Bundle Task Handling in Mobile

Introduction

Bundle Tasks are the grouping of multiple individual tasks into a single task, simplifying the handling and execution of similar tasks.   

Once Bundle Task is created in IFS Cloud, it can be Transferred to Mobile client. Only Bundle Tasks with Work Tasks connected can be transferred. The Bundle can only be transferred directly to a mobile user. Pool functionality is not supported.

Read more about Bundle Task concept and functionality in About Bundle Task.

Preview

Once Bundle Task is downloaded in Mobile, it can be viewed in My Work list and in My Work Calendar.

Bundle Task details can be checked in Work Details, including the list of Work Tasks connected to the Bundle.

Status Handling

Work Assignment generated for Bundle Task can be processed through statuses same as any Work Order. The status of the Work Task is updated in IFS Cloud based on Work Assignment status.

Workflow Configuration

Workflow Configuration can be applied to Bundle Task. Set Configuration Sub Type in Workflow Configuration to Bundle Task to apply the configuration to Bundle Tasks. Workflow Configuration applied to Bundle Task will have the same effect as for normal task. In addition, the same workflow configuration will be applied to all connected tasks in the bundle , so that , the actions of the connected tasks can be disabled accordingly.

Reporting on Bundle Task

The following can be reported on Bundle Task.

• Time: Time can be reported automatically (based on state changes) and manually by the user. Time is reported on Bundle Task level. The time reported on bundle task gets distributed among connected tasks once the time transaction is synched to back office and distributed transactions can be reviewed in Linked Time Reports. This functionality is available only when online.
• Tools: It is possible to check Tool requirements, Assign tool and Report usage of assigned tools. The tool time reported on bundle task gets distributed among connected tasks once the time transaction is synched to back office and distributed transactions can be reviewed in Linked Tool Reports. This functionality is available only when online.
• Material: It is possible to view Material requirements created for connected tasks and issue material for them. It is also possible to use Quick Issue functionality to report additional material usage for a subtask. The user has the possibility to review issued materials.
• Expenses and External Costs: Expenses and External Costs can be reported on Bundle Task. It is possible to delete, but not modify reported Expenses and External costs. Expenses reported on bundle task get distributed among connected tasks once the transaction is synched to back office and distributed transactions can be reviewed in Linked Expenses. This functionality is available only when online.
• Returns: It is possible to view and create Return lines and return parts to inventory in the same way as for normal Work Tasks. Quick Return option is also available.
• Steps: It is possible to view Task Steps defined on connected tasks and report them. It is also possible to create new Task Step with connection to selected subtask.
• Customer Signature : Customer Signature step is enabled on Work Assignment completion same as for normal tasks if all connected tasks are from the same customer.

Reporting on Connected Tasks

Tasks connected to the Bundle Task can be reviewed in Work Details\Tasks. A user can drill down the list to review connected Work Task details. It is also possible to use Actions on connected tasks to report Material, Time, Steps, Expenses, Measurements, Tools, Material Order Receipts and Returns. The general functionality available for a normal Work Task is enabled for those actions.

Miscellaneous Actions

Other functions available for Bundle Task are as follows:

• Assignments: List of all Work Assignments (including already concluded) connected to the Bundle Task.
• eForms: Maintenance Surveys are designed to collect additional information about the work. They can be triggered automatically based on state changes or started manually from eForms action.
• Events:  List of events generated automatically and manually during work processing giving audit trail of the job.
• Mobile Integration: Links to external web pages or applications.
• Update Expected Arrival Time
• Highlight to Dispatcher

Disconnect a Connected Task from a Bundle

It is possible to disconnect work tasks from a Bundle Task if there are no transactions on the Bundle Task. When disconnecting a Work Task included in the bundle, the following options are presented to the user.

• Remove from bundle and return for planning: If this option is selected, the Work Task is disconnected from the bundle and returned to back office.
• Remove from bundle and keep for execution: If this options is selected, the Work Task is disconnected from the bundle. In the next step , the user is directed to create a new Work Assignment. The newly created Work Assignment gets assigned to the current user and will be available in mobile under My Work List.

Service Report & Work Report

Service Report and Work Report for bundle tasks have only slight differences compared to the reports for normal tasks.

• The Tasks section, available on the Service/Work Report for bundle tasks, displays the subtasks associated with the bundle task.
• The Task No column in each transaction section, displays the Task ID associated with the transaction.
• Transactions reported for the bundle task are displayed under the cost type Collective.