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):

71KB

My Tasks Cloud.pdf

PDF

Open

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):

25KB

Journal Fragment Cloud.pdf

PDF

Open

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):

83KB

Measurements Fragment Cloud.pdf

PDF

Open

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):

169KB

Returns Fragment Cloud.pdf

PDF

Open

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):

140KB

Object Fragment Cloud.pdf

PDF

Open

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):

107KB

Purchase Requisitions Fragment - Cloud.pdf

PDF

Open

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):

151KB

Debriefing Fragment Cloud.pdf

PDF

Open

32KB

Create Debrief Report Fragment Cloud.pdf

PDF

Open

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:

238KB

Debrief_WO_158_168.pdf

PDF

Open

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):

52KB

Remote Assistance HL Fragment Cloud.pdf

PDF

Open

You can:

• Contact User

• Invite an External User to a call

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

Flow Connect	Flow Classic

Expenses

Create, delete Work Task Expenses.

The complete overview of the flow fragment(component):

203KB

Expenses Fragment Cloud.pdf

PDF

Open

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