Managing Work Orders Using a Mobile Smartphone Disconnected Application (M17016)

To manage work orders when you are offline:

1. Open the application by tapping the My WO Phone DCN icon on your device, and then log in.

   See Logging In to Mobile Enterprise Applications

   You must complete this step while connected to the network.

   See the following for information about logging in while disconnected: Logging In When In Disconnected Mode

   Note that if you are using an iOS device, you will see the number of changed records as a notification on the icon on your device. If you are using an Android device, this number is not displayed.

2. From the My Work Orders screen, click the Get WO button at the top left to load the application with data.

   You must be connected to your network to load work order data. If you are not connected, the Get WO button is disabled.

   

3. 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.

   Additionally, you can filter your search by the upload status of the records.

4. In the Filters window, 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, tap Clear. You can then enter new filter values or leave them blank, and then tap Apply.

5. To review a work order, tap the work order from the list of work orders.

   The system displays work order header information and three tabs: Order, Site, and Notes. The Order tab is open by default.

6. To use the device's map and navigational features, tap the Map link in the Equipment Coordinates section of the screen.

7. To view location details, tap the Site 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).

8. To call the customer, tap the phone number. To text the customer, tap the text icon on the right.

9. To enter notes and view notes history, tap the Notes tab. To enter new notes, tap the New Notes field, and enter your note. When you exit out of the field, the system saves the changes locally, and commits the changes when you upload the work order.

   Note: The smartphone application retrieves only the first text attachment available in the media object of the Field Service Revisions program (P17100), and displays the retrieved text in the Notes History field. When you enter text in the New Notes field and exit out of the note field, the system leaves the new text in the New Notes field until it has been uploaded to the EnterpriseOne system. After a successful upload, the new text then appears in the Note History field.

10. 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.

11. 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. 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. Note that you can only delete photos that have not yet been updated to the EnterpriseOne system. The delete option is not available for photos that exist in the EnterpriseOne system. Those photos can only be deleted directly in the EnterpriseOne system.

    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. You can manually enter a name for the photo, or the system will assign a number to the photo.

    Note: You cannot add or delete photos when you select the Equipment option. The equipment photos that you see in the tablet application are retrieved from the EnterpriseOne system.

12. You can add a description of the photo. The system adds the photo to the list of photos, and increments the number of photos available by 1 (One).

13. When you return to the My Work Orders screen, note that an upload status message of "Record Was Changed" now appears on the work order record.

14. If you made a change to a work order, and then do not want that change saved to the database, you can either:

    • Change the value back to the original value, and upload the record when you are connected to the network again.

    • Leave the incorrect value as it is, and when you are connected to the network again, click Get WO. This will overwrite the changes you made locally with the data from the EnterpriseOne database. If you choose this method, all local changes will be overwritten, including changes to other work orders.

15. To upload your changes to the EnterpriseOne network, you must first connect to the network. When you are connected, the system enables these buttons:

    • Get WO

      Tap this button to overwrite the data on your device with the data from the EnterpriseOne database. If you tap this button before uploading your changes, all of your locally-saved changes will be lost, and overwritten with the data from EnterpriseOne.

    • Upload

      Tap this button to upload the changes to the EnterpriseOne database. The system displays a list of changed work orders. Tap Upload again to continue. Once the upload completes, the application changes the message in the list to Record Was Uploaded (green) or Upload Error (red).

16. If your record was in error, tap the record to view details about the error. The system displays the error information at the top of the screen, and indicates the tab(s) on which the error is located.

    Fix the error, and then repeat the upload process to save your changes to the EnterpriseOne database.

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