Home > SI Documentation (v17) > User Guide > Mobile Install > Managing Tasks (MI)

Managing Tasks (MI)

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. Tasks and Service Orders are categorized by Not Started, In Progress, Completed, and Overdue.

 

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Clicking these buttons will display a filtered list of your Tasks, or you can click the Tasks tab to view all your Tasks. There are various filters where you can choose to view Tasks within a date range or filter by Status etc.

 

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On the right side of the interface next to each Task you will see the following icons that allow you to view Site Notes/Images, Installers, Add to Calendar, or Edit a Task.

 

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You can also click on a Task name to edit it.

 

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Track Work

 

The Track Work section 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.

 

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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:

 

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When you click the Stop button a Time Sheet will populate. The default option is Time In/Time Out but can switch this to Duration if desired:

 

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General Tab

 

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

 

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Items Tab

 

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

 

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If the items have a Part Number it will populate under the Manufacturer:Model fields. If any items are marked as OFE (Owner Furnished Equipment) or Non-Billable, [OFE] or [NB] will display next to the Model Number.

 

Each item can be edited individually using the pencil icon. This allows you to edit the Picked, Picked On, Installed, Installed On, Serial Number, IP Address 1, IP Address 2, MAC Address 1, MAC Address 2, and Notes fields:

 

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You can also mark all Items as "Picked" and/or "Installed" at one time by clicking the check box next the Item header and then clicking the appropriate button.

 

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Site Items Tab

 

The Site Items tab allows you to add Products or Labor to the Task directly in the Mobile Install interface. These items can then later be added to the Project.

 

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Click the appropriate button to add a Product or a Labor Item:

 

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This will open a page where you can enter as much information as desired if you are manually entering an item. You could also add an item from your SI Catalog if you have used the Publish Site Items feature from within SI.

 

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This opens a window where can you choose an item to add as a Site Item:

 

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You must approve Site Items in order for them to synchronize to SI. You can select individual Site Items to approve or you can select them all at one time via the tick box in the header:

 

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When you choose to approve Site Items a window will display where you can enter the name of the person approving the items. The field will default to the name of the Contact assigned to the Task.

 

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Once the Task is synchronized back to SI an item from your Catalog will need to replace this Site Item to be properly added to the Task.

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:

 

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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:

 

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Images added here can be downloaded to the Project's folder.

Custom Fields Tab

 

This tab will display and allow editing of any Task Custom Fields that have been defined.

 

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Checklist Tab

 

The Checklist tab will allow you to edit the Checklist that is associated with the Task. You won't see this tab if no Checklist exists for the Task.

 

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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 touchscreen device or via a mouse:

 

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Installers Tab

 

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

 

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Time Sheets Tab

 

The Time Sheets tab allows you to add time sheets to your Task to track actual hours. Time Sheets synchronize down to SI.

 

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To add a Time Sheet click the Add button. This will allow you to enter your information for the work done. The default option is Duration but you can change this to Time In/Time Out if desired:

 

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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.

 

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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:

 

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Documents Tab

 

The Documents tab displays any reports and/or files that were exported from SI or that have been added in the Mobile Install interface.

 

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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. Documents added here can be synchronized to the Project's folder.

 

Note: The file size limit is 10MB per file. There is no size limit on the overall Mobile Install account.

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 Time Sheets.

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