1. Equipment Rental
  2. Rental Mobile Operations
  3. Flows

Register work order task information
Activity Flow

You can register work order task information.

You can:

  • Enter notes for a work order task.
  • View or add work order task attachments (file, image, video, audio)
  • Manually start a work order task.

Field service engineer Field service engineer Start Start Enter work order task notes Enter work order task notes In the Rental Mobile Operations - Field Service app, you can view or enter these types of notes: Order notes: In D365 F&SCM, on a work order line, an order note can be entered to instruct the field service engineer on the work to be done. This order note can give any relevant information on the work order task. Usually, you do not change the order notes in the Rental Mobile Operations - Field Service app. You can enter or change an order note. Internal notes: You can enter any work order task note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced. Invoice note: You can enter an invoice note to explain the work done on the work order task. When in D365 F&SCM an invoice is created for the related work order line, the invoice note is added to the invoice. When you save a work order task note, it is synchronized to the related work order line notes in D365 F&SCM. To view the work order line notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you are working offline, a saved note is not synchronized with the work order line notes in D365 F&SCM until you are back online. Procedure 1. On the Booking page, tap the floating action button > Update Notes. Note: On a Windows device or browser, on the taskbar, click Update Notes. 2. On the Notes page, change or enter the desired notes. 3. Tap Save & Close. View or add work order task attachments View or add work order task attachments You can view the existing attachments for a work order task or add attachments to a work order task. You can add attachments of type: File Picture Video Audio When you save an attachment: It is uploaded to SharePoint. An attachment is added to the related work order line in D365 F&SCM. This attachment is of type URL and its URL refers to the attachment as stored in SharePoint. An attachment entry is added to the Attachments page of the Rental Mobile Operations - Field Service app. Note: If you are working offline, the attachment is not synchronized with D365 F&SCM until you are back online. In D365 F&SCM, you can add attachments to a work order line. These attachments are shown in the Rental Mobile Operations - Field Service app. Note: Only attachments of type URL are supported by the Rental Mobile Operations - Field Service app. Procedure 1. On the Booking page, on the General tab, tap the Work Order name. 2. To add an attachment, on the attachments page, tap the Create record [+] button > Note. 3. Enter a title and description. 4. Subtask: Add a file. 5. Tap the Add a file [paperclip] button. 6. Browse for and tap the desired file. 7. Tap Add note. 8. Subtask: Add a picture. 9. Tap the Add a picture [camera] button. 10. Take the picture. 11. Tap the Accept [v] button. 12. Tap Add note. 13. Subtask: Add a video. 14. Tap the Add a video [video] button. 15. Record the video. 16. Tap the Accept [v] button. 17. Tap Add note. 18. Subtask: Add audio. 19. Tap the Add audio [microphone] button. 20. Record the audio. 21. Tap OK. 22. Tap Add note. 23. Close the Attachments page (tap Go Back [ Start a work order task manually Start a work order task manually You can manually start a work order task in the Rental Mobile Operations - Field Service app. Note: If you are working offline, the status change is not synchronized with the work order line status in D365 F&SCM until you are back online. Procedure 1. On the Booking page, tap the status drop-down list. 2. Tap 'In Progress'. 3. Tap the floating action button > Save. Notes Usually, to start a work order task, you use Start Travel or Start Work. End End

Activities

Name Responsible Description

Enter work order task notes

Field service engineer

In the Rental Mobile Operations - Field Service app, you can view or enter these types of notes:

  • Order notes:
    In D365 F&SCM, on a work order line, an order note can be entered to instruct the field service engineer on the work to be done. This order note can give any relevant information on the work order task. Usually, you do not change the order notes in the Rental Mobile Operations - Field Service app. You can enter or change an order note.
  • Internal notes:
    You can enter any work order task note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced.
  • Invoice note:
    You can enter an invoice note to explain the work done on the work order task. When in D365 F&SCM an invoice is created for the related work order line, the invoice note is added to the invoice.

When you save a work order task note, it is synchronized to the related work order line notes in D365 F&SCM. To view the work order line notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you are working offline, a saved note is not synchronized with the work order line notes in D365 F&SCM until you are back online.

View or add work order task attachments

Field service engineer

You can view the existing attachments for a work order task or add attachments to a work order task.

You can add attachments of type:

  • File
  • Picture
  • Video
  • Audio

When you save an attachment:

  • It is uploaded to SharePoint.
  • An attachment is added to the related work order line in D365 F&SCM. This attachment is of type URL and its URL refers to the attachment as stored in SharePoint.
  • An attachment entry is added to the Attachments page of the Rental Mobile Operations - Field Service app.

Note:

  • If you are working offline, the attachment is not synchronized with D365 F&SCM until you are back online.
  • In D365 F&SCM, you can add attachments to a work order line. These attachments are shown in the Rental Mobile Operations - Field Service app. Note: Only attachments of type URL are supported by the Rental Mobile Operations - Field Service app.

Start a work order task manually

Field service engineer

You can manually start a work order task in the Rental Mobile Operations - Field Service app.

Note: If you are working offline, the status change is not synchronized with the work order line status in D365 F&SCM until you are back online.

Activities

Name Responsible Description

Enter work order task notes

Field service engineer

In the Rental Mobile Operations - Field Service app, you can view or enter these types of notes:

  • Order notes:
    In D365 F&SCM, on a work order line, an order note can be entered to instruct the field service engineer on the work to be done. This order note can give any relevant information on the work order task. Usually, you do not change the order notes in the Rental Mobile Operations - Field Service app. You can enter or change an order note.
  • Internal notes:
    You can enter any work order task note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced.
  • Invoice note:
    You can enter an invoice note to explain the work done on the work order task. When in D365 F&SCM an invoice is created for the related work order line, the invoice note is added to the invoice.

When you save a work order task note, it is synchronized to the related work order line notes in D365 F&SCM. To view the work order line notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you are working offline, a saved note is not synchronized with the work order line notes in D365 F&SCM until you are back online.

View or add work order task attachments

Field service engineer

You can view the existing attachments for a work order task or add attachments to a work order task.

You can add attachments of type:

  • File
  • Picture
  • Video
  • Audio

When you save an attachment:

  • It is uploaded to SharePoint.
  • An attachment is added to the related work order line in D365 F&SCM. This attachment is of type URL and its URL refers to the attachment as stored in SharePoint.
  • An attachment entry is added to the Attachments page of the Rental Mobile Operations - Field Service app.

Note:

  • If you are working offline, the attachment is not synchronized with D365 F&SCM until you are back online.
  • In D365 F&SCM, you can add attachments to a work order line. These attachments are shown in the Rental Mobile Operations - Field Service app. Note: Only attachments of type URL are supported by the Rental Mobile Operations - Field Service app.

Start a work order task manually

Field service engineer

You can manually start a work order task in the Rental Mobile Operations - Field Service app.

Note: If you are working offline, the status change is not synchronized with the work order line status in D365 F&SCM until you are back online.
Related to Notes

Work on (dis)assembly work order task

 		 

Work on work order task

 		 

Register work order task information

 		 

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