5 Create Equipment Work Orders Mobile Application
This chapter discusses these topics:
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Section 5.1, "Create Equipment Work Orders Mobile Application Overview"
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Section 5.2, "Setting Up the Create Equipment Work Orders Mobile Application"
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Section 5.3, "Using the Create Equipment Work Orders Mobile Tablet Application (M177142)"
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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: |
5.1 Create Equipment Work Orders Mobile Application Overview
You use the Create Equipment Work Orders mobile tablet application (M177142) to enter new equipment work orders, and to review and update existing work orders. You can use filters to search for equipment work orders. You can enter customer and equipment information, status and priority of the work order, requested completion date, enter notes and view previous notes.
You can update the status of the work order and also the associated children work orders.
This table lists the applications that are available to enter and update equipment work orders:
| Type of Application | Additional Information |
|---|---|
| Base EnterpriseOne application | To enter and update equipment work orders, use these applications in the JD Edwards EnterpriseOne system:
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| Tablet application | Create Equipment Work Orders (M177142)
To download the application to your tablet, search on the following text in the application store:
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Before using the Create Equipment Work Orders mobile tablet application, you:
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Set processing options for the Create Equipment Work Orders mobile tablet application (M177142).
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Set processing options for the Work Order Revisions program (P17714) to display only maintenance work orders.
5.1.1 Differences and Limitations: Create Equipment Work Orders
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.
Difference in the Search Functionality
The Create Equipment Work Orders mobile application uses your login ID to search for your work orders. After you launch the mobile application, the system displays a list of all your work orders. You can filter work orders from your list.
When you search for work orders in the Work Order Entry program (P48201), you can specify the search criteria across all work orders to which you have access. Therefore, your search results in the mobile application can differ from the search results in the base application.
Difference in the Text Attachment Functionality
The Create Equipment Work Orders mobile application appends new text attachments that you enter to the existing texts attachments. In the mobile application, existing text attachments are read-only, and you cannot edit them. You can review existing attachments in the Notes History field and enter new texts in the New Notes field.
When you enter a new text attachment in the Work Order Revisions program (P17714), you are adding the new text to the existing texts in the text attachment entry field. You can update existing texts.
Barcode Scanning (Release 9.1 Update)
The Create Equipment Work Orders mobile application (M177142) is designed to scan data from a barcode and populate the equipment number in the Equipment Number field. To scan barcode data, you can use the native camera on your device or a third-party handheld Bluetooth-enabled scanning device. To use this functionality, you must create barcodes that represent a single field in the JD Edwards EnterpriseOne system. This application does not accept barcodes that consist of data for multiple fields.
You can generate barcodes using services such as those offered by Barcodes Inc.
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Note: Oracle is not affiliated with Barcodes, Inc., and does not require or recommend that you use this service to create your barcodes. |
Language Support
Additionally, you should be aware of how a user's language preference can affect the search functionality for business unit and branch/plant records. See Section 1.2.2.1, "Language Support for Business Unit and Branch Plant Searches"
5.2 Setting Up the Create Equipment Work Orders Mobile Application
Before using the Create Equipment Work Orders mobile tablet application (M177142), you:
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Set processing options for the Create Equipment Work Orders mobile tablet application (M177142).
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Set processing options for the specified version of the Work Order Revisions program (P17714).
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(Release 9.1 Update) Set the Bluetooth option in your device's settings to disable Bluetooth if you want to use the native device camera to scan barcodes of equipment number. Enable the Bluetooth option if you want to use a Bluetooth-enabled scanning device to scan the barcodes. To scan barcodes using a Bluetooth scanning device, you must configure the scanning device on the mobile device.
5.2.1 Setting Processing Options for the Create Equipment Work Orders Mobile Tablet Application (M177142)
You use processing options to specify default processing information for a program.
5.2.1.1 Versions
- 1. Work Order Revisions (P17714) Version
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Use this processing option to specify which version of the Work Order Revisions program (P17714) the system uses. To process work orders, the Create Equipment Work Orders mobile tablet application (M177142) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0003.
- 2. Search for Work Orders (P48022) Version
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Use this processing option to specify which version of the Search for Work Orders program (P48022) the system uses. To process work orders, the Create Equipment Work Orders mobile tablet application (M177142) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.
