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.
On the top, count of open tasks is visible. Any resource can assign or accept an open task for themselves and begin working on it. When a user clicks on the ‘Accept Task’ button, a confirmation message appears on the user screen i.e., ‘Are you sure, you want to accept this task?’, if the user clicks on ‘Yes’ button, this task is assigned to the specific resource and removed from the ‘Open tasks’ tab, resulting in a decrease in the count of open tasks. After accepting the task, user will navigate to the ‘Assigned’ section as shown in screenshot.
On the top, count of open tasks is visible. Any resource can assign or accept an open task for themselves and begin working on it. When a user clicks on the ‘Accept Task’ button, a confirmation message appears on the user screen i.e., ‘Are you sure, you want to accept this task?’, if the user clicks on ‘Yes’ button, this task is assigned to the specific resource and removed from the ‘Open tasks’ tab, resulting in a decrease in the count of open tasks. After accepting the task, user will navigate to the ‘Assigned’ section as shown in screenshot.
User can view the open task details by clicking on icon as shown in the screenshot. 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.
Resource can also accept the task by clicking on ‘Accept Task button’ that shown at the bottom.
Priorities indicated in green signify a medium level of importance.
User can also use AI by clicking on AI button.
Users can access the more details by clicking on the details listed below:
Name of the Asset
Document No.
Customer Contact
Direction
User can view the open task details by clicking on icon as shown in the screenshot. 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.
Resource can also accept the task by clicking on ‘Accept Task button’ that shown at the bottom.
Priorities indicated in green signify a medium level of importance.
User can also use AI by clicking on AI button.
Users can access the more details by clicking on the details listed below:
Name of the Asset
Document No.
Customer Contact
Direction
Asset Details
Users can view more details about an asset by clicking on its name, which will redirect them to the asset tabs. Here, user can view the information associated with the asset, including the asset's name, equipment category, installation date, ownership and possession details, equipment class, related skills, manufacturer name, model name, manufacturing date, weight capacity, and much more as shown in the screenshot.
By clicking on ‘People’ tab, users can also view information about resources who have previously worked on a specific asset or whose skills match the asset's requirements. User can directly call that particular resource from the asset's people tab as shown in the screenshot.
By clicking on ‘People’ tab, users can also view information about resources who have previously worked on a specific asset or whose skills match the asset's requirements. User can directly call that particular resource from the asset's people tab as shown in the screenshot.
In the screenshot above, the green color represents expert-level mechanical skills, while the orange color indicates a medium level of mechanical skills. If the user clicks the "call" button, they will be redirected to the calling screen, where they can contact the specific resource.
Users can also view the asset's history, which includes details about previously performed tasks and the dates on which those tasks were completed as shown in the screenshot.
In the screenshot above, the green color represents expert-level mechanical skills, while the orange color indicates a medium level of mechanical skills. If the user clicks the "call" button, they will be redirected to the calling screen, where they can contact the specific resource.
Users can also view the asset's history, which includes details about previously performed tasks and the dates on which those tasks were completed as shown in the screenshot.
User can view the documents attached with specific asset. If user wants to upload additional documents then user can upload the document by clicking on upload button as shown in the screenshot.
User can view the documents attached with specific asset. If user wants to upload additional documents then user can upload the document by clicking on upload button as shown in the screenshot.
After clicking upload button, list of folders is visible to the user as shown in above screenshot. The user selects a folder and clicks the ‘Upload File’ button. Users have two options for uploading a document, via the Gallery or the Camera. If the user chooses the Gallery, they will be redirected to the document selection screen on their mobile device, where they can select and upload a document. If they opt for the Camera, it will open, allowing the user to take a photo and upload it as shown in the screenshot.
The user can also highlight specific parts of the image and click on save button as shown
After saving the changes, user clicks on next button and message appears on the user screen i.e., ‘Uploaded Successfully’ as shown in the screenshot.
After saving the changes, user clicks on next button and message appears on the user screen i.e., ‘Uploaded Successfully’ as shown in the screenshot.
The user can see the attached document in file section. On the spare part tab, the user can also see the spare parts associated with the asset as shown in the screenshot.
