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Copyright 2013 Corrigo, Inc. All Rights Reserved. This document may not be copied, disclosed, transferred, or modified without the prior written consent ofCorrigo, Inc. Corrigo, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. The software described in this document is provided under written license only, contains valuable trade secrets and proprietary information, and is protected by the copyright law. Unauthorized use of the technology or its documentation can result in civil damages and criminal prosecution. The trademarks, logos, and service marks displayed in this manual are the property ofCorrigo, Inc. Users are not permitted to use these marks without the prior written consent of Corrigo, Inc.
CONTENTS
Section 1:Overview
A Quick Note About Permissions Introduction Typical Simple Workflow
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Capture a Signature Independent of a Work Flow Completion Process Attach a Picture to a Work Order Attach a Voice Memo to a Work Order Manage Punch Lists Attach a Punch List to a Work Order View a Punch List Mark Punch List Items as Done View Multiple Item Work Orders Manage Appointments & Work Schedules Schedule an Appointment View All Scheduled Work Orders Reschedule an Existing Work Order Search Inventory for Materials View Asset Details View Asset Histories View Asset Warranty Information View GPS/Location Tracking Details View Current Location Information Send Location Log toCorrigoSupport Get Driving Directions to a Job Site View Customer Special Instructions
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SECTION 1:OVERVIEW
A Quick Note About Permissions
The features and functionality described in this guide are based on what a user with full permissions can see. If you cannot see a feature or if you can see it but are unable to access it, it is possible that you have not been granted the necessary permission to do so. Exception: If you are offline and can view only some of the work orders in the system, this is due to the fact that in offline mode, you are limited to viewing only those work orders that you viewed while you were online. To resolve this problem, find a wireless hot spot and then view the details of each of the work orders you will need to see later on. After you go offline, the information will remain available through the CorrigoNet app.
Introduction
The CorrigoNet Mobile application is designed to allow technicians out in the field to access and manage the work orders assigned to them and to other members of their team, if the technician has the necessary permission to do so. Work orders are accessible through different lists based on the following criteria, so a single work order normally appears in multiple lists:
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Status New, Open, On Hold, Need Attention, Completed Today Type Request, PM Schedule Appointments, Scheduled, Unscheduled
Note: The exception to this classification system is Emergency work orders, which appear in their own separate and independent list. To ensure you are looking at the latest version of each list, you should periodically refresh the screen. To do this, tap the (Refresh) button on the Action bar.
Create &Assign Work New Pick Up Work Start Work Complete Work Open Open:In Progress Completed
To resolve this problem, find a wireless hot spot and then view the details of each of the work orders you will need to see later on. After you go offline, the information will remain available through the CorrigoNet app.
Note: If the CorrigoNet app is active when alerts are received, no notification appears, as the alert is simply presented by the application in an alert popup screen as shown in the image above on the right.
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The total number of each kind of hours recorded on the time card for the current date. This can include regular hours, overtime hours, administration hours, and so on. The current date, month, and year (if you rotate the phone to see the timecard in landscape format) The total hours per work order that have been recorded for the current date. In the image below, for example, the time card shows 1 hour of overtime plus 2 hours of standard time for work order #33360018 and an additional 2 hours of standard time for work order #3360020.
4. Tap the Prev Day button to view details about the work order hours recorded for the previous day. 5. Tap the Next Day button to view details about the work order hours recorded for the subsequent day. 6. To change the number of hours that you worked on a specific date, do the following: a. Tap the Prev Day or Next Day buttons to go to the date. b. Tap the hours field for that date. c. On the Edit Time screen that appears, update the number of hours you worked. d. Tap the Save button to save your changes. 7. To change the date that you performed work for a work order, you will actually delete it from one date and then add it to another. To do this, repeat the process outlined in Step 6 above, entering 0 for the hours worked on the date you want to delete work hours from. a. Tap the menu button on your phone and then tap the Select Date option on the screen that appears. b. On the date selection screen that appears, use your finger to scroll up and down in the month, day, and year columns to select the date that you want to add hours to, then tap
3. Tap the (Scan) button in the Action bar at the top of the screen. 4. When the scanner opens, scan the asset tag related to the work order. Note:The example below shows the asset tag along with its Tag ID. In actual usage, the TagID would NOT be visible on the sticker.
