PDA Service: Difference between revisions

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The Service process is an entirely configurable process.
The Service process is an entirely configurable process, all set up through the Admin front end.


The device will receive a configuration file as to what tabs to display in this process and therefore what entry and validation is required.
The device will be configured as to what functionality is required in this process and therefore what entry and validation is required.


The tabs are as follows:
The main entry is through tabs and popup screens, as follows:


* Overview - Always displayed
* Overview/Job Details - Always displayed
* Info
* Pre-work
* Activities
* Activities
* Pre-work
* Info
* MC Refs
* Installed Products
* Installed Products
* Returned Products
* Returned Products
* MC Refs
* Diagnosis
* Diagnosis
* Post-work
* Post-work


The '''OK''' button will take you to the next tab, until all have been displayed. If there are no more tabs it will attempt to complete the job, performing validation based on the current configuration.
{{PDAType|WinMo=Y|Text=The '''OK''' button will take you to the next tab, until all have been displayed. If there are no more tabs it will attempt to complete the job, performing validation based on the current configuration.}}


The '''Cancel''' button will return you to the Job List.
The {{PDAType|WinMo=Y|Block='''Cancel'''}} or {{PDAType|Android=Y|iOS=Y|Block='''Back'''}} button will return you to the Job List.


<!-- {{comment|text=This should offer the user the capability of cancelling the job. If so, the user should be taken to an [[PDA Exception|Exception]] screen
<!-- {{comment|text=This should offer the user the capability of cancelling the job. If so, the user should be taken to an [[PDA Exception|Exception]] screen
Line 23: Line 23:


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
=== Overview Tab ===
=== Overview/Job Details===
This tab will display the Fault Reported. This comes from the Job instruction. This tab is always displayed.
This tab will display the Fault Reported. This comes from the Job instruction. This tab is always displayed.


[[Image:PDA-Service1.PNG]]
<gallery widths=250px heights=300px perrow=3>
 
File:PDA-Service1.PNG|{{PDAType|WinMo=Y}}
Click '''OK''' or the next tab to move on.
File:EPOD_Services1.PNG|{{PDAType|Android=Y}}
 
</gallery>
<!-- NEW PAGE -->  
=== Activities Tab ===
This tab allows you to specify activities completed during the service.


[[Image:PDA-Service10.PNG]]


Once the activities are added, click '''OK''' or click the next tab.
Click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
=== Pre-work Checks Tab ===
=== Info ===
This tab displays the pre-work checks that are required before performing a service. These must be checked before you will be allowed to continue. You can enter details in the text field if additional information needs to be recorded.
This tab will prompt you for information on the job. Configuration controls the fields shown for entry here.
 
[[Image:PDA-Service2.PNG]]
 
Once the checks are complete and all defects are entered, click '''OK''' or click the next tab to move on.


<!-- NEW PAGE -->
<gallery widths=250px heights=300px perrow=3>
=== Info Tab ===
File:PDA-Service3.PNG|{{PDAType|WinMo=Y}}
This tab will prompt you for information on the job.
File:EPOD_Services2.PNG|{{PDAType|Android=Y}}
</gallery>


[[Image:PDA-Service3.PNG]]


The following information is prompted for:
As an example, the following information is prompted for:
*Unit Type - Drop-down selection of Tractor/Trailer/Van/Car
*Unit Type - Drop-down selection of Tractor/Trailer/Van/Car
*Reg ID - Numeric Only
*Reg ID - Numeric Only
Line 60: Line 52:
Each entry is optional - no data needs to be entered for any of the items.
Each entry is optional - no data needs to be entered for any of the items.


Click '''OK''' or the next tab to move on.
Click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.


<!-- NEW PAGE -->
<!-- NEW PAGE -->
=== Pre-work Checks ===
This information can be entered either as a {{PDAType|WinMo=Y}} separate tab or {{PDAType|Android=Y|iOS=Y}} button from the ''Info'' tab.
This displays the pre-work checks that are required before performing a service. These must be checked before you will be allowed to continue. You can enter details in the text field if additional information needs to be recorded.
<gallery widths=250px heights=300px perrow=3>
File:PDA-Service2.PNG|{{PDAType|WinMo=Y}}
File:EPOD_Services3.PNG|{{PDAType|Android=Y}}
</gallery>
Once the checks are complete and all defects are entered, click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab or {{PDAType|Android=Y|iOS=Y|Block='''Save'''}} to move on.
<!-- NEW PAGE -->
=== Activities ===
This tab allows you to specify activities completed during the service. Activities are any task set up through the Admin system, and will appear on a drop-down list.
<gallery widths=250px heights=300px perrow=3>
File:PDA-Service10.PNG|{{PDAType|WinMo=Y}}
File:EPOD_Services4.PNG|{{PDAType|Android=Y}}
</gallery>
Activities can be added multiple times with the '''Add''' button, to increase the quantity.
{{PDAType|WinMo=Y|Text=Press the '''Remove''' button to remove 1 activity - once all are removed, the item will disappear from the list.}}
{{PDAType|Android=Y|iOS=Y|Text=Press the activity on the list to display a pop-up menu, allowing you to ''Remove 1'' or ''Remove All'' from the list.}}


