# My Tasks (Inbox) Cont.

## 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**
* Add **Measurements** and show the history as a graph via Pinned Info
* Update General Information for the connected *Serial* or *Functional* **Object**

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FCZBEpe3Nq2VkA330lSqL%2Fimage.png?alt=media&#x26;token=b7a20aa2-627f-48da-93a3-4b5e2fe7ac8a" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FR0dzN6PUXR51aQXedQk2%2Fimage.png?alt=media&#x26;token=25414198-96f5-4b1d-ad5b-85b9802e2368" alt="" data-size="original"> |
| :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZJPAF5RiHygsY9asO4OB%2Fimage.png?alt=media&#x26;token=5c2c9b3f-92d8-4401-8943-8881a4e7fbf7" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FRpp7iLiQdS66AEoAgdMf%2Fimage.png?alt=media&#x26;token=17ed93e4-e173-46e5-ba66-64dfd9b1a1d0" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FVYq9IKT8JfUGrtdroDel%2Fimage.png?alt=media&#x26;token=9f502571-a93e-49fc-937f-07fee8311204" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FgGaqCTdPJ5KOLazZU89l%2Fimage.png?alt=media&#x26;token=497bfde7-65c1-448c-aac4-674702139b4b" alt="" data-size="original"> |
|                                                                                                                        Flow Connect                                                                                                                        |                                                                                                                        Flow Classic                                                                                                                        |

## Overview

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

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FnbVYPalpFfsgG9Qthr0M%2FMy%20Tasks%20Cloud.pdf?alt=media&token=01a3d5a7-9dc3-488c-bfa7-848d09aa4771>" %}

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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fe5CClwxsUZUHWApht1mh%2Fimage.png?alt=media&#x26;token=2834ed9a-4094-422d-800b-a149d7d9e5e1" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FABaBdjT0Ci3HfJau8keR%2Fimage.png?alt=media&#x26;token=7d874ad1-2ee8-4ec2-9b4c-a6e727f9d0ce" alt="" data-size="original"> |
| :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FCLApINi0bICVaOOPheNd%2Fimage.png?alt=media&#x26;token=061a9236-9d57-4c3c-b7d2-7070e98373a7" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FrJoeyDrY2f5nR7AoQsy5%2Fimage.png?alt=media&#x26;token=70aada61-0dbe-4b8d-b8a2-93bd6c1db220" alt="" data-size="original"> |
|                                                                                                                        Flow Connect                                                                                                                        |                                                                                                                        Flow Classic                                                                                                                        |

Pinned Info:

| Work Task Information | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FygRzSD2bRlwIaSSC3sc1%2Fimage.png?alt=media&#x26;token=858a4ea0-b658-4dbc-8bb1-401ad0aee2f2" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fa9QzSx5vqgm3Xei2ABJX%2Fimage.png?alt=media&#x26;token=30f808c6-b352-4cc6-ad9e-7f8d53f909f5" alt="" data-size="original"> |
| :-------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|      Attachments      | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZdGtVQuxJSIFPYptr7eW%2Fimage.png?alt=media&#x26;token=32262321-bf14-408e-9252-4fa28c0eee0e" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FNS8caydCkRBJSdHhoWw8%2Fimage.png?alt=media&#x26;token=275ab5bc-c89b-4c16-a918-901f51db9cd9" alt="" data-size="original"> |
|  Contact and Address  | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FWYCJanNM3MZFzrWyA0TJ%2Fimage.png?alt=media&#x26;token=a149dc54-47cc-449d-8e41-76467b31d32f" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FbEwKylwehRaeO67YpPKI%2Fimage.png?alt=media&#x26;token=6f2dc8a5-70da-4eb4-96f0-8a6f92238eba" alt="" data-size="original"> |
|       Task Steps      | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FUb6VR7oGAnqJMbBBdyqU%2Fimage.png?alt=media&#x26;token=c0204fda-cc30-41b8-8240-33e463b45f23" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FR6h3byvG4ULpXklFVaGC%2Fimage.png?alt=media&#x26;token=bc664dd0-9204-4e5f-ba56-f73ff75b0d12" alt="" data-size="original"> |
|  Closure Information  | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FWvfwsQUXSReGY1T3sfL7%2Fimage.png?alt=media&#x26;token=9761922c-9dee-4846-8900-87d804b0efc6" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FQMH6AhdMJ0z7OiJpEfDv%2Fimage.png?alt=media&#x26;token=ba385ec8-41ba-4f57-b8ad-350dde401fe6" alt="" data-size="original"> |
|                       |                                                                                                                        Flow Connect                                                                                                                        |                                                                                                                        Flow Classic                                                                                                                        |

