Activities

As a field service engineer, assemble the asset, using the assembly components as defined on the assembly work order task.

When a picker completed picking assembly components, you receive a message that picking is done and assembly can start.

You can change the language of a Rental Mobile Operations app.

The Rental Mobile Operations apps are available in several languages.

You can contact a customer directly from a Rental Mobile Operations app.

You can contact a customer by:

• Phone call
  An phone number must be defined in the Contact Phone field. To call, tap the phone icon.
  Your standard phone app is opened from where you can do the call.
  When you finish the call, you can add a name and description, and save it. It is saved to the related work order line.
• Email
  An email address must be defined in the Contact Email field. To send an email, tap the email icon.
  Your standard email app is opened from where you can send the email.

When you deliver or pick up items at a customer site, you can also pick up previously delivered items. Even if the pickup was not scheduled in advance, you can pick up these items. For example, if the customer requests it. To initiate an unscheduled pickup, use a pickup request.

You can add items to a pickup request in several ways:

• Scan a barcode with an external connected barcode scanner.
• Manually enter barcode.
• Scan barcode with current device.
• Add pickup request item.

When you have registered all items for the unscheduled pickup, send the pickup request to D365 F&SCM. As a result, a Return journal is created in Rental order management. Also, a pickup transport task is created and assigned to you. To pick up the items of the pickup request, do the pickup transport task in the usual way in the Rental Mobile Operations - Transportation app.

In the Rental Mobile Operations - Field Service app, you can create work orders.

In the Delivery Items list, you can find the items to be delivered for the transport task.

For each item set the delivery status:

• Delivered: The item is delivered.
• Skipped: The item delivery is skipped.

When you have changed and saved the delivery status of an item, it is synchronized to the related work order line in D365 F&SCM. Note: If you are working offline, the item delivery status is not synchronized until you are back online.

As a field service engineer, disassemble the asset, using the disassembly components as defined on the disassembly work order task.

In the Checklist, you can find the work to be done for the work order task.

In D365 F&SCM, for a work order line, a checklist can be defined. Usually, the checklist is added automatically based on the used work order template. A checklist instructs the field service engineer on the work to be done. If in D365 F&SCM a checklist is defined for the work order line, it is shown in the Rental Mobile Operations - Field service app on the Checklist page.

For each task in the checklist, set the result. You can set these results:

• Passed: The checklist task gave the desired result.
• Failed: The checklist task gave an undesired result.
• Mark as skipped: The checklist task is skipped.

When a checklist task is completed (passed, failed, or skipped), the task result is synchronized to the checklist of the related work order line in D365 F&SCM. Note: If you are working offline, the result of a checklist task is not synchronized until you are back online.

For a work order task without a checklist, you can find the work order task instructions in the Order Note.

In D365 F&SCM, on a work order line, an order note can be entered to instruct the field service engineer on the work to be done. This order note can give any relevant information on the work order task. To enter an order note in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes.

Usually, you record the time you work on a work order task. When work on a work order task is finished, end recording working time for the work order task.

When you end work on a work order task:

• An entry is created on the Journals tab, in the Time Registrations section. This time registration entry shows the recorded working time.
• In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

In the Rental Mobile Operations - Transportation app, you can view or enter these types of notes:

• Order notes:
  In D365 F&SCM, on a work order header, an order note can be entered to instruct the driver on the transport to be done. This order note can give any relevant information on the transport task. Usually, you do not change the order notes in the Rental Mobile Operations - Transportation app. However, you can enter or change an order note.
• Internal notes:
  You can enter any transport task note for internal purposes. For example, explain the specific activities that are done or enter remarks on the condition of the transported item.
• Customer-related note:
  You can enter a note as expressed by the customer where you delivered or picked up items. The customer-related note is synchronized with the work order header Invoice note in D365 F&SCM.

When you save a note, it is synchronized to the related work order header notes in D365 F&SCM. To view the work order notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Header notes. Note: If you are working offline, a saved note is not synchronized with the work order header notes in D365 F&SCM until you are back online.