5. On the popup screen that appears, click OK to pickup and start the work order.
The Work Order Details screen then reappears, with the work order status set to Open:In Progress. 6. When you are ready to complete the work order, tap the (Scan) button again and scan the asset tag again or, if the location where you are finishing the work order is different from the location where you started, scan the asset tag at the second location.
7. At the prompt, tap the Complete button if you are done with the work order or Pause if you need to stop working on it for a time.
As with previous mobile application work order tasks, all actions you take on the work order are tracked and are visible through the Action Log tab on the Work Order Details screen in CorrigoNet. In the example below, which is for the work order described above, you can see when the work order was picked up, when the first asset tag (TranCo #100) was scanned to start the work order, and when the second asset tag (TranCo #210) was scanned to complete the work order.
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A list of all new work orders assigned to you appears, along with the work order number, street address, and problem that needs to be worked on.
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Note: The priority assigned to each work order is listed on the right. 3. Tap a work order to select it. 4. Pick up the work order by tapping the Status row on the work order details screen.
5. Tap Pick up to have the work order assigned to you and then tap OK on the popup screen that appears.
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Note: If you tap Pick up and Start, you are immediately prompted to confirm your choice, after which, you are taken to the Labor Codes step (Step 4) in the section below. The work order status then updates to Open.
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3. At the prompt, confirm that you want to start the work order by tapping the OK button. The status of the work order changes to Open:In Progress and the system starts recording the time you are spending on the work order.
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3. On the popup screen that appears, tap OK to confirm that you want to pause the work order. 4. The Edit Labor Cost screen that appears displays all of the work you have done on the work order so far. If you need to edit the number of hours or minutes, tap the Duration field and then make the changes you want.
5. When you are done, tap the Save button at the bottom of the screen. The number of hours completed so far is then added to the total number of Labor hours that appears on the Costs screen, which is accessed by tapping the All Costs field on the default work order details screen.
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If notes have already been added to the work order, they appear on the Notes screen that opens.
2. To add a new note, tap the (Note) icon in the Action bar. 3. In the text-box on the Add Text Note screen, enter a note about the work order.
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4. When you have finished, tap the Save button at the bottom of the screen.
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4. On the Costs screen that appears, tap the Add> link in the Materials section.
5. On the Find Product screen that opens, tap the Scan Barcode button.
The camera on your Android device is activated automatically. 6. Focus the camera on the item's asset tag and wait a few seconds until you hear an electronic beep indicating that it has been scanned.
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Note: In order for the scanner to work correctly, the camera must be held steady and within 8 inches of the asset tag. The camera must also have a clear view of the asset tag with no glare or heavy shadows obscuring the clarity of the image. After the asset tag is read, the screen refreshes and displays the product name, location, price, quantity, and total price.
7. (Optional) Change the price of the scanned item. 8. (Optional) Change the Quantity field if more than one item is being added to the work order. 9. Click Save to add the item(s) to the work order. The updated All WO Costs screen appears with the new item added to the Materials section.
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2. On the Costs screen that appears, tap the Add > link in the Materials section.
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Note: If costs have already been added to the work order, the screen might look slightly different than the example shown above. 3. On the Find Product screen, search for a product or manufacturer by entering at least two letters in at least one of the fields and tapping the Search button.
Note: If your search returns no data, tap the Back button on the phone to return to the Find Product field and try a different set of search criteria. If you still do not see anything, stock locations might not be set up in the system. 4. When a list of search results appears, tap the name of the product that you want to add to the work order.
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5. On the Stock Locations screen that appears, tap the location from which you took (or will take) the product.
The Add Material Cost screen then appears, displaying the product name, location, and unit price of the selected item.
