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Infor Mobility for Field Service User Guide
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About this guide
Infor Mobility for Field Service overview
Configurations
App-specific configurations
Device-specific configurations
Signing in
Retrieving QR code in Infor Ming.le
Retrieving QR in LTR or Infor OS Portal
Signing in for the first time
Navigating
Appointment list
Navigation menu
Operation card
Operation details
Left panel navigation
Operation details tab
Action menu - Operation details
Settings
Material Receipt list
Customers list
Equipment list
Van Inventory list
Time Log Summary
Transaction Viewer
Updating transactions
Resending transactions
Deleting transactions
Shortcuts
Creating personal shortcuts
Working on operations
Viewing the dispatched operations
Searching for operations
Sorting the operations
Viewing operation details
Confirming cancellation of work order
Confirming cancellation of WO operation
Confirming cancellation of WO operation element type 1 or 2
Declining an operation
Reporting material lines
Enhanced add material line item search
Adding a material line item search
Viewing an added item in the cart
Updating items in the cart
Adding a material
Adding a material line for used non-stock item
Adding a material line for used van warehouse items
Adding a material line for order initiated items
Viewing the non-stock material line
Reporting material lines through line details screen
Reporting material lines through inline editing
Deleting a material line
Reporting travel time
Operation run time
Capturing the start of travel
Capturing multiple travel stops
Capturing arrival on site
Reporting travel time incurred and defining charges
Auto reporting of time based on mobility status change
Reporting miscellaneous costs
Adding new miscellaneous cost line
Updating miscellaneous cost line through line details screen
Updating a miscellaneous cost line through inline editing
Deleting a miscellaneous cost line
Performing operation tasks
Printing the M3 order confirmation documents
Printing the M3 work order documents
Attaching files for the work order
Reporting inspection tasks through line details screen
Reporting inspection tasks through inline editing
Reporting safety check inspection
Confirming cancellation of WO operation element (Inspection Tasks)
Confirming cancellation of work order (WO) operation element type 5 (Quality Inspection)
Confirming cancellation of WO operation element type 5 (Safety check)
Capturing start of operation
Capturing images
Capturing a video
Recording labor time and defining charges
Capturing work stoppage
Stopping and interrupting the operation
Reallocating work to another Field Service Technician
Reporting meter reading through line details screen
Reporting As Built meter reading through line details screen
Reporting meter reading through inline editing
Reporting As Built meter reading through inline editing
Reporting the work
Filing a service report
Signing off work performed
Viewing the signature of the Field Service Technician
Flagging the work as finished
Completing the work
Signing off work by customers
Viewing the signature of the customer
Printing the M3 invoice specification document
Flagging the work as completed
Printing the M3 service report document
Working offline
Working on As Built structure
Installing component in As Built structure
Removing component in As Built structure
As Built structure refresh blocking
Reporting ad hoc work
Creating new operation from an existing operation
Adding work orders
Adding work requests
Adding work order or request for equipment unrelated to customer
Working with material receipts
Receiving a distribution order line
Receiving a package line
Receiving a purchase order line
Signing out
Signing out of the application
Reloading of base data and other tables
Reloading base data
Reloading customer base data
Reloading equipment base data
Reloading van warehouse items base data
Clearing temporary data
Clearing the cached data
Valid status and their corresponding value in M3
Configurations in M3 BE
Supported file types
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