## Journal

View Work Assignment **Journal.**

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

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fw7JFr3CsMllDv1AydQWe%2FJournal%20Fragment%20Cloud.pdf?alt=media&token=5c5d46b6-6242-4eba-a1c7-83a7f3fe3e40>" %}

You ca&#x6E;**:**

* View the Work Assignment Journal

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

|         <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FUoKZm3UYqZly7ghSy4oh%2Fimage.png?alt=media&#x26;token=87f665c8-82fe-4edf-b399-599676ba53b3" alt="" data-size="original">         | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FYwt42ofi1s6XhZcCLTmf%2Fimage.png?alt=media&#x26;token=695b0e97-13d9-46f2-ab85-232f85d1d76c" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FJnVHmJwY7IxRCokezSTI%2FScreenshot_1742280805.png?alt=media&#x26;token=5079e8fe-3c71-4bc9-aec0-df42171b1568" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FvsJpxxsQrR4107QVFkiT%2Fimage.png?alt=media&#x26;token=6df23afd-0740-4adf-aad1-920849aebbc0" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F9leafLbOSGvJADUtCNYX%2FScreenshot_1742280857.png?alt=media&#x26;token=805c9912-1f17-4150-8a5b-650a8ad865db" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FrGfYh22fklCDDEt4R92S%2Fimage.png?alt=media&#x26;token=8f67f011-68e3-4fab-a0ad-ef3ded56291f" 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="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FwPgjYv95Hzlr1tg5UlRE%2FMeasurements%20Fragment%20Cloud.pdf?alt=media&token=fb1439be-2e20-429e-9dca-c011911bb382>" %}

You can:

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

|         <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FqysDGJH0RMkMXe2qgnNs%2Fimage.png?alt=media&#x26;token=324f2447-af1b-4287-b0ba-790996afd298" alt="" data-size="original">         | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FeOTs9KMF6z8ZvjctJSZb%2Fimage.png?alt=media&#x26;token=e11a57c1-e4d6-48c5-b9c1-a69e4db97754" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F2B4TW3aBP8d4itY5Gp40%2FScreenshot_1742281457.png?alt=media&#x26;token=c15b1433-4be0-45ff-969d-b670fd879d50" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FKg0tn85kM46gFO4WoqeI%2Fimage.png?alt=media&#x26;token=f0a03d60-a204-4d49-8aac-5233c5035b28" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F9G5dg2lVRgy6gEQ5nY1i%2FScreenshot_1742281568.png?alt=media&#x26;token=b4f6b994-2d03-49f3-a04c-c46fd20d0c63" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FIEVsbnnmdyJr6mR6rhKg%2Fimage.png?alt=media&#x26;token=6fbcae06-5ef9-4a75-b2d4-4fc56d236050" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|                                                                                                                                Flow Connect                                                                                                                                |                                                                                                                        Flow Classic                                                                                                                        |

### Pinned Step with Measurement History

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FHU1sfbyaEzPQeFvg0YjU%2FScreenshot_1742281740.png?alt=media&#x26;token=f605c817-94aa-4a81-8bb5-5d5da51860d6" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F4xCynMmrvDvoC7nr4Pei%2Fimage.png?alt=media&#x26;token=44dcb7f6-f45a-4dd7-99fa-32ad880da2e6" 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="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FQU2iZ8Wmm0HsL19VrMfv%2FReturns%20Fragment%20Cloud.pdf?alt=media&token=27d6cab6-2ee8-4568-bfd1-d8b8ed7c3235>" %}

You can:

