Home > SI 2017 Documentation > User Guide > Mobile Install > Managing Tasks (MI)

Managing Tasks (MI)

Details

 

When you log in to Mobile Install, the first page that displays is your Dashboard that displays your Tasks and Service Orders that have been published from SI 2017.

 

They are categorized by Not Started, In Progress, Completed, and Overdue.

 

 

Click on any of the buttons to see those categorized Tasks, or click the Tasks button on the left side of the page:

 

 

This will open the Tasks page and display the Tasks based on our selection:

 

 

The left side of the page has a filter section where you can choose to view Tasks within a date range or filter by Status etc.

 

 

Click on a Task to edit it.

 

 

This will open the Task for edit.

 

Track Work

 

In the upper right corner of the Task interface there is a Track Work section that has a timer that will start when you click the [Start Work] button. Using this is optional as you can manually enter your hours if you prefer.

 

 

When you click the [Start Work] button, if the Task is not already marked as "In Progress", you will be asked if you want to change the Status of the Task:

 

 

When you click the Stop button for the timer you will get a prompt on what you would like to do with the time:

 

 

If you have chosen to use Time Sheets vs. a single actual hours field for a Task, you will see a slightly different prompt here just asking whether or not the time is billable. See further down on this page for information on Time Sheets and the Actual Hours field.

 

General Tab

 

The General tab has general information about the Task, some of which is editable via the pencil icon:

 

 

Note: The "% Complete" can be automatically calculated for you based on the Items that you mark as "Installed" if you choose this option under the Setup tab.

Items Tab

 

The Items tab lists all of the individual Items that have been added to the Task:

 

 

Each item can be edited individually using the pencil icon. This allows you to edit the Installed, Installed On, Serial Number, IP Address, and Notes fields:

 

 

You can also mark all Items as installed at one time by clicking the check box next the Item header and then clicking the [Installed] button. You could then go back and edit them individually if you want to add Serial Numbers or Notes.

 

 

Note: The "% Complete" can be automatically calculated for you based on the Items that you mark as "Installed" if you choose this option under the Setup tab.

Site Items Tab

 

The Site Items tab allows you to add Products or Labor to the Task directly in the Mobile Install interface.

 

Add Product

 

Click the [Add Product] button:

 

 

Fill in as much information as desired. Once the Task is synchronized back to SI 2017,  an item from your Catalog will need to replace this Site Item to be properly added to the Task. Click here for details:

 

Add Labor

 

Click the [Add Product] button:

 

 

Fill in as much information as desired. Once the Task is synchronized back to SI 2017,  an item from your Catalog will need to replace this Site Item to be properly added to the Task. Click here for details:

 

Site Notes Tab

 

The Site Notes tab allows you to add any notes from the field. Type in the box then click the [Add] button:

 

 

Site Images Tab

 

The Site Images tab allows you to add any images to the Task by dragging and dropping or by using the [Add] button:

 

Approve Tab

 

The Approve tab displays all of the Items that have been assigned to the Task, including Site Items. You can expand or collapse the items via the arrows on the right side of each section:

 

 

You can have the client sign off on the Service Order with a touch screen device or via a mouse:

 

 

Note: You must approve Site Items or they will not synchronize back to the Task in SI 2017.

Installers Tab

 

The Installers tab displays the Resources for the Task as well as the Estimated Hours assigned:

 

 

You can enter actual hours by clicking the pencil icon next to each Installer:

 

 

Note: If you have enabled Time Sheets under your settings you will not have the ability to edit hours on the Installers tab. You will instead edit them on the Time Sheets tab.

Time Sheets Tab

 

If you have enabled Time Sheets under your settings, you will have the ability to add time sheets to your Task.

 

 

To add a Time Sheet, click the [Add] button:

 

 

This will allow you to enter your information for work done:

 

 

You can export your Time Sheets to a .csv file via the button [Export to CSV] button:

 

 

The file will automatically download to your machine.

 

You can also export all Time Sheets for a date range, regardless of what Task/Service Order they are assigned to, by clicking the icon next to your user name from any tab within the Mobile Install interface:

 

 

Documents Tab

 

The Documents tab displays any reports and/or files that were exported from SI 2017:

 

 

If you would like to add a document/file within the Mobile Install interface you can click the [Add] button to browse to a file:

 

Analysis Tab

 

The Analysis tab displays a summary of labor for the Task including the Labor Hours from the Items in the Task, the Estimated Resource Hours, and the Actual Resource Hours from the Installer tab (or Time Sheet tab if you are using this option).

 

Pick List Tab

 

The Pick List tab can be used by the installers when loading the truck or when staging the items for a Task.

 

Update to SI 2017

 

All edits that you've made here in the Mobile Install interface for the Task can be synchronized to the Task within the Task Explorer interface in SI 2017:

 

 

Click the [Update From] button in the Mobile Install section of the ribbon:

 

 

You can now edit the Task within SI 2017. Click here for details.

Last modified
10:08, 20 Jul 2017

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