Transfer Work Task to the Mobile Device

Explanation

This activity is used to transfer a work task to IFS Mobile Work Order. You can choose to transfer the work task to a specific mobile user or to users who have a specific skill set. The work task is transferred during synchronization between the mobile device and the server.

A Work Task with or without Resource Demand can be transferred to Mobile from IFS Cloud Web as a Pool or Pool-Keep task. Only Work tasks without Assignees can be sent to pool. A Pool Task is removed from the Pool when accepting or starting the assignment, whereas a Pool- Keep Task is removed from the Pool only if the user selects the option Remove Task from Pool when completing the assignment.

Note: Pool tasks with resource demand defined are removed from the pool only when the resource demand on the task is satisfied regardless of the transfer type Pool or Pool-Keep.

Prerequisites

• Work tasks should be created with the relevant information.
• The Person Resource should be defined. This resource should be set up as a mobile user.

System Effects

• Work Assignment for the task will be transferred to mobile or, if no assignment exist and task is transferred directly to mobile user, new Work Assignment will be created and transferred.
• The transferred work task will be displayed in the Transferred Tasks/ Work Assignments window in IFS Cloud Web.
• The status of the transferred work assignment is set to Assigned.
• The Transferred to Mobile option is enabled on the Task in IFS Cloud Web.
• Depending on your selection, the work task will be transferred during synchronization to the mobile device of the assignee or to mobile devices of all users belonging to the task site.

Pages

Active Work Orders
Execute Work Order
Prepare Work Order
Transferred Tasks/Work Assignments
Work Task
Work Task - Scheduling & Allocation

Activity Diagrams

Automatic Scheduling with Dispatch Console
Manual Scheduling with Dispatch Console
Allocation and Monitoring