Define Mobile Work Order Integration
Explanation
This activity is used to define the integration between surveys (in IFS Human
Resources) and mobile work assignments (in IFS Mobile Work Order). A survey,
also referred to as an eForm on the mobile device, will be made available at
one or more stages of the mobile work assignments flow based on your settings.
Following is a list of the stages in the work assignments flow where a survey
can be triggered:
- Work assignment statuses - You can define the survey to be triggered
when a work assignment is accepted, on route, waiting at location, started,
rejected, set on hold or set to pending completion.
- Work assignment completion process - You can define the survey to be
triggered before completing the work assignment, after completion or when
work assignment is incomplete.
- Work assignment- The Work Assignment stage can be used for work
assignment specific surveys that are not linked to an event, but can be
answered at any time. These surveys are available under the list of work
actions on your Mobile device.
- Creating new work - you can define survey to start when new work (New
Work Order or New Task) is defined in mobile client
- Employee - The Employee stage can be used for surveys that are
not directly linked to an event, but can be answered at any time. These
surveys will be connected to your employee and available on the eForm screen
on your Mobile device.
- Object - The Object Information stage can be used for
surveys that are not directly linked to an event, but can be answered at
any time. These surveys will be connected to object and available from Object
Actions screen on your Mobile device.
- Child Survey - The Child Survey stage can be used for surveys
that are not directly linked to an event but can be answered as a child
survey which will be triggered together with its parent survey.
Once the details are registered in WO Integrations, the
survey will be transferred to the relevant mobile device during synchronization.
Note: surveys are transferred to the mobile device of all participants as part
of a batch sync.
Note:
- If you want the Introduction text and the ending text to be appear in
mobile device, select Show Introduction and Show Ending Text
options.
- If you want the survey to be answered from the beginning, when answering
again, select Always Start as New option.
- If you want the survey to be answered once, select Answer Once
option.
- If you want the survey to be answered partly and complete the rest later,
select Temp. Save option.
- If you want already entered answers or suggested answers to be filled
in automatically while running through the survey, select Auto Save
option.
- If you want the survey to be looped, select Loop Survey option
with a Loop Text.
- Optionally, enter additional data to narrow down the instances in which
the survey is to be used. For example, enter the maintenance priority or
object, if the survey is to be used for a certain priority or object.
Prerequisites
- The survey should be set up with relevant information.
- Work order related data that is to be connected to the survey should
be defined. For instance, equipment objects, maintenance organization, maintenance
priority etc.
System Effects
As a result of this activity, the survey is integrated with a certain stage
of the mobile work order flow and can be published to the mobile device.