1. Mobile Enterprise Applications Implementation Guide
  2. Entering Cases Using a Mobile Smartphone Application

Entering Cases Using a Mobile Smartphone Application

To enter cases:

  1. Open the application by tapping the Case Entry icon on your device, and then log in.

    See Logging In to Mobile Enterprise Applications.

    My Cases Screen

  2. From the My Cases screen, review the cases in the list. To refresh the data on the screen, swipe down on the screen.

  3. To search for a case, tap the Search field, enter the case description, and then tap the search icon. The search pulls up all cases that satisfy the search text.

  4. To clear the search text that you entered and to go back to the list of cases, tap the clear icon inside the Search field.

  5. To filter cases, tap the filter icon at the top right of the My Cases screen.

    Date

    Tap the From and To dropdown menus and specify the date range that the system uses to search for cases.

    Status

    Tap the From and To dropdown menus and specify the status range that the system uses to search for cases.

    Note: If the fields at the bottom of the screen are obscured by the keyboard, you can tap the Next Field button to move to the next fields.
    Equipment (Release 9.2 Update)

    Tap the Equipment field and enter data using one of the following options:

    • Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search icon to search for an equipment. In the Equipment search screen, enter a description of the equipment in the Equipment field, and then tap the Search button. The system pulls up all records that satisfy the search text; select a piece of equipment. To discontinue the search and to go back to the Filters screen, tap the Cancel button.

    • 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 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 field to activate the scanning device. Then, scan the barcode of the equipment using the scanning device.

    See Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes..

    Note:

    The Equipment field is designed to accept the asset that you identify with an identification symbol in the Fixed Assets Constants program (P001012).

    See Setting Up Fixed Asset Constants in the JD Edwards EnterpriseOne Applications Fixed Assets
                            Implementation Guide    .

    For example, if the symbol to identify the serial number is "/" and the serial number is "4CE0460D0G"; then you need to enter "/4CE0460D0G" in the Equipment field to search and select a piece of equipment.

    Customer

    To add a customer to your search criteria, you can use the search icon to search for a value and return it to the Customer 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 Address Book 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 field, tap the customer record from the search result.

  6. In the filters screen, to continue the search by using the specified filter values, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of cases 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 screen that has the list of cases 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.

  7. To enter a new case, tap the Add button on the My Cases screen.

    Enter Case Screen
    Issue

    Enter a maximum of 100 characters to describe the issue.

    Equipment (Release 9.2 Update)

    Enter data in the Equipment field using one of these options:

    • Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search icon to search for an equipment. In the Equipment search screen, enter a description of the equipment in the Equipment field, and then tap the Search button. The system pulls up all records that satisfy the search text; select a piece of equipment. To discontinue the search and to go back to the Filters screen, tap the Cancel button.

    • 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 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 field to activate the scanning device. Then, scan the barcode of the equipment using the scanning device.

    See Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes..

    Note:

    The Equipment field is designed to accept the asset that you identify with an identification symbol in the Fixed Assets Constants program (P001012).

    See Setting Up Fixed
    Asset Constants     in the JD Edwards EnterpriseOne Applications Fixed Assets
                            Implementation Guide    .

    For example, if the symbol to identify the serial number is "/" and the serial number is "4CE0460D0G"; then you need to enter "/4CE0460D0G" in the Equipment field to search and select a piece of equipment.

    Site

    To enter the site number, you can use the search icon to search for a value and return it to the Site field, or you can manually enter the site number in the field.

    To search for a site, tap the search icon. In the Address Book search screen, you can use a combination of the site description and search type to search for a site. 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 Enter Case screen, tap the Cancel button.

    To return a value back to the Site field, tap the site record from the search result.

    Issue Description

    The system populates this field with the issue description from the text attachment field in the Case Entry program (P17501E). You cannot edit this field.

  8. To cancel your entry and to go back to the My Cases screen, tap the Cancel button.

  9. To save the case, tap the Save button. After you tap this button, the system includes the new case that you entered to the list of cases in the My Cases screen.

  10. To save the case and add photos to the case, tap the Save and Add Photo button.

    After you tap this button, the system saves the case and displays the Photos screen.

  11. To add a photo, 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 add a description of the photo.

  12. The system adds the photo to the Photos screen, and displays the number of photos available for the case on the Photos button.

  13. To go back to the My Cases screen, tap the Case button.

  14. To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.