Home > SI Documentation (v14) > 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.




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.




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.


icons for task.jpg


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


editing task.jpg

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.


start work.jpg


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:


change status.jpg


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


add time entry.jpg


Note: If you not have chosen to enable Time Sheets in your Mobile Install Setup you will see a slightly different prompt with a "Add to my actual hrs" option. See further down on this page for information on Time Sheets and the Actual Hours field.


no time sheet.jpg

General Tab


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


editing task.jpg


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:


items tab.jpg


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:


edit item.jpg


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.


update all.jpg


Note: The "% Complete" on the General tab 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. These items can then later be added to the Project.


site items tab.jpg


Click the appropriate button:


add buttons.jpg


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.


site item.jpg


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


choose site item.jpg


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. The Task must be Approved for Site Items to sync to SI, keep reading.

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 notes tab.jpg

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:


site images.jpg


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

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.


checklist tab.jpg

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:




Note: While the approval process is optional, you must approve a Task if you have added Site Items and you want them to synchronize back to the Task in SI.

Installers Tab


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


installers tab.jpg


Note: In the screen shot above, the option to enable Time Sheets was set in the Mobile Install Settings so the Actual Hour field is not editable here. All time must be entered on a Time Sheet. If you are not using Time Sheets you can edit the Actual Hours field by clicking the pencil icon next to the installer's name.


edit time.jpg


Note: If you are using the Track Work timer (see above), when you stop the time you will have the option to add that time to the Actual Hours field.

Time Sheets Tab


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


time sheets tab.jpg


To add a Time Sheet click the Add button. This will allow you to enter your information for the work done:


add time entry form.jpg


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.


export to csv button.jpg


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:


export my time sheets dropdown.jpg


export my time sheets.jpg

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.


documents tab.jpg


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 the Installer tab (or Time Sheet tab if you are using this option).

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