Work on scheduled tasks

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'.

Use the job time ticker to record the time you work on a task. Use this time ticker if you are at the task location and start working on the task.

When you start the job time ticker, and the task status is 'Planned', the task status is set to 'In progress'. Also the related work order line status in D365 FO is set to 'In progress'.

When you end the job time ticker:

• An entry is created in the time overview. This time overview entry shows the recorded working time.
• In D365 FO, in the Work order line transactions, a transaction of registration type 'Hour' is created. The transaction description is 'Work time'. Note: If you work offline, the transaction is only created when you synchronize to D365 FO.

In the Task notes, in the Order notes, you can find the task instructions.

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

In the Task checklist, you can find the work to be done for the task.

In D365 FO, for a work order line, a task checklist can be defined. Usually, the task checklist is added automatically based on the used work order template. A task checklist instructs the field engineer on the work to be done. If in D365 FO a task checklist is defined for the work order line, it is shown in the Rental Mobile Operations app on the Task checklist page.

When you confirm the task checklist, for each task in the task checklist, the task status and notes are synchronized to the task checklist of the related work order line in D365 FO. Note: If you work offline, the task checklist is only synchronized when you synchronize to D365 FO.

Use the job time ticker to record the time you work on a task. Use this time ticker if you are at the task location and start working on the task.

When you start the job time ticker, and the task status is 'Planned', the task status is set to 'In progress'. Also the related work order line status in D365 FO is set to 'In progress'.

When you end the job time ticker:

• An entry is created in the time overview. This time overview entry shows the recorded working time.
• In D365 FO, in the Work order line transactions, a transaction of registration type 'Hour' is created. The transaction description is 'Work time'. Note: If you work offline, the transaction is only created when you synchronize to D365 FO.

Before you sign off a task, review the recorded time. You can:

• Make changes to a recorded time overview entry. When you confirm the changes:
  • The entry in the time overview is updated.
  • In D365 FO, in the Work order line transactions, the related transaction is updated.
• Add a time overview entry. When you confirm the new time overview entry:
  • An entry is added to the time overview.
  • In D365 FO, in the Work order line transactions, a transaction is created of type 'Hour'. The transaction description is defined by the selected registration type in the Rental Mobile Operations app.
• Delete a time overview entry. When you delete a time overview entry:
  • The entry is deleted from the time overview.
  • In D365 FO, in the Work order line transactions, the related transaction is deleted.

Note: If you work offline, the transactions in D365 FO are only created when you synchronize to D365 FO.

To complete a task, have it signed off by your contact at the customer site.

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

• Work you have done.
• Spare parts that you have used.
• Time you have spent.
• Cots you have incurred.

If you confirm a task sign-off:

• The task is moved to 'My completed tasks' in the Rental Mobile Operations app.
• In D365 FO, the related work order line is set to 'Completed'.
• An email with the task summary is sent to the defined email address.
• The signature is stored as an image in SharePoint.
• 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 work offline, the actions for which an online connection is required are only done when you synchronize to D365 FO.