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Quick Work Orders Button

*Note: The GIS Asset Management feature is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.

 

The Quick Work Orders button allows you to create a work order based on a Work Category at the tap of a button. You can also set the Quick Work Orders menu page as your default screen when you launch the app.

Creating Quick Work Orders

  • Tap the main menu icon () and select ESRI GIS Map.
  • Tap the red add button () in the bottom corner of the map, then tap the Quick Work Orders button ().
    • If your account is assigned multiple Mobile Profiles, a Select Site screen will appear.

      • If you would like to make your Site selection the default Site, tap the circle icon next to the Site name.
      • Tap the Site name to select the Site.
      • If you need to change the Site selection, click the additional options icon () to be taken back to the Site selection screen.
  • The Quick Work Orders menu of options will appear. *Note: Your account administrator will have customized this menu to be specific for your organization.
    • If you would like to be taken directly to the Quick Work Orders Menu when you launch the app, click the main menu icon ().
    • Toggle the Quick Work Order Menu to on. *Note:  You must fully close the app, then launch the app again for this setting to take effect.
  • Tapping a button with the arrow icon () will open a sub menu of additional options.
  • Tapping a button with the create work order icon () will create a work order with the shown work category.
  • Depending on how your menu was configured, a work order will either be instantly created or you may be asked for additional details.
    • You may be asked to validate an address for the work order. A list of addresses will appear based on your GPS location. Select the best address from the list, or tap the Enter Manually button to type in the address. If the work order does not require an address, tap the No Address button.

    • If you are asked to select or take a picture, follow the instructions on your device to attach an image to the work order. *Note:  You may be prompted to allow Asset Essentials access to your device's camera and media. This is required in order to attach images to work orders using the Asset Essentials mobile app.
    • If you are shown the work order form, fill out the details of the work order and click Save.

 

Creating Quick Work Orders Offline

You are able to create Quick Work Orders while offline on the mobile app. *Note: To use this feature, you should have mobile profile buttons already configured for your account.

 

  • While offline on your mobile device, tap the main menu icon () and then select Quick Work Order Menu. *Note: When no GPS is available, you will receive a warning message telling you that the work order was not created. GPS is required for the mobile profile buttons to work. Often, GPS is available even with no data connection on the device.

 

 

  • If your account is assigned multiple Mobile Profiles, a Select Site screen will appear.

    • If you would to like make your Site selection the default Site, tap the circle icon next to the Site name.
    • Tap the Site name to select the Site.
    • If you need to change the Site selection, click the additional options icon () to be taken back to the Site selection screen.

 

 

  • The Quick Work Orders menu of options will appear. *Note: Your account administrator will have customized this menu to be specific for your organization.
  • Tapping the button with the arrow icon () will open a sub menu of additional options.
  • Tapping the button with the create work order icon () will create a work order with the shown work category. *Note: The quick work order will be created without any additional mobile profile button configurations included. It can be edited once back online, and it is synced to the account.

 

 

  • When you are back online, you will need to sync your quick work orders so that they can be recorded. Tap the menu icon () then tap on Sync Work Orders.
  • The work orders that are ready to be synced will now show in the Offline WO Sync List section below the Sync Items Now button. Drag the work order to the left in order to Delete it from that list if it is no longer needed.
  • Tap the Sync Items Now button to record the quick work orders made while offline.

 

 

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