9 Manage My Work Orders Mobile Applications

This chapter discusses these topics:

Section 9.1, "Manage My Work Orders Mobile Applications Overview"
Section 9.2, "Setting Up the Manage My Work Orders Mobile Applications"
Section 9.3, "Using the Manage My Work Orders Mobile Tablet Application (M17020)"
Section 9.4, "Using the Manage My Work Orders Disconnected Mobile Tablet Application (M17026)"
Section 9.5, "Using the Manage My Work Orders Mobile Smartphone Application (M17010)"
Section 9.6, "Using the Manage My Work Orders Disconnected Mobile Smartphone Application (M17016)"

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:

"Understanding Field Service Work Orders" in the JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide

9.1 Manage My Work Orders Mobile Applications Overview

You use the Manage My Work Orders mobile applications to easily review and update work orders assigned to you. You can use filters to search for work orders. For each work order, you can review equipment information, status and priority of the work 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 work order, and use the device's map and navigational features to locate the site.

Two types of Manage My Work Orders applications are available:

The Manage My Work Orders mobile applications enable you to manage your work orders while connected to the internet.
The Manage My Work Orders Disconnected mobile applications enable you to manage your work orders regardless of whether your have internet connectivity. (You can upload your changes when you are reconnected to the internet.)

This table lists the applications that are available to review and update equipment work orders:

Type of Application	Additional Information
Base EnterpriseOne application	To review and update equipment work orders, use these applications in the JD Edwards EnterpriseOne system: Field Service Inquiry (P48100) Field Service Revisions (P17100) Work Order Parts Detail (P17730) Work Order Labor Detail (P17732) Work Order Inventory Issues (P31113)
Tablet application - Connected	Manage My Work Orders (M17020) To download the application to your tablet, search on the following text in the application store: JD Edwards My Work Orders
Tablet application - Disconnected	Manage My Work Orders Disconnected (M17026) To download the application to your tablet, search on the following text in the application store: JD Edwards My Work Orders Disconnected
Smartphone application - Connected	Manage My Work Orders (M17010) To download the application to your smartphone, search on the following text in the application store: JD Edwards My Work Orders
Smartphone application - Disconnected	Manage My Work Orders Disconnected (M17016) To download the application to your smartphone, search on the following text in the application store: JD Edwards My Work Orders Disconnected

9.1.1 Disconnected Updates - Manage My Work Orders Tablet and Smartphone (Release 9.1 Update)

The Manage My Work Orders Disconnected applications enable users to update work orders when they are not connected to the network. All steps for updating your work orders are the same whether you are using the disconnected or the connected applications.

For the disconnected applications, the way in which data is retrieved from, and updated to the EnterpriseOne system is different from the connected applications.

After logging into the application, users must load their mobile device with work order data from the server. This step must be performed while users are connected to the network. They can then remain connected to the network, or they can disconnect, and make changes to their work order records while away from the office. All changes made to the work orders are stored locally on the mobile device.

When the users are done making changes, and are reconnected to the network, they can upload their changes back to the EnterpriseOne server. Users cannot perform the upload when disconnected.

To use the disconnected applications, you must be on JD Edwards EnterpriseOne Tools release 9.1.5.3 or later and have the version of the Manage My Work Orders mobile application that supports disconnected processing.

Additionally, be aware that logging into a disconnected application might be slightly different than when logging into an application that does not support disconnected mode. See Section 3.1.2, "Logging In When In Disconnected Mode (Release 9.1 Update)"

9.1.2 Barcode Scanning (Release 9.1 Update)

The Manage My Work Orders tablet application (M17020) and the Manage My Work Orders smartphone application (M17010) are designed to scan data from a barcode and populate the work order number and equipment number in the Work Order and Equipment filter fields. 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. These applications do not accept barcodes that consist of data for multiple fields.

You can generate barcodes using services such as those offered by Barcodes Inc.

Note:

Oracle is not affiliated with Barcodes, Inc. and does not require or recommend that you use this service to create your barcodes.