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

|         <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FDeVaEwEdaAMych8bsRRW%2Fimage.png?alt=media&#x26;token=b7acb79c-860d-4007-9f48-a9544c718412" alt="" data-size="original">         | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FSntOSJZMU2Reg8a9J4v2%2Fimage.png?alt=media&#x26;token=c81c69e8-b614-4fe3-803d-0945c346873c" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F3eixAhy2hRQUxo5mLJ9e%2FScreenshot_1742281921.png?alt=media&#x26;token=a39d81eb-bd43-494f-bf74-c3c864ad0491" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FnoIMOQcHBR75ovipE2hx%2Fimage.png?alt=media&#x26;token=6802df64-3744-4122-a9bd-e64e43c1b7b9" 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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FcGK3xtb5yYlE8jmYw0vs%2FScreenshot_1742282086.png?alt=media&#x26;token=c96a23d4-997a-4aed-99a3-526a30590dda" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F93D3Xcd46IxmgU6G3pS4%2Fimage.png?alt=media&#x26;token=f660c091-c7e3-4f55-a79a-2a3a742ca423" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FWBp9JRyvTBE07NHS6V0Y%2FScreenshot_1742282121.png?alt=media&#x26;token=a070f9f2-f3a4-45a4-8023-8dc52ce12f65" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FxJZ8HB4NVJ346Ydcnxsy%2Fimage.png?alt=media&#x26;token=6baededf-ddc4-4e3a-a539-7c0d2b4aafb8" alt="" data-size="original"> |
|                                                                                                                                Flow Connect                                                                                                                                |                                                                                                                        Flow Classic                                                                                                                        |

### Receive

* Select ***Return\****

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

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fw268AjYGsoEmP3qp00wp%2FScreenshot_1742282304.png?alt=media&#x26;token=502e660d-26ea-46fa-acdd-213fb3d61b89" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FPif48GlrQJhy3oqSM7Rl%2Fimage.png?alt=media&#x26;token=85e7d540-3072-4d44-9e7d-f71666da1631" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FOdNmdEqcXeTfnLzfNpus%2FScreenshot_1742282382.png?alt=media&#x26;token=5a2c57f3-9444-4e1d-99ee-830bb3fde392" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FYvuayL4Yp84i47IXBiLo%2Fimage.png?alt=media&#x26;token=f8d53e97-6bf9-423e-9de2-30891b254487" 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="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FI0qs8h4rtOYnsgykj6zP%2FObject%20Fragment%20Cloud.pdf?alt=media&token=81482763-0c1f-40c7-89e7-416f1ae7e662>" %}

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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F2t59fDYnLFdWwHgmHKBd%2Fimage.png?alt=media&#x26;token=72894e6a-8318-476f-9826-ef34e6357a3b" alt="" data-size="original">         | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FEwQa0kkS3QSACT0xqJpL%2Fimage.png?alt=media&#x26;token=7faef6f1-70f4-4f1e-8b26-deaf06a73bad" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FiWeCxNRSKHZ3FZMibJfd%2FScreenshot_1742282716.png?alt=media&#x26;token=81c61ace-4e8c-47aa-8fd8-eed19073660e" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FGGBDxjFrPT9rmYpJsrLU%2Fimage.png?alt=media&#x26;token=bcf64132-0a96-4e96-89ea-fafd1c4db7dd" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FbzpgULj06VCWQtbisQb7%2FScreenshot_1742285800.png?alt=media&#x26;token=2a158680-b36a-4107-99cd-2b7205f271b9" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FryQIp1cqh4Xrx7xC99gy%2Fimage.png?alt=media&#x26;token=ce51ff81-e628-4e90-ba1c-5e0cdb8487d9" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FNqVyeQViyChcaBMaKE07%2FScreenshot_1742285883.png?alt=media&#x26;token=e964743d-3b38-4fa8-9694-16801178b6cb" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FlpPY0c1Nzp2qr1ZXhZzX%2Fimage.png?alt=media&#x26;token=49cac441-1c77-4a29-be71-cc6b0b64aac7" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FRd4mLQ2VRNasA3icLusx%2FScreenshot_1742285987.png?alt=media&#x26;token=dc5d12d3-7dac-423f-83ef-64da7ef98bae" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FahuEYyXxMiQvpPz5U9wa%2Fimage.png?alt=media&#x26;token=7e6cf4aa-0a54-4e91-8f4b-692d50e67d13" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FutPTojGu3wG5ONmjHKDp%2FScreenshot_1742286048.png?alt=media&#x26;token=04c995d8-4855-4aab-9e46-dee4f014f3a8" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F8F4ac5EuR1biQTgSIwl4%2Fimage.png?alt=media&#x26;token=873e36f0-5b25-441c-878d-0d9bca497fa8" 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.

