1. Equipment Rental
  2. Rental Management
  3. Flows

View task-related information
Activity Flow

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

Field engineer Field engineer Start Start View task attachments View task attachments You can view attachments linked to a task. In D365 F&SCM, attachments can be added to a work order line. These attachments appear in the Rental Management Mobile app. Note: Only attachments of type URL are supported in the mobile app. Procedure 1. On the Task details page, tap 'Attachments'. Note: At the right/top of the ´Attachments´ icon, an indicator shows the number of attachments. 2. To make sure all existing task attachments are shown, in the action bar, tap the 'refresh' icon: 3. To open an attachment, on the Attachments page, tap the desired attachment entry. Search item Search item You can search for item availability in a warehouse if you do not have the item during a task. Note: Offline mode does not support item search. Procedure 1. On the Task details page, tap 'Item search'. Note: You can also open the Item search page from the Spare parts page. If the item, site, and warehouse are defined on the Spare parts page, these are the default item, site, and warehouse on the Item search page. 2. Define the site and warehouse in which you want to search for the item. Note: - When not opened from the Spare parts page, the default site and warehouse are based on the Service warehouse as defined for your worker account in D365 FO.- If a site is selected, the warehouse dropdown only shows warehouses that are related to the selected site.- If no site is selected, and you select a warehouse, the related site is automatically selected.- If a site and warehouse are selected which are not the default site and warehouse, and you select the 'empty' value in the warehouse dropdown, the site is reset to the default site. 3. In the Search items field, enter the item number, product name, or item description. 4. To view the item details, expand the desired item entry and tap '>'. View customer information View customer information You can view the customer’s name and contact details for your current task. Procedure 1. On the Task details page, expand the Customer information section. View task details View task details You can view general information about a task: Task number and name Department that created the task Scheduled start and end date/time Procedure 1. On the Task details page, expand the Task information section. View task location View task location You can view the location where the task must be performed. The location is shown on a map along with the address. Procedure 1. On the Task details page, expand the Task location section. 2. In the View field select an option. 3. You can zoom in and out on the map. Move the Zoom slider to the left to zoom out or to the right to zoom in on the map. Note: The task location is shown in the center of the map. 4. To plan the route to the task location, tap the map. As a result, Google Maps is opened where you can plan the route. View object-related information

View object-related information

You can view detailed information about the objects linked to your scheduled tasks.

 End End

Activities

Name Responsible Description

View task attachments

Field engineer

You can view attachments linked to a task.

In D365 F&SCM, attachments can be added to a work order line. These attachments appear in the Rental Management Mobile app. Note: Only attachments of type URL are supported in the mobile app.

Search item

Field engineer

You can search for item availability in a warehouse if you do not have the item during a task.

Note: Offline mode does not support item search.

View customer information

Field engineer

You can view the customer’s name and contact details for your current task.

View task details

Field engineer

You can view general information about a task:

  • Task number and name
  • Department that created the task
  • Scheduled start and end date/time

View task location

Field engineer

You can view the location where the task must be performed.

The location is shown on a map along with the address.

View object-related information

Field engineer

You can view detailed information about the objects linked to your scheduled tasks.

Activities

Name Responsible Description

View task attachments

Field engineer

You can view attachments linked to a task.

In D365 F&SCM, attachments can be added to a work order line. These attachments appear in the Rental Management Mobile app. Note: Only attachments of type URL are supported in the mobile app.

Search item

Field engineer

You can search for item availability in a warehouse if you do not have the item during a task.

Note: Offline mode does not support item search.

View customer information

Field engineer

You can view the customer’s name and contact details for your current task.

View task details

Field engineer

You can view general information about a task:

  • Task number and name
  • Department that created the task
  • Scheduled start and end date/time

View task location

Field engineer

You can view the location where the task must be performed.

The location is shown on a map along with the address.

View object-related information

Field engineer

You can view detailed information about the objects linked to your scheduled tasks.

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