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Apps 10 MWO Transfer to Mobile - Pool Keep Task

  • August 4, 2020
  • 4 replies
  • 383 views
G
Sidekick (Customer)
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Hi, in IFS Apps 10 (Update 6) when transferring a task to mobile from a Work Order, in the Transfer To Mobile window there are 2 checkboxes:

  • Pool Work Order
  • Pool - Keep Task

What does “Pool - Keep Task” do, and when would we use it? 

There is no help topic or other documentation I can find that explains what it does.

Transfer to Mobile window in Apps 10.

 

Best answer by Thilini Kumarasinghe

Hi,

 

Please check whether below information helps.

 

When you select the work task and select RMB option Transfer to mobile,

  1. In the Signature field, enter the ID of the employee to whom the work task is to be assigned. Use the List of Values to select a valid value.
  2. If an assignee cannot be set for the work task at this stage, select the Pool or Pool-Keep check box to transfer the work order/work task to a common pool of work orders.

Pool Task
Work can be transferred to a particular mobile user or to a common pool of work tasks . When a work task is transferred to the pool, it will be synchronized with the mobile users that have access to the task site.
Work tasks that are set to On Hold cannot be transferred to mobile.

If Work Task is planned but no active Work Assignments exist, it is possible to transfer it to pool. There are two options supported:

  • If task is transfer as Pool, the user who first accepts the Task from the pool will be considered the owner of the work, Work Assignment will be created for the user and the Task will be removed from all other mobile users.
  • If task is transferred as Pool-Keep then it can be accepted by multiple users; Work Assignments will be created for all accepting users and the task is only removed from mobile when a user chooses to do so while completing work assignment created from pool-keep task.

Note: If the site is scheduled by the Planning and Scheduling Optimization, it will not be possible to transfer tasks in this site to the common pool of work tasks.

The Transferred Tasks/Work Assignments window allows review of all Work Assignments transferred to mobile users as well as Tasks that has been transferred to pool. It is possible to cancel selected Tasks and Work Assignments directly in the screen.
 

Best Regards,

Thilini

T
Bandula
J

4 replies

Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi,

 

Please check whether below information helps.

 

When you select the work task and select RMB option Transfer to mobile,

  1. In the Signature field, enter the ID of the employee to whom the work task is to be assigned. Use the List of Values to select a valid value.
  2. If an assignee cannot be set for the work task at this stage, select the Pool or Pool-Keep check box to transfer the work order/work task to a common pool of work orders.

Pool Task
Work can be transferred to a particular mobile user or to a common pool of work tasks . When a work task is transferred to the pool, it will be synchronized with the mobile users that have access to the task site.
Work tasks that are set to On Hold cannot be transferred to mobile.

If Work Task is planned but no active Work Assignments exist, it is possible to transfer it to pool. There are two options supported:

  • If task is transfer as Pool, the user who first accepts the Task from the pool will be considered the owner of the work, Work Assignment will be created for the user and the Task will be removed from all other mobile users.
  • If task is transferred as Pool-Keep then it can be accepted by multiple users; Work Assignments will be created for all accepting users and the task is only removed from mobile when a user chooses to do so while completing work assignment created from pool-keep task.

Note: If the site is scheduled by the Planning and Scheduling Optimization, it will not be possible to transfer tasks in this site to the common pool of work tasks.

The Transferred Tasks/Work Assignments window allows review of all Work Assignments transferred to mobile users as well as Tasks that has been transferred to pool. It is possible to cancel selected Tasks and Work Assignments directly in the screen.
 

Best Regards,

Thilini

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
G
A
L
G
Sidekick (Customer)
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  • Garak
  • Author
  • Sidekick (Customer)
  • August 4, 2020

Thanks Thilini, that is very helpful. Our IFS documentation doesn’t seem to have this info (Apps 10 Update 6) - is this info available anywhere online that I can also forward to our planning team for future reference?

Thilini Kumarasinghe
Ultimate Hero (Employee)
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Glad to be of help Garak :) Most of this information was available in an internal document.

But some information is available in in http://docweb.corpnet.ifsworld.com/ifsdoc/Apps10/documentation/en/default.htm?openpage=http://docweb.corpnet.ifsworld.com/ifsdoc/Apps10/documentation/en/WorkProcessing/ActivityTransferWorkOrderToTheMobileDevice.htm

 

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
I
Sidekick (Customer)
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  • ISD
  • Sidekick (Customer)
  • November 20, 2025

Hi,

 

Please check whether below information helps.

 

When you select the work task and select RMB option Transfer to mobile,

  1. In the Signature field, enter the ID of the employee to whom the work task is to be assigned. Use the List of Values to select a valid value.
  2. If an assignee cannot be set for the work task at this stage, select the Pool or Pool-Keep check box to transfer the work order/work task to a common pool of work orders.

Pool Task
Work can be transferred to a particular mobile user or to a common pool of work tasks . When a work task is transferred to the pool, it will be synchronized with the mobile users that have access to the task site.
Work tasks that are set to On Hold cannot be transferred to mobile.

If Work Task is planned but no active Work Assignments exist, it is possible to transfer it to pool. There are two options supported:

  • If task is transfer as Pool, the user who first accepts the Task from the pool will be considered the owner of the work, Work Assignment will be created for the user and the Task will be removed from all other mobile users.
  • If task is transferred as Pool-Keep then it can be accepted by multiple users; Work Assignments will be created for all accepting users and the task is only removed from mobile when a user chooses to do so while completing work assignment created from pool-keep task.

Note: If the site is scheduled by the Planning and Scheduling Optimization, it will not be possible to transfer tasks in this site to the common pool of work tasks.

The Transferred Tasks/Work Assignments window allows review of all Work Assignments transferred to mobile users as well as Tasks that has been transferred to pool. It is possible to cancel selected Tasks and Work Assignments directly in the screen.
 

Best Regards,

Thilini

Hello ​@Thilini Kumarasinghe thanks for the comprehensive elaboration on Pool Task option. 🙂Further to above would you kindly help with clarifying below with reference to the Pool Keep scenario.

Our customer would like to use multiple technicians to work on a specific Work Task and report time and work they have performed. (we are using IEE Application 10 - UPD 22) - (IFS MWO Service 10)

  1. Would it be possible to use ‘Pool Keep’ option to facilitate the same? 
  2. Can each mobile worker in the Pool report the Work and Time on the same Task they have seen under the ‘Pool Work’?
  3. Is it necessary to define a ‘Resource Group’ to the categorize the Pool Tasks or still can we use both ‘Resource Group define’ and ‘Undefined’ option.?
  4. How could we end the ‘Pool Keep’ task?
  5. Will all the time reported hours by each Mobile worker, will be shown as an accumulated figure on Work Task at the completion?

Many thanks for your kind thoughts and advice on the same. 😊

Best regards - ISD -
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