Workheld 9.1
Welcome to this short introduction to WorkHeld Flow.
We will show you in a few steps how you can use WorkHeld Flow, to improve assembly, service and maintenance processes!
EN: Part 1 Welcome to the Workheld Flow iOS App
1.1 Installation der Workheld Flow Android & iOS Mobile App
Depending on your operating system, you can download the Workheld Flow Mobile App from the Apple App Store (iOS) or Google Play Store (Android). Search for "Workheld Flow" in the respective store and click on "Download" or "Install" to install the Workheld Flow Mobile App.
1.2 Login
When you start the Workheld Flow Mobile app for the first time, you will be taken directly to the login screen.
You should have already received your login details by email or from your system administrator.
After logging in for the first time, the Workheld Flow Mobile app automatically starts a complete synchronisation. This may take a few minutes depending on your internet connection.
1.3 Synchronisation
1.3.1 Normal Synchronisation (Delta Sync)
You need to perform a synchronisation to receive new order data and send back your documentation. To perform a normal synchronisation (Delta Sync), simply click on the Synchronisation button at the top right of the Workheld Flow Mobile app.
Synchronisation Button
All data synchronised on device.
Synchronisation Button
All data on device is not synchronised.
If there is data on your device that has not yet been synchronised, the Synchronisation button appears in green.
1.3.2 Full Synchronisation (Full Sync)
If problems occur during synchronisation, these can usually be resolved by performing a full synchronisation (Full Sync).
To do this, navigate to Settings in the main menu and click Start full synchronisation. Please note that a full synchronisation may take a few minutes depending on your internet connection.
EN: Part 2: Work overview
2.1 Overview of project and cases
In the main menu item Execution, you will find all the projects and assignments assigned to you. You can view these either as a list or in a map view. Simply use the table bar at the top to switch between list view, map view and calendar view.
2.2 Detailed view of projects and cases
If you click on one of the projects or cases in the list view or the map view, you will be navigated to the project details. Here you can use the table bar at the top to switch between the view with the list of work orders in the project, the project information or the project documentation.
2.3 Detailed view of work orders
If you click on a work order in the list of work orders, you will be navigated to the work order details. Here too, you can switch between the view with the list of work steps in the work order, the information on the work order or the documentation for the work order.
2.4 Detailed view of work steps
If you click on a work step in the list of work steps, you will be navigated to the work step details. Here you can switch between the view with the execution, the information on the work step or the documentation of the work step.