18 Review Team Service Orders Mobile Applications
This chapter discusses these topics:
-
Section 18.1, "Review Team Service Orders Mobile Applications Overview"
-
Section 18.2, "Setting Up the Review Team Service Orders Mobile Applications"
-
Section 18.3, "Using the Review Team Service Orders Mobile Tablet Application (M17043)"
-
Section 18.4, "Using the Review Team Service Orders Mobile Smartphone Application (M17044)"
|
Important Note: Before using the mobile applications, Oracle strongly recommends that users have a complete understanding of how to use the associated processes and applications in the JD Edwards EnterpriseOne base software.For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see: |
18.1 Review Team Service Orders Mobile Applications Overview
You use the Review Team Service Orders mobile applications to easily review and update equipment service orders. You can use filters to search for service orders. For each service order, you can review equipment information, status and priority of the service order, planned start date, planned completion date, actual finish date, and failure description. You can also review the address and location details of the site where you must perform the service order, and use the device's map and navigational features to locate the site.
This table lists the applications that are available to review and update team service orders:
| Type of Application | Additional Information |
|---|---|
| Base EnterpriseOne application | To review and update service orders, use these applications in the JD Edwards EnterpriseOne system:
|
| Tablet application | Review Team Service Orders (M17043)
To download the application to your tablet, search on the following text in the application store:
|
| Smartphone application | Review Team Service Orders (M17044)
To download the application to your smartphone, search on the following text in the application store:
|
Before using the Review Team Service Orders tablet or smartphone applications, you:
-
Set processing options for the Review Team Service Orders mobile applications (M17043 and M17044).
-
Set processing options for the Field Service Inquiry program (P48100) to display all service orders.
18.1.1 Differences and Limitations: Equipment Search Results
Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.
When you work with notes for team service orders, the Review Team Service Orders mobile application for tablet uses the existing text attachments that are read-only. If you add any text to the existing notes, the device appends the new text to the existing text attachments for notes. You cannot change the already existing notes for any service order.
18.2 Setting Up the Review Team Service Orders Mobile Applications
Before using the Review Team Service Orders mobile applications (M17043 and M17044), you must set up the processing options of the applications in the JD Edwards EnterpriseOne system. You use the processing options to specify the versions of the programs that the system uses to process service order data for the mobile applications.
You also set up these processing options for the version of the Field Service Inquiry program (P48100) that you specify:
-
Work Order Type: Set this processing option to use service orders.
-
Only Show User's Work Orders: Set this processing option to display all service orders.
|
Note: When you log in to the mobile applications, the system looks at these processing options of the Field Service Inquiry program (P48100) and displays your service orders. |
|
Note: Oracle recommends that you use the information provided here to set the processing options for your version of the Field Service Inquiry program (P48100). If you set the processing options differently, the Review Team Service Orders mobile applications will not behave as expected. |
18.2.1 Setting Processing Options for the Review Team Service Orders Mobile Tablet Application (M17043)
You use processing options to specify default processing information for a program.
18.2.1.1 Versions
- 1. Field Service Inquiry (P48100) Version
-
Use this processing option to specify which version of the Field Service Inquiry program (P48100) the system uses. To process service orders, the Review Team Service Orders mobile tablet application (M17043) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0004.
- 2. Work Order Parts Detail (P17730) Version
-
Use this processing option to specify which version of the Work Order Parts Detail program (P17730) the system uses. To process service orders, the Review Team Service Orders mobile tablet application (M17043) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0002.
- 3. Work Order Labor Detail (P17732) Version
-
Use this processing option to specify which version of the Work Order Labor Detail program (P17732) the system uses. To process service orders, the Review Team Service Orders mobile tablet application (M17043) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0002.
18.2.2 Setting Processing Option for the Review Team Service Orders Mobile Smartphone Application (M17044)
You use processing options to specify default processing information for a program.
18.2.2.1 Versions
- 1. Field Service Inquiry (P48100) Version
-
Use this processing option to specify which version of the Field Service Inquiry program (P48100) the system uses. To process service orders, the Review Team Service Orders mobile smartphone application (M17044) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0004.
18.3 Using the Review Team Service Orders Mobile Tablet Application (M17043)
The Review Team Service Orders mobile tablet application (M17043) enables you to review details of equipment service orders. You can update the status of the service order, enter the actual date that you completed the service order, review parts and labor available for the service order, enter notes, and review previous notes.
