Work Report Mobile App

Mobile – Report Costs

41 views 28 April, 2017 25 February, 2019 Valuekeep 0

To report costs for a work order in Work Report, follow these steps:

  1. Access Menu | Work orders;
  2. Select a work order in a state that allows reporting work and edit it. A window with the Work Order’s details will be displayed;
  3. Press the other options button (3 dots) on the upper right corner. A screen with costs report and internet requests options will be displayed;

If the work order’s state does not allow for reporting work, you can only view its costs and internal requests. 

Report Labor

After selecting Labor Report, the list of labor reports associated with the authenticated user will be displayed in the Work Order details.
From the labor report list you can:

  • Create a new labor report
  • Change a report that has not been integrated into the backoffice yet
  • Delete a report that has not been integrated into the backoffice yet
  • Sync a report into the backoffice
  • View a report that has already been integrated into the backoffice

Create new labor report – to create a new labor report, press the button with the plus (+) symbol on the lower right corner while in the work orders list.

After opening the window to create a new labor report, follow these steps:

  1. Select the Asset/Location if this is a route;
  2. Specify the labor start and end dates or the number of work hours (the number of hours is calculated automatically when you specify the start and end dates);
  3. Press the Save button.
The calculation of the number of hours does not take the user’s schedule or calendar into account.

Change a report that has not been integrated into the backoffice yet – the yellow bar represents reports that have not been synced yet. Select an unsynced report and then the Edit option from the other options (3 dots) menu.
Delete a report that has not been integrated into the backoffice yet – you can only delete reports that have not been synced yet. To do this select the Delete option from the other options (3 dots) menu.
Sync a report into the backoffice – you can only synchronize reports that were created in the App and have not been synced yet. Unsynced reports are indicated in yellow (for reports that have never been synced) and red (for reports that were not synced due to an error). To synchronize a report, press the other options (3 dots) button and select Synchronize.
View a report that has already been integrated into the backoffice – reports cannot be changed after integrating into the backoffice. To view a report, press the other options (3 dots) button and select Synchronize.

Report Labor using a counter

You can start a counter to Report Labor in the Work Order details.
If the WO is in a state that allows reporting costs:

  1. Press the blue “clock” button in the lower right corner of the screen
  2. A window will be displayed with a counter, complete with start and stop buttons.
  3. Pressing the “play” button will start the counter. You can press the “x” in the upper right corner of this screen to close it, keeping the counter active.
  4. When you want to stop the counter, access the WO details window and the clock icon will be displayed in green (which indicates that there is an active counter).
  5. After the screen with the elapsed time, press the “Stop” button to stop the clock and enter the values into the Labor Report automatically.
  6. By confirming the record, it will be pending for synchronization. If you go back, this record will be lost and the counter will reset to zero.
You can only report readings above one minute.
You can only have one active counter for each user.
If you have an active counter and wish to log out, first you need to stop this counter.

Report Consumptions

After selecting Consumptions Report, the list of consumption reports associated with the authenticated user will be displayed in the Work Order details.
From the consumption report list you can:

  • Create a new consumption report
  • Change a report that has not been integrated into the backoffice yet
  • Delete a report that has not been integrated into the backoffice yet
  • Sync a report into the backoffice
  • View a report that has already been integrated into the backoffice

Create new consumptions report – to create a new consumption report, press the button with the plus (+) symbol on the lower right corner while in the work orders list.

After opening the window to create a new consumption, follow these steps:

  1. Select the Asset/Location if this is a route;
  2. Press the plus symbol (+) to enter the items. Items can be entered in three different ways:
    1. Barcode;
    2. Manually;
    3. Total list – all items associated with the work order’s tasks are added;
    4. Internal requests – all items in the work order’s internal request are added;
  3. Press the Save button.

