11 Review Team Work Orders Mobile Applications
This chapter discusses these topics:
-
Section 11.1, "Review Team Work Orders Mobile Applications Overview"
-
Section 11.2, "Setting Up the Review Team Work Orders Mobile Applications"
-
Section 11.3, "Using the Review Team Work Orders Mobile Tablet Application (M17040)"
-
Section 11.4, "Using the Manage Work Orders Mobile Smartphone Application (M17042)"
|
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: |
11.1 Review Team Work Orders Mobile Applications Overview
You use the Review Team Work Orders mobile applications to easily review and update work orders. You can use filters to search for work orders. For each work order, you can review order 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.
This table lists the applications that are available to review and update work orders:
| Type of Application | Additional Information |
|---|---|
| Base EnterpriseOne application | Use these applications in the JD Edwards EnterpriseOne system to review and update work orders:
|
| Tablet application | Review Team Work Orders (M17040)
To download the application to your tablet, search on the following text in the application store:
|
| Smartphone application | Review Team Work Orders (M17042)
To download the application to your smartphone, search on the following text in the application store:
|
Before using the Review Team Work Orders tablet or smartphone application, you must perform the following setup tasks:
-
Set processing options for the Review Team Work Orders mobile applications (M17040 and M17042).
-
Set processing options for the Field Service Inquiry program (P48100) to display equipment work orders.
11.2 Setting Up the Review Team Work Orders Mobile Applications
Before you use the Review Team Work Orders mobile applications, verify that the processing options for the applications are set correctly. The processing options for the mobile applications specify the versions of the base EnterpriseOne applications that the mobile applications use.
11.2.1 Setting Processing Options for the Review Team Work Orders Mobile Tablet Application (M17040)
You use processing options to specify default processing information for a program.
11.2.1.1 Versions
- 1. Field Service Inquiry (P48100) Version
-
Use this processing option to specify the version of the Field Service Inquiry program (P48100) that the tablet application uses to process work order information. If you leave this option blank, the system uses version ZJDE0002.
- 2. Work Order Parts Detail (P17730) Version
-
Use this processing option to specify the version of the Work Order Parts Detail program (P17730) that the tablet application uses to process work order parts information. If you leave this option blank, the system uses version ZJDE0002.
- 3. Work Order Labor Detail (P17732) Version
-
Use this processing option to specify the version of the Work Order Labor Detail program (P17732) that the tablet application uses to process work order labor information. If you leave this option blank, the system uses version ZJDE0002.
11.3 Using the Review Team Work Orders Mobile Tablet Application (M17040)
The Review Team Work Orders mobile tablet application (M17040) enables you to review details of work orders. You can update the status of the work order, enter the date that you completed the work order, review parts and labor available for the work order, enter notes, view photos, and review previous notes.
Before you can use the application, you must download and install the application from the application store on your device.
To open the application, tap the Manage WO icon and log in.
11.3.1 Managing Team Work Orders Using a Mobile Tablet Application (M17040)
To review and manage team work orders:
-
Open the application by tapping the Manage WO icon on your device, and then log in.
See Chapter 3, "Logging Into Mobile Enterprise Applications"
-
On the Manage Work Orders screen, enter an order description and tap the search icon.
Note:
If you do not enter an order description, the system displays all work orders as retrieved by the Field Service Inquiry program (P48100) in the EnterpriseOne application.Figure 11-1 Manage Work Orders - Home screen: Tablet
Description of ''Figure 11-1 Manage Work Orders - Home screen: Tablet''
-
To filter work orders, tap the filter icon at the top of the work order list.
- Start Date
-
Tap the From and To dropdown menus and specify the work order start date range that the system uses to search for work orders.
- Site
-
Enter a value (address book number) that identifies a site.
Alternately, you can tap the search and select icon to search for a site.
Use the Search Description field and the Search Type dropdown menu to search for a site. Tap the Search button.
Select a site from the list of sites.
- Supervisor
-
Enter a value (address book number) that identifies a supervisor.
- Assigned To
-
Enter a value (address book number) that identifies the technician to whom the work order is assigned.
