Create a Work Order on the Mobile Device

Explanation

This activity is used to create a work order or a structure of work orders on your mobile device. Once the work order is created, you can choose to return it to IFS/Work Order Management during synchronization or retain it on the mobile device.

Work orders created on the mobile device will receive a work order number with the prefix N, e.g., N1001010. This work order number will be used for the lifetime of the work order on the mobile. When the work order is sent to IFS/Work Order Management, the work order number will be changed automatically to the regular number series. The Reference No field on the work order will automatically display the work order number previously assigned on the mobile device.

Prerequisites

• IFS Mobile Work Order should be installed on the mobile device.
• The site should be defined and the mobile user should have access to the site.
• Equipment objects should be defined.
• The maintenance organization should be defined.
• If a customer is to be connected, the customer should be defined.
• Basic data for mobile synchronization should be defined.
• If the work order is to be returned to IFS/Work Order Management, the mobile device should have a connection to the server.

System Effects

As a result of this activity, a separate work order is created and can be processed on the mobile device or in IFS/Work Order Management.

Window

The mobile device on which IFS Mobile Work Order is installed.

Related Window Descriptions

Refer the help for IFS Mobile Work Order on your device.

Procedure

1. On the Home Screen tap New Work Order. This option can also be accessed from the menu bar or if you want to create a work order in a work order structure, navigate to the parent work order, long-press the screen and tap New Work Order.
2. In the Site field, enter the site where the work order belongs. The user's default site appears by default. Use the search screen to select a valid site.
3. In the Directive field, enter a description of the work you want performed through the work order.
4. In the Maint Org field, enter the maintenance organization that is responsible for performing the work. Use the search screen to select a valid maintenance organization.
5. In the Customer field, enter the customer associated with the work order. Use the search screen to select a valid customer.
6. Optionally, enter the work type and priority.
7. Tap Next.
8. In the Object ID field, enter the ID of the object for which the work order is intended. Use the search screen to select a valid equipment object or manually enter the ID of the required object.
9. Optionally, enter contact details.
10. Optionally, add a picture to the work order. To do this long-press on the screen and tap Pictures. For more information on adding pictures, refer the Manage WO Actions activity description.
11. Tap Next.
12. Enter the date and time the work order is planned and/or requested to start and finish.
13. Tap Save.
14. In the information message that appears, tap Return if you wish to return the work order to IFS/Work Order Management during synchronization or Keep if the work order is to remain on the mobile device.