In the Rental Mobile Operations - Field Service app, you can view or enter these types of notes:

• Order notes:
  In D365 F&SCM, on a work order line, an order note can be entered to instruct the field service engineer on the work to be done. This order note can give any relevant information on the work order task. Usually, you do not change the order notes in the Rental Mobile Operations - Field Service app. You can enter or change an order note.
• Internal notes:
  You can enter any work order task note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced.
• Invoice note:
  You can enter an invoice note to explain the work done on the work order task. When in D365 F&SCM an invoice is created for the related work order line, the invoice note is added to the invoice.

When you save a work order task note, it is synchronized to the related work order line notes in D365 F&SCM. To view the work order line notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you are working offline, a saved note is not synchronized with the work order line notes in D365 F&SCM until you are back online.

In D365 F&SCM, transport tasks can be assigned to you. The transport tasks, which are assigned to you, are shown in your Rental Mobile Operations - Transportation app.

To start a transport task, first find the desired transport task. You can find transport tasks in several ways:

• Calendar: You can find transport tasks based on a selected date, week, or month.
• Grid or list: You can scroll the assigned transport tasks in a grid or list view.
• Search: Type (a part of) the name of the transport task that you want to find.

Note: On the Active Transport Bookings view, only transport tasks are shown with status 'Released' or 'In progress'. To view 'Completed' transport tasks, open the Inactive Transport Bookings view. To change the view, tap the currently shown views title (for example, Active Transport Bookings) and select the desired view.

In D365 F&SCM, work order lines can be assigned to you. The work order lines, which are assigned to you, are shown as work order tasks in your Rental Mobile Operations - Field service app.

To start work on a work order task, first find the work order tasks that are assigned to you. You can find work order tasks in several ways:

• Calendar: You can find work order tasks based on a selected date, week, or month.
• Grid or list: You can scroll the assigned work order tasks in a grid or list view.
• Search: Type (a part of) the name of the work order task that you want to find.

Note: Only work order tasks are shown with status 'Created' or 'In progress'.

To complete a transport task, get a sign-off from your contact at the customer site.

Before your contact signs off the transport task, you can review and show the:

• Transport task information.
• Delivered items.
• Notes and attachments of the transport task.

Note:

• You can complete a transport task with or without a signature provided.
• You can only complete a transport task if these conditions are met:
  • The transport task status is In Progress.
  • Each item to deliver is either Delivered or Skipped.

If you complete a transport task:

• In the Rental Mobile Operations - Transportation app, the transport task is moved to 'Inactive Transport Bookings'.
• In D365 F&SCM, the related work order line is set to 'Completed'.
• If a signature is provided, the signature is stored as an image in SharePoint.
• In D365 F&SCM, an attachment is added to the related work order line. This attachment is of type URL and its URL refers to the signature image as stored in SharePoint.

Note: If you are working offline, the actions for which an online connection is required are only done until you are back online.

The Rental Mobile Operations apps are build to run in the Power Apps mobile app.

To use a Rental Mobile Operations app on your:

• Mobile device, install the Power Apps mobile app.
• Windows device, install Power Apps for Windows.

Devices can be:

• Tablet (mobile device)
• Mobile phone (mobile device)
• Laptop (Windows device)
• Browser on any of these devices (Note: For the best experience, you are advised to use the app instead of a browser.)

In the Pickup Items list, you can find the items to be picked up for the transport task.

For each item set the pickup status:

• Picked: The item is picked up.
• Skipped: The item pickup is skipped.

If a picked up item has a fuel tank or a meter, you can read and register the fuel or meter readings.

When you have changed and saved the pickup status of an item, it is synchronized to the related work order line in D365 F&SCM. Note: If you are working offline, the item pickup status is not synchronized until you are back online.

You can reconfigure a Rental Mobile Operations app. You do so to make sure you run the latest version of the app.

For example, you can reconfigure an app, if a new version is available or updates are made to the app.

You can record the time you use on a break. You can only record break time if you have started work on the work order task and work time is still being recorded.

When you end your break:

• An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded break time.
• In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

You can record any overtime you work on a work order task.

When you end recording overtime:

• An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded overtime.
• In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

You can record the time you travel for a work order task.

