Entering Work Orders Using a Mobile Tablet Application (M177142)
To add new work orders:
Open the application by tapping the icon on your device, and then log in.
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.
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
Tap the From and To dropdown menus and specify the status range that the system uses to search for work orders.
- Priority
Tap the Priority dropdown menu and specify the priority that the system uses to search for work orders.
- Order 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.
- Equipment Number (Release 9.2 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 Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes..
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 equipment 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 equipment 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 add a work order, tap the add icon next to the filter icon.
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.
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 9.2 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 Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes..
- Branch Plant
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
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.
To change the priority of the work order, tap the Priority dropdown menu and select a priority level.
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.
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.
To change the date and time when a status is assigned to the work order, tap the Beginning Date and Time dropdown menu.
To enter remarks about the status, tap the Remarks field.
To change the status of the work order, tap the New Status dropdown menu and select a status.
To automatically update the status of the children work orders associated with the work order, tap the Update Children Status option.
To enter notes, tap the Notes tab and enter texts in the New Notes field.
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.
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.
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.
To discontinue adding the photo and to go back to the Equipment Work Order Photos screen, tap the Cancel button.
To go back to the My Equipment Work Orders screen, tap the Back button.
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.