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6. (Optional) If you need to, tap the Price field to change the default price for the product. 7. Tap the Quantity field to enter the number of items to be added to the work order or leave the default set to 1 if you are only adding one. 8. When you have finished, tap the Save button at the bottom of the screen to save your changes and have them added to the work order Costs screen. 9. (Optional) If you need to add more materials to the work order, repeat steps 2 through 8. 10. When you have finished adding materials, review the materials costs for the work order using the Costs screen and then tap the Back button on your phone to return to the work order details screen.
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2. On the Costs screen that appears, tap the Add > link in theLabor section
An Add Labor Cost screen opens, displaying the time and date the job started, the labor code for the job, and two text-entry fields that you can use to record the duration of the job.
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3. (Optional) If the default value in the Labor Code field is incorrect, tap the row to view the "Choose labor code" popup screen where you can select the correct code for the job. 4. Tap the hour field within the Duration row on the Add Labor Cost screen to enter the number of hours you spent on the job. 5. Repeat Step 4 for the minute field. 6. Tap the Save button at the bottom of the screen. 7. On the Costs screen, review the total amount of time you have recorded for the job. If everything is okay, click the Back button on your phone to return to the main work order details screen.
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3. (Mandatory) On the Work Done screen, tap the text field at the top and then enter any completion notes you have for the work order.
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Alert: This is the only place you can enter completion notes for the work order. After you change the status to Complete, the completion notes text-entry field becomes inaccessible. 4. (Mandatory) Tap the Repair Code field to select the repair category related to the work order.
5. In rare cases, you might have additional labor costs you need to add to the work order or the time recorded for the work order is incorrect. When that happens, you can update the time displayed on the WorkDone screen by doing the following: a. Tap the Labor row on the Work Done screen. b. On the Labor Costs screen that appears, tap the Add > link in the Total row.
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c. (Optional) On the Add Labor Cost screen, if the default value in the Labor Code field is incorrect, tap the row to view the Choose labor code popup screen where you can select the correct code for the job.
d. Tap the hour field within the Duration row on the Add Labor Cost screen to enter the number of hours you spent on the job. e. Repeat Step d. for the minute field. f. Tap the Save button at the bottom of the screen. g. On the Labor screen, review the total amount of time you have recorded for the job. If everything is okay, tap the Back button on your phone to return to the Work Done screen. 6. If you have materials costs, add them to the work order by doing the following. Otherwise, jump to Step 7 below. a. Tap the Materials row on the Work Done screen. b. On the MaterialCosts screen that appears, tap the Add > link in the Materials row. c. On the Find Product screen that appears, search for a product or manufacturer by entering at least two letters in at least one of the fields and tapping the Search button.
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Note: If your search returns no data, tap the Back button on your phone to return to the Find Product screen and try a different set of search criteria. d. From the list of search results that appears, tap the name of the product that you want to add to the work order.
An Add Materials screen opens, displaying the specific details, location, and default price of the selected item.
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e. (Optional) If you need to change the default price for the product, tap the Unit Cost field and update the price. f. Tap the Quantity field to enter the number of items to be added to the work order or leave the default set to 1 if you are only adding one. g. When you have finished, tap the Save button to save your changes and have them added to the work order costs. h. (Optional) If you need to add more materials to the work order list, tap the Add > link again on the Material Costs screen and repeat steps 6b through 6g. i. When you have finished adding materials, tap the Back button on your phone to return to the Work Done screen where you can view a summary of all of the work order costs to date. 7. Tap the Complete button at the bottom of the screen to return to the work order details screen. The status of the Work Order changes to Completed.
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3. On the Costs screen, tap the Add > link in the Spot Purchases row.
4. On the Add Spot Purchase screen that appears, enter a description of the purchase in the Desc field.
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5. 6. 7. 8.
Enter the item cost in the Unit Cost field. Enter the number of items you purchased in the Quantity field. Tap the Save button. To enter a Miscellaneous cost, tap the Add > link in the Miscellaneous row of the Costs screen.
9. On the Add Misc Cost screen that appears, enter a description of the miscellaneous purchase in the Desc field.
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10. Enter the item cost in the Price field. 11. Enter the number of items you purchased in the Quantity field. 12. Tap the Save button to return to the Costs screen where all of the spot purchases and miscellaneous costs are listed together. 13. Tap the Back button on the phone to return to the work order details screen.
