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:
Note: Only work order tasks are shown with status 'Created' or 'In progress'.
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. |
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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. |
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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. |
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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. |
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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. |
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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'. |
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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. |
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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:
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  | 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. |
On the Bookings page, you can also show some other views:
To change the view, tap the currently shown views title (for example, My Schedule) and select the desired view.
Related to | Notes |
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Work on work order task |
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Work on (dis)assembly work order task |
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