In the task tab, the user can view the details of the task group, including the number of tasks it contains and the estimated time required to complete those tasks as shown in the screenshot.
The user can see the attached document in file section. On the spare part tab, the user can also see the spare parts associated with the asset as shown in the screenshot.
In the task tab, the user can view the details of the task group, including the number of tasks it contains and the estimated time required to complete those tasks as shown in the screenshot.
Document Number
Users can access more details about a request by clicking on its document number, which will redirect them to the Field Service. Here, users can view information related to the request, including the maintenance type, request number, document status, priority level, asset details, and customer information as shown in the below screenshot.
User can also upload the document by clicking on upload button from the files tab. After clicking on upload button, list of folders is visible. The user selects a folder and clicks the ‘Upload File’ button. Users have two options for uploading a document: via the Gallery or the Camera.
If user opt for the Camera, it will open, allowing the user to take a photo.
If the user chooses the Gallery, user will be redirected to the document selection screen on their mobile device, where user can select and upload a document. and upload it as shown in the below screenshot.
After uploading the document, user successfully able to see the uploaded documents under the Files tab as shown in above screenshot.
Customer Contacct
Users can access customer contact details by clicking on the customer's name. This action allows users to view information about the customer, including their full name, mobile number, phone number, and email address, as shown in the screenshots.
As shown in screenshot, if the user clicks on phone number or mobile number then it will redirect the user to the phone screen. Similarly, if user click on email address then it will redirect the user to email screen. User click on cross icon to close the pop-up.
Users can access customer contact details by clicking on the customer's name. This action allows users to view information about the customer, including their full name, mobile number, phone number, and email address, as shown in the screenshots.
As shown in screenshot, if the user clicks on phone number or mobile number then it will redirect the user to the phone screen. Similarly, if user click on email address then it will redirect the user to email screen. User click on cross icon to close the pop-up.
Directions
The user can access the customer’s location by clicking the direction button. When the user clicks this button, user will be redirected to Google Map, where user can see the navigation from their current location to the customer's location as shown in the screenshot.
The user can access the customer’s location by clicking the direction button. When the user clicks this button, user will be redirected to Google Map, where user can see the navigation from their current location to the customer's location as shown in the screenshot.
Sorting & Filtration
User can sort the requests by clicking on sorting button on the basis of Created date and Target date, in both descending and ascending order. By default, the requests are sorted in descending order by Created Date as shown in below screenshot.
User can also create New Request from Open Tasks screen by clicking on + icon
at the bottom. For more details please refer “Creation of New Request”.
User can sort the requests by clicking on sorting button on the basis of Created date and Target date, in both descending and ascending order. By default, the requests are sorted in descending order by Created Date as shown in below screenshot.
User can also create New Request from Open Tasks screen by clicking on + icon
at the bottom. For more details please refer “Creation of New Request”.
User can also apply the filter on the basis of type of request including Field service, Work order, Project, and Request and priority as shown in screenshot.
Tasks filtered based on work order.
User can also apply the filter on the basis of type of request including Field service, Work order, Project, and Request and priority as shown in screenshot.
Tasks filtered based on work order.
Priority color varies based on their importance levels: high-priority requests are displayed in orange, medium-priority requests in green, and low-priority requests in blue as shown in the screenshot.
Priority color varies based on their importance levels: high-priority requests are displayed in orange, medium-priority requests in green, and low-priority requests in blue as shown in the screenshot.
Assigned Tasks
Assigned tasks indicates that specific tasks have been assigned to particular resource, but their schedules have not yet been created. When the user clicks the "Accept Task" button, the task will be removed from the Open Tasks section and will appear in the Assigned Tasks section.
In the Assigned section, each resource can only view their own tasks that they need to complete. User click on ‘Assigned Task’ section and it will navigate to the ‘Assigned section’ as shown in the below screenshot.
At the top, the count of assigned tasks is displayed. Each resource can create schedules for themselves based on their availability. When the user clicks the ‘Schedule Task’ button, it will navigate the user to the ‘Schedule Task’ tab, where task details such as task name, customer information, priority, and estimated hours for completion are visible.
