Bundling service reports with one sign

any progress on this? Did you solve this by now? Bundle Tasks or somehow differently? Idealy a report per Request instead of a Request work task would be nice. 

Hi Nicolas ​@nheine, Markus ​@mkuehnl,

just to share the experience.

Using FSM6, we use the similar approach to Bundle Tasks.  We call it visit bundling.

It’s handled with configuration.  We configured to bundle some requests/tasks into 1 visit task.

When the last task is completed, the visit task will be completed, and a custom service report will be printed/sent out containing all the (child) tasks.

cheers,

~Juni

can you please provide an example on how to configure this?

Hi Nicolas,

just to ask first, which solution do you use?  IFS (ERP/Cloud) or FSM?

We use FSM6. 

Configuration for IFS ERP/Cloud will be different.

~Juni

IFS-Cloud, but surely its similar

Hi Nicolas,

as in FSM the “Bundle Tasks” does not come as out-of-the box feature, we’ve done quite some configurations there.

In short our configurations process: 

Visit bundling will be done for tasks for the same customer.

1.  A “Visit” task is created, in TASK table. (task-group/type = VISIT in our setup).
2. (Child) tasks (PM, repair, breakdown, etc)  in TASK table.
3.  A new custom table is created to contain the visit task and its (child) tasks. 
4. When a (child) task is added into the new table, a user-def column will be updated with information of VISIT-ID.  →  (USER_DEF3 in our setup)
5. Schedule Board is configured to show only tasks which have USER_DEF3 IS NULL.  (visit tasks or other single tasks which are not included into any visit).  
6. Configurations in mobile application. 
7. In mobile, a visit task will be available.  It will have some (child)tasks.  Technician will complete each task.
8. On completion of the last task, it will continue to the customer review and signature, afterwards the visit will be completed. A custom service report will be generated.  The report contains all (child)tasks of this visit. 

I hope it answers your question.

Cheers,

~Juni