W" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|                             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.

| <img src="/files/4TQK64HR1RWndl4H5TRD" alt="" data-size="original"> | <img src="/files/sCEmOlHJohUOAEhKnfKc" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/B4ImRCT7A2IetIK05a8p" alt="" data-size="original"> | <img src="/files/TuJ5ggJHOouSnKfZAPgT" alt="" data-size="original"> |
| <img src="/files/3Z3SgY7HhN198fJXbzaK" alt="" data-size="original"> | <img src="/files/7vYfavRijdahQ87LuRLq" alt="" data-size="original"> |
| <img src="/files/yYKmzuuJNTe1ex0dGEcu" alt="" data-size="original"> | <img src="/files/f90NlznUbjlpP3WzzVAh" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

### Debrief Report

* ***Customer Signature\****
* ***Reported by Signature\****

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

&#x20;

* Customer Contact Email

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

Press \[*Back*] to go back.

|              | <img src="/files/V2Rlc8HS9ZJhj7qNw1lE" alt="" data-size="original"> |
| :----------: | :-----------------------------------------------------------------: |
|              | <img src="/files/OlVeuzhhXg0VtrRz1Q8T" alt="" data-size="original"> |
| Flow Connect |                             Flow Classic                            |

### Debrief Report (example)

*For an example of a Debrief Report:*

{% file src="/files/xBKJqv37rpXCKHFuXRX6" %}

|              | <img src="/files/1JdEX66NtKEqc8XgHLI2" alt="" data-size="original"> |
| :----------: | :-----------------------------------------------------------------: |
| 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):*

{% file src="/files/jfJuOtS8Ovnv5oj7VqEo" %}

You ca&#x6E;*:*

* Contact User
* Invite an External User to a call

{% hint style="info" %}
Please refer to **Help Lightning App** for more details regarding how to use Help Lightning for remote assistance: <https://helplightning.com/>
{% endhint %}

|              | <img src="/files/kzdD3uFDFrqjKJydO2cj" alt="" data-size="original"> |
| :----------: | :-----------------------------------------------------------------: |
|              | <img src="/files/So3zMf3pzu8cnw7SNCnr" alt="" data-size="original"> |
|              | <img src="/files/v8JazE5dTlOkJ6BfS5RD" alt="" data-size="original"> |
| Flow Connect |                             Flow Classic                            |

{% hint style="info" %}
*\* = Mandatory Field*
{% endhint %}


---

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If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