9.2 Setting Up the Manage My Work Orders Mobile Applications

Before using the Manage My Work Orders tablet or smartphone applications, you:

Set processing options for the Manage My Work Orders mobile applications (M17020, M17026, M17010, and M17016).
Set processing options for the Field Service Inquiry program (P48100) to display only those work orders that are assigned to you.
Set processing options for the Work Order Inventory Issues program (P31113) to display the recommended issued quantity for all parts, and to process the issue of parts for all records.
(Release 9.1 Update) Disable the Bluetooth option in your device's settings if you want to use the native device camera to scan barcodes of work order and equipment. 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.

Support for barcode is available only in the Manage My Work Orders tablet (M17020) and the Manage My Work Orders smartphone (M17010) applications.

9.2.1 Setting Processing Options for the Manage My Work Orders Mobile Tablet Applications (M17020 and M17026)

You use processing options to specify default processing information for a program.

9.2.1.1 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 work orders, the mobile tablet applications (M17020 and M17026) use the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.
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 work orders, the mobile tablet applications (M17020 and M17026) use 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 work orders, the mobile tablet applications (M17020 and M17026) use the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0002.
4. Work Order Inventory Issues (P31113) Version: Use this processing option to specify which version of the Work Order Inventory Issues program (P31113) the system uses. To process work orders, the mobile tablet applications (M17020 and M17026) use the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0002.

9.2.2 Setting Processing Option for the Manage My Work Orders Mobile Smartphone Applications (M17010 and M17016)

You use processing options to specify default processing information for a program.

9.2.2.1 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 work orders, the mobile smartphone applications (M17010 and M17016) use the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

9.2.3 Setting Up Processing Options of the Field Service Inquiry Program (P48100) and Work Order Inventory Issues Program (P31113)

You must 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 equipment work orders.
Only Show User's Work Orders: Set this processing option to display only your work orders.

Note:

When you log in to the mobile applications, the system verifies these processing options of the Field Service Inquiry program (P48100) and displays your equipment work orders.

You also set up these processing options for the version of the Work Order Inventory Issues program (P31113) that you specify:

Issue Material For: Set this processing option to automatically enter the recommended issued quantity for all parts.
Select All Lines for Issue on Entry: Set this processing option to process issue for all records.

Note:

The system uses these processing options of the Work Order Inventory Issues program (P31113) to process and issue parts for the work order.

Note:

Oracle recommends that you use the information provided here to set the processing options for your versions of the Field Service Inquiry program (P48100) and Work Order Inventory Issues program (P31113). If you set the processing options differently, the Manage My Work Orders mobile applications will not work as expected.

See:

9.2.4 Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)

The Work Order and Equipment filters available in the Manage My Work Orders mobile applications enable you to filter work order records by work order and equipment. For the Manage My Work Orders tablet (M17020) and the Manage My Work Orders smartphone (M17010) applications, you have three options to enter data in these filter fields. You can:

Use the keyboard on your mobile device to manually enter the data.
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.
Use a Bluetooth-enabled scanning device to scan the data. To use this option, you must:
1. Enable the Bluetooth option in your device settings.
2. Configure the third-party scanning device to connect to your mobile device.
Note that when you enable the Bluetooth option in your device settings, the system locks the keyboard; you can use the keyboard only after you disable the Bluetooth option.

9.3 Using the Manage My Work Orders Mobile Tablet Application (M17020)

The Manage My Work Orders mobile tablet application (M17020) enables you to:

Review details of equipment work orders that are assigned to you.
Update work order status.
Enter the actual date that you completed a work order.
Review parts and labor available for a work order.
Issue parts required to complete a work 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.

9.3.1 Managing Work Orders Using a Mobile Tablet Application (M17020)

To manage work orders:

Open the application by tapping the My WO icon on your device, and then log in.

See Chapter 3, "Logging Into Mobile Enterprise Applications"
From the My Work Orders screen, review the work orders.

Figure 9-1 My Work Orders - Work Order Tab: Tablet

Description of ''Figure 9-1 My Work Orders - Work Order Tab: Tablet''
To filter work orders, tap the filter icon at the top of the work order list, and complete any of these fields to narrow your search:
Start Date

Tap the From and To drop-down menus and specify the work order start date range that the system uses to search for work orders.

