Work Management Mobile App

Mobile – Work management

59 views 1 August, 2017 8 September, 2020 Valuekeep 0

Maintenance managers must always be up-to-date regarding the work that their teams have to perform. The team’s jobs can be viewed using the following options:

  1. Menu | Dashboard | All Work Button
  2. Menu | All Work

Both of these options display a list with 5 tabs:

  • Drafts – displays all issues and work orders created in the device and that have not been synced with the backoffice yet;
  • Issues – all issues associated with assets or locations from work centers for which the authenticated user is responsible;
  • Preventive Maintenance Events – all events from preventive maintenances for which the authenticated user is responsible or associated with work centers for which the authenticated user is responsible;
  • Work Order – all work orders for which the authenticated user is responsible or associated with work centers for which the authenticated user is responsible.
  • Map View – all work orders for which the authenticated user is responsible or from work centers for which the authenticated user is responsible, as well as the location of technicians.
 Cancelled issues and work orders are not shown in the list. Only issues and work orders that transitioned to their final state in the last 30 days are displayed.

How to know if a record is an issue, work order or preventive maintenance event?

  • Issues – records that represent issues will display this symbol
  • Work Orders – records that represent work orders will display this symbol
  • Preventive Maintenance Events – records that represent PM events will display this symbol

How create an issue or a work order?

To create an issue or work order on the “All Work” list, press the “Create” symbol (+), which will display a screen to create an issue or work order.

Which fields can be changed in the issues?

In issues, you can change the following fields:

– State

– Asset/ Location

– Approver Priority (Only in the Work Management module)

– Remarks

– Attachments

You can also change extra fields, in case these options are active in the BO in the “Maintenance Configurations“, such as, for example:

– Contracts

– User Fields

At MR module,you can only change the issue states that has closing date.

How to convert an issue into a work order?

To convert an Issue into a Work Order, follow these steps:

  1. Access the “All Work” list;
  2. From this list, select the “Issues” tab;
  3. Select the issue you want to approve. A screen with the issue’s details will be displayed;
  4. From the “Details” tab you can change the issue’s location or asset;
  5. Fill in the following fields on the “Work Order” tab:
    1. Work Center
    2. Maintenance Plan
    3. Work Order Type
    4. Select the state in which you want to place the WO;
  6. Press the Save button.

How to approve a work order?

To approve a Work Order, follow these steps:

  1. Access the “All Work” list;
  2. From this list, select the “Work Orders” tab;
  3. Select the work order you want to approve. A screen with the work order’s details will be displayed;
  4. Change the state to Approved;
  5. Press the Save button.
From the Work Management module you cannot classify tasks, report costs or report meter and monitoring values.  

How to convert a preventive maintenance event into a work order?

To convert an Issue into a Work Order, follow these steps:

  1. Access the “All Work” list;
  2. From this list, select the “Events” tab;
  3. Select the event you want to use to generate the Work Order. A screen with the work order’s details will be displayed;
  4. Select the state of the Work Order;
  5. Save.

How to assign a work order to a technician?

To assign a work order to a technician, follow these steps:

  1. Access the dashboard;
  2. Press the “Assign Work Order” option;
  3. The list displays all work orders in all states except Canceled, Executed and Closed;
  4. Select a Work Order;
  5. The assignment screen is displayed;
  6. Assign the Work Order to one or more technicians;
  7. Save.

How to unassign a work order from a technician?

To unassign a work order from a technician, follow these steps:

  1. Access the dashboard;
  2. Press the “Assign Work Order” option;
  3. The list of work orders will be displayed;
  4. Select a Work Order;
  5. The assignment screen is displayed;
  6. Unassign the Work Order from one or more of the assigned technicians;
  7. Save.

How to filter the data?

From the list, press the other options button (3 dots button on the upper right corner) and select the “Filter” option. You can apply the following filters:

  • Date – this filter allows you to filter all work within a specific date range. After selecting the start and end dates, you can view in the chart:
    • all work orders for which the date is within the selected time range
  • Expected Date – this filter allows you to filter all work within a specific range of dates:
    • all work orders for which the expected date is within the selected time range
    • all issues for which the expected date is within the selected time range
    • all preventive maintenance events for which the expected date is within the selected time range
  • Expected End Date – this filter allows you to filter all work within a specific range of dates:
    • all work orders for which the expected end date is within the selected time range
    • all issues for which the expected end date is within the selected time range
    • all preventive maintenance events for which the expected end date is within the selected time range
  • State – this filter allows you to filter results by state.
  • Work center – this filter allows you to filter all work by work center:
    • all work orders from the selected work center
    • all issues from the selected work center
    • all preventive maintenance events from the selected work center
  • Person in Charge – this filter allows you to filter all work by Person in Charge:
    • all work orders for the selected person in charge
    • all issues for the selected person in charge
  • Priority – this filter allows you to filter all work by priority:
    • all work orders with the selected priority
    • all issues with the selected priority
  • Relevance – this filter allows you to filter all work by asset or location relevance:
    • all work orders where the asset or location have the selected level of relevance
    • all issues where the asset or location have the selected level of relevance
    • all events where the asset or location have the specified level of relevance
  • Location – this filter allows you to filter all work by the selected location.
  • Parent location – this filter allows you to filter all the work by the selected parent location.
  • Asset – this filter allows you to filter all the work by the selected asset.
  • Asset Location – this filter allows you to filter all work by the asset’s location.
  • Parent asset location – this filter allows you to filter all the work by the Asset’s parent location.

How to sort the order of data?

From the list, press the other options button (3 dots button on the upper right corner) and select the “Order” option. You can sort the following fields by ascending order:

  • Date
  • Expected Date
  • Expected End Date
  • State
  • Priority
  • Relevance

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