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Note: The search results display all work orders containing the numbers or letters you specify, even if the numbers/letters appear in the middle or at the end of the name or work order number. So, for example, a search of 34 returns work orders 3400690 and 41500134 and a search for tho returns Thorne Properties as well as Ratholin Tires. 3. Tap the Search button to view the results.
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lists, do the following: 1. Go to the My Work screen. Note:If your configuration of the application does not include a separate My Work screen, go to the home screen and start from there instead. 2. Tap the work order list that you want to filter. In the example below, it is the Providers Work list.
3. Tap the (Filter) icon in the Action bar. 4. On the "Filter by" screen that appears, set any or all of the filters to help narrow down the work order list.
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5. Tap Search when you are done setting the filters. 6. The screen refreshes and displays the filtered list of work orders.
2. Tap the
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3. On the "Filter by" screen that appears, tap the Clear Filters button.
Note:If the keypad is blocking the Clear Filters button, tap the Return button on your phone to close the keypad. 4. Select new filter criteria or tap the Search button to see the unfiltered list of work orders again.
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TIP: A custom field will only appear in a work order if you selector in the case of text-entry custom fields, if you entera value for the field. In a text-entry custom field, removing all text causes the field to be hidden. 6. Tap the Save button at the bottom of the screen. The work order details screen refreshes and displays the field along with the value you selected or entered.
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2. Let your customer review the details, then have them scroll down to the bottom of the screen and tap the Accept button. 3. On the Sign Work Order screen that appears, have the customer sign on the dotted line using his or her finger. 4. After the customer finishes signing, tap the (Accept) icon on the screen to attach the sig(Clear) nature to the work order. If the customer is not satisfied with the signature, tap the icon and have them try again.
A popup screen then appears, confirming that the customer's signature was successfully captured. You can then continue with the work order completion process by adding comments, a repair code, and costs details to the order.
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4. Let your customer review the details, then have them scroll down to the bottom of the screen and tap the Accept button. 5. On the Sign Work Order screen that appears, have the customer sign on the dotted line using his or her finger. 6. After the customer finishes signing, tap the (Accept) icon on the screen to attach the sig(Clear) nature to the work order. If the customer is not satisfied with the signature, tap the icon and have them try again.
A popup screen then appears at the top of the Work Order screen, confirming that the customer's signature was successfully captured.
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4. On the Attach Picture screen that pops up, do one of the following: o Tap From Gallery if you have already taken the photograph and have it stored in your camera's PhotoAlbum. o Tap From Camera if you have not yet taken the photograph. This option will activate your camera, allowing you to take the picture immediately. 5. After choosing an option in Step 4, a new Attach Picture screen appears, displaying the photograph you just selected or took along with a notation at the top listing the work order number to which the photograph will be attached.
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5. Speak into your Android device to create the memo. 6. Tap the Stop button when you are done or if you need to pause. 7. (Optional) To listen to your memo before attaching it to the work order, tap the ton at the bottom of the screen.
(Play) but-
For longer messages, drag the slider in the timer field to the right or left to start the playback at a specific time. 8. (Optional) To continue recording after a pause, tap the green Continue button. 9. When you are done recording your memo, tap the Save button.
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5. Either click the Add Punch List button on the Punch List sub-tab, then select an available check list from the popup Add Punch List screen . . .
. . . or click the Add Item button on the Punch List sub-tab and create a single punch list item that can be added to the work order as an individual item or included in an existing punch list. 6. Scroll to the top of the work order details screen and click Save to save the work order with the punch list added to it.
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A Punch List screen appears, displaying each of the items on the punch list.
1. Open the work order that has a punch list associated with it. 2. Scroll down and tap the Punch List row that appears after the Assigned To row.
3. On the Punch List screen that appears, either tap the check box beside the item you want to mark as Done, or if you want to add a note to the item, tap the item itself and then complete the rest of the steps outlined below.