Change a report that has not been integrated into the backoffice yet – the yellow bar represents reports that have not been synced yet. Select an unsynced report and then the Edit option from the other options (3 dots) menu.
Delete a report that has not been integrated into the backoffice yet – you can only delete reports that have not been synced yet. To do this select the Delete option from the other options (3 dots) menu.
Sync a report into the backoffice – you can only synchronize reports that were created in the App and have not been synced yet. Unsynced reports are indicated in yellow (for reports that have never been synced) and red (for reports that were not synced due to an error). To synchronize a report, press the other options (3 dots) button and select Synchronize.
View a report that has already been integrated into the backoffice – reports cannot be changed after integrating into the backoffice. To view a report, press the other options (3 dots) button and select Synchronize.

When you enter an item manually, the unit field is automatically filled in using the item’s default unit.

Report Contract Consumptions

After selecting Contract Consumptions Report, the list of contract consumption reports associated with the authenticated user will be displayed in the Work Order details.
From the contract consumption report list you can:

  • Create a new contract consumption report
  • Change a report that has not been integrated into the backoffice yet
  • Delete a report that has not been integrated into the backoffice yet
  • Sync a report into the backoffice
  • View a report that has already been integrated into the backoffice

Create new contract consumptions – to create a new contract consumption report, press the button with the plus (+) symbol on the lower right corner while in the work orders list.

After opening the window to create a new consumption, follow these steps:

  1. Select the Asset/Location if this is a route;
  2. Press the plus symbol (+) to enter the items. Items can be entered in three different ways:
    1. Barcode;
    2. Manually – all items/services under the work order contract will be displayed;
    3. Total list – all items associated with the work order’s tasks are added;
  3. Press the Save button.

Change a report that has not been integrated into the backoffice yet – the yellow bar represents reports that have not been synced yet. Select an unsynced report and then the Edit option from the other options (3 dots) menu.
Delete a report that has not been integrated into the backoffice yet – you can only delete reports that have not been synced yet. To do this select the Delete option from the other options (3 dots) menu.
Sync a report into the backoffice – you can only synchronize reports that were created in the App and have not been synced yet. Unsynced reports are indicated in yellow (for reports that have never been synced) and red (for reports that were not synced due to an error). To synchronize a report, press the other options (3 dots) button and select Synchronize.
View a report that has already been integrated into the backoffice – reports cannot be changed after integrating into the backoffice. To view a report, press the other options (3 dots) button and select Synchronize.

When you enter an item manually, the unit field is automatically filled in using the item’s default unit.

Report Other Costs

After selecting Other Costs Report, the list of consumption reports associated with the authenticated user will be displayed in the Work Order details.
From the other costs report list you can:

  • Create a new other costs report
  • Change a report that has not been integrated into the backoffice yet
  • Delete a report that has not been integrated into the backoffice yet
  • Sync a report into the backoffice
  • View a report that has already been integrated into the backoffice

Create new other costs report – to create a new other costs report, press the button with the plus (+) symbol on the lower right corner while in the work orders list.
Change a report that has not been integrated into the backoffice yet – the yellow bar represents reports that have not been synced yet. Select an unsynced report and then the Edit option from the other options (3 dots) menu.
Delete a report that has not been integrated into the backoffice yet – you can only delete reports that have not been synced yet. To do this select the Delete option from the other options (3 dots) menu.
Sync a report into the backoffice – you can only synchronize reports that were created in the App and have not been synced yet. Unsynced reports are indicated in yellow (for reports that have never been synced) and red (for reports that were not synced due to an error). To synchronize a report, press the other options (3 dots) button and select Synchronize.
View a report that has already been integrated into the backoffice – reports cannot be changed after integrating into the backoffice. To view a report, press the other options (3 dots) button and select Synchronize.

The unit value of the cost report must be higher than or equal to zero and between the minimum and maximum limits specified for the cost. If the maximum value is zero, this means there is no maximum limit for that cost. If there is a default cost value (above zero), it will be automatically suggested for reporting when you select the cost. The default value of the Other Cost type is never displayed in the editor.
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