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:
|
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. |