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.
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 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.
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.