Thought of sharing the following upon few questions raised by customers regarding task completion on mobile when having demands.
Could be helpful if anyone has the doubt on this area, also please contribute to the discussion.
When you have unallocated demands, tasks will not go for work done although all work assignments are completed.
So if you have add a single demand line for a task, it should be allocated to work done.
Here's the steps for that.
- Create work order
- Add work task
- Go to Resources tab in child table of work task
- RMB on resource tab > Assign work > Allocations on Demand
- Select the work task
- Add new on child table
- Give the user who you need to transfer assignment to mobile on “Allocated To”
- Save
- Go to work assignment tab, assignment has been created.
- RMB on work assignment > Transfer to mobile
If you follow these steps, once you complete your task on mobile, in IEE also task will be go to status “work done”
In case if you add resource demand and then transfer the task to mobile by RMB on task, (without allocating resource for demand line) you will experience, tasks are not going to work done status although you have completed task on mobile.
