Use the Rental Mobile Operations app to start, do, and finish scheduled service and maintenance tasks. This flow shows the minimal required activities to work on service and maintenance task using the Rental Mobile Operations app. You can add other activities as desired for your situation.


Field engineer Field engineer Start Start Find task Find task 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'. Procedure 1. On the Rental Mobile Operations app home page, tap 'My schedule'. 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 . Use time ticker to start task Use time ticker to start task 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. Procedure 1. On the Task details page, tap 'Time ticker'. 2. When you start working on the task, tap 'Start job'. 3. When you are finished working on the task, tap 'End job'. Notes You can also use the travel time ticker to start a task. If you use the travel time ticker to start a task, make sure to end it when you arrive at the task location. You cannot start the job time ticker before you end the travel time ticker. When you are recording the working time with the job time ticker, you can also record break time with the break time ticker. When you are recording break time, you cannot end the job time ticker. You can also start a task by changing its status to 'In progress'. Do task based on order note Do task based on order note 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. Procedure 1. On the Task details page, tap 'Task notes'. Note: At the right/top of the ´Task notes´ icon, an indicator shows the number of existing task notes. 2. On the Task notes page, read the order notes. 3. On the action bar, tap ' Do task based on task check list Do task based on task check list 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. Procedure 1. On the Task details page, tap ´Task checklist´. Note: At the right/top of the ´Task checklist´ icon, an indicator shows the number of tasks done and the total number of tasks in the task checklist. 2. If you have done a task successfully, select the ´Task passed´ check box: 3. If you could not do a task or the task failed, select the 'Tasked failed' check box: 4. In the Notes field, you can enter any notes as desired. 5. Tap 'Confirm'. Use time ticker to end working time on task Use time ticker to end working time on task 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. Procedure 1. On the Task details page, tap 'Time ticker'. 2. When you start working on the task, tap 'Start job'. 3. When you are finished working on the task, tap 'End job'. Notes You can also use the travel time ticker to start a task. If you use the travel time ticker to start a task, make sure to end it when you arrive at the task location. You cannot start the job time ticker before you end the travel time ticker. When you are recording the working time with the job time ticker, you can also record break time with the break time ticker. When you are recording break time, you cannot end the job time ticker. You can also start a task by changing its status to 'In progress'. Review and confirm time spent on task Review and confirm time spent on task 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. Procedure 1. On the Task details page, tap 'Time overview'. 2. On the desired time overview entry, tap the edit icon. 3. In the Entry section, you can make the desired changes. 4. Tap 'Confirm'. 5. On the action bar, tap '+'. 6. In the Entry section, fill in the fields. 7. Tap 'Confirm'. 8. On the desired time overview entry, tap the delete icon. Notes You can only change or delete a time overview entry if the related work order line transaction in D365 FO is not posted. Sign off task Sign off task 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. Procedure 1. On the Task details page, tap 'Sign-off'. 2. Enter the contact details: name and email address. You can also add some notes. 3. Show your contact the task summary. To do so, tap 'Summary'. 4. On the Sign-off summary page, expand the 'Task checklist' section to show which checks are completed and which checks are note done or failed. Note: If changes are required to the task checklist, tap the 'Task checklist' icon in the Task checklist section. 5. On the Sign-off summary page, expand the 'Spare parts' section to show the spare parts that are used for the task. Note: If changes are required to the spare parts, tap the 'Spare parts' icon in the Spare parts section. 6. On the Sign-off summary page, expand the 'Time overview' section to show the time you have spent on the task. Note: If changes are required to the time overview, tap the 'Time overview' icon in the Time overview section. 7. On the Sign-off summary page, expand the 'Other costs' section to show the costs that you have made to do the task. Note: If changes are required to the other costs, tap the 'Other costs' icon in the Other costs section. 8. Navigate back to the Sign-off page. To do so, on the action bar, tap ' 9. Have the contact sign off the task. 10. Tap 'Confirm'. Notes You can only sign-off a task if all time tickers are stopped. End End

Activities

Name Responsible Description

Find task

Field engineer

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 time ticker to start task

Field engineer

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.

Do task based on order note

Field engineer

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.

Do task based on task check list

Field engineer

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 time ticker to end working time on task

Field engineer

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.

Review and confirm time spent on task

Field engineer

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.

Sign off task

Field engineer

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.

Register time spent on task

Register object-related information

Register task-related information

Provide feedback