Configuring Field Service settings

Item number - Labour time

This fields allows the user to search for the item number used for labor time reporting.

Item name - Labour time

This field displays the corresponding item name of the selected item number.

Item number - Travel time

This field allows the user to search for the item number used for travel time reporting.

Item name - Travel time

This field displays the corresponding item name of the selected item number.

Available statuses

• Arrived at depot
• Arrived on site
• Finished
• Operation started
• Stopped/Pending
• Travel back started
• Travel back stopped
• Travel started
• Travel stopped

Selected statuses

By default, required sync points are pre-selected and cannot be removed. If you select a sync point from the Available statuses column, the sync point is added on this list:

• Accepted
• Cancellation notification
• Completed
• Declined
• Reset
• Stopped/Interruption
• To be reallocated

Material line with line type 0

Select to send out material line with issue method = 1 and line type 0 transactions to the Mobility Core for immediate processing.

Misc. cost lines for approval

Select to send out miscellaneous cost lines for approval transactions to the Mobility Core for immediate processing.

Time reports (travel and/or labor)

Select to send out travel or labor time report transactions to the Mobility Core for immediate processing.

By default, these sync points are pre-selected:

Material line with line type 1 - PO

Select to send out purchase orders of material line with line type 1 transactions to the Mobility Core for immediate processing.

Material line with line type 2 - PO

Select to send out purchase orders of material line with line type 2 transactions to the Mobility Core for immediate processing.

Material line with line type 3 - DO

Select to send out direct orders of material line with line type 3 transactions to the Mobility Core for immediate processing.

Customer list filtered by division

Select to limit accounts that are loaded to the mobile application. Loaded accounts are accounts with the same division as the mobile user.

Customer list filtered by facility

Select to limit accounts that are loaded to the mobile application. Loaded accounts are accounts with the same facility as the mobile user.

Start Travel

Select to enable the technician to report the Travel started mobility status.

Arrive on Site

Select to enable the technician to report the Arrived on site mobility status. This option requires you to set Start Travel as enabled.

Start/Stop Travel

Select to enable the technician to report the Travel stopped mobility status.

Reallocate Work

Select to enable the technician to reassign the service work order operations to another technician and report the work order operations as Reallocated mobility status.

Defer Work

Select to enable the Stopped/Run disturbance mobility status.

Start Travel Back/Arrived at depot

Select to enable the technician to report the Travel back started and Arrived back mobility statuses.

Start/Stop Travel Back/Arrived at depot

Select to enable the technician to report the Travel back stopped mobility status. This option requires you to enable Start Travel back.

Scan asset tag is mandatory

Select to require the technician to scan or manually input the equipment's asset tag or serial number manufacturer before start of work.

Reporting of travel time to site is required

Select to require the technician to change to Travel started/Travel stopped or Travel started/ Arrived on site mobility statuses. No other options are provided to the technician other than the travel related statuses. This option requires you to set Allow report travel time to site as enabled.

Reporting of travel back time to depot is required

Select to require the technician to change to Travel back started/Travel back stopped or Travel back started/Arrived back mobility statuses. No other options are provided to the technician other than the travel back related statuses. This option requires you to set Allow report travel time return to base as enabled.

Require technician to sign off work

Select to require the technician to sign off before changing the status to Completed.

Require customer to sign off work done by technician

Select to require the customer to sign offt before changing the status to Completed.

Hide date picker on mobility status change

Select to hide the date and time picker after a status change.

Allow other tech report travel time

Select to enable other technician to report travel time.

Allow other tech report labor time

Select to enable other technician to report labor time.

Use hour for time reporting

Select to enable technicians to report labor or time transactions in quantity and disable the reporting of date and time.

Allow technician to view their facility’s main warehouse

Select this option to use the facility main warehouse.

Allow technician to view other van warehouses

Select this option to use the service center technicians warehouse.

Allow technician to view all warehouses in their facility

Select this option to use all warehouses. This field is required to display all warehouses.

The Facility settings allows the user to create a new work order or work request for a service offered in the specified facility.

The Service History settings allows the user to specify the number of service history records displayed in the application.