My Tasks (Inbox) Cont.

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Last updated 2 months ago

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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

Flow Connect

Flow Classic

Overview

The complete overview of the flow(app):

Use the Inbox to choose which Work Task to work on.

In the Inbox it is possible to sort and show the tasks by Date, Favorites or Priority.

Flow Connect

Flow Classic

Pinned Info:

Work Task Information

Attachments

Contact and Address

Task Steps

Closure Information

Flow Connect

Flow Classic

Journal

View Work Assignment Journal.

The complete overview of the flow fragment(component):

You can:

View the Work Assignment Journal

Press [Menu] to go back to the menu.

Flow Connect

Flow Classic

Measurement

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

The complete overview of the flow fragment(component):

You can:

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

Flow Connect

Flow Classic

Create New Measurement

Select Test Point*
Enter New Reading*
Note

Press [Save] to save the Measurement Reading.

Press [Back] to go back.

Flow Connect

Flow Classic

Pinned Step with Measurement History

Flow Connect

Flow Classic

Returns

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

The complete overview of the flow fragment(component):

You can:

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

Flow Connect

Flow Classic

Create New Return

Select Ownership*

Press [Next] to add new Return.

Press [Back] to go back.

Enter Planned Quantity*

Press [Save] to save the new Return.

Press [Back] to go back.

Flow Connect

Flow Classic

Receive

Select Return*

Press [Receive] to Receive the material.

Flow Connect

Flow Classic

Return to Location

Select Return Qty*
W/D/R No
Select Location No*
New Operational Condition

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

Press [Back] to go back.

Flow Connect

Flow Classic

Object

Update General Information for the connected Serial or Functional Object.

The complete overview of the flow fragment(component):

You can:

View and Update General Information for Serial or Functional Object
View Active and Historical Work Orders (Pinned Info)
View Attachments (Pinned Info)
View Spare Parts (Pinned Info)

Flow Connect

Flow Classic

Update General Info – Serial Object

Operational Status
Operational Condition
Type Designation
Category
Group ID
Item Class
Criticality
Location ID
Room
Position
Serial Rev
Manufacturer
Supplier
Safe Access
Free Notes

Press [Save] to save the changes.

Press [Menu] to go back to the menu.

Flow Connect

Flow Classic

Update General Info – Functional Object

Operational Status
Type Designation
Category
Group ID
Item Class
Criticality
Location ID
Main Position
Room
Position
Part No
Serial No
Manufacturer
Supplier
Manufactured Date and Time
Installation Date and Time
Safe Access
Free Notes

Press [Save] to save the changes.

Press [Menu] to go back to the menu.

Flow Connect

Flow Classic

Purchase Requisitions

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

The complete overview of the flow fragment(component):

You can:

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

Flow Connect

Flow Classic

Create New Purchase Requisition

Select Part*
Select Wanted Receipt Date*
Enter Purchase Qty*

Press [Next] to add the Person Assignment.

Press [Back] to go back.

Flow Connect

Flow Classic

Save Purchase Requisition

Condition Code
Select Status*
Enter Purchase Qty*

Press [Save] to save the Purchase Requisition.

Press [Back] to go back.

Flow Connect

Flow Classic

Edit and Delete Purchase Requisition

Purchase Qty*
Wanted Receipt Date*
Supplier
Condition Code
Status

Press [Save] to update the Purchase Requisition.

Press [Delete] to delete the Purchase Requisition.

Press [Back] to go back.

Flow Connect

Flow Classic

Debriefing

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

The complete overview of the flow fragment(component):

You can:

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

Flow Connect

Flow Classic

Update Closure Information

Set Status*
Fault Type
Symptom ID
Discovery ID
Actual Start Date and Time
Actual Finish Date and Time
Cause Details
Class ID
Performed Action
Action Taken
Performed Work
Item Class, Function, Cause

Press [Save] to save the changes.

Press [Print] to create the Debrief Report.

Press [Menu] to go back.

Flow Connect

Flow Classic

Debrief Report

Customer Signature*
Reported by Signature*

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

Customer Contact Email

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

Press [Back] to go back.

Flow Connect

Flow Classic

Debrief Report (example)

For an example of a Debrief Report:

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):

You can:

Contact User
Invite an External User to a call

Flow Connect

Flow Classic

Expenses

Create, delete Work Task Expenses.

The complete overview of the flow fragment(component):

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

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.

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

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.

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.

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.

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.

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.

Flow Connect

Flow Classic

* = Mandatory Field

PreviousMy Tasks (Inbox)NextPool Tasks (Inbox)

Last updated 2 months ago

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