4. On the Punch List Item screen that appears, enter any notes you have about the item.
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Note: You can only add notes if the Done checkbox is not selected. As soon as you select it, the Note field becomes inactive. 5. Tap the Done checkbox on the screen to mark the punch list item as complete. 6. Tap the Save button at the bottom of the screen. The Punch List screen reappears with a checkmark beside the item you just marked as Done.
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between the two is that regular (single item) work orders contain a single work item that you must complete, whereas a multiple item work order contains two or more items. Note: Depending on the configuration of your system, you might be unable to close a multiple item work order until all items have been completed. In terms of layout, a multiple item work order is virtually identical to a regular work order except for the location of the five Asset-related fields: Asset, Asset Path, Task, Description, and Disposition. When multiple items are part of a work order, these five rows are replaced on the main work order details screen by a single row entitled Multiple Items, as shown below.
Tapping the Multiple Items row opens a new screen that lists each of the values for each item in the work order.
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Schedule an Appointment
To make an appointment to carry out a work order, do the following: 1. Locate and tap the work order in the system. 2. On the work order details screen, tap the Access/Appt row.
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4. On the popup screen that appears, select the kind of appointment notification the client wants: Appointment, Call First, Not Applicable, or PTE1.
5. If you chose Appointment in Step 4, on the Access/Appt screen, tap the Date field and on the popup screen that appears, use your finger to scroll up and down to select the date of the appointment.
When you have finished, tap the Done button to return to the Access/Appt screen, then tap the Time row and repeat the process in order to set the time of the appointment 6. Tap the Save button at the bottom of the Access/Appt screen to save your selections.
1PTE stands for permission to enter and is used primarily by property management customers who need owner consent to enter
residential properties unaccompanied.
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3. Tap any of the work orders to view its corresponding work order details screen, which lists the Scheduled Start date and the Due By date.
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3. On the Access/Appt screen that appears, tap the Date field and on the popup screen that appears, use your finger to scroll up and down to select a new date for the appointment..
4. When you have finished, tap the Done button to return to the Access/Appt screen, then tap the Time row and repeat the process in order to set the new time of the appointment 5. Tap the Save button at the bottom of the Access/Appt screen to save your selections. Note: If you select a date or time in the past, an error message appears stating: Warning. Scheduled start date should be in future. Assuming the date and time you entered are acceptable, the work order details screen then displays the scheduled start for the work order.
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To search for materials within all of the stock locations that you have been granted permission to view, do the following: 1. 2. 3. 4. Go to either the Home screen or the My Work screen. Tap the menu button on your phone. On the popup screen that appears, tap the Find Materials button. On the Find Product screen, tap one of the following options: o Full Access Allows you to view a list of all stock locations that have the materials you are searching for, including the specific name of each location and the specific quantity of the items at each location. o View Only Allows you to view a general list of all stock locations that have the materials you are searching for. 5. Search for a product or manufacturer by entering at least two letters in at least one of the fields and tapping the Search button on the screen.
Note: If your search returns no data, tap the Back to return to the Find Product screen and try a different set of search criteria. If you still do not see anything, stock locations might not be set up in the system. 6. When a list of search results appears, tap the name of the product that you want to add to the work order.
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A Stock Locations screen opens, displaying each location that contains the item you want and the quantity of the item at each location.
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3. The asset details screen appears, listing any details in the system for the asset. Note: In most cases, the details field will simply display the message, No data.
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An Asset History screen appears, listing all of the work orders that have ever been created in the system for the selected asset.
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Note:If an item in a multi-item work order contains a warranty, the W does not appear on the main work order details screen. You must first click the Multiple Items row to see which work order item or items have warranties associated with them. To view warranty details, complete the following steps:
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1. Tap the Asset row of a work order to display the Asset Details screen 2. Tap the menu button on your phone. 3. Tap the Warranty Information option The warranty details are shown, as in the example below.
Notes
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If there are no active warranties, the user sees a message to that effect If there are multiple active warranties, the user first sees a list of active warranties Only active warranties appear in the warranties list; inactive warranties are excluded.
