Define Workflow Configuration

Explanation

This activity is used to define workflow configurations in Aurena. 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.

Use Filters page to define the filter criteria for the configuration applied to Work Tasks in mobile device. The filter parameters can vary based on the selected Configuration Type.

Once the configuration header is created, actions that are valid for the selected configuration type are fetched and listed in Actions page. All actions are enabled by default. Select the actions that need to be hidden using the Use option.
Enable Mandatory option if the actions should be mandatory to perform on a task.

In the EForms page, enter Maintenance Surveys that need to be triggered for the selected configuration type. Maintenance surveys with a Workflow Type valid for the selected configuration type and in Published status can be added here.

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. If connected , these surveys are triggered on the event defined in the workflow. Select a termination value for the survey from drop down if required .
Active Assortments can be connected to material related actions and Active Integrations to Integrations action respectively.
Set the Mandatory flag to make a certain action in the workflow mandatory to perform.

Access page is enabled for Employee type configurations. Enter the Employee IDs together with Sites and Maintenance Organizations here. The configuration gets applied to those employees in their mobile devices. Leave the Employee ID field blank to apply the configuration to all employees in a  Maintenance Organization.

All active configurations are synchronized to IFS Mobile Client upon activating the device.

Prerequisites

N/A

System Effects

As a result of this activity, relevant actions are enabled according to the configuration applied in IFS Mobile client. If any Maintenance Surveys are connected, those will be triggered according to the configuration. If a configured workflow has been used, user will be guided through the sequence of actions defined in the configured workflow.