1. How to create a new work order on mobile terminal?
- Click the work order TAB at the bottom, click the "+" button at the lower right corner, select the type of the work order, and enter the page of new construction order for adding;
- Case:A mechanical company has problems with its customer's products, and engineer Master Li needs to be arranged to provide on-site maintenance service at the customer's address. At this time, the management personnel click the "+" button on the after-sales treasure mobile terminal, select "on-site maintenance", select customers and products, and add the service involved in the maintenance process and planned service time.
2. How to assign work order on mobile terminal?
- When the new construction order is completed, you can directly click "Save and send order" to send the order, or you can send the order in the "I am responsible" to be assigned. The mobile terminal supports three ways of sending orders:
- Person in charge of work order: The person in charge of sending the work order can designate someone to accept the work order
- Work order pool: Sending work order to work order pool can assign work order to the list of work order pool, and engineers can choose work order independently in the work order pool
- Automatic ordering: the work order can be automatically assigned according to the set rules (set the rules in PC - System Management-Work order setting).
3. How to accept work order on mobile terminal?
- After the work order is assigned, the person in charge will receive "system notice" and click it to enter the details page of the work order. The person in charge can choose to accept or reject the work order.
- Users can also see that the person in charge is their own work order through "My Work Order" > "Assigned".
- If the order sending mode is set to work Order Pool, engineers can also select work orders in the work order pool
4. How to transfer work order on mobile terminal?
- Work orders that have been accepted and not completed can be transferred to assign a new person in charge.
5. How to complete work order and return receipt on mobile terminal?
- When the engineer receives the work order, he can click "Start" on the mobile terminal to start the work order before and after arriving at the work place. After the work is finished, click "Finish" button to enter the page of "Work Order Receipt".
- The content of the receipt page can be set according to the specific business needs of the enterprise, fill in the receipt, you can add the process of work, the use of spare parts and services provided, the system will calculate the total price.
6. How to search work order on mobile terminal?
- In the mobile work order module, it can be screened according to various detailed conditions of the work order, so that users can find the target work order more quickly
- 用户也可以直接输入信息搜索工单。