- Status
-
Tap the From and To dropdown menus and specify the status range that the system uses to search for work orders.
- Priority
-
Select a value that indicates the relative priority of a work order with respect to other orders.
- Work Order Number
-
Enter the work order number that the system uses to search for work orders.
-
In the Filters pane, 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 and update a work order, tap the work order from the list of work orders.
The system displays work order description and work order number in the header and four tabs: Work Order, Parts, Labor, and Notes.
-
To change the status of the work order, tap the Current Status dropdown 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 the work order, or if the status is complete and no more statuses are available, the system does not display this button. -
To assign the work order to a different technician, enter the address book number of the technician in the Assigned To field or select a technician by tapping the Assigned To search icon.
-
To change the planned start and finish dates, tap the Planned Start Date and Planned Finish Date dropdown menus.
-
To select the date that you completed the work order, tap the Actual Finish Date dropdown menu.
-
To use the device's map and navigational features to locate the equipment, tap the Map hyperlink.
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 use the device's map and navigational features to locate the site address, tap the data in the Site Address section of the screen.
-
To review available parts, tap the Parts tab.
-
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.
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 save and update the work order, tap the Save button.
If you navigate away from the work order record without saving your updates, you lose unsaved changes.
-
To view work order and equipment photos, tap the Photos button.
-
To view, add or delete work order photos, tap the Work Order Photos option.
-
To view equipment photos, tab the Equipment Photos option.
-
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.
11.4 Using the Manage Work Orders Mobile Smartphone Application (M17042)
The Manage Work Orders smartphone application (M17042) enables you to review details of equipment work orders.
Before you can use the application, you must download and install the application from the application store on your device.
To open the application, tap the Manage WO icon and log in.
11.4.1 Managing Work Orders Using a Mobile Smartphone Application (M17042)
To manage work orders:
-
Open the application by tapping the Manage WO icon on your device, and then log in.
See Chapter 3, "Logging Into Mobile Enterprise Applications"
-
On the Manage Work Orders screen, enter an order description and tap the search icon.
Note:
If you do not enter an order description, the system displays all work orders as retrieved by the Field Service Inquiry program (P48100) in the EnterpriseOne application.Figure 11-6 Manage Work Orders - Home screen: Smartphone
Description of ''Figure 11-6 Manage Work Orders - Home screen: Smartphone''
-
To filter work orders, tap the filter icon at the top of the work order list.
- Start Date
-
Tap the From and To dropdown menus and specify the work order start date range that the system uses to search for work orders.
- Site
-
Enter a value (address book number) that identifies a site.
Alternately, you can tap the search and select icon to search for a site.
Use the Name field and the Search Type dropdown menu to search for a site. Tap the Search button.
Select a site from the list of sites.
- Supervisor
-
Enter a value (address book number) that identifies a supervisor.
- Assigned To
-
Enter a value (address book number) that identifies the technician to whom the work order is assigned.
- Status
-
Tap the From and To dropdown menus and specify the status range that the system uses to search for work orders.
- Priority
-
Select a value that indicates the relative priority of a work order with respect to other orders.
- Work Order Number
-
Enter the work order number that the system uses to search for work orders.
-
In the Filters pane, 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.
The system displays work order description and work order number in the header and two tabs: Order and Site.
Scroll down to view additional work order information.
-
To use the device's map and navigational features to locate the equipment, tap the Map hyperlink.
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 site information, tap the Site tab.
-
To call the contact, tap the phone number.
-
To use the device's map and navigational features to locate the site address, tap the data in the Site Address section of the screen.
-
To view photos of the work order or the equipment associated with the work order, tap the Photos button. The number displayed on the Photos button represents the total number of photos related to the work order and the associated equipment.
-
To view, add or delete work order photos, tap the Work Order Photos option.
The system displays the photos of the work order as icons.
To view a photo, tap the photo icon.
-
To view equipment photos, tap the Equipment Photos button.
Figure 11-9 Equipment Photos: Smartphone
Description of ''Figure 11-9 Equipment Photos: Smartphone''
The system displays the photos of equipment as icons.
To view a photo, tap the photo icon.
-
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.