DescriptionThe details in this field are particularly useful when there are multiple warranties associated with the work order items and the user needs to make sure he or she is reviewing the correct warranty. TimeframeDisplays the initial warranty coverage date and the expiration date along with a countdown of the number of days left in the warranty. WarrantorDisplays the company that is acting as warrantor and provides the name and telephone number or email address of the contact at the company. Additional InfoDisplays any additional information that was listed when the warranty was entered into CorrigoNet. CoveragesDisplays each of the coverage types, such as Labor and Materials, associated with the warranty along with the coverage status, duration, and expiration date.
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A "Location info" screen appears, displaying your current longitude, latitude, and altitude (if available) as well as a range of other non-location details.
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5. Tap the Get Fix button to refresh the screen and view the latest coordinates for your position. 6. Tap the Show Fix onMap button to view your current location on a map.
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5. On the "Send log..." screen that pops up, tap one of the send options to designate how you want to send the information:via Bluetooth, Gmail, Google, Google+, or Messaging.
6. Enter details in the customer support form that appears, then click the Send icon.
3. The Google Maps screen opens with your job site location pre-populated in the lower field.
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4. Enter your starting point in the top field. Note: If GPSis enabled on your phone, when you tap the top field, a My Location option will appear. If you tap this option, your current address will appear in the field automatically. 5. Tap the Get Directions button to view detailed instructions on how to get to the job site.
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If information such as this exists for a customer location, it will appear on the customer work order details screen. To view any customer special instructions that exist for a work order, do the following: 1. Open the work order. 2. Scroll down to the Customer row. 3. If there are SpecialInstructions regarding the customer location, they will appear in a row called Special Instructions immediately after the Customer row.
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5. On the Select Community screen, select the community or team you want to associate with the work order. Keep in mind that the team you select must already be linked within the system to the location of the work order. If your job is in San Francisco, for example, the team you select in this step must include San Francisco or a region encompassing San Francisco as one of the places they work.
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6. If the community you select has multiple customers associated with it, a Select Customer screen will appear. Tap a customer's name in the list to select it.
7. If the contact details for the customer you selected are incomplete, a Set Contact screen will appear. Enter the missing information in the Name or Contact At fields.
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8. Tap the Next button at the bottom of the screen. 9. On the Select Asset screen, tap the name of the asset that you want to assign to the work order.
10. On the Description screen that appears, enter a description of the work order.
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11. Click the Next button at the bottom of the screen. 12. Select from the following list of access/appointment options for the work order: PTE1, Appointment, Call First, or Not Applicable.
13. If you select Appointment inStep 12, set the appointment date and time using the links on the Appointment screen that appears . . .
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. . . then click the Next button to continue.. 14. On the Create WOscreen that appears, review the details of the new work order and if everything is okay, click Save to enter it into the system.
1PTE stands for permission to enter and is used primarily by property management customers who need owner consent to enter
residential properties unaccompanied.
Recall a WorkOrder
Note: You can only recall a work order that (a) has a status of New and (b) has been sent to a vendor. If it has a status other than New or if it has been sent to an employee user, it cannot be recalled, it can only be canceled. To recall a work order, do the following: 1. Open the work order. 2. Tap the menu button on your phone. 3. Tap the Recall WO button on the screen that pops up.
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4. (Required) In the text field that appears, enter a reason for recalling the work order.
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Note:If your configuration of the application does not include a separate My Work screen, go to the home screen and start from there instead. 2. Tap the All Pending row.
The All Pending screen appears, shows all of the active work orders that are assigned to you.
3. (Optional) Tap the (Sort by) icon to open a popup screen that allows you to sort the work orders according to any of the following criteria: o Work order number o Customer name o Increasing priority
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o o
The Workload screen that opens lists the names of all members of your team who have at least one work order assigned to them. Beside each name is the number of work orders they are assigned to in the system.
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3. Tap a members name to view a list of each of his or her work orders.
The Assign WO screen appears with the Technicians tab displayed by default.
