In D365 FO, work order lines can be assigned to you. The work order lines, which are assigned to you, are shown as tasks in your Rental Mobile Operations app.

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

  • Calendar: You can find tasks based on one or more selected dates.
  • List: You can scroll a list of assigned tasks. The tasks are sorted by scheduled start date.
  • Search: Type (a part of) the name of the task that you want to find.

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


Standard procedure

1. On the Rental Mobile Operations app home page, tap 'My schedule'.
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2. On the 'My schedule' page, by default, the Calendar is used with the current date selected.
  To find tasks for another date, select the desired date.
 

Note: You can also select several dates.

3. To view the list of all assigned tasks, clear the 'Use calendar' check box.
4. To search for a task, in the 'Search tasks' field, type (a part of) the task name.
5. In the list of shown tasks, expand the desired task, and tap '>'.

Notes

The tasks are sorted based on the scheduled start date. By default, the tasks are sorted from oldest to newest. To sort the tasks from newest to oldest, in the action bar, tap .

Related to Notes

Work on scheduled tasks

 

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