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Scheduled, Assigned, Open Tasks buttons are shown at the bottom section with records count, by clicking on those it will navigate to respective screen. Bottom section is divided into three parts explain as below.

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  • User can also delete all the schedules by clicking on delete button . If user want to delete a specific schedule then user need to click on that schedule and in front of that schedule delete icon is visible, user click on delete icon and the schedule is deleted successfully.

  • By clicking on Submit button, schedules are successfully created and task is removed from the ‘Assigned tasks’ tab, resulting in a decrease in the count of Assigned tasks. Once the schedule is created, it will navigate the user to the ‘Scheduled’ section as shown in the below screenshot.

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👉 The submit button remains read only until the estimated hours are equal to the scheduled hours.

👉 User can create the schedules according to resource availability define on resource type screen.

  • User can view the Assign task details by clicking on icon. User can view the details of the task including, on which date service request is created, expected date, priority, asset details, name of the task group and task details which user needs to perform.

  • Priorities indicated in green signify a medium level of importance.

  • User can also use AI by clicking on AI button.

  • Resource can also create schedules according to their availability by clicking on ‘Schedule Task’ button as explained above.

  • User can also add the task by clicking on ‘Add Task button’ and upload the file by clicking on ‘File button’.

  • Users can access the more details by clicking on the details listed below:

    • Name of the Asset

    • Document No.

    • Customer Contact

    • Direction

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  • User can create the request from the scheduled section by clicking on create service request icon. For more details, user can refer the Creation of Service Request.section https://viennaadvantage.atlassian.net/wiki/spaces/VA/pages/540967009/Action+Section#Field-Service-Request

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  • User can view the Scheduled tasks details by clicking on arrow image-20241225-041633.png icon. User can view the details of the task including, on which date and time service request is scheduled, expected hours to complete the task, field service request number, customer details, name of the task group and task details which user needs to perform as shown in the below screenshot.

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  • User can access the more details about task by clicking on arrow image-20241225-041903.png icon, it will navigate the user to the ‘Task Details’ tab as shown in the screenshot.

  • Users can access the more details by clicking on the details listed below:

    • Name of the Asset

    • Document No.

    • Customer Contact

    • Direction

For more detail refer the section of Open https://viennaadvantage.atlassian.net/wiki/spaces/VA/pages/edit-v2/540606711#Open-Tasks

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  • By clicking on the checklist tab, user can view the checklist attached with a specific task and see the expected result as shown in the screenshot.

  • By clicking on checklist, a screen will appear where user can enter the actual result of the task. The options to delete, add a photo, edit, and submit will become active once the user starts the task. User click on cross icon to close the screen.

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  • On the Spare part tab, the user can view the spare parts needed to complete the task. This includes details such as the names of the spare parts, the quantity required, and the total available quantity. The user can add a spare part, by clicking the ‘Add Spare part’ button, which will navigate them to the spare part screen as shown in the screenshot.

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👉 On the spare part tab, the task product type associated with the spare part is displayed.

  • User can search the product on the search bar, and click on submit button. Once the product is submitted, user can select the locator and quantity required for spare part. User select the quantity and click on submit button. After that specific spare part is successfully added on the user screen as shown in the screenshot.

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👉 On the spare part tab, the warehouse configured on the resource screen is displayed, along with a locator that is checked by default. However, the user can change the locator accordingly.

  • User can also add the charge by clicking on ‘Add Charge’ button, it will navigate to the user on the charge screen. User select the charge from the dropdown and select the quantity required to perform the task and click on submit button as shown in the screenshot.

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  • When the document is uploaded, user receive a message i.e., ‘Uploaded successfully’ and the uploaded document is visible under the file section as shown in the above screenshot. 

👉 If the user create folder or upload the document with special character then system give an error message i.e., “Special Characters are not allowed”.