How to Use Work Order Advanced Find
To look for Work Orders by selected criteria:
- Tap the filter icon on the Work Order List window.
- Select or enter the desired criteria.
- Scroll down to view more options
- Tap the arrow at the upper left.
When you tap the arrow and return to the list, the only Work Orders that display on the List window are those with the criteria of your choice.
How to Use the Timer
The clock face Timer icon is visible at the bottom of the Task Tab. On the Work Order List window, a 'T' displays in the right column when the Timer is running. The elapsed time is automatically transferred to the QP Labor window when you tap the Timer icon again.
- Tap the start Timer icon to start.
- Tap the running Timer icon, and the QP Labor window opens. Note: You can tap Back arrow on this window. This turns off the Timer without posting Labor.
- Review the QP Labor window for accuracy.
- Make any needed changes.
- Tap the Save button at the upper right of the window.
When records are synchronized, the time and Work Order information are transferred to the related fields in WebTMA on the Transactions > Quick Post > Quick Post Time & Labor window. This is true as long as the Technician has rights to Quick Post Labor. The Preference is granted from Admin > User Management > Records / Mobile Access Tab–Mobile Preferences Section.
When a Timer is already running on another Task and you tap the Timer icon on a different Task, you receive the following message, “A timer is currently running on another task. Do you want to stop and record time against that task?” Tap Cancel to continue timing the currently running Timer. Tap OK to stop the Timer from running, which opens the QP Labor window to record Labor for the previous Task and start the Timer on the record in view.
How to Use the Work Order Queue
The Work Order Queue List window is clear until you tap the Options vertical ellipsis and tap Refresh at the upper right to populate it. If you use color to indicate Priority, the WO # line is highlighted in the appropriate color.
To review an unassigned Work Order and self-assign:
- Scroll through the list of unassigned Work Orders.
- Tap a line to review a Work Order.
- Tap the Assign To Myself field at the top of the window if you wish to work on this job. The window automatically extends to display more fields.
- Accept or complete the fields as needed.
- Tap Save at the upper right of the window.
The line remains on the Work Order Queue window; however, if you select it, the Assign To Myself check box is marked and all fields are read-only.
To perform the work, go to the Work Order List window where the newly assigned Work Order is marked with a blue orb on the right. This indicates the Technician has not viewed the Work Order from the Work Order window.
How to View Work Order History
To set the criteria:
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Tap the Advanced Options funnel icon to see the criteria options. A black funnel icon indicates some advanced options have been set; however, you can change these at any time.
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Select a Completed Date From and Completed Date To. If no date is entered, mobileTMA GO sets a default range of 90 days from the current date.
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Scroll to select a Location or an Item in the lower fields. A selection in one of these fields is required for successful download.
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Tap the left arrow at the top of the screen to return to the Work History window.
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Tap the Search Server button to download any records that match your criteria.
Notice that the Advanced Options icon is now a solid black rather than an outline to indicate that criteria have been set. The search for Last Modifier, i.e., the last person that modified the record, is a "contains" search that searches by "First Last" name rather than "Last First" or "User ID."
Tap the vertical ellipsis icon at the upper right of the Work Order History window and select Configure to select the sort order for viewing lines on the Work Order History window.
How to Create a New Work Order in mobileTMA GO
Path: Menu > Work Order > Work Order > Plus icon
Tap the Add icon at the upper right of the Work Order List window to create a new Work Order. The new Work Order is uploaded to WebTMA after it is saved.
When you follow the menu path, the Work Order # field reads *New 1*. The number increases for each Work Order you create.
To complete a new Work Order:
- Select a Facility (and item if needed).
- Scroll down to select the Repair Center, WO Type, Priority, and Action Requested.
- Tap the Tasks Tab icon.
- Tap the New button.
- Select a Task. Trade may also be required.
- Tap Save at the upper right of the window.
If you are creating a Work Order after the work has been performed, complete the necessary fields, and tap Save. Remember to mark the record as Closed and to post labor to record your hours by tapping QP Labor on the Work Orders menu.
NOTE: The Area number (and tag number if applicable) must be valid for a Work Order to transfer successfully to WebTMA; invalid Work Orders that cannot be transferred remain on the device until the errors are corrected. You can also delete the line or clear it using Data Manager.
How to Post Labor
From the QP Labor List window, tap the Add icon at the upper right of the window to open of the QP Labor window and record hours spent on a particular job. Typically, several required fields are completed when the window opens. To complete the record:
- Select the WO #.
- Select or verify the Task, Trade, Time Type.
- Enter the Hours spent on the job.
- (Optional) Enter the Acct # field to add a number.*
- (Optional) Tap the Close Schedule check box.
- (Optional) Tap the Close Task check box if all work is completed for this Task.
- Tap Save at the upper right of the window.
Information posted to these windows is transferred to WebTMA when the record is saved provided you have an active connection.
* If added, this must be a valid account in WebTMA. When no account is added, WebTMA supplies the default from the hierarchical rules when the record is saved to the database.
Want to Learn More?
Visit the WebTMA Help Page