=== Installed Products Tab ===
Once the activities are added as required, click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.
This tab allows you to specify products that were used as part of the installation.  


[[Image:PDA-Service4a.PNG]]
<!-- NEW PAGE -->
[[Image:PDA-Service4b.PNG]]
=== Installed/Removed Products===
This tab allows you to specify products that were used as part of the installation. {{PDAType|WinMo=Y}} Multiple tabs are provided.


To install a product you must select the product from the list of items and click the '''Add''' button. If the same product is added more than once the quantity field will be updated to reflect this. Products can be removed from this list by selecting the item from the list or from the table and clicking the '''Remove''' button.
<gallery widths=250px heights=300px perrow=3>
File:PDA-Service4a.PNG|{{PDAType|WinMo=Y}} ''Install Products'' Tab
File:PDA-Service4b.PNG|{{PDAType|WinMo=Y}}
File:PDA-Service5.PNG|{{PDAType|WinMo=Y}} ''Remove Products'' Tab
File:EPOD_Services5.PNG|{{PDAType|Android=Y}} ''Products'' Tab
</gallery>


Click '''OK''' or the next tab to move on.


<!-- NEW PAGE -->
To install a product you must select the product from the list of items and click the {{PDAType|WinMo=Y|Block='''Add'''}} or {{PDAType|Android=Y|iOS=Y|Block='''Installed'''}} button. If the same product is added more than once the quantity field will be updated to reflect this.  
=== Removed Products Tab ===
This tab allows you to specify the products that have been removed as part of the service.  


[[Image:PDA-Service5.PNG]]
{{PDAType|WinMo=Y|Text=Products can be removed from this list by selecting the item from the list or from the table and clicking the '''Remove''' button.}}
{{PDAType|Android=Y|iOS=Y|Text=Products can be removed from this list by select the item from the table to display a pop-up menu, allowing you to ''Remove 1'' or ''Remove All'' from the list.}}


This tab functions in a similar way to the installed products tab, but you may enter a value in the product field instead of selecting from a list. This is to allow for the removal of products that are no long stocked as part of the service.
{{PDAType|WinMo=Y|Text=The ''Removed Products'' tab functions in a similar way to the installed products tab, but you may enter a value in the product field instead of selecting from a list. This is to allow for the removal of products that are no long stocked as part of the service.


{{Note}} It is not required that you enter any products at all on this screen.
{{Note}} It is not required that you enter any products at all on this screen.
}}


Click '''OK''' or the next tab to move on.
Click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.


<!-- NEW PAGE -->
<!-- NEW PAGE -->
=== MC Ref ===
=== MC Refs ===
This tab prompts you to enter the MC Reference fields.
This information can be entered either as a {{PDAType|WinMo=Y}} separate tab or {{PDAType|Android=Y|iOS=Y}} directly from the ''Diagnosis'' tab.
 
This prompts you to enter the MC Reference fields. These are a series of part serials (up to 4) that can optionally be entered.
 
<gallery widths=250px heights=300px perrow=3>
File:PDA-Service6.PNG|{{PDAType|WinMo=Y}} ''MC Refs'' Tab
File:EPOD_Services6.PNG|{{PDAType|Android=Y}} MC Refs as part of the ''Diagnosis'' Tab
</gallery>


[[Image:PDA-Service6.PNG]]


All fields are optional.
If this is configured, either a narrative or refs must be entered.


MC Ref fields are numeric only.
{{PDAType|WinMo=Y}}MC Ref fields are numeric only.


MC Narrative is free text entry.
MC Narrative is free text entry.


Click '''OK''' or the next tab to move on.
Click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
=== Post-work Checks Tab ===
=== Post-work Checks ===
This tab allows you to confirm the post work checks have been completed.  
This information can be entered either as a {{PDAType|WinMo=Y}} separate tab or {{PDAType|Android=Y|iOS=Y}} button from the ''Diagnosis'' tab.
 
This allows you to confirm the post work checks have been completed.  
 