<table data-header-hidden><thead><tr><th align="center"></th><th align="center"></th><th data-hidden></th></tr></thead><tbody><tr><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F3Wml8D34THbNlAkQ63Qv%2FScreenshot_1742285306.png?alt=media&#x26;token=f1c36651-b52e-4857-8d5b-aaec97a89e2a" alt="" data-size="original"></td><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F0ZfDNW2v5JXveqbeBMff%2F1.png?alt=media&#x26;token=14619cef-6f78-4f55-8278-009385fe54ff" alt="" data-size="original"></td><td></td></tr><tr><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FqmxLkNQC8IomsWg11saY%2FScreenshot_1742285376.png?alt=media&#x26;token=18033c48-d9af-4f22-a6b8-481653abaa66" alt="" data-size="original"></td><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FMqxowefvvQYmzYZ6ptO8%2F2.png?alt=media&#x26;token=c158c5d0-3a97-4bb5-a099-14982f7fa0d5" alt="" data-size="original"></td><td></td></tr><tr><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FO4hzQbdnwDlrY7TTzr8S%2FScreenshot_1742285415.png?alt=media&#x26;token=0d0c0d5c-b654-4aa9-9ce2-bfed0655e79b" alt="" data-size="original"></td><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FjC5yh9jDCN1YQ36WmJnJ%2F3.png?alt=media&#x26;token=7db54124-320e-4c95-8472-ace60a04a4ec" alt="" data-size="original"></td><td></td></tr><tr><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FvIcIr9g3AjIWZ7oexzf9%2FScreenshot_1742285475.png?alt=media&#x26;token=1561580f-ec69-4126-b4ef-2b475af68771" alt="" data-size="original"></td><td align="center"><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FurLoerZ4YCB4ABrIG6bO%2F4.png?alt=media&#x26;token=0352e820-6f2e-4a15-9aac-0672745ed8d4" alt="" data-size="original"></td><td></td></tr><tr><td align="center">Flow Connect</td><td align="center">Flow Classic</td><td></td></tr></tbody></table>

## **Purchase Requisitions**

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

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

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FAT7K4u0KRojukrIJjyYG%2FPurchase%20Requisitions%20Fragment%20-%20Cloud.pdf?alt=media&token=f9566630-2315-47ac-9b63-24c5f316f182>" %}

You ca&#x6E;**:**

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

|         <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FTq4C6zsQ2ecCZ47oL4uo%2Fimage.png?alt=media&#x26;token=8422f7a4-d251-4e11-858e-9666bf62dc0b" alt="" data-size="original">         | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FcvLJJ4QKbRDxjv1jYsWY%2Fimage.png?alt=media&#x26;token=2e6f81df-335f-4d4c-9879-6045e0795a1c" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FQyyYHYqTBnxPuc2jC8NW%2FScreenshot_1742286473.png?alt=media&#x26;token=d48489fe-01f3-4a30-b12a-be8cae147ae0" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Ff7S5ZoLK3gM5WIoiCqJD%2Fimage.png?alt=media&#x26;token=66f40ede-d7a3-4a17-a778-5b3317c85b13" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FdW1qtB7FO1QQXQPZSwwQ%2FScreenshot_1742286667.png?alt=media&#x26;token=abd35c48-aad2-467c-ac95-28ad666e8610" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FjeTPhRD1DUtQUwqZY8kx%2Fimage.png?alt=media&#x26;token=6e2d41e9-ad5f-426d-a118-370ae23c460b" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FWD7yvLxJibT6dpyXNQNl%2FScreenshot_1742286722.png?alt=media&#x26;token=9ae61e0f-b078-4fcc-b831-6ae2337823f3" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FwG9eVnj2e4wadu4IK4GX%2Fimage.png?alt=media&#x26;token=5f4b5329-fe08-4829-b118-fd87557c1222" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F9Hl2l3xHsVffoKMKCeg8%2FScreenshot_1742286811.png?alt=media&#x26;token=84f2a6b4-1332-4a5f-a38e-d191127654c0" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FgX9Jofpio6XSScuVWATk%2Fimage.png?alt=media&#x26;token=08122e0b-de0e-4427-ad81-1654fd8ebe37" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FKY5Fts83xtfRI6LX7obI%2FScreenshot_1742286878.png?alt=media&#x26;token=d549091a-4853-416d-af8d-7539ff7c384c" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FkPBHdxSu2wWn8dkxpO1S%2Fimage.png?alt=media&#x26;token=20785967-6b64-4b41-b8d6-95cd00a0b3cf" 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="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FQluDYTWTGh8z9B6S10yl%2FDebriefing%20Fragment%20Cloud.pdf?alt=media&token=1e025598-8fa4-42a1-a5fe-35717a2ba878>" %}

