Execute work order tasks (Old Mobile App)
Activity Flow

You can find work order tasks assigned to you in the Rental Management Mobile app.

Available search options:

• Calendar: Filter tasks by date.
• List: Browse tasks by scheduled start date.
• Search: Enter part of the task name to find it.

Note: Only tasks with status Planned or In progress are shown.

Use the job time ticker to record the time you work on a task. Start this ticker when you arrive at the task location and begin working.

If the task status is Planned, starting the ticker changes it to In progress. The related work order line status in D365 F&SCM also changes to In progress.

When you stop the job time ticker:

• A work time entry appears in the time overview.
• A transaction with registration type Hour and description 'Work time' is created in the Work order line transactions in D365 F&SCM. Note: If you work offline, the transaction is created after synchronization.

Enter an order note on the work order line to instruct the field engineer.

To add an order note in D365 F&SCM, go to the Work order page, select a work order line, and click Additional notes > Line notes.

The note provides relevant task information and is visible in the Task notes section.

Use the task checklist on the work order line to instruct field engineers on required work.

The checklist is often generated automatically from the work order template. It appears in the DynaRent Mobile App on the Task checklist page.

When confirmed, each task’s status and notes are synchronized with the related checklist in D365 F&SCM.

Note: If you work offline, synchronize with D365 F&SCM to update the task checklist.

Have your contact at the customer site sign off the task to complete it.

Before the sign-off, you can show the:

• Work you completed
• Spare parts used
• Time spent
• Costs incurred

When you confirm a task sign-off:

• The task moves to My completed tasks in the Rental Management Mobile App
• In D365 F&SCM, the related work order line is marked as Completed
• An email summary is sent to the defined address
• The signature is saved as an image in SharePoint
• A URL attachment is added to the work order line that links to the signature in SharePoint

Note: If you're offline, actions that require a connection are completed when you sync with D365 F&SCM.

Use the task time tickers to register:

• Work time
• Travel time
• Break time
• Extra time

If travel is needed, you can also register the mileage. Before signing off the task, review the recorded time lines on the Time overview page.

You can register information about an object that is part of a task.

You can:

• Take and attach pictures of the object.
• Register the spare parts that you use to repair the object.

You can register information related to a task.

You can:

• Enter notes for the task.
• Register task-related costs, such as fees that are not hours or items.
• Change the task status manually.

You can view task-related information from the Task details page.