Before you can use the application, you must download and install the application from the application store on your device.
18.3.1 Reviewing and Updating Team Service Orders Using Mobile Tablet Application (M17043)
To review and update team service orders:
-
Open the application by tapping the icon on your device, and then log in.
See Chapter 3, "Logging Into Mobile Enterprise Applications"
-
From the Review Team Service Orders home screen, enter the service order description partially or in whole in the Enter Order Description field to narrow the search to a specific service order. Then, tap the Search button next to the Enter Order Description field to search for service orders by description. Alternately, you can leave the Enter Order Description field empty and tap the Search button to retrieve all service orders.
-
From the Review Team Service Orders screen, review the service orders.
Figure 18-1 Review Team Service Orders Home Screen: Tablet
Description of ''Figure 18-1 Review Team Service Orders Home Screen: Tablet''
-
To filter service orders, tap the Filter icon at the top of the service order list.
- Start Date
-
Tap the From and To dropdown menus and specify the service order start date range that the system uses to search for service orders.
- Customer
-
This field retrieves the service orders based on the customer number of the orders. Specify the address book number for the customer for the service order.
Alternately, tap the Search button next to the Customer field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Supervisor
-
This field retrieves the service orders based on the supervisor number of the orders. Specify the address book number for the supervisor for the service order.
Alternately, tap the Search button next to the Supervisor field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Assigned To
-
This field retrieves the service orders based on the assigned-to value of the orders. Specify the Assigned To value for the service order.
Alternately, tap the Search button next to the Assigned To field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Status
-
Tap the From and To dropdown menus and specify the status range that the system uses to search for service orders.
- Priority
-
Tap the Priority dropdown menu and specify the priority that the system uses to search for service orders.
- Service Order Number
-
Specify the service order that you want to review. Tap the Service Order Number field and enter the service order number.
-
In the Filters pane, to discontinue the search and to go back to the list of service orders, tap the Cancel button.
To delete the filter values you specified, and to enter new filter values, tap the Clear button.
To continue the search by using the filter values that you specified, tap the Apply button. The device displays the list of service orders based on the filter values that you specified.
-
To review and update a service order, tap the service order from the list of service orders.
The system displays service order header information and four tabs: Service Order, Parts, Labor, and Notes. The Service Order tab is open by default.
-
To update the service order details, perform these steps:
-
To change the status of the service order, tap the Current Status dropdown menu and select a status.
You can also update the status of the service order by tapping the hyperlink in the Advance Status field.
Note:
Based on the work order activity rules, the system displays the Advance Status button with the next status. If work order activity rules are not applicable for your service order, or if the status is complete and no more statuses are available, then this button does not appear. -
To update the assigned to value for the service order, tap the Assigned To field and enter the address book number for the Assigned to field.
Alternately, tap the Search button next to the Assigned To field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
-
To update the planned start date, tap the Planned Start Date calendar dropdown, and select the new date.
-
To update the planned complete date, tap the Planned Complete Date calendar dropdown, and select the new date.
-
To update the actual finish date, tap the Actual Finish Date calendar dropdown, and select the new date.
-
Tap the Save button.
-
-
To use the device's map and navigational features, tap the data in the Equipment Coordinates and Site Address sections of the form.
Note:
The system displays the Map link only if the latitude and longitude values are available for the site location in the Equipment Master Address Locations program (P1704). -
To review available parts for the service order, tap the Parts tab.
-
To review labor details for the service order, tap the Labor tab.
-
To enter notes and view notes history, tap the Notes tab. To enter new notes, tap the New Notes field. The device appends the new notes to the existing notes in the Notes History section.
-
To view photos, tap the Photos button. The device displays the options to view photos of the service order, or of the equipment associated with the service order. The number displayed with the Photos options represents the total number of photos related to the service order or the associated equipment. Tap the option that you want to select.
-
To view photos of the associated equipment, tap the Equipment Photos link.
To view photos of the service order, tap the Service Order Photos link.
-
To view a photo, tap the photo icon.
Note:
The system displays service order photos from the media object in the Field Service Revisions program (P17100), and equipment photos from the media object in the Work with Equipment Master program (P1701). -
You can add new photos to the service order. Tap the Service Order Photos link and then tap the Add button. The system displays two options: Album and Camera.
To attach an existing photo from your device's photo gallery to the service order, tap the Album option.
To take a new photo, tap the Camera option to use the device's camera feature.