4. If the employee/technician you want to assign to the work order is not part of the default team that is displayed, tap the Team row and then select the employee's team on the popup screen that appears. 5. Tap the name of the employee to whom you want to assign the new work order. 6. Tap the Save button to assign the work order to the newly selected employee. The work order details screen updates and displays the techs name in the Assigned To row.
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The Assign WO screen appears with the Technicians tab displayed by default
4. Tap the Providers tab. 5. In the list of providers that appears, tap the name of the provider to whom you want to assign the new work order.
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Note: The numbers to the right of the providers' names indicate the number of work orders currently assigned to each provider. TIP: If the list of providers is extensive, you can narrow it down using the three Area filters that appear just below the Providers heading on the screen. Tapping the first limits your search to the local zip code. Tapping the Local option widens the search radius to a larger area. Tapping the Region option expands the search even more. To designate how many miles the Local and Region options should include, do the following: a. Tap the menu button on your phone. b. Tap the Settings button that appears. c. On the Distance Settings screen that appears, drag the two slide bars to set the local search radius to any distance between 1 and 50 miles and the Region search radius to any distance between 20 and 200 miles.
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d. After setting both slide bar values, tap the Save button to return to the Providers screen. 6. After selecting a provider, a confirmation screen appears asking if you would like to send the work order to the provider. Tap Send. 7. (Optional) If appropriate, on the next screen that appears, change the setting of the "Possibly covered under warranty" field.
8. (Optional) Enter a message for the provider in the text entry field on the screen. 9. Tap the Send button to send the work order notification and your note to the provider.
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The work order details screen then updates automatically and displays the new provider in the Assigned To row.
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The Workload screen that opens lists the names of all members of your team who have at least one work order assigned to them. Beside each name is the number of work orders they are assigned to in the system.
3. Tap a members name to view a list of each of his or her work orders.
4. To remove a work order from the members list and assign it to another team member, tap the work order. 5. On the work order details screen, tap the Assigned To row. 6. On the Assignee Details screen that opens, tap the (Reassign) button. The Assign WO screen appears, with the Technicians tab displayed by default.
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7. If the employee you want to reassign the work order to is not part of the default team that is displayed, tap the Team row and then select the employee's team on the popup screen that appears. 8. On the Assign WOscreen, tap the name of the employee you want to reassign the work order to. The work order details screen updates automatically and displays the new techs name in the Assigned To row.
To reassign a work order and give it to a vendor, do the following: 1. Locate and tap the name of the work order that you want to reassign. 2. On the work order details screen, tap the Assigned To row. 3. On the Assignee Details screen that appears, tap the (Reassign) button. The Assign WO screen appears, with the Technicians tab displayed by default. 4. Tap the Providers tab. 5. In the list of providers that appears, tap the name of the provider to whom you want to reassign the work order.
Note: The numbers to the right of the providers' names indicate the number of work orders currently assigned to each provider. TIP: If the list of providers is extensive, you can narrow it down using the three Area filters that appear just below the Providers heading on the screen. Tapping the first limits your search to the local zip code. Tapping the Local option widens the search radius to a larger area. Tapping the Region option expands the search even more. To designate how many miles the Local and Region options should include, do the following: a. Tap the menu button on your phone. b. Tap the Settings button that appears. c. On the screen that appears, drag the two slide bars to set the local search radius to any distance between 1 and 50 miles and the Region search radius to any distance between 20 and 200 miles.
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d. After setting both slide bar values, tap the Save button to return to the Providers screen. 6. After selecting a provider, a confirmation screen appears asking if you would like to send the work order to the provider. Tap Send. 7. (Optional) If appropriate, on the next screen that appears, change the setting of the "Possibly covered under warranty" field.
8. (Optional) Enter a message for the provider in the text entry field on the screen. 9. Tap the Send button to send the work order notification and your note to the provider.
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The work order details screen then updates automatically and displays the new provider in the Assigned To row.
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4. Tap the Save button to save the new value. Note: If the NTE value you enter exceeds the maximum you are allowed to authorize, a warning screen appears.
Tap OK to close the screen, then re-enter a lower value and tap Save again. 5. If the NTE value is acceptable, the work order details screen refreshes and displays the new NTE value.
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