See below for the recommended order for configuring mobile work orders and for an overview of each step within the process.
- Configure Custom Dictionaries - Dictionaries determine how phrases appear within the application.
- Configure Departments - Departments are used to group similar items together, such as Audio Visual or Food & Beverage. The Allow Access To Work Order Status by Department access privilege determines which departments display in the application.
- Add Users - Each person logging in to the application must have a user within Enterprise. This is the same user needed to log into Enterprise back office.
- Configure Note Classes - Note classes categorize notes added to the system, such as Additional Information or Setup Instructions. In the Mobile Work Orders Configuration, you can select which note classes display in the application.
- Configure Document Categories - Document Categories allow you to label and organize documents, such as Agreements, Contracts, Services, etc. You can use document categories to control which documents users can view and save in the application. Images and signatures captured through the application are stored with a document category.
- Assign Access Privileges - You use access privileges to control who has access to certain areas and functions within the application. The Access Privileges listed below are used in the application.
- Allow Access to Work Order Status by Department
- Allow Editing of Work Orders
- Allow Opening of Work Orders
- Work Order Completion
- Work Order Item Completion
- Configure Mobile Work Orders - Complete these settings to set up the mobile application.
- Access Mobile Work Orders - After configuration is complete, you can access your mobile work orders on your device.
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