Status

Tap the From and To drop-down menus and specify the status range that the system uses to search for work orders.

Priority

Tap the Priority drop-down menu and specify the priority that the system uses to search for work orders.

Work Order (Release 9.1 Update)
Enter data in the Work Order field using one of these options:
- 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 work order.
- Use the camera application on your mobile device to scan the data.
  
  To use this option, tap the QR Code button next to the Work Order field. The system launches the device camera and you can scan the barcode of the work order.
- Use a Bluetooth-enabled scanning device to scan the data.
  
  To use this option, tap the Work Order field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
Equipment Number (Release 9.1 Update)
Enter data in the Equipment Number field using one of these options:
- 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.
- 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.
- 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.
See Section 9.2.4, "Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)"
In the Filters window, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
- Takes you to the list of work orders that are displayed based on your filter values.
- 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:
- Takes you to the list of work orders associated with the last saved filter values, if applicable.
- 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, tap Clear. You can then enter new filter values or leave them blank, and then tap Apply.
To review and update a work order, tap the work order from the list of work orders.

The system displays work order header information and four tabs: Work Order, Parts, Labor, and Notes. The Work Order tab is open by default.
To change the status of the work order, tap the Current Status drop-down menu and select a status.

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, this button does not appear.

To select the date that you completed the work order, tap the Actual Finish Date drop-down menu.
To use the device's map and navigational features, tap the data in the Map 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 location in the Equipment Master Address Locations program (P1704).
To review available parts and to issue parts for the work order, tap the Parts tab. To issue parts that have not been issued, tap the Issue Parts option at the top left of the parts list. The system updates the Actual Quantity field. Note that if the Estimated Quantity and the Actual Quantity for all parts is the same, the Issue Parts option is disabled.

If parts record does not exist for the work order, the Parts screen will be blank, and the Issue Parts option is not displayed.
To review labor details for the work 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, and enter your note.

Note:

The tablet application retrieves only the first text attachment available in the media object of the Field Service Revisions program (P17100), and displays the retrieved text in the Notes History field.

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: Work Order and Equipment. The number displayed on each option represents the total number of photos for the work order or the equipment.
To view existing photos of the work order and to add new photos, tap the Work Order option.

To view photos of the equipment, tap the Equipment option.

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. Note that you can only delete photos that have not yet been updated to the EnterpriseOne system. The delete option is not available for photos that exist in the EnterpriseOne system. Those photos can only be deleted directly in the EnterpriseOne system.

To add a photo to the 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 work order, tap the Album option.

To take a new photo, tap the Camera option to use the device's camera feature. You can manually enter a name for the photo, or the system will assign a number to the photo.

Note:
You cannot add or delete photos when you select the Equipment option. The equipment photos that you see in the tablet application are retrieved from the EnterpriseOne system.
You can add a description of the photo. The system adds the photo to the list of photos, and increments the number of photos available by 1 (One).
To save and update the work order, tap the Save button.

If you navigate away from the work 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.

9.4 Using the Manage My Work Orders Disconnected Mobile Tablet Application (M17026)

The Manage My Work Orders Disconnected mobile tablet application (M17026) enables you to review and update your equipment work orders when you are not connected to the network. The system saves your updates locally, and you can upload them to the EnterpriseOne system when you are connected to the network.

You can perform these updates offline:

Update work order status.
Enter the actual date that you completed a work order.
Review parts and labor available for a work order.
Issue parts required to complete a work 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.

9.4.1 Managing Work Orders Using a Mobile Tablet Disconnected Application (M17026)

To manage work orders when you are offline:

Open the application by tapping the My WO Tablet DCN icon on your device, and then log in.

See Chapter 3, "Logging Into Mobile Enterprise Applications"

You must complete this step while connected to the network.

See the following for information about logging in while disconnected: Section 3.1.2, "Logging In When In Disconnected Mode (Release 9.1 Update)"

Note that if you are using an iOS device, you will see the number of changed records as a notification on the icon on your device. If you are using an Android device, this number is not displayed.
From the My Work Orders screen, click the Get My Work Orders button at the top left to load the application with data.

You must be connected to your network to load work order data. If you are not connected, the Get My Work Orders button is disabled.