User need to click on ‘Add Day’ button, it will navigate the user to the calendar as shown in the below screenshot.
By default, the calendar displays a 30-minute schedule, but the users can extend it as needed. Once the schedule is created, the user clicks the submit button, and the schedule is successfully added to their screen. To copy the schedule, user clicks on ‘copy’ button which will redirect the user to the calendar. User can select the date on which user want to copy the schedule and then click on submit button as shown in the below screenshot.
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.
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
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
Scheduled Tasks
Scheduled task indicates that specific tasks have been scheduled for a predetermined time. When user create schedules then task will be removed from the Assigned tasks section and will appear in the ‘Scheduled’ Tasks section.
In the Scheduled section, each resource can only view their own tasks that they need to complete. For example: In the below screenshot, the user needs to complete the task of "Change the battery" on October 28th at 12:55 PM.
By clicking on the three ellipses, the user can access the ‘customer contact number’ and the ‘Suspend Schedule’ button. Selecting the customer contact number will redirect the user to the phone screen. If the user clicks the suspend schedule button, it indicates that the task is no longer required or it is already performed. When the suspend schedule button is clicked, a confirmation message will appear on the user’s screen, as shown in the screenshot.
By clicking on the three ellipses, the user can access the ‘customer contact number’ and the ‘Suspend Schedule’ button. Selecting the customer contact number will redirect the user to the phone screen. If the user clicks the suspend schedule button, it indicates that the task is no longer required or it is already performed. When the suspend schedule button is clicked, a confirmation message will appear on the user’s screen, as shown in the screenshot.
The user enters the reason for suspending the task and clicks the "Suspend Schedule" button as shown in the above screenshot. After that the user no longer has access to the task. If the user clicks on the task, a message will appear on the screen stating, "Task is suspended."
Details of Schedule Task section
User can create the request from the scheduled section by clicking on create service request icon. For more details, user can refer the section Action Section | Field Service Request
User can view the Scheduled tasks details by clicking on arrow 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.
User clicks on ‘Edit’ button to edit the schedule which will navigate to the user to the schedule task screen. User can modify the schedule, delete or add as needed and click on submit button.
User clicks on ‘Edit’ button to edit the schedule which will navigate to the user to the schedule task screen. User can modify the schedule, delete or add as needed and click on submit button.
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.
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.
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.
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.
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.
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.
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.
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.
After clicking on submit button, the charge is successfully added on the user screen as shown in the screenshot.
The user can click the spanner button to install the quantity, but it will remain read-only until the task is started.
The user can also view the mechanical tools needed to perform the task, along with the required quantities, in the tools tab as shown in the 2nd screenshot.
After clicking on submit button, the charge is successfully added on the user screen as shown in the screenshot.
The user can click the spanner button to install the quantity, but it will remain read-only until the task is started.
The user can also view the mechanical tools needed to perform the task, along with the required quantities, in the tools tab as shown in the 2nd screenshot.
The user can upload documents in the file section, and these documents will be directly attached to the task tab of the field service request screen. By clicking on ‘Upload’ button, system will display the list of folders. User select the folder or create the folder by clicking on ‘Add Folder’ button and click on ‘Upload File’ button as shown in the screenshot.
The user can upload documents in the file section, and these documents will be directly attached to the task tab of the field service request screen. By clicking on ‘Upload’ button, system will display the list of folders. User select the folder or create the folder by clicking on ‘Add Folder’ button and click on ‘Upload File’ button as shown in the screenshot.
As shown in the above screenshot, users have two options for uploading a document: via the Gallery or the Camera.
If user opt for the Camera, it will open, allowing the user to take a photo.
If the user chooses the Gallery, user will be redirected to the document selection screen on their mobile device, where user can select and upload a document. and upload it as shown in the screenshot.
As shown in the above screenshot, users have two options for uploading a document: via the Gallery or the Camera.
If user opt for the Camera, it will open, allowing the user to take a photo.
If the user chooses the Gallery, user will be redirected to the document selection screen on their mobile device, where user can select and upload a document. and upload it as shown in the screenshot.
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”.
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.
