Managing Work Orders Using a Mobile Smartphone Application (M17010)
To manage work orders:
Open the application by tapping the My WO icon on your device, and then log in.
From the My Work Orders screen, review the work orders. To refresh the data on the screen, swipe down on the screen.
To filter work orders, tap the filter icon at the top of the work order list, and complete any of these fields to narrow your search:
- Start Date
Tap the From and To drop-down menus and specify the work order start date range that the system uses to search for work orders.
- Status
Tap the From and To drop-down menus and specify the status range that the system uses to search for work orders.
- Priority
Tap the Priority drop-down menu and specify the priority that the system uses to search for work orders.
- Work Order (Release 9.2 Update)
Enter data in the Work Order 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 work order.
Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Work Order field. The system launches the device camera and you can scan the barcode of the work order.
Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Work Order field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
- 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 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 header information and two tabs: Order Details and Site Details. The Order Details tab is open by default. To use the device's map feature, tap the Map link in the Equipment Coordinates section of the screen.
To view location details, tap the Site Details tab. To use the device's navigational feature, tap the Site Address section of the screen.
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 call the customer, tap the phone number. To text the customer, tap the text icon on the right.
To view photos of the work order, or the equipment associated with the work order, tap the Photos button.
When you tap the Photos button, the system displays two options: Work Order and Equipment. The number displayed on each option represents the total number of photos for the work order or the equipment.
To view existing photos of the work order and to add new photos, tap the Work Order option.
To view photos of the equipment, tap the Equipment option.
A list of photos appear as thumbnails in the left pane. In the right pane, the system displays the photo that is first on the list.
To view a photo, tap the photo thumbnail.
You can zoom in and zoom out photos for display. To zoom in, pinch and drag the part of the photo that you want to zoom in. To zoom out, drag and pinch the photo.
To delete a photo, tap the Delete button. On the confirmation window that opens, tap to confirm that you are deleting the photo. The system removes the photo from the list of photos.
To add a photo to the work order, 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.
Note: You cannot add or delete photos when you select the Equipment option. The photos that you see in the Equipment Photos screen are retrieved from the EnterpriseOne system.You can add a description of the photo. To save the photo, tap the Save button. The system adds the photo to the list of photos, and increments the number of photos available by 1 (One).
Note: The system displays work order photos from the media object in the Field Service Revisions program (P17100), and equipment photos from the media object in the Work with Equipment Master program (P1701).To go back to the Order Details or Site Details screen, tap the Details button.
To go back to the list of work orders, tap the Orders button.
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.