Figure 9-2 Work Order Tab: Tablet Disconnected

Description of ''Figure 9-2 Work Order Tab: Tablet Disconnected''
To filter work orders, tap the filter icon at the top of the work order list, and complete any of these fields to narrow your search:

Start Date

Tap the From and To drop-down menus and specify the work order start date range that the system uses to search for work orders.

Status

Tap the From and To drop-down menus and specify the status range that the system uses to search for work orders.

Priority

Tap the Priority drop-down menu and specify the priority that the system uses to search for work orders.

Work Order (Release 9.1 Update)

Tap the Work Order field and enter data that the system uses to search for work orders.

Equipment Number (Release 9.1 Update)

Tap the Equipment Number field and enter data that the system uses to search for work orders.

Additionally, you can filter your search by the upload status of the records.
In the Filters window, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
- Takes you to the list of work orders that are displayed based on your filter values.
- 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:
- Takes you to the list of work orders associated with the last saved filter values, if applicable.
- 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, tap Clear. You can then enter new filter values or leave them blank, and then tap Apply.
To review and update a work order, tap the work order from the list of work orders.

The system displays work order header information and four tabs: Work Order, Parts, Labor, and Notes. The Work Order tab is open by default.
To change the status of the work order, tap the Current Status drop-down menu and select a status.

You can also update the status of the work order by tapping the Advance Status button.

Note:

To select the date that you completed the work order, tap the Actual Finish Date drop-down menu.
To use the device's map and navigational features, tap the data in the Map 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 location in the Equipment Master Address Locations program (P1704).
To review available parts and to issue parts for the work order, tap the Parts tab. To issue parts that have not been issued, tap the Issue Parts option at the top left of the parts list. The system updates the Actual Quantity field. Note that if the Estimated Quantity and the Actual Quantity for all parts is the same, the Issue Parts option is disabled.

Figure 9-3 Parts Tab: Tablet Disconnected

Description of ''Figure 9-3 Parts Tab: Tablet Disconnected''

If parts record does not exist for the work order, the Parts screen will be blank, and the Issue Parts option is not displayed.
To review labor details for the work 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, and enter your note. When you exit out of the field, the system saves the changes locally, and commits the changes when you upload the work order.

Note:

When you enter text in the New Notes field and exit out of the note field, the system leaves the new text in the New Notes field until it has been uploaded to the EnterpriseOne system. After a successful upload, the new text then appears in the Note History field.

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: Work Order and Equipment. The number displayed on each option represents the total number of photos for the work order or the equipment.
To view existing photos of the work order and to add new photos, tap the Work Order option.

To view photos of the equipment, tap the Equipment option.

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. Note that you can only delete photos that have not yet been updated to the EnterpriseOne system. The delete option is not available for photos that exist in the EnterpriseOne system. Those photos can only be deleted directly in the EnterpriseOne system.

To add a photo to the 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 work order, tap the Album option.

To take a new photo, tap the Camera option to use the device's camera feature. You can manually enter a name for the photo, or the system will assign a number to the photo.

Note:
You cannot add or delete photos when you select the Equipment option. The equipment photos that you see in the tablet application are retrieved from the EnterpriseOne system.
You can add a description of the photo. The system adds the photo to the list of photos, and increments the number of photos available by 1 (One).
When you return to the Manage My Work Orders screen, note that an upload status message of "Record Was Changed" now appears on the work order record.
If you made a change to a work order, and then do not want that change saved to the database, you can either:
- Change the value back to the original value, and upload the record when you are connected to the network again.
- Leave the incorrect value as it is, and when you are connected to the network again, click Get My Work Orders. This will overwrite the changes you made locally with the data from the EnterpriseOne database. If you choose this method, all local changes will be overwritten, including changes to other work orders.
To upload your changes to the EnterpriseOne network, you must first connect to the network. When you are connected, the system enables these buttons:
- Get My Work Orders
  
  Tap this button to overwrite the data on your device with the data from the EnterpriseOne database. If you tap this button before uploading your changes, all of your locally-saved changes will be lost, and overwritten with the data from EnterpriseOne.
- Upload
  
  Tap this button to upload the changes to the EnterpriseOne database. The system displays a list of changed work orders. Tap Upload again to continue. Once the upload completes, the application changes the message in the list to Record Was Uploaded (green) or Upload Error (red).
If your record was in error, tap the record to view details about the error. The system displays the error information at the top of the screen, and indicates the tab(s) on which the error is located.

