Workflow Configuration allows configuring the workflow and actions according to requirements of mobile users. The configuration is done in Aurena. It is possible to enable or disable actions and processes available for mobile users, hide some actions (e.g. Returns or Pictures) or make them mandatory (i.e. signature must be provided before work assignment can be completed).
Use Filters tab to define the filter criteria for the configuration applied in mobile device. The filter parameters can vary based on the selected Configuration Type. A workflow configuration is applied only if the workflow criteria is met. For instance when the Object Type of an Object is "Boiler" , the Work Type of a task is "Corrective" or when the Maint Org of an Employee is "Electrical Department".
All active configurations are synchronized to IFS Mobile Client upon activating the device.
The Configuration Type indicates the processes and actions that are available to be configured. Configuring following workflows is possible.
The Weight defined on a configuration determines which configuration is applied when there are multiple valid configurations. Weight is applicable only for configurations types Work Task and Configured Work Task. Workflow Configurations can be applied for both Technician Portals and Mobile Work Order. Select the relevant option in Used In field.
Use Filters tab to define the filter criteria for the configuration applied to Work Tasks in mobile device. Add the pre- defined Maintenance Surveys in the EForms tab. Enter the Maintenance Organization and Maintenance Organization Site of the work tasks that the configuration should be applied to in the Sites tab.
Actions Flow page is enabled for Configuration
Type Configured Work Task. Define the required sequence of actions
here if those actions need to be performed in a particular sequence in IFS Mobile
client.
Maintenance Surveys are enabled for certain actions such as status
change and Eforms.
Following Workflow Actions are available to configure on Work Tasks. All actions are enabled by default. Disable actions that are not used. If you want to enforce mobile technicians to perform certain actions, select Mandatory on these actions.
| Action | Description |
| Edit Work Assignment | Enables editing work assignment details |
| Multiple Work Assignments | Restricts starting multiple work assignments |
| Connected Work Assignments | Shows connected work assignments to a work assignments |
| Keep Work Assignment after completion | Enables keeping work assignment in the device until it is ready to return |
| Auto Time | Enables Automatic Time Reporting |
| Return Travel Time | Enables Return Travel action |
| Surveys | Enables eForms action to view or open available eForms |
| Debrief | Enables Debrief action |
| Reports | Enables viewing Service Report or Work Report from work assignment |
| Attachments | Enables adding and viewing attachments |
| Work Order Journal | Enables Work Order Journal action |
| Work Order | Enables Work Order action to view Work Order information |
| Tools and Facilities | Enables Tools action to plan , view or report tool equipment used |
| Time | Enables Time action to add , view or edit time reports |
| Task Steps | Enables Steps action view or add task steps |
| Service Book/Log Book | Enables Service Book action in ServiceEng app and Log Book in MaintEng App |
| Returns | Enables Returns action to view returned parts or plan parts to return |
| Purchase Request | Enables Purchase Requisitions action |
| Measurements | Enables Measurements action |
| Materials | Enables Materials action |
| Expenses | Enables Expenses action to report expenses |
| Cancel | Enables Cancel action |
| Allow Travel | Enables Travel action |
| Allow Pending Completion | Enables Pending Completion action on assignments in Started status |
| Allow Re-Start from Pending Completion | Enables Continue action on assignments that have been paused |
| Allow Pause | Enables Pause Travel action assignments in On Route status or Pause action on assignments in Started Status |
| Allow Handover | Valid only for Maintenance Tech. Portal |
| Waiting at Location | Enables Waiting at Location Action after travel started |
| Incomplete | Enables Incomplete action |
| Allow Accept | Enables Accept action |
| Engineer Signature | Enables Engineer Signature field |
| Report In Task Wizard | Enables Report In assistant |
| Mobile Report Before Customer Signature | Enables viewing Service Report or Work Report before adding customer signature |
| Customer Signature | Enables Customer Signature field |
| Mobile Report After Engineer Signature | Enables viewing Service Report or Work Report after adding engineer signature |
| New Task | Enables Additional Work action |
| New Work Assignment | Enables creating a new work assignment when setting a work assignment to Incomplete to continue with remaining work |
| New Work Order / Request Scope | Enables creating New Work Order or New Request Scope |
| Issue Materials | Enables Issue option |
| Issue All Materials | Enables Issue All Materials action. This issues all reserved material on a Work Task |
| Scan And Issue | Enables Scan and Issue action for Material |
| Plan Materials | Enables adding new material demands on Work Tasks |
| Direct Issue Materials | Enables Quick Issue -Stock and Quick Issue - Spares actions to enable direct issue of parts |
| Use Service Request for New Work | Enables selecting whether Service Request or Work Order solution is used in New Work from Home Screen |
In the Actions tab, select the required actions that you want to enable for a set of employees. If any eForms need to be filled in, add them in the EForms tab. Enter the employees that this configuration should be applied in the Access tab.
Following Workflow Actions are available to enable or disable for employees. Disable actions that are not used. In the Access tab, enter the set of employees that the configuration should be applied to. Leave the Maintenance Organization field blank to make a configuration valid for all employees in a particular Maintenance Organization Site .
| Action | Description |
| Allow Add New Work Order / Service Request | Enables New Work action from Home page, Objects, Work Assignments and Task Steps |
| Allow Meter Change | Enables Meter Change action on objects with test points and parameters defined |
| Allow Meter Rollover | Enables Meter Rollover action on objects with test points and parameters defined |
| Allow Pool Work | Enables Pool Work tile in Home Screen so that tasks can be accepted from pool |
| Allow Receive Reserved Parts | Enables Receive Reserved Parts |
| Allow Release Service Quotation | Enables Release and Return action on Service Quotations |
| Allow Stock Move Add Transport Tasks | Enables Add Transport Tasks action in Move Stock |
| Allow Stock Move Incoming Stock | Enables actions on Incoming Stock- In Transit and Incoming Sock - Direct in Stock Move |
| Allow Stock Move Planned Incoming Transport Tasks | Enables action Planned Incoming Transport Tasks |
| Allow Stock Move Unplanned Incoming Stock | Enables action Unplanned Incoming Stock in Move Stock |
| Allow Stock Move Unplanned Outgoing Stock | Enables action Unplanned Outgoing Stock in Move Stock |
| Enforce Part Validation | If enabled, Part Numbers are validated on return |
| Enforce Shift Start | Enforces user to sign in for the shift before starting work |
In the Filters tab, enter the filter criteria for the objects. The relevant eForms can be added in EForms tab.
E-forms can be triggered when creating new Work Orders or Work tasks. Enter the filter criteria in Filters tab and eForms that need to be triggered in EForms tab. Enter the Sites and Maintenance Organisations of the Work Orders or WorkI Tasks in the Sites tab.