EN: Part 1 Welcome to the Workheld Flow Windows App

1.1 Installation of the Workheld Flow Windows App

First start the Microsoft Store. This is already pre-installed on your Windows 10 device. Search for "Workheld" and click on "Participate" to install the Workheld Flow Windows app.

 

1.2 Log in to Workheld

When you start the Workheld Flow Windows app for the first time, you will be taken directly to the login screen.
You should have already received your login details by email.

1.3 User settings

You can customize your name, profile picture and language in the Workheld Flow Windows app.
To do this, click on your Workheld user at the top left and then on Settings (gear icon).

1.4 Passwort

You can change your Workheld password at any time. To do this, click on your Workheld user at the top left and then on Settings (gear icon). Scroll down to CHANGE PASSWORD and click on the button below to receive an email with a link to change your password. If you cannot find the e-mail in your inbox, please check your spam folder.

1.5 Synchronisation

You can synchronize Workheld at any time by clicking on the SYNCHRONIZE icon (cloud)
on the far left edge of the Workheld Flow Windows app.

In the settings you will also find the option START FULL SYNCHRONIZATION. A full synchronization is performed automatically when you log in to Workheld again, but is also useful if problems occur during normal synchronization.  

If problems occur when synchronizing your data, it can be helpful to carry out a complete synchronization.

You can save your company logo as a PNG file in Workheld so that it is displayed in the reports. To do this, click on your Workheld user again in the top left-hand corner and then on Settings (gear icon). Then scroll sideways to the menu item "Company logo".

Please note that you must confirm the logo again after uploading the PNG file by clicking on SAVE LOGO.

1.7 Overview

The Workheld Flow Windows app is divided into five sections, which you can navigate to using the corresponding icons on the far left-hand side.

 

EXECUTION

Here you will find your projects / orders including all relevant information.

INVENTAR

You can manage your inventory and material orders here.

EQUIPMENT

Here you will find all equipment in the field for which you are responsible.

WEEKLY TIME REPORT

View the aggregated daily working and travel times of a technician for a specific week and export the report if you wish.

ABSENCE REQUESTS

Here you can view and manage your attendance requests.

MAINENANCE NOTIFICATIONS

You can report faults or request repairs here.