Fix the error, and then repeat the upload process to save your changes to the EnterpriseOne database.
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.

9.5 Using the Manage My Work Orders Mobile Smartphone Application (M17010)

The Manage My Work Orders smartphone application (M17010) enables you to review details of equipment work orders that are assigned to you.

Before you can use the application, you must download and install the application from the application store on your device.

9.5.1 Managing Work Orders Using a Mobile Smartphone Application (M17010)

To manage work orders:

Open the application by tapping the My WO icon on your device, and then log in.

See Chapter 3, "Logging Into Mobile Enterprise Applications"
From the My Work Orders screen, review the work orders. To refresh the data on the screen, swipe down on the screen.
To filter work orders, tap the filter icon at the top of the work order list, and complete any of these fields to narrow your search:
Start Date

Tap the From and To drop-down menus and specify the work order start date range that the system uses to search for work orders.

Status

Tap the From and To drop-down menus and specify the status range that the system uses to search for work orders.

Priority

Tap the Priority drop-down menu and specify the priority that the system uses to search for work orders.

Work Order (Release 9.1 Update)
Enter data in the Work Order field using one of these options:
- 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 work order.
- Use the camera application on your mobile device to scan the data.
  
  To use this option, tap the QR Code button next to the Work Order field. The system launches the device camera and you can scan the barcode of the work order.
- Use a Bluetooth-enabled scanning device to scan the data.
  
  To use this option, tap the Work Order field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
Equipment Number (Release 9.1 Update)
Enter data in the Equipment Number field using one of these options:
- 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.
- 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.
- 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.
See Section 9.2.4, "Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)"
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:
- Takes you to the list of work orders that are displayed based on your filter values.
- 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:
- Takes you to the list of work orders associated with the last saved filter values, if applicable.
- 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.
To review a work order, tap the work order from the list of work orders.

Figure 9-4 Order Details Tab: Smartphone

Description of ''Figure 9-4 Order Details Tab: Smartphone''

The system displays work order header information and two tabs: Order Details and Site Details. The Order Details tab is open by default. To use the device's map feature, tap the Map link in the Equipment Coordinates section of the screen.

Figure 9-5 Site Details Tab: Smartphone

Description of ''Figure 9-5 Site Details Tab: Smartphone''
To view location details, tap the Site Details tab. To use the device's navigational feature, tap the Site Address section of the screen.

Note:
The system displays the Map link only if the latitude and longitude values are available for the location in the Equipment Master Address Locations program (P1704).
To call the customer, tap the phone number. To text the customer, tap the text icon on the right.
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: Work Order and Equipment. The number displayed on each option represents the total number of photos for the work order or the equipment.
To view existing photos of the work order and to add new photos, tap the Work Order option.

To view photos of the equipment, tap the Equipment option.

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.
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.
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 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 work 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 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).

Note:

The system displays work 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).

To go back to the Order Details or Site Details screen, tap the Details button.
To go back to the list of work 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.

9.6 Using the Manage My Work Orders Disconnected Mobile Smartphone Application (M17016)

The Manage My Work Orders Disconnected smartphone application (M17016) enables you to review and update your equipment work orders even when you are not connected to the network. The system saves your updates locally, and you can upload them to the EnterpriseOne system when you are connected to the network.

You can perform these updates offline:

Enter new notes.
Add photos.

Before you can use the application, you must download and install the application from the application store on your device.

9.6.1 Managing Work Orders Using a Mobile Smartphone Disconnected Application (M17016)

To manage work orders when you are offline:

Open the application by tapping the My WO Phone DCN icon on your device, and then log in.

See Chapter 3, "Logging Into Mobile Enterprise Applications"

You must complete this step while connected to the network.

