Managing Work Orders Using a Mobile Tablet Application (M17020)
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, click the Get My Work Orders 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 My Work Orders button is disabled.
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 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.
To review and update a work order, tap the work order from the list of work orders.
The system displays work order header information and four tabs: Work Order, Parts, Labor, and Notes. The Work Order tab is open by default.
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 your work order, or if the status is complete and no more statuses are available, this button does not appear.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, tap the data in the Map and Site Address sections of the form.
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 available parts and to issue parts for the work order, tap the Parts tab. To issue parts that have not been issued, Issue Parts option at the top left of the parts list. The system updates the Actual Quantity field. Note that if the Estimated Quantity and the Actual Quantity for all parts is the same, the Issue Parts option is disabled.
If parts record does not exist for the work order, the Parts screen will be blank, and the Issue Parts option is not displayed.
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, and enter your note.
Note: The tablet 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.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. 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.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).
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 will lose unsaved changes.
To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.