Reviewing and Updating Team Service Orders Using Mobile Tablet Application (M17043)

Open the application by tapping the icon on your device, and then log in.

See Logging In to Mobile Enterprise Applications.

From the Review Team Service Orders home screen, enter the service order description partially or in whole in the Enter Order Description field to narrow the search to a specific service order. Then, tap the Search button next to the Enter Order Description field to search for service orders by description. Alternately, you can leave the Enter Order Description field empty and tap the Search button to retrieve all service orders.

From the Review Team Service Orders screen, review the service orders.

Review Team Service Orders Home Screen: Tablet

To filter service orders, tap the Filter icon at the top of the service order list.

Start Date: Tap the From and To dropdown menus and specify the service order start date range that the system uses to search for service orders.

Customer

This field retrieves the service orders based on the customer number of the orders. Specify the address book number for the customer for the service order.

Alternately, tap the Search button next to the Customer field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.

Supervisor

This field retrieves the service orders based on the supervisor number of the orders. Specify the address book number for the supervisor for the service order.

Alternately, tap the Search button next to the Supervisor field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.

Assigned To

This field retrieves the service orders based on the assigned-to value of the orders. Specify the Assigned To value for the service order.

Alternately, tap the Search button next to the Assigned To field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.

Status: Tap the From and To dropdown menus and specify the status range that the system uses to search for service orders.

Priority: Tap the Priority dropdown menu and specify the priority that the system uses to search for service orders.

Service Order Number: Specify the service order that you want to review. Tap the Service Order Number field and enter the service order number.

In the Filters pane, to discontinue the search and to go back to the list of service orders, tap the Cancel button.

To delete the filter values you specified, and to enter new filter values, tap the Clear button.

To continue the search by using the filter values that you specified, tap the Apply button. The device displays the list of service orders based on the filter values that you specified.

To review and update a service order, tap the service order from the list of service orders.

The system displays service order header information and four tabs: Service Order, Parts, Labor, and Notes. The Service Order tab is open by default.

To update the service order details, perform these steps:

To change the status of the service order, tap the Current Status dropdown menu and select a status.
You can also update the status of the service order by tapping the hyperlink in the Advance Status field.
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 service order, or if the status is complete and no more statuses are available, then this button does not appear.
To update the assigned to value for the service order, tap the Assigned To field and enter the address book number for the Assigned to field.
Alternately, tap the Search button next to the Assigned To field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
To update the planned start date, tap the Planned Start Date calendar dropdown, and select the new date.
To update the planned complete date, tap the Planned Complete Date calendar dropdown, and select the new date.
To update the actual finish date, tap the Actual Finish Date calendar dropdown, and select the new date.
Tap the Save button.

To use the device's map and navigational features, tap the data in the Equipment Coordinates 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 site location in the Equipment Master Address Locations program (P1704).

To review available parts for the service order, tap the Parts tab.

To review labor details for the service 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. The device appends the new notes to the existing notes in the Notes History section.

To view photos, tap the Photos button. The device displays the options to view photos of the service order, or of the equipment associated with the service order. The number displayed with the Photos options represents the total number of photos related to the service order or the associated equipment. Tap the option that you want to select.

To view photos of the associated equipment, tap the Equipment Photos link.

To view photos of the service order, tap the Service Order Photos link.

To view a photo, tap the photo icon.

Note: The system displays service 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).

You can add new photos to the service order. Tap the Service Order Photos link and then 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 service order, tap the Album option.

To take a new photo, tap the Camera option to use the device's camera feature.

The system adds the photo to the list of photos and increments the number of photos available by 1 (One).

Note: You cannot add photos when you select the Equipment photos tab. The photos that you see when you select the Equipment tab are called from the EnterpriseOne system.

To save and update the service order, tap the Save button.

If you navigate away from the service 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.