Work Orders

Create and manage work orders in your company

Introduction

The Dynaway Work Orders Power App allows you to create and manage work orders in your company from your mobile device both online and offline.

Prerequisites

Setup is completed.

Settings

Dynaway Work Orders gives you the possibility to change your Business Central company from within the app and select your preferred language. What's more, you can change scanning mode of the barcode readers in the app.

  1. On the Home screen or any screen that has a footer, select the cogwheel icon.
  2. On the Settings screen you can choose the scanning mode, your company, and language. If you select Scan automatically, the barcode reader will automatically scan the first code it will be pointed at. In a situation where you have multiple codes close one to another, you can uncheck this option to be able to select by yourself which one should be scanned, and not have to worry that the wrong code was scanned. A company always has to be selected. By default, the default company set up in the Dataverse is selected. You can also select one of the supported languages as your preferred one.

Settings screen.
Settings screen.
Select company.
Select company.
Select preferred language.
Select preferred language.

Create Work Orders

You can easily create work orders using the Dynaway Work Orders app.

  1. On the Home screen, select Create Work Order, or on any screen that has a footer, select the notepad icon.
  2. A screen with an asset list will be opened. Here you can select an asset, search for a specific one, or just scan a barcode with the asset number. When you select to scan the barcode, you will be automatically taken to the next step of the work order creation process and the asset will be automatically added to it.
  3. After selecting an asset, the Create Work Order screen will be opened, and you will see Asset No., Asset Description (it won't be visible if you skipped asset selection in the previous step), Planned date, Description, Category Code and Priority Code. Select the Planned date, provide a Description, pick Category Code and Priority Code from the expandable lists, and you will be able to Create Work Order.
  4. A modal window confirming the creation of the work order appears from which you can open the work order.

The work order is now created and you can access it directly from the modal window with confirmation or from the Work Orders list.

Home screen.
Home screen.
Assets list.
Assets list.
Scanning asset barcode to select asset.
Scanning asset barcode to select asset.
Create Work Order screen.
Create Work Order screen.
Select Planned date.
Select Planned date.
Enter description.
Enter description.
Select Category Code.
Select Category Code.
Select Priority Code.
Select Priority Code.
Work Order ready to create.
Work Order ready to create.
Confirmation of creating a Work Order.
Confirmation of creating a Work Order.
Created Work Order.
Created Work Order.

View Work Orders

From the app, you can manage work orders in your company.

  1. On the Home screen, select View Work Orders, or select the eye icon from the navigation menu.
  2. You will see a list of all work orders with 3 filtering options: Assigned to me, Completed, and Today. You can combine filters but if you don't select any, you will see all work orders.
  3. Select a work orders to go to its details.
  4. On the Work Order screen, you will see information such as work order number, status, description, asset number, asset description, work order category code, instructions, information about a number of resources and items, and remarks. If there are no resources or items added to the work order, you will see the labels Add Resources and Add Items.
  5. When you select Add Resources, you'll see the Resources screen with resource lines but if the work order doesn't have any, the list will be empty. On this screen, you can add new resource lines, by selecting New line.
  6. On the New resource line screen, you can select Resource no. (by default your resource no. is selected), Work Type Code and specify the Quantity. When all the information is provided, you can create a new line.
  7. After the creation of the line, you will be taken to the Resources and see a newly created line. You can select the created Work Order line and modify it, change the resource no., work type code, and quantity, or even delete it. Those operations are possible as long as the line is not consumed entirely or partially. Modifications to the line have to be confirmed by selecting the tick in the top right corner.
  8. When you go back to the Work Order and select Add Items, you will be taken to the Items screen. On this screen, you can see all the item lines and add new lines, by selecting New line.
  9. On the New item line screen, you can select No. of the item and go to the items list to Pick an item. You can either scan a barcode of the item or search for a number or description of the relevant item. After picking an item, you will be transferred back to the New item line to enter the Quantity. Then you can select Add new line to create a new line.
  10. After the creation of the line, you will be taken to the Items and see a newly created line. You can select the created Work Order line and modify it, change the item no. and quantity, or even delete it. Those operations are possible as long as the line is not consumed entirely or partially. Modifications to the line have to be confirmed by selecting the tick in the top right corner.
  11. When you go back to the Work Order screen, you can see the changes reflected in the number of Resources and Items on the Work Order.
  12. On Work Order screen, you can add/modify Remarks and change the Status of the Work Order.

Some of the operations possible on the Work Order are not available in the offline mode. Read more about that in the article below.

Home screen.
Home screen.
Work Order list.
Work Order list.
Filters.
Filters.
List filtered by Work Orders that are due today.
List filtered by Work Orders that are due today.
Work Order screen.
Work Order screen.
Resources screen.
Resources screen.
Creating new resource line.
Creating new resource line.
Select Resource no.
Select Resource no.
Select Work type Code.
Select Work type Code.
Enter Quantity.
Enter Quantity.
New line ready to create.
New line ready to create.
New line added to Resources screen.
New line added to Resources screen.
Modyfing resource line.
Modyfing resource line.
Work Order updated with a new resource line.
Work Order updated with a new resource line.
Items screen.
Items screen.
Creating new item line.
Creating new item line.
Pick an item.
Pick an item.
Search for item by its number or description.
Search for item by its number or description.
Enter the Quantity and create a new item line.
Enter the Quantity and create a new item line.
New item line was added.
New item line was added.
Modyfing item line.
Modyfing item line.
Work Order was updated with new item line.
Work Order was updated with new item line.
Add Remarks to the Work Order.
Add Remarks to the Work Order.
Change the Status of the Work Order.
Change the Status of the Work Order.
Work Order after changes.
Work Order after changes.

Offline Mode

The app provides you with the capability to work offline with your Work Orders.

  1. On the Home screen, select View Work Orders, or select the eye icon from the navigation menu.
  2. Now you can download work orders you want to work with offline. You can do so by selecting the download icon.
  3. Remember, the downloaded work orders data will not auto-refresh (if the data is changed by someone before you go offline, you won't see those changes offline), you can refresh it by selecting the Refresh button in the top right corner of the Work Orders list screen. You should refresh the data right before switching to offline mode.
  4. Switch to the offline mode (e.g. by turning airplane mode on) and make changes to the work orders. In the offline mode, you can:
    1. Change Work Order Status,
    2. Add new Resource/Item lines,
    3. Change the quantity on the existing Resource/Item lines,
    4. Create a new Work Order.
  5. Turn the network connection back on and synchronize changes you've made offline with your Business Central company.

In the offline mode, you're not able to change your company as a network connection is required to perform that action.

Home screen.
Home screen.
Work Orders downloaded to the device.
Work Orders downloaded to the device.
Switching to offline mode.
Switching to offline mode.
Changes made offline.
Changes made offline.
Information about the number of changes made offline.
Information about the number of changes made offline.
Connecting back to the internet and selecting Synchronize Offline Data.
Connecting back to the internet and selecting Synchronize Offline Data.
Offline changes synchronized with the Business Central data.
Offline changes synchronized with the Business Central data.

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