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FiRMp78J6uHG0TRyt7RXt%2FCreate%20Debrief%20Report%20Fragment%20Cloud.pdf?alt=media&token=47da7530-28d5-44eb-b62e-8f3990223a93>" %}

You can:

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

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FGQMG9jocPSqg2V6s1rIK%2Fimage.png?alt=media&#x26;token=431d56b0-17b6-4f10-b76e-ba82a989d696" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fq1Yd4CqlGXc9mnG0Kwm8%2Fimage.png?alt=media&#x26;token=94d6260a-b625-41a9-9e9a-d52a34788966" 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FdJ7QPXLqCbllgdDajfB9%2FScreenshot_1742287377.png?alt=media&#x26;token=2811f960-2a11-4121-bb2f-96d3201e9b90" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FWicYxkL7SQCBahXDkmNO%2Fimage.png?alt=media&#x26;token=61f84892-1ed8-4bc4-ae39-fcf71fc20f88" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FeUp4beY43WyKTh9EAMza%2FScreenshot_1742287441.png?alt=media&#x26;token=dfe21eab-845c-488a-be55-186daca793c7" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZ5iH4FdRM9F6q0lXM1ZW%2Fimage.png?alt=media&#x26;token=16c3c59f-3c78-486e-8519-41798dd32b22" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FzuaFt1nENxAb1SUcrk4T%2FScreenshot_1742287525.png?alt=media&#x26;token=788c9c17-1322-44b7-b80f-946df97ac8b0" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FNlNl5PI7RShtFZnmRgPW%2Fimage.png?alt=media&#x26;token=87c9e48d-857e-401b-8867-83e15f05d860" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FTsI1JQEVDo2lquP37QZE%2FScreenshot_1742287611.png?alt=media&#x26;token=07d5c16c-829e-478d-ad98-9e700e5f4a16" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FyQiIC0T2OhJ3mSiNtYBX%2Fimage.png?alt=media&#x26;token=9a309342-81d2-4bb8-9bc8-360fc1fbd4b4" 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.

* 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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FSGIywXs3SnWYJ7A5Wh4T%2Fimage.png?alt=media&#x26;token=e314bbf8-e8e9-4d81-a1e8-bb46551a3b33" alt="" data-size="original"> |
| :----------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|              | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FnvdDYclB5ig11yfmuzYF%2Fimage.png?alt=media&#x26;token=62f3dc2b-7817-4cb9-8be2-bc4a20af22e9" alt="" data-size="original"> |
| Flow Connect |                                                                                                                        Flow Classic                                                                                                                        |

### Debrief Report (example)

*For an example of a Debrief Report:*

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F2i945q00VX31hW2vOcqc%2FDebrief_WO_158_168.pdf?alt=media&token=d7deb2d1-5633-4154-95d7-8abee1a03dc7>" %}

|              | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FNnCLaJq5MzHGvQAeMaNi%2Fimage.png?alt=media&#x26;token=b900a884-62a8-4279-b7e1-96aa1b60eff8" 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="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FDsjLs4xqwcR9bX9BqOkU%2FRemote%20Assistance%20HL%20Fragment%20Cloud.pdf?alt=media&token=1baec0cb-70c1-47c3-87b7-9030178dee29>" %}

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="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fw3VsZwwneA60p8DZjjTy%2Fimage.png?alt=media&#x26;token=7c2caaea-e9f4-45f3-9c43-016ab999d332" alt="" data-size="original"> |
| :----------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|              | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZk5IgTHy1U42ppInD4Md%2Fimage.png?alt=media&#x26;token=9c75f2b5-17d7-41a1-b57f-3543c8f68917" alt="" data-size="original"> |
|              | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FAY1frLwyU6LxRfxpkbxr%2Fimage.png?alt=media&#x26;token=53f2d71f-8360-412d-8227-b9e81e9e313e" alt="" data-size="original"> |
| Flow Connect |                                                                                                                        Flow Classic                                                                                                                        |

## Expenses

Create, delete Work Task **Expenses.**

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

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FtR6t6LuRu7y1OAIePuRe%2FExpenses%20Fragment%20Cloud.pdf?alt=media&token=1ea8bf5f-35b2-43db-b4e6-e36565792930>" %}