5.2.2 Set Processing Options for the Work Order Revisions Program (P17714)
You also set up these processing options for the version of the Work Order Revisions program (P17714) that you specify:
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Work Order Document Type: Set this processing option to use maintenance work orders.
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Work Order Type: Set this processing option to use maintenance order.
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Note: When you log in to the mobile applications, the system looks at these processing options of the Work Order Revisions program (P17714) and displays maintenance work orders. |
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Note: Oracle recommends that you use the information provided here to set the processing options for your version of the Work Order Revisions program (P17714). If you set the processing options differently, the Create Equipment Work Orders mobile application will not behave as expected. |
5.2.3 Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
The Create Equipment Work Orders mobile application (M177142) includes the Equipment Number field in two locations in the app. One is in the filters screen, and another is in the screen that displays when you add a new equipment work order record. You use the Equipment Number filter to filter records by equipment number. When you create a new equipment work order record using the Create Equipment Work Orders mobile application (M177142), you must enter the equipment number in the Equipment Number field.
You can populate the Equipment Number field (in the filter screen, as well as in the add new equipment word order screen) using three options:
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Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search and select button to search and select a piece of equipment.
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Use the camera application on your mobile device to scan the data. To use this option, you must disable the Bluetooth option in your device settings.
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Use a Bluetooth-enabled scanning device to scan the data. To use this option, you must:
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Enable the Bluetooth option in your device settings.
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Configure the third-party scanning device to connect to your mobile device.
Note that when you enable the Bluetooth in your device settings, the system locks the keyboard and you can use the keyboard only after you disable the Bluetooth option.
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5.3 Using the Create Equipment Work Orders Mobile Tablet Application (M177142)
The Create Equipment Work Orders mobile tablet application (M177142) enables you to add new equipment work orders, and to review and update existing work orders.
Before you can use the application, you must download and install the application from the application store on your device.
5.3.1 Entering Work Orders Using a Mobile Tablet Application (M177142)
To add new work orders:
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Open the application by tapping the icon on your device, and then log in.
See Section 3, "Logging Into Mobile Enterprise Applications"
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From the My Equipment Work Orders screen, review the work orders in the list. In the right pane, the system displays the details of the work order that appears first in the list.
Figure 5-1 Create Equipment Work Orders Home Screen
Description of ''Figure 5-1 Create Equipment Work Orders Home Screen''
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To filter work orders, tap the filter icon at the top of the work order list and complete any of the following fields to narrow your search.
- Status
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Tap the From and To dropdown menus and specify the status range that the system uses to search for work orders.
- Priority
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Tap the Priority dropdown menu and specify the priority that the system uses to search for work orders.
- Order Date
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Tap the From and To dropdown menus and specify the work order start date range that the system uses to search for work orders.
- Equipment Number (Release 9.1 Update)
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Enter data in the Equipment Number field using one of these options:
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Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search and select button to search and select a piece of equipment.
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Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Equipment Number field. The system launches the device camera and you can scan the barcode of the equipment.
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Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Equipment Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
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In the filters screen, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
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Takes you to the list of equipment work orders that are displayed based on your filter values.
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Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
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Takes you to the list of equipment work orders associated with the last saved filter values, if applicable.
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Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.
To delete all filter values you specified, and to enter new filter values, tap the Clear button.
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To add a work order, tap the add icon next to the filter icon.
Figure 5-2 Work Order Add Screen, Work Order Details Tab
Description of ''Figure 5-2 Work Order Add Screen, Work Order Details Tab''
The system displays equipment work order header information and two tabs: Work Order Details and Notes. The Work Order Details tab is open by default.
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You must enter values to the mandatory fields that are marked with an * (asterisk).
If you have set the processing options in the Work Order Revisions program (P17714) to use default values in the Customer Number, Assigned To Number, Priority, Supervisor Number, and Failure Description fields, the system populates these fields with the default values.
If you have not set up the processing option to use a default customer, the system populates the Customer Number field based on the equipment number that you enter. The system also populates the Site Number field based on the equipment number that you enter.
The system populates the Requested Finish Date field with the system date.
You can change the default values in all these fields.
- Equipment Number (Release 9.1 Update)
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Enter data in the Equipment Number field using one of these options:
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Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search and select button to search and select a piece of equipment.
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Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Equipment Number field. The system launches the device camera and you can scan the barcode of the equipment.