-
The system adds the photo to the list of photos and increments the number of photos available by 1 (One).
Note:
You cannot add photos when you select the Equipment photos tab. The photos that you see when you select the Equipment tab are called from the EnterpriseOne system. -
To save and update the service order, tap the Save button.
If you navigate away from the service order record without saving your updates, you will lose unsaved changes.
-
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.
18.4 Using the Review Team Service Orders Mobile Smartphone Application (M17044)
The Review Team Service Orders smartphone application (M17044) enables you to review details of team service orders.
Before you use the application, you must download and install the application from the application store on your device.
18.4.1 Reviewing Team Service Orders Using Mobile Smartphone Application (M17044)
To review team service orders:
-
Open the application by tapping the icon on your device, and then log in.
See Chapter 3, "Logging Into Mobile Enterprise Applications"
-
From the Manage Service Orders home screen, enter the service order description in the Enter Order Description field to narrow the search to a specific service order. Then, tap the Search button next to the Enter Order Description field to search for service orders by description. Alternately, you can leave the Enter Order Description field empty and tap the Search button to retrieve all service orders.
-
From the Manage Service Orders screen, review the service orders.
Figure 18-5 Manage Service Orders: Smartphone
Description of ''Figure 18-5 Manage Service Orders: Smartphone''
-
To filter service orders, tap the Filter icon at the top of the service order list.
- Start Date
-
Tap the From and To dropdown menus and specify the service order start date range that the system uses to search for service orders.
- Customer
-
Specify the address book number for the customer for the service order.
Alternately, tap the Search button next to the Customer field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Supervisor
-
Specify the address book number for the supervisor for the service order.
Alternately, tap the Search button next to the Supervisor field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Assigned To
-
Specify the Assigned To address value for the service order.
Alternately, tap the Search button next to the Assigned To field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Status
-
Tap the From and To dropdown menus and specify the status range that the system uses to search for service orders.
- Priority
-
Tap the Priority dropdown menus and specify the priority range that the system uses to search for service orders.
- Service Order Number
-
Specify the service order that you want to review. Tap the Service Order Number field and enter the service order number.
-
In the Filters screen, to discontinue the search and to go back to the list of service orders, tap the Cancel button.
To delete the filter values you specified, and to enter new filter values, tap the Clear button.
To continue the search by using the filter values that you specified, tap the Apply button. Tapping the Apply button takes you to the Review Team Service Orders screen that displays service orders based on your filter values.
-
To review a service order, tap the service order from the list of service orders.
The system displays service order header information and two tabs: Order and Customer. The Order tab is open by default. To use the device's map feature, tap the Map hyperlink in the Equipment Coordinates section.
Note:
The system displays the Map link only if the latitude and longitude values are available for the site location in the Equipment Master Address Locations program (P1704).Figure 18-7 Site Details Tab: Smartphone
Description of ''Figure 18-7 Site Details Tab: Smartphone''
-
To view customer details, tap the Customer tab. To use the device's navigational feature, tap the Site Address section of the screen.
-
To call the customer, tap the phone number and to text the customer, tap the Text button in the Phone field.
-
To view photos, tap the Photos button. The device displays the options to view photos of the service order, or of the equipment associated with the service order. The number displayed with the Photos options represents the total number of photos related to the service order or the associated equipment. Tap the option that you want to select.
-
To view photos of the associated equipment, tap the Equipment Photos link.
To view photos of the service order, tap the Service Order Photos link.
-
To view a photo, tap the photo icon.
Note:
The system displays service order photos from the media object in the Field Service Revisions program (P17100), and equipment photos from the media object in the Work with Equipment Master program (P1701). -
You can add new photos to the service order. Tap the Service Order Photos link and then tap the Add button. The system displays two options: Album and Camera.
To attach an existing photo from your device's photo gallery to the service order, tap the Album option.
To take a new photo, tap the Camera option to use the device's camera feature.
-
You can zoom in and zoom out photos for display. To zoom in, pinch and drag the part of the photo that you want to zoom in. To zoom out, drag and pinch the photo.
Note:
The zoom feature is not available on Android devices. -
The system adds the photo to the list of photos and increments the number of photos available by 1 (One).
Note:
You cannot add photos when you select the Equipment photos tab. The photos that you see when you select the Equipment tab are called from the EnterpriseOne system. -
To go back to the Order or Customer screen, tap the Back button.
-
To go back to the list of service orders, tap the Orders button.
-
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.
