Visits

Use the Schedule page to view the visits an engineer must work on. The schedule is displayed if Mobile Service is started. It can also be activated from the menu.

Activities are grouped together into visits. All activities of a service order to be performed on the same location are added to one visit. For each visit, detailed information such as business partner and address information are displayed.

The status of a visit is based on the highest status of the activities of that visit. If not all activities of a visit have the same status, the visit status starts with 'Partially' such as 'Partially Accepted'. The visit status is set to Completed only if all the activities are completed.

Before anything can be registered for a visit, it should be accepted by the option Accept. The service engineer is also able to Decline a visit. In this case a reason needs to be entered. All reasons of type Assignment Rejection listed in session Reasons (tcmcs0105m000) are listed. In the Decline Text, additional information for the reason to decline the visit might be specified.

Dependent on authorization the engineer may add a new visit. To reschedule a visit, its start time needs to be changed via the Edit option. The visit can only be moved if none of the activities it contains have a status Completed or Rejected. It is also required the Service User Template assigned to the employee in LN has Reschedule Visits enabled.

To delete a visit, select the option Delete. Only the newly created visits which have not yet been synchronized to Infor LN can be deleted.

Several other actions can be applied to a visit. For example, starting travel, stopping travel, and browsing to related data like Serial History, Physical Breakdown and Ordered Materials.

The search functionality in the List view can be used to easily search on the business partner name, the service order or a part of the address amongst other things.

A visit in the schedule displays start time and end time, business partner, order number and status, amongst others. It may also contain icons that, for example, indicate an appointment, the availability of order text or rental.