The Task Details window opens when you tap the entry on the Work Order Tasks window or tap the Timer icon.
On the window, scroll down for details such as the Tag # and Requestor. In addition, use the Task Tabs at the top of the Task Details window for more information and actions. The timer icon is also available at the lower right of the window. Tap to start the Timer. Your time is reflected at the bottom of the window with both Pause and End buttons as illustrated below.
Details Sections
The following sections on the lower part of the Details window can be used when needed.
ITEM AND LOCATION
Many windows in the web application have Longitude and Latitude fields. If the item has these fields populated, a Show on Map icon is visible to the right of the ITEM AND LOCATION section of the Task details screen.
The new Icon is only visible when a Work Order has an inherited Latitude and Longitude OR an inherited Building address. Without this information no button is visible.
Tap the icon to see a location on the mobile device’s default mapping application.
The Item Scan Date includes a scan icon. Tap the icon to scan the bar code or QR code for an item. The date and time of the scan are recorded in the Work Order Audit History in the web application.
SCHEDULES
Technicians can schedule work to themselves and others. Depending on Privileges, they can use the plus sign adjacent to the Schedules section. This can be used in situations such as a Technician needing more help or a Lead needing to assign someone to a job. Technicians can be scheduled, but no one can “unschedule” themselves.
To be eligible, the Admin > User Management > Records / Preferences-Privileges- Allow to Schedule Work Order to Others or Allow to Schedule Work Order to Themselves Privileges must be Granted. With these Privileges, the plus sign is visible at the right of the Schedule section.
NOTE: The Preference settings above apply to the Technician Role. When the person logged-in has the User role, the scheduling feature is allowed without a specific Preference setting.
USER-DEFINED FIELDS
If you have User Defined Fields in the web application, they are also visible in the Details. These fields can also be edited.
ADDITIONAL WO TASKS
When a new Task is needed, you can add a new one from the Task Detail window. This can often occur when the original Task cannot be completed or if additional work is needed to fully complete the job. Click the plus button at the right to open a set of fields where you select the Task (required) and other details if known.
Once saved, the Additional Task details are visible as illustrated above.
NOTE: This feature relies on Form Attributes settings in the web application found in Admin > Form Attributes > System Form Attributes for the Work Order. If you have the default Add Additional Task enabled, WebTMA mobile respects this setting and allows you to add more tasks from the mobile device.
Task Tabs
The Tabs at the top of the Task Details window represent the following:
Identity Tab with Task details
Task Check List if available
Comments
Linked Documents
Costs - Labor, Other Charge, and Material
Tap an icon to open a Tab.