You ca&#x6E;*:*

* 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

|         <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZrMvw4ti3SstlH2HP83A%2Fimage.png?alt=media&#x26;token=8f7c612c-db5d-48d1-877b-337a0db9ec40" alt="" data-size="original">         | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FReEv2WDpz2ucMqTBZYzq%2Fimage.png?alt=media&#x26;token=3a9d8494-73b0-4639-ac85-3455c2594f7c" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FaBNc56rBXBDJJsbmmvJo%2FScreenshot_1742287974.png?alt=media&#x26;token=62a4aab3-5062-43e8-bfb6-10306cd7c938" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FFn8KXlgrrEthImmnY879%2Fimage.png?alt=media&#x26;token=e081f699-4fc4-487b-bd13-95ed3ad7d087" alt="" data-size="original"> |
|                                                                                                                                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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Ft7sDpjdRa1iQu9AtGJwz%2FScreenshot_1742288416.png?alt=media&#x26;token=b7e00438-8e00-4f7c-961b-22bdeaf4ad2e" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FfWhElX8Kb6A6TTHhkpda%2Fimage.png?alt=media&#x26;token=81c1e7d0-773f-474a-9eb0-6d33ccb4f9fd" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FNUIJNhot6jpy87tJXpZi%2FScreenshot_1742288588.png?alt=media&#x26;token=2c9380a7-1c76-4a3e-a8aa-d4a810edd135" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FbiTI5G6FJecGZbdfjovx%2Fimage.png?alt=media&#x26;token=63ff8e5e-ed32-4ce1-9cac-603c46833179" alt="" data-size="original"> |
|                                                                                                                                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

{% hint style="info" %}
The receipt image will be stored in IFS Media Library and connected to the expense line.
{% endhint %}

Press \[***Save***] to save the Expense.

Press \[*Back*] to go back.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FcHOCEkP8Cnzj6iskwFj1%2FScreenshot_1742288828.png?alt=media&#x26;token=4f087d18-128b-4f34-af31-30cfe747d431" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FgbYoxCUaGBEU5zBgQXUa%2Fimage.png?alt=media&#x26;token=8aa20c5e-8996-44e3-a9ae-83ec4d27ddac" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fqsa7E8yUtyxQmTYatHHc%2FScreenshot_1742288964.png?alt=media&#x26;token=c2c07ba9-1593-4885-b8bf-a2bc0bd81b30" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FRuUxxvHbPp3K3P1qxCt0%2Fimage.png?alt=media&#x26;token=0f9e33c8-2ba3-4a62-a92d-c27cc01e084e" alt="" data-size="original"> |
|                                                                                                                                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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FrgHIxmVQskWsGQ3uw0Rq%2FScreenshot_1742289265.png?alt=media&#x26;token=abeb9496-c996-45ac-9a5a-2f242a02ea63" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FR32MwIHfKuNBOF7KwWnV%2Fimage.png?alt=media&#x26;token=2d1141f2-74ba-46f5-b3cc-8806a368fb5d" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|                                                                                                                                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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZtF4EJm7isj7SI2yliNf%2FScreenshot_1742289502.png?alt=media&#x26;token=9d47e467-b959-47d9-be04-b543ac5255dd" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fc2fMJlyUfCP8TyqH6Jjh%2Fimage.png?alt=media&#x26;token=893a8691-c366-458c-804c-dc5f1cb0f7ea" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|                                                                                                                                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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FsrMlcPbszAODFSZHOgiM%2FScreenshot_1742289744.png?alt=media&#x26;token=c1ad3e8c-ecb9-4de1-9cd5-ea85939c544e" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FuRlJaTxCxGB9gl8QdV58%2Fimage.png?alt=media&#x26;token=70e58473-99e8-433a-9fb8-a1108579a12d" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|                                                                                                                                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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F8DBvucFQJiyw6FWDvo5N%2FScreenshot_1742292094.png?alt=media&#x26;token=4a0195e9-b0c1-4a54-9529-860549445755" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FWROGyEv0P3Qa3GEKi3hw%2Fimage.png?alt=media&#x26;token=f9e51e58-e452-4b85-a225-19053856e639" alt="" data-size="original"> |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
|                                                                                                                                Flow Connect                                                                                                                                |                                                                                                                        Flow Classic                                                                                                                        |

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