My Tasks (Inbox) Cont.
Included Workflow Fragments
As a Field Technician, I can perform the following on the selected Work Task:
Edit Task and General Information, Planning Information, Contact Information
Create, delete, update Person and Tool/Equipment Time
Create, delete, update Material Requisitions and Issue automatically or manually
Create, delete, update, and change the status of Task Steps
Create, delete, and change the status of Person or Tool/Equipment Assignments
Add Measurements and show the history as a graph via Pinned Info
Update General Information for the connected Serial or Functional Object
Overview
The complete overview of the flow:
Use the Inbox to choose which Work Task to work on.
In the Inbox it is possible to sort and show the tasks by Date, Favorites or Priority.
Pinned Info:
Work Task Information | |
Attachments | |
Contact and Address | |
Task Steps | |
Closure Information |
Journal
View Work Assignment Journal.
The complete overview of the flow fragment:
You can:
View the Work Assignment Journal
Press [Menu] to go back to the menu.
Measurement
Add Measurements and show the history as a graph via Pinned Info.
The complete overview of the flow fragment:
You can:
Add a Measurement to a Test Point
Show the history of Measurements as a graph
Create New Measurement
Select Test Point*
Enter New Reading*
Note
Press [Save] to save the Measurement Reading.
Press [Back] to go back.
Pinned Step with Measurement History
Returns
Create, delete, update, and receive Returns (material).
The complete overview of the flow fragment:
You can:
Add a New Return
Receive Return
Update a Return
Delete a Return
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.
Receive
Select Return*
Press [Receive] to Receive the material.
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.
Object
Update General Information for the connected Serial or Functional Object.
The complete overview of the flow fragment:
You can:
View and Update General Information for Serial or Functional Object
View Active and Historical Work Orders (Pinned Info)
View Attachments (Pinned Info)
View Spare Parts (Pinned Info)
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.
Purchase Requisitions
Create, delete, update, and change status of Purchase Requisitions.
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.
The complete overview of the flow fragment:
You can:
Create New Purchase Requisition
Edit Purchase Requisition
Change status of Purchase Requisition
Delete Purchase Requisition
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.
Save Purchase Requisition
Condition Code
Select Status*
Enter Purchase Qty*
Press [Save] to save the Purchase Requisition.
Press [Back] to go back.
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.
Press [Menu] to go back to the menu.
Debriefing
Update Closure Information and create/e-mail Debrief Report as a PDF file.
The complete overview of the flow fragment:
You can:
Update Closure Information
Create Debrief Report (pdf file)
E-mail Debrief Report
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.
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.
Debrief Report (example)
For an example of a Debrief Report:
Remote Assistance
Contact a user and ask for Remote Assistance via Help Lightning App.
The complete overview of the flow fragment:
You can:
Contact User
Invite an External User to a call
Please refer to Help Lightning App for more details regarding how to use Help Lightning for remote assistance: https://helplightning.com/
Expenses
Create, delete Work Task Expenses.
The complete overview of the flow fragment:
You can:
Create an Expense manually and add to Expense Sheet
Scan receipt and add to Expense Sheet
Add milage to Expense Sheet
Add transaction to Work Task
Edit and Delete Expense lines
Create Manually, add Expense to Expense Sheet
Add File*
Select Expense Code*
Enter Merchant Name*
Enter Date*
Enter Total*
Currency
Enter Description*
Attendees
Reimbursable
Press [Save] to save the Expense.
Press [Back] to go back.
Scan Receipt, add Expense to Expense Sheet
Add File* - Take a picture or upload an existing file
Select Expense Code*
Enter Merchant Name*
Enter Date*
Enter Total*
Currency
Enter Description*
Attendees
Reimbursable
The receipt image will be stored in IFS Media Library and connected to the expense line.
Press [Save] to save the Expense.
Press [Back] to go back.
Add Milage to Expense Sheet
Enter Total Distance*
Enter Date*
Select Milage Reference*
Select Expense Code*
Reimbursable
Press [Save] to save the Expense.
Press [Back] to go back.
Add transaction to Work Task
Select Transaction Type*
Enter Quantity*
Enter Cost*
Select Unit*
Select Transaction Date*
Enter Comment*
Press [Save] to save the Expense.
Press [Back] to go back.
Edit Expense Line
Update and change applicable fields*
Reimbursable
Press [Save] to update the Expense.
Press [Delete] to delete the Expense line.
Press [Retake Picture] to replace the picture.
Press [Back] to go back.
Delete Manual Transaction on Work Task
Manual transactions cannot be edited, only deleted.
Press [Delete] to delete the transaction.
Press [Back] to go back.
* = Mandatory Field
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