Create New Work Task

Explanation

This activity is used to create a new Work Task in the mobile device.

Prerequisites

The employee should be defined. This employee should be set up as a mobile user.

System Effects

• Added new Work Task from the mobile device are available a a new work task in EE.

Window

N/A

Related Window Descriptions

N/A

Procedure

1. Create New Work Order option from Home Screen
2. Decide whether the work will be done by current mobile user (in which case Work Assignment will be also created)
3. Go through the process - set all relevant data
4. Optionally capture a photograph during the process

System Effects

• New Work Order and Task is created; if user chose 'Assign new work to me' option, Work Assignment is also created

Procedure

1. Select existing Work Assignment
2. From Actions select Add Task option
3. Decide whether the work will be done by current mobile user (in which case Work Assignment will be also created)
4. Go through the process - set all relevant data

System Effects

• New Task is created for current Work Order; if user chose 'Assign new work to me' option, Work Assignment is also created

Procedure

1. Select existing Work Assignment
2. From Actions select Add Task option
3. Uncheck 'Assign new work to me' option and check 'Keep work on device'
4. Go through the process - set all relevant data
5. Check Work Assignment created - add plannning information and return

System Effects

• When 'Assign new work to me' option is unchecked and 'Keep work on device' is checked, new Work Assignment is created with 'To Plan' status
• To Plan assignment can be edited, but cannot be processed - it must be returned to backoffice and scheduled