When you start recording the travel time, and the work order task status is 'Created', the status is set to 'In progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'.

When you end recording the travel time:

• An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded travel time.
• In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

Fuel tanks are shown for a work order task asset if available. You can register fuel transactions for each fuel tank.

Meters are shown for a work order task asset if available. You can register meter readings for each meter.

If you must travel for a work order task, you can register the mileage.

For each work order task, you can register mileage several times. For example, to register the mileage of the outward journey and the return journey.

When you:

• Save the mileage registration, an entry is created on the Journals tab, in the Other Costs section.
• Post the mileage registration, in D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Mileage expense' is created. Note: If you are working offline, the transaction is not created until you are back online.

When you do a work order task, you must register the consumption of necessary items. A necessary item is a (spare) part that is required to do the work order task. The necessary items for a work order task are defined in D365 F&SCM in the work order line transactions.

When you consume or skip a necessary item, in D365 F&SCM, the related Work order line transactions are updated (consume) or deleted (skip). The work order line transaction is of type 'Required item'. Note: If you are working offline, the necessary item consumption registration is not synchronized with the Work order line transactions until you are back online.

You can register spent time manually.

When you :

• Save the manually created time registration, an entry is created on the Journals tab, in the Time Registrations section.
• Post the manually created time registration, in D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

You can register the spare parts that you use doing a work order task.

You can scan a barcode or manually enter the item number or serial number of the used spare part.

When you:

• Save the entered spare part, an entry is created on the Parts tab, in the Spare Parts section.
• Post the spare part entry, in D365 F&SCM, in the Work order line transactions, a transaction is created of registration type 'Item'. Note: If you are working offline, the transaction is not created in the Work order line transactions until you are back online.

You can register work order task costs of type:

• Fee
• Expense

When you:

• Save the cost registration, an entry is created on the Journals tab, in the Other Costs section.
• Post the cost registration, in D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Fee' or 'Expense' is created. Note: If you are working offline, the transaction is not created until you are back online.

Sometimes you cannot deliver or pick up the items for a transport task. For example, the site gate is closed and no one is available to open it.

In this case, you can report 'Gate Closed' for the transport task. As a result, the transport task is completed automatically. You do not need to manually mark the delivery or pickup items as 'Skipped'.

If you report a transport task as 'Gate Closed':

• In the Rental Mobile Operations - Transportation app:
  • For all items to deliver or all items to pick up the status is set to 'Skipped'.
  • The transport task is moved to 'Inactive Transport Bookings'.
• In D365 F&SCM, the related work order line is set to 'Completed'. Note: If you are working offline, the work order line is only updated until you are back online.

You can review and change your personal settings for a Rental Mobile Operations app.

You can, for example, change your time zone or calendar setup.

Before you sign off a work order task, review the work order task registrations.

Use the Summary page to get an overview of the work and registrations done for a work order task.

On the Summary page, you can review and update:

• Checklist tasks results and notes.
• Necessary item consumption.
• Spare part registrations.
• Time registrations.
• Costs registrations.

Updates on the Summary page are synchronized with D365 F&SCM. Note: If you are working offline, the updates are not synchronized until you are back online.

To complete a work order task, get a sign-off from your contact at the customer site.

Before your contact signs off the work order task, you can show the:

• Work you have done in the Checklist section.
• Necessary item consumption in the Necessary Items section.
• Spare parts that you have used in the Spare Parts section.
• Time you have spent in the Time Registrations section..
• Costs you have incurred in the Costs section.

If you confirm a work order task sign-off:

• The work order task is moved to 'My Completed Work' in the Rental Mobile Operations - Field service app.
• In D365 F&SCM, the related work order line is set to 'Completed'.
• The signature is stored as an image in SharePoint.
• In D365 F&SCM, an attachment is added to the related work order line. This attachment is of type URL and its URL refers to the signature image as stored in SharePoint.

Note: If you are working offline, the actions for which an online connection is required are only done until you are back online.

When you finish work, you can:

• Close the Power Apps mobile app.
• Sign out and close the Power Apps mobile app. Note: The next time you open the Power Apps mobile app, you must sign in.

