Work Order Lists

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

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

Work order lists overview.

Create a Work Order List

Create your own work order lists to see only the work orders that are relevant for you or certain user groups.

Setup

The setup for creating lists is mainly done and maintained from the mobile client described in the steps below. Deciding who has access to certain lists is specified in the article Distribute Saved Search Lists to Users.

1. On the Work order lists screen, select the 'context menu' button and Create list.
2. Start by giving your list a name as seen in screenshot 01.
3. On the Create list screen, you see a list of parameters that you can use to define your list. Make one or more selections in the list. In the example below in screenshot 02 and 03, you can see that the parameter 'scheduled worker' is being selected.
   • 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.
4. 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.
5. If required, repeat steps 3-4 to add more details to your list.
6. When you've made your selections, select Create list.
   • Note, the list you are creating is only visible to you. If you want your coworkers to have access to it, see the documentation Distribute Saved Search Lists to Users.
7. When you return to the Work order lists screen, you can see that the list has been added.

Example: The example in the screenshots shows a list being created for work orders scheduled to a colleague.

Editing and Deleting Lists

If you want to edit a list that you created: Select the list. Then select the 'context menu' 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 'context menu' 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 'context menu' 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.

Limit Results from Lists to Functional Location

It is possible to limit results shown on lists to functional locations that are assigned to maintenance workers.

Go to Setup > Mobile Parameters and toggle the button 'Query functional location limitation' to limit results shown on lists to functional location.

To assign workers to functional locations, go to:

1. Asset Management > Setup > Workers > Workers.
2. Pick a worker from the list on the left.
3. On the Functional locations tab, add a line to assign a functional location.

If the assigned functional location has children, these are also assigned.

01 - Example of creating a list: Give the list a name, and add any parameters before clicking 'Create list'.

02 - Example of creating a list: Selecting the parameter 'Scheduled worker'.

03 - Example of creating a list: Selecting the scheduled worker that the list should be created for.

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 search icon at the top.

You can search for:

• Work order ID
• Work order type name
• Job type ID
• Work order description
• Functional location name
• Functional location ID

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 search icon. Enter a search string in the search field, or search by scanning a QR code or barcode. (See the article below for further explanation of searching using QR codes and barcodes).
2. Search by scanning a QR code or barcode:
   1. Select the Scan a code button.
   2. Follow the instructions on the screen to scan a QR code or barcode.
3. Search by entering a search string in the 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/line, 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.

Search Using QR Code and Barcode Scanning

If you are using barcodes or QR codes to tag your assets/objects, locations, and items, you can use the QR code scanner and barcode scanner when searching in the app.

In the Work order lists overview, and within each work order list, you can search using a QR code or a barcode. We support the most widely used QR codes and barcodes.

1. Click the Scan a code button in top right corner.
2. Start scanning.
3. The stored text from the QR code or barcode is passed to the standard search input and the search is performed.

Start scanning after selecting 'Scan a code'.