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'.


Standard procedure

1. Open to the Rental Mobile Operations - Field service app. By default, the Bookings page is shown, with the 'My Schedule' view.
2. Subtask: Use Calendar view.
  2.1 Tap the floating action button > Show As > Calendar.
 

Note: On a Windows device or browser, on the taskbar, click Show As > Calendar.

  2.2 The Calendar view is shown per day, week, or month. You can change the shown time period.
  On the My Schedule view, select Day, Week, or Month.
 

Note: On a mobile phone, only the Day view is available.

  2.3 By default, the Calendar view shows the day, week, or month with the current date selected. You can change the shown day, week, or month.
  On the My Schedule view, select another day, week, or month.
 

Note: To select the previous or next day, week, or month, tap the [<-] button or [->] button.

  2.4 To open a work order task, tap the work order task, and on the pop-up, tap More Details.
 

Note: On a mobile phone, simply tap the work order task to open it.

3. Subtask: Use Grid view.
  3.1 Use the Grid view to show all assigned work order tasks in a grid.
  Tap the floating action button > Show As > Read Only Grid.
 

Note: On a Windows device or browser, on the taskbar, click Show As > Read Only Grid.

  3.2 On the Grid view, you can use the field column headers to sort the work order tasks.
  Tap the desired field column header and select 'Sort A to Z' or 'Sort Z to A'.
 

Note: On a mobile phone, instead of a grid, a list is shown. You can only sort by name.

  3.3 To open a work order task, in the Name field, tap the link of the desired work order task.
 

Note: On a mobile phone, tap the list entry.

4. Subtask: Search for work order task
  4.1

On both the Calendar view and the Grid view, you can search for a work order task.

To search for a work order task, enter one these:

  • Fleet number
  • Object number
  • Serial number
  • Wok order
  In the 'Quick find' field, type (a part of) the desired name or number and tap the search icon.
  4.2 On the Search results view, find the desired work order task.

Notes

On the Bookings page, you can also show some other views:

  • My Completed Work
  • My Team's Schedule
  • Today's Transport Work order tasks

To change the view, tap the currently shown views title (for example, My Schedule) and select the desired view.

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