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Activity with Tools

  • 21 June 2023
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athobie
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Hi

We can set activity (activity codes)  with tools.

1/ For these tools : it seems that that must be serialized (KO at usage) and inventory.

Could you confirm ?
2/  For these tools : Is it mandatory to define the serial number in the back office  and not in the field ?
Test :
I assign a technician to a service order with an activity with tool and dispatch

In mobile edge, I can start the activity but not resolve : I have a message : serial number not defined.
But, it seems that the technician in the field cannot define himself the serial number. I didn’t find a field to define the serial number used.
Could you confirm that a tool must de defined in the backend before the field and not by the technician?


(for the customer process : The tool is not really serialized.)

3/  After completed the activity and tool : Could you confirm that the serial number used in a SV is displayed as Inventory Item and available for a future service order ?

4/  Could you confirm that the field “tool” is not available in the Dispatch Console ?

Thanks and Regards

anthony

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Best answer by Reid Gilbert 21 June 2023, 17:07

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Phil Seifert
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Hi Anthony,

Reading the documentatino for Service Order (Change Management)

 

Based on this and my interpretation, tools are required to have a serial number and are an inventory item.  This would not be a serial number the field engineer would be able to define as it is an inventory item (not a material demand deployment) thus would have to be defined by a backend user for the specific tool.

 

Reid Gilbert
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Hi Anthony,
For questions 1 and 2 you should be forced on the Alliance side to mark the product as Serialized “Always” and not as “Serialize on Usage” for products that are specified as Tools.  We don’t have a way on mobile for the technician to define the serial number themselves (you have to select the serial number from a drop-down list on the Tool ID field lookup screen).  For question 3 the tool will still appear in the technicians inventory module (and be available for future service orders), we added a filter on the Inventory module where you can quickly identify all of the Tools available in this technicians warehouse:

I’ll defer on question 4 to one of the Alliance Dispatch Console experts.
Thanks,
Reid

athobie
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Hi @Reid Gilbert and @Phil Seifert 

Thanks for your help.
OK to define Product  as : Serialized “Always” and “Tool” Checked
Finally in my previous test , I put the serial number in the activity (backend) , and not in mobile
 

but I can’t see it in the summary of the service order
 

Is it normal ? 
Do we have another screen to see the tool ?

Thanks and Regards

Anthony

Reid Gilbert
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Hi Anthony, 
Try clicking on the wrench icon at the bottom of the activity screen on mobile (next to the Save icon), that will take you to the Tool Details screen where you can select the serial number, enter comments and meter reading details, etc.:
 


 

 

athobie
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Hi @Reid Gilbert 

For your screenshot above to see tools in VAN inventory. : Do we have to set a MOE ?
I put a tool on the VAN Inventory, but I don’t have the option “Tools” for the search :  only All, Serialized and Non Serialized

 

 

Thanks 
anthony

Reid Gilbert
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Check the Workflow (Mobile) module on the Alliance side, see if you have Use Tools enabled there (if not then try toggling that on and then do a logout/reinitialize/log in on mobile and see if that solves it):

 

Thanks,
Reid

athobie
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Hi @Reid Gilbert 

Very Good suggestion “use tools” 😀

Now I can see tool and complete the page like this and save the page

 


but I can’t stop the activity because the data as not save, when I try to stop the activity , I have this message
 

And if I go back to the Tool page , complete and Save, it’s the same situation.
I assume I don’t use the good process : Do you have another good idea ?

Thanks and Regards
​​​​​​​anthony

athobie
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@Reid Gilbert 
Update : It’s OK now, don’t spend time to my last coments above.
I think it was just a refresh issue between  backend and mobile.

Thanks you for your help JEDI Reid  !

Regards

anthony

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