See the following for information about logging in while disconnected: Section 3.1.2, "Logging In When In Disconnected Mode (Release 9.1 Update)"

Note that if you are using an iOS device, you will see the number of changed records as a notification on the icon on your device. If you are using an Android device, this number is not displayed.
From the My Work Orders screen, click the Get WO button at the top left to load the application with data.

You must be connected to your network to load work order data. If you are not connected, the Get WO button is disabled.

Figure 9-6 My Work Orders: Phone Disconnected

Description of ''Figure 9-6 My Work Orders: Phone Disconnected''
To filter work orders, tap the filter icon at the top of the work order list, and complete any of these fields to narrow your search:

Start Date

Tap the From and To drop-down menus and specify the work order start date range that the system uses to search for work orders.

Status

Tap the From and To drop-down menus and specify the status range that the system uses to search for work orders.

Priority

Tap the Priority drop-down menu and specify the priority that the system uses to search for work orders.

Work Order (Release 9.1 Update)

Tap the Work Order field and enter data that the system uses to search for work orders.

Equipment Number (Release 9.1 Update)

Tap the Equipment Number field and enter data that the system uses to search for work orders.

Additionally, you can filter your search by the upload status of the records.
In the Filters window, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
- Takes you to the list of work orders that are displayed based on your filter values.
- 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:
- Takes you to the list of work orders associated with the last saved filter values, if applicable.
- 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, tap Clear. You can then enter new filter values or leave them blank, and then tap Apply.
To review a work order, tap the work order from the list of work orders.

The system displays work order header information and three tabs: Order, Site, and Notes. The Order tab is open by default.
To use the device's map and navigational features, tap the Map link in the Equipment Coordinates section of the screen.
To view location details, tap the Site tab. To use the device's navigational feature, tap the Site Address section of the screen.

Note:
The system displays the Map link only if the latitude and longitude values are available for the location in the Equipment Master Address Locations program (P1704).
To call the customer, tap the phone number. To text the customer, tap the text icon on the right.

Note:

The smartphone application retrieves only the first text attachment available in the media object of the Field Service Revisions program (P17100), and displays the retrieved text in the Notes History field.

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: Work Order and Equipment. The number displayed on each option represents the total number of photos for the work order or the equipment.
To view existing photos of the work order and to add new photos, tap the Work Order option.

To view photos of the equipment, tap the Equipment option.

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. Note that you can only delete photos that have not yet been updated to the EnterpriseOne system. The delete option is not available for photos that exist in the EnterpriseOne system. Those photos can only be deleted directly in the EnterpriseOne system.

To add a photo to the 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 work order, tap the Album option.

To take a new photo, tap the Camera option to use the device's camera feature. You can manually enter a name for the photo, or the system will assign a number to the photo.

Note:
You cannot add or delete photos when you select the Equipment option. The equipment photos that you see in the tablet application are retrieved from the EnterpriseOne system.
You can add a description of the photo. The system adds the photo to the list of photos, and increments the number of photos available by 1 (One).
When you return to the My Work Orders screen, note that an upload status message of "Record Was Changed" now appears on the work order record.
If you made a change to a work order, and then do not want that change saved to the database, you can either:
- Change the value back to the original value, and upload the record when you are connected to the network again.
- Leave the incorrect value as it is, and when you are connected to the network again, click Get WO. This will overwrite the changes you made locally with the data from the EnterpriseOne database. If you choose this method, all local changes will be overwritten, including changes to other work orders.
To upload your changes to the EnterpriseOne network, you must first connect to the network. When you are connected, the system enables these buttons:
- Get WO
  
  Tap this button to overwrite the data on your device with the data from the EnterpriseOne database. If you tap this button before uploading your changes, all of your locally-saved changes will be lost, and overwritten with the data from EnterpriseOne.
- Upload
  
  Tap this button to upload the changes to the EnterpriseOne database. The system displays a list of changed work orders. Tap Upload again to continue. Once the upload completes, the application changes the message in the list to Record Was Uploaded (green) or Upload Error (red).
If your record was in error, tap the record to view details about the error. The system displays the error information at the top of the screen, and indicates the tab(s) on which the error is located.

Fix the error, and then repeat the upload process to save your changes to the EnterpriseOne database.
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.