EN_Part 3: Work

3.1 Creating and managing projects

3.1.1 Liste der Projekte

Navigate to WORK → PROJECTS in the main menu.

Here you will find a list of all open projects. You also have the option of displaying completed projects by pressing the INCLUDED COMPLETED toggle button.

Open

You can navigate from here to the project overview of an existing project by clicking on the small arrow on the right-hand side of the line.

3.1.2 Creating projects

Create a new project by clicking on the ADD NEW PROJECT button at the top right of the list of projects.

Open

The following fields are available when creating a project:

^{*If you leave this field blank, it will be filled with an automatically generated value.}

Press SAVE after adding all relevant information. You can edit the project again at any time later.

3.1.3 Project overview

After you have created a new project, you will automatically be taken to the project overview. You can also navigate to the project overview of an existing project from the list of projects by simply clicking on it.

3.1.4 Project overview section Project information

In the project overview, all information about the project is displayed in the top section. You can see the current status of the project at a glance using the status bar in the project title.

3.1.5 Project Overview Section List of Work Orders

The lower section is divided into 3 areas using a tab bar:

In the PREPARATION area you will find a list of the work orders in the project. From here you can navigate to the work order overview of an existing work order by clicking on the small arrow at the right edge of the row.

In the DOCUMENTATION area you will find all entries, documents and reports created by the technicians while working on the project. Click on the respective entry, document or report icon on the right to view them.

In the EXPORT area you have the option of exporting travel and working time entries as well as documents and reports created by the technicians while working on the project.

3.2 Creating and managing cases

3.2.1 List of cases

In the main menu, navigate to WORK → Cases.

Here you will find a list of all open assignments. You have the option to also view completed bets by pressing the INCLUDED COMPLETED toggle button.

From here you can navigate to the deployment overview of an existing deployment by clicking on the small arrow on the right edge of the line.

3.2.2 Creating the cases

Create a new case by clicking on the ADD NEW CASE button at the top right of the list of inserts.

The following fields are available when creating a case:

^{*If you leave this field empty, it will be filled with an automatically generated value.}

Press SAVE once you have added all the relevant information. You can edit the project again later at any time.

3.2.3 Creating case with equipment and work step

When creating a case, you can already select the relevant equipment by selecting it from the drop-down menu at the top left. If you have selected an equipment, the location of the equipment is automatically adopted as the order address and a work step is added to the case.

You now have the option of saving the case without a work step. In this case, the case is created as normal and only the address of the selected equipment is copied.

However, you can also add a work step to the case, whereby the following fields are available to you:

3.3 Creating and managing standing orders

3.3.1 List of standing orders

In the main menu, navigate to WORK → STANDING ORDERS.

Here you will find a list of all open standing orders. You also have the option of displaying completed standing orders by pressing the INCLUDED COMPLETED standing orders toggle button.

You can navigate from here to the overview of an existing standing order by clicking on the small arrow on the right-hand side of the line.

3.3.2 Creating standing orders

Create a new standing order by clicking on the ADD NEW STANDING ORDER button at the top right of the standing order list.

The following fields are available when creating a standing order:

^{*If you leave this field empty, it will be filled with an automatically generated value.}

Press SAVE after you have added all the relevant information. You can edit the standing order at any time at a later date.

3.3.3 Standing order overview

Once you have created a new standing order, you will automatically be taken to the standing order overview. You can also navigate to the overview of an existing standing order via the list of standing orders by simply clicking on it.

3.3.4 Standing order overview Section Standing order information

In the standing order overview, all information about the standing order is displayed in the top section. The status bar next to the standing order title shows you the current status of the standing order at a glance.

3.3.5 Standing order overview section List of work orders

The lower section is divided into 3 areas using a table bar:

In the PREPARATION area, you will find a list of the work orders in the standing order. You can navigate from here to the work order overview of an existing work order by clicking on the small arrow on the right-hand side of the line.

In the DOCUMENTATION section, you will find all entries, documents and reports created by the technicians in the course of working on the standing order. Click on the respective icon for entries, documents or reports on the right-hand side to display them.

In the EXPORT area, you have the option of exporting travel and working time entries as well as documents and reports created by the technicians in the course of their work on the project.

3.4 Creating and managing work orders

3.4.1 Creating work orders

Create a new work order for a project or a standing order by clicking on the ADD NEW WORK ORDER button in the project overview. Please note that this button is only displayed if you are in the PREPARATION area of the table bar.

The following fields are available when creating a work order:

^{*If you leave this field empty, it will be filled with an automatically generated value.}

Press SAVE once you have added all the relevant information. You can edit the work order again at any time at a later date.

3.4.2 Work order overview

Once you have created a new work order, you will automatically be taken to the work order overview. You can also navigate from the project overview to the work order overview by simply clicking on it.

All information about the work order is displayed in the top section of the work order overview. The status bar in the order title allows you to see the current status of the work order at a glance.

