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.
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.
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.