Left panel navigation

The information displayed in the left panel navigation is controlled by the operation filter list defined in the Mobility Core Toolbox. The application groups the columns defined in these group header values:

  • Work order information summary

    Work Order Number (ServiceOrderHead.OrderNumber) and Operation Number (ServiceAssignment.ServiceAssignmentNumber)

  • Customer information summary

    Customer Number (Account.AccountNumber)

  • Contact information summary

    Contact Person (Contact.ContactIdentifier)

  • Equipment information summary

    Item Number (Product.ProductNo) and Serial Number (ServiceAssignment.EquipmentSerialNumber)

    Note: Removing these group header values from the filter or in the display ungroups the columns and becomes a static display.

This table shows the items that are displayed on the left panel:

Menu/Item

Description

Notes

Image

Image of the equipment being serviced, if available.

If you skipped the IDM log in, the image box is not available.

Status

The status of the operation.

Status options are dependent on the parameters defined in Field Service Settings of the M3 Mobility Core Toolbox.

Tap or click this menu to change the status of the operation.

Work order information summary

The work order and operation number together with service and address details.

By default, the corresponding set of Service Assignment dialogs are displayed. You can tap or click this area if the current display is another set of dialogs.

Customer Information Summary

The summary of the customer. A map icon is provided as an option to plot the address in an available map app in the device.

Tap or click on this area to see additional information associated with a contact.

The corresponding set of account dialogs is also displayed.

Contact information

Displays the contact information of the customer.

These options are available:

  • Map icon to plot the address in an available map app in the device.
  • Phone icon to launch the dial-in pad set with the contact number of the customer.

Tap or click on this area to see additional information associated with a customer.

The corresponding set of contact dialogs is displayed.

Equipment information summary

Information about the equipment. A map icon is provided as an option to plot the address in an available map app in the device.

Tap or click on this area to see additional information associated with an equipment.

The corresponding set of equipment dialogs is displayed.