3.4.3 Work order overview Section Order information

In the upper section of the work order overview you will find a table bar, which is divided into 3 areas:

In the SUMMARY area, you will see a list of all technicians, equipment and tools that are already assigned to at least one of the work steps in the work order. If you click on the small X symbol that is displayed next to the respective technicians, systems or tools, these are removed from all work steps.

In the ORDER ADDRESS area, the order address is displayed on a map.

In the DOCUMENTS area, you can attach any number of documents to the work order. These documents are made available to all technicians who have been assigned to the order.

You can attach documents to the work order by either dragging them to the Documents area or by clicking on the DOWNLOAD button and then selecting the desired documents.

3.4.5 Work order overview section List of work steps

The lower section of the work order overview is divided into 3 areas using a table bar:

In the PREPARATION area, you will find a list of the work steps in the work order. From here, you can open and edit each individual work step in a separate window by clicking on the small pencil on the right-hand side of the line.

In the DOCUMENTATION area, you will find all entries, documents and reports created by the technicians in the course of working on the work order. Click on the respective icon for entries, documents or reports on the right-hand side to display them.

In the EXPORT area, you have the option of exporting travel and working time entries as well as documents and reports created by the technicians in the course of working on the work order.

3.5 Creating and managing work steps

3.5.1 3.5.1 Creating work steps

Create a new work step for the work order by clicking on the ADD NEW WORK STEP button in the work order overview. Please note that this button is only displayed if you are in the PREPARATION area of the table bar.

The following fields are available when creating a work step:

^{*If you leave this field empty, it will be filled with an automatically generated value.}

Press SAVE once you have added all the relevant information. You can edit the step at any time at a later date.

3.5.2 Planning and sorting work steps

You can specify the start date and time as well as the end date and time when you create a work step and can of course also edit this information when you edit the work step.

You also have the option of setting the start date and time as well as the end date and time for all work steps at once by clicking on the SCHEDULE button. Then set the start date and time as well as the end date and time and click SAVE.

You also have the option of changing the sorting of the work steps by clicking on the SORT button and then selecting the option to sort by start time, work step ID, creation time or work step title.

You also have the option of simply dragging and dropping individual work steps up or down.

3.6 Assigning checklists

You can assign a checklist to a work step by clicking on the checklist icon in the respective work step in the lower section of the work order overview in the PREPARE tab.

A new window will then open, showing you all the available checklists in the left-hand bar. Click on the desired checklist and confirm your selection with the ASSIGN button.

You can change or remove the assignment of a checklist as long as the work step is not yet IN WORK or COMPLETED. To do this, simply click on the checklist icon in the respective work step again.

3.7 Assigning employees

You can assign one or more employees to a work order by dragging the desired employee from the object bar onto the work order overview.

Alternatively, you can drag the employee to an individual work step in the lower section to assign the employee to this one work step only.

You can remove the assignment of an employee to a work order by clicking on the X symbol next to the employee in the SUMMARY tab in the upper section of the work order overview.

Using the small green circles next to the employees, you can see how many work steps of the work order the employees are assigned to.

3.8 Assigning attachments in the field

You can assign an attachment to a work order by dragging the desired attachment from the object bar onto the work order overview.

Alternatively, you can drag the attachment to an individual work step in the lower section. You can only assign one attachment per work step!

You can remove the assignment of an attachment to a work order by clicking on the X symbol next to the attachment in the SUMMARY tab in the upper section of the work order overview.

3.9 Assigning tools

You can assign a tool to a work order by dragging the desired tool from the object bar onto the work order overview.

Alternatively, you can drag the tool to an individual work step in the lower section.

You can remove the assignment of a tool to a work order by clicking on the X symbol next to the tool in the SUMMARY tab in the upper section of the work order overview.

3.10 Assigning material lists

You can assign a material list to a work step by clicking on the material symbol in the respective work step in the lower section of the work order overview in the PREPARE tab.

A new window will then open showing you all available materials in the left-hand bar. You can search for the desired materials in the search bar above the left-hand bar.

Once you have found the desired material, you can add it to the material list by clicking on the PLUS symbol. You can repeat this process as often as you like to add all the desired materials to the list.

The current material list is displayed in the right-hand bar of the window. You can change the quantity of the individual materials there or delete a material from the list by clicking on the garbage can next to the respective material.

3.11 Applying project templates

You can also fill a new project from a project template by navigating to the desired project in the WORK → PROJECTS area and clicking APPLY TEMPLATE.

If you click on APPLY TEMPLATE, the template wizard opens and displays all available templates in the list on the left. Click on the desired template and confirm your selection with the NEXT button.

In the next step of the template wizard, you will be asked to enter an order address. This address is assigned to all work orders in the project template. If the work orders in the project require different addresses, you can adjust them accordingly afterwards.

After you have entered an order address, click on the SAVE button to apply the selected template to the new project.