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Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Equipment Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
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- Branch Plant
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To add or change the branch plant, you can use the search icon to search for a value and return it to the Branch Plant field, or you can manually enter the branch plant number in the field.
- Customer Number
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To add or change the customer number, you can use the search icon to search for a value and return it to the Customer Number field, or you can manually enter the address book number of a customer in the field.
To search for a customer, tap the search icon. In the Customer search screen, you can use a combination of the customer name and search type to search for a customer. After you specify values for your search, tap the Search button. The system pulls up all records that satisfy the search criteria.
To discontinue the search and to go back to the filters screen, tap the Cancel button.
To return a value back to the Customer Number field, tap the customer record from the search result.
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To change the priority of the work order, tap the Priority dropdown menu and select a priority level.
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You can also update the status of the work order by tapping the Advance Status button.
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 work order, or if the status is complete and no more statuses are available, then this button does not appear. -
To select the date when you request the work order to be completed, tap the Requested Finish Date dropdown menu.
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If you set the processing option in the Work Order Revisions program (P17714) to automatically display the status window when adding a work order, the system displays the Status Update tab next to the Work Order Details tab.
If you enter a valid equipment number in the Equipment Number field, the system displays the Equipment Status Information section in the Status Update screen.
To update the work order status and to enter remarks about the work order status change, tap the Status Update tab.
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To change the date and time when a status is assigned to the work order, tap the Beginning Date and Time dropdown menu.
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To enter remarks about the status, tap the Remarks field.
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To change the status of the work order, tap the New Status dropdown menu and select a status.
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To automatically update the status of the children work orders associated with the work order, tap the Update Children Status option.
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To enter notes, tap the Notes tab and enter texts in the New Notes field.
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You can access the Clear and Defaults options by tapping the menu button next to the Save button.
To delete the values you entered and to enter new values, tap the Clear button.
To restore the default values, tap the Defaults button.
To save your entries, tap the Save button. To save the work order and to add photos to the work order, tap the Save and Add Photo button at the bottom right of the screen.
If you navigate away from the work order record without saving your updates, you will lose unsaved changes.
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To add a work order photo, tap the Add button in the Equipment Work Order Photos screen.
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.
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You can add a description of the photo. To save the photo, tap the Save button. The system adds the photo to the Equipment Work Order Photos screen, and increments the number of photos available by 1 (One) in the Photos button.
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To discontinue adding the photo and to go back to the Equipment Work Order Photos screen, tap the Cancel button.
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To go back to the My Equipment Work Orders screen, tap the Back button.
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To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.
5.3.2 Reviewing and Updating Work Orders By Using a Mobile Tablet Application
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To review and update an existing work order, tap the work order from the My Equipment Work Orders screen. The system displays the details screen of the work order and you can review and update information about the work order.
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To enter notes and to view previous notes, tap the Notes tab. To enter notes, tap the New Notes field and enter texts.
Note:
When you enter text in the New Notes field and tap the Save button, the system adds the new text to the text in the Notes History field, and leaves the New Notes field blank. -
To view photos of the work order, or the equipment associated with the work order, tap the Photos button.
When you tap the Photos button, the system displays two options: Equipment Work Order Photos and Equipment Photos. The number displayed on each option represents the total number of photos related to the work order or the equipment.
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To view existing photos of the equipment work order and to add new photos, tap the Equipment Work Order Photos option.
To view photos of the equipment, tap the Equipment Photos option.
Figure 5-5 Equipment Work Order Photos: Tablet
Description of ''Figure 5-5 Equipment Work Order Photos: Tablet''
A list of photos appear as thumbnails in the left pane. In the right pane, the system displays the photo that is first on the list.
To view a photo, tap the photo thumbnail. To delete a photo, tap the Delete button. On the confirmation window that opens, tap to confirm that you are deleting the photo. The system removes the photo from the list of photos.
To add a photo to the equipment work order, 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.
Note:
You cannot add or delete photos when you select the Equipment Photos option. The photos that you see in the Equipment Photos screen are retrieved from the EnterpriseOne system. -
You can add a description of the photo. To save the photo, tap the Save button. The system adds the photo to the list of photos, and increments the number of photos available by 1 (One).
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To go back to the My Equipment Work Orders screen, tap the Back button.
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To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.