This topics explains how to sign out.

You can manually start a work order task in the Rental Mobile Operations - Field Service app.

Note: If you are working offline, the status change is not synchronized with the work order line status in D365 F&SCM until you are back online.

When you have installed the Power Apps mobile app on your device, you can open and sign in to the Power Apps mobile app. The Rental Mobile Operations apps that are assigned to you are shown in the list of available apps.

For more information, refer to:

• Install the Power Apps mobile app - Sign in
• Use Power Apps for Windows - Sign in

Before you start working on a transport task, start the transport task.

When you start a transport task, and the transport task status is 'Released', the transport task status is changed to 'In Progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. Note: If you are working offline, the work order line status is not changed until you are back online.

Usually, you record the time you work on a work order task. Start recording if you are at the work order task location and start working on the work order task.

When you start a work order task, and the work order task status is 'Created', the work order task status is changed to 'In Progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. Note: If you are working offline, the the work order line status is not changed until you are back online.

In the Rental Mobile Operations apps, in several places, you can use the barcode scanner.

Where you can use the barcode scanner, the Scan barcode option  is shown on a grid header, on a task bar, or on a floating action button.

For more information, refer to: Use the barcode scanner.

In the Rental Mobile Operations - Field Service app, you can view asset information.

For each asset, you can view its:

• General information and location (Asset Information tab).
• Assembled components, if it is an assembled asset (Asset Information tab). The assembled components are only shown if the asset is assembled and the related assembly work order task is completed. This can also be the current work order task.
• Dynamic values (Dynamic Values tab). Dynamic values are additional properties as defined for the asset in D365 F&SCM.
• Upcoming maintenance (Upcoming Maintenance tab).
• Meters and meter readings (Meters/Fuels tab). If an asset has meters, these meters and related meter readings are shown. You can register meter readings.
• Fuel tanks and fuel transactions (Meters/Fuels tab). If an asset has fuel tanks, these fuel tanks and related fuel transactions are shown. You can register fuel transactions.
• Attachments (Attachments tab). If in D365 F&SCM an attachment is added to an asset, the attachments are shown. You cannot add an attachment to an asset in the Rental Mobile Operations - Field Service app.

The Rental Mobile Operations apps support the offline-first mode. 

On the Device Status dialog, you can:

• View if the device is connected or offline.
• View the synchronization status.
• Check for updates, which synchronizes the app and data in the app.

For more information, refer to:

• Work with model-driven apps offline (offline-first mode)
• View offline sync status

You can view the existing attachments for a transport task or add attachments to a transport task.

You can add attachments of type:

• File
• Picture
• Video
• Audio

When you save an attachment:

• It is uploaded to SharePoint.
• An attachment is added to the related work order line in D365 F&SCM. This attachment is of type URL and its URL refers to the attachment as stored in SharePoint.
• An attachment entry is added to the Attachments page of the Rental Mobile Operations - Transportation app.

Note:

• If you are working offline, the attachment is not synchronized with D365 F&SCM until you are back online.
• In D365 F&SCM, you can add attachments to a work order. These attachments are shown in the Rental Mobile Operations - Transportation app. Note: Only attachments of type URL are supported by the Rental Mobile Operations - Transportation app.

You can view the existing attachments for a work order task or add attachments to a work order task.

You can add attachments of type:

• File
• Picture
• Video
• Audio

When you save an attachment:

• It is uploaded to SharePoint.
• An attachment is added to the related work order line in D365 F&SCM. This attachment is of type URL and its URL refers to the attachment as stored in SharePoint.
• An attachment entry is added to the Attachments page of the Rental Mobile Operations - Field Service app.

Note:

• If you are working offline, the attachment is not synchronized with D365 F&SCM until you are back online.
• In D365 F&SCM, you can add attachments to a work order line. These attachments are shown in the Rental Mobile Operations - Field Service app. Note: Only attachments of type URL are supported by the Rental Mobile Operations - Field Service app.

You can view the active work orders that you created from the Rental Mobile Operations - Field Service app.