Mobile Work Orders is an application that allows your staff to view current work order information, assign work order to themselves and complete delivery of items from their mobile device in an efficient workflow.
For information on how to use the Mobile Work Orders application, see Mobile Work Orders Application Overview.
Configure Mobile Work Orders
- Click the Mobile Work Order Configurations link from the Main Menu. The Mobile Work Order Configurations page opens.
- Click Add. The Add Mobile Work Order Configuration window opens.
- Enter the necessary information:
- Description - Name of the configuration for internal use.
- Sign-in Dictionary - Dictionary to use for the sign-in page. All other pages use the dictionary assigned to the signed in user in the User Settings window.
- Banner Image - Click the Select Image link to select the image to display at the top of the mobile application pages.
- Allow Self-Assigning - If checked, users can assign work orders to themselves and to others in the mobile applications.
- Allow Adding of Notes - If checked, users can add notes to the work order through the mobile application.
- Added Order Note Class - Note class to assign to notes added through the mobile application.
- Note Classes for Display - Notes assigned to the selected note classes display in the mobile application.
- Event Document Categories for Display - Event documents assigned to the selected document categories display in Event Documents in the mobile application. If there are no document categories selected, no event documents display.
- Function Document Categories for Display - Function documents assigned to the selected document categories display in the Function Documents in the mobile application. If there are no document categories selected, no function documents display.
- Order Document Categories for Display - Order documents assigned to the selected document categories display in the Order Documents in the mobile application. If there are no document categories selected, no order documents display.
- Allow Camera Images - If checked, users can save images to the work order using the camera on their mobile device.
- Camera Document Category - Document category to assign to images saved from the mobile application.
- Enable Signature Capture - If checked, users can collect a recipient's signature and save it to the order.
- Signature Document Category - Document category to assign to signatures collected through the mobile application.
- Allow Exhibitor Booth Display - If checked, exhibitor booth information displays on the Work Order Detail page.
- Allow Event Suite Display - If checked, event suite information displays on the Work Order Detail page.
- Prevent Additional Actuals - If checked, a user cannot enter work order actuals through the mobile application.
- Retired - If checked, the mobile application configuration is unavailable.
- Order Contacts for Display - Order contact to display in the mobile application.
- Click OK.
Create the Mobile Work Order URL
After you create your mobile work order configuration, you need to create the URL your users use to log into the application.
- Click the Operations Suite Configurations link from the Main Menu. The Operations Suite Configurations page opens.
- Click Add. The Add Operations Suite Configuration window opens.
- Enter the following information:
- Description - Name of the configuration.
- Sign-in Dictionary - Dictionary to use for the sign-in page. All other pages use the dictionary assigned to the signed in user in the User Settings window.
- Mobile Work Orders Configuration - Configuration for the URL. This is the configuration you created in the above section.
- Click Save (disk icon). The window saves and updates to Edit Operations Suite Configuration.
- Click the Copy Shortcut button. You receive a message that the shortcut is copied to the clipboard.
- Click OK. Paste the URL wherever you need it.
Comments
0 comments
Please sign in to leave a comment.