Work order lists

Create and manage lists for work orders with similar characteristics

Introduction

Two predefined lists are included in Work orders, but you can create your own lists as you require.

Prerequisites

Setup for work orders is completed on the Mobile Client.

Audience
Maintenance Manager, Technician

Overview

The Work order lists screen is your start page on the Mobile Client. Two predefined lists are shown:

  • Work scheduled to me (this list shows the work order jobs that are scheduled to you, and they are available online and offline).
  • Downloaded work (this list shows all work order jobs that are available to you online and offline).

The number of work order jobs in a list is shown in the gray box.

Work order list overview
Work order list overview

Create a work order list

You can create your own work order lists as you require.

  1. On the Work order lists screen, select the 'More' button and Create list.
  2. On the Create list screen, you see a list of parameters that you can use to define your list. Make a selection in the list.

Note

The "Active" parameter is automatically set to "Yes", but you can change it as you require. When "Active" = "Yes" it means that the list you're creating only shows active work orders.

  1. Select the details for your list, and select Apply.

Note

If you see an All / Clear toggle button in the upper-right corner of the screen, you can select All, if you want to select all options shown on the screen. Select Clear if you want to remove the selections.

  1. If required, repeat steps 2-3 to add more details to your list.
  2. When you've made your selections, enter a name for the list in the List name field, and select Save changes.
  3. You return to the Work order lists screen, and your list has been added.

Example: The screenshots below create a list that shows the work orders scheduled for a colleague.

Note

If you want to edit a list that you created: Select the list. Then select the 'More' button and Edit list. Make your changes, and save the list.

You can't edit predefined lists, but you can select a predefined list, then select the 'More' button and View list, if you want to see the parameters selected for that list.

From the Work order lists screen, you can delete a list that you created: Select the 'More' button and Edit. Then select the list, and select the delete button in the upper-right corner of the screen. You can't delete predefined lists.

Create list: Work orders scheduled for one worker - screen 1
Create list: Work orders scheduled for one worker - screen 1
Create list: Work orders scheduled for one worker - screen 2
Create list: Work orders scheduled for one worker - screen 2
Create list: Work orders scheduled for one worker - screen 3
Create list: Work orders scheduled for one worker - screen 3

Search for work orders

On the Work order lists screen or in a list (predefined and user-defined lists), you can start a search by selecting the 'More' button and Search.

You can search for:

  • Work order ID
  • Work order type
  • Job type

Note

When you make a search on the Work order lists screen, you search in all active work orders. When you make a search in a list, you only search the contents of that list.

  1. On the Work order lists screen, or in a list, select the 'More' button and Search. You can search by entering a search string in the blue search field or by scanning a QR code.
  2. Search by scanning a QR code:
    1. Select the QR code icon.
    2. Follow the instructions on the screen to scan a QR code.
  3. Search by entering a search string in the blue search field:
    1. Your search string may contain the entire ID or name, the middle of an ID or name, or part of the ID or name. Search works both in online and offline mode. Offline mode means searching the data available on your mobile device at the time of the search.
      Example 1: If you enter 08* in the search field, the result is a list of work order IDs that start with the number 08.
      Example 2: If you enter *3* in the search field, the result is a list of work order IDs that contain the number 3.

If you select a search result to go to a work order or work order job, the search string is reset.

Select or to cancel a search. The search string is deleted when you return to the Work order lists screen.

Copyright Dynaway A/S