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

Overview

The complete overview of the flow(app):

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

Pinned Info:

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.

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

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(component):

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(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)

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.

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.

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

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.

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

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(component):

You can:

• Contact User

• Invite an External User to a call

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

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

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.