Question

Service Notes - Work Task and MWO

  • 27 March 2024
  • 3 replies
  • 30 views
S
Rank
Userlevel 5
Badge +10

We are investigating the use of Service notes within IFS Cloud 23R2 as a means for an engineer to provide notes on MWO Service on their devices and for this then to be sync back to the work task for the back office team to review. 

The IFS Cloud documentation states the following:

Add Service Notes

Explanation

Use this activity to add a new Service Note. Notes can be created for the following entities in IFS Cloud:

  • Request
  • Work Task
  • Service Object
  • Location
  • Request Contract
  • Request Quotation

 

However we cannot see the option to use this within Work Task screen.

Can someone provide guidance as to whether this functionality is available on Work Task and if so, how we enable it?

Thanks

3 replies

Alexander Heinze
Rank
Userlevel 6
Badge +18

Check IFS Cloud - MWO Service demystified (23R2) - revised version | IFS Community , chapter Security>User Permissions. Did you grant the user the ServiceNotes Security Group?

More on Service notes can also be found here: IFS Cloud - Next-Generation Service Management demystified (23R2) | IFS Community

S
Rank
Userlevel 5
Badge +10

Thanks for your response @Alexander Heinze.

Having looked at the PDF IFS Cloud - NGSM Demystified (23R2), I think the issue is this functionality appears to only be available in the Request Management process which we do not use.

We use Work Orders and Work Tasks currently.

Is there a plan to move this into Work Order Management in 24R1 or 24R2 do you know?

In the mean time, is there an alternative solution which can be used for adding notes in MWO and being visible on the work task?

Alexander Heinze
Rank
Userlevel 6
Badge +18

You are right, I missed the fact that you are using work orders. Not sure about roadmap in that area, sorry.

Reply


Terms & ConditionsCookie settings