<gallery widths=250px heights=300px perrow=3>
File:PDA-Service7.PNG|{{PDAType|WinMo=Y}}
File:EPOD_Services8.PNG|{{PDAType|Android=Y}}
</gallery>


[[Image:PDA-Service7.PNG]]


These fields are required and must be checked for the user to continue. As with pre-work checks the user can add additional information in the text fields.
These fields are required and must be checked for the user to continue. As with pre-work checks the user can add additional information in the text fields.


Click '''OK''' or the next tab to move on.
Click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
Line 114: Line 149:
This tab allows you to enter problem diagnosis information.
This tab allows you to enter problem diagnosis information.


[[Image:PDA-Service8.PNG]]
<gallery widths=250px heights=300px perrow=3>
File:PDA-Service8.PNG|{{PDAType|WinMo=Y}} ''Diagnosis'' Tab
File:EPOD_Services7.PNG|{{PDAType|Android=Y}} Diagnosis information as part of the ''Diagnosis'' Tab
</gallery>


You will be prompted to to specify the results of the service and any relating details that are required.
You will be prompted to to specify the results of the service and any relating details that are required.


All fields are optional entry.
Diagnosis must be entered - all other fields are optional.
 
{{PDAType|Android=Y}} The check boxes and labels can be changed or removed as part of the style configuration on the device.


Click '''OK''' or the next tab to move on.
Click {{PDAType|WinMo=Y|Block='''OK'''}} or the next tab to move on.


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
=== Completion ===
=== Completion ===
 
Once you have entered this, click the '''OK''' button. You will be taken to the [[PDA Job Confirmation|Job Confirmation]] screen, where you (the engineer) and the customer will be required to review the job and sign as confirmation that it is complete.
Once all required information has been entered, clicking the '''OK''' button takes requires you (the Engineer) to sign for the completed job.
 
[[Image:PDA-Service9.PNG]]
 
Once you have entered this, click the '''OK''' button. You will be asked to confirm that the job is complete. If you '''Cancel''' here, you will be returned to the Engineer Signature prompt. If you click '''OK''', you will be taken to the [[PDA Job Confirmation|Job Confirmation]] screen.


[[Category:UG 291097 EPOD Client User Guide|330]]
[[Category:UG 291097 EPOD Client User Guide|330]]

Revision as of 12:04, 23 April 2013

The Service process is an entirely configurable process, all set up through the Admin front end.

The device will be configured as to what functionality is required in this process and therefore what entry and validation is required.

The main entry is through tabs and popup screens, as follows:

  • Overview/Job Details - Always displayed
  • Info
  • Pre-work
  • Activities
  • Installed Products
  • Returned Products
  • MC Refs
  • Diagnosis
  • Post-work
Windows Mobile:The OK button will take you to the next tab, until all have been displayed. If there are no more tabs it will attempt to complete the job, performing validation based on the current configuration.


The Windows Mobile:Cancel or Android:iOS:Back button will return you to the Job List.


Overview/Job Details

This tab will display the Fault Reported. This comes from the Job instruction. This tab is always displayed.

  • Windows Mobile:

  • Android:


Click Windows Mobile:OK or the next tab to move on.

Info

This tab will prompt you for information on the job. Configuration controls the fields shown for entry here.

  • Windows Mobile:

  • Android:


As an example, the following information is prompted for:

  • Unit Type - Drop-down selection of Tractor/Trailer/Van/Car
  • Reg ID - Numeric Only
  • VIN No - Numeric Only
  • Mileage - Numeric Only.

Each entry is optional - no data needs to be entered for any of the items.

Click Windows Mobile:OK or the next tab to move on.

Pre-work Checks

This information can be entered either as a Windows Mobile: separate tab or Android:iOS: button from the Info tab.

This displays the pre-work checks that are required before performing a service. These must be checked before you will be allowed to continue. You can enter details in the text field if additional information needs to be recorded.

  • Windows Mobile:

  • Android:


Once the checks are complete and all defects are entered, click Windows Mobile:OK or the next tab or Android:iOS:Save to move on.

Activities

This tab allows you to specify activities completed during the service. Activities are any task set up through the Admin system, and will appear on a drop-down list.

  • Windows Mobile:

  • Android:


Activities can be added multiple times with the Add button, to increase the quantity.

Windows Mobile:Press the Remove button to remove 1 activity - once all are removed, the item will disappear from the list.


Android:
iOS:		Press the activity on the list to display a pop-up menu, allowing you to Remove 1 or Remove All from the list.


Once the activities are added as required, click Windows Mobile:OK or the next tab to move on.

Installed/Removed Products

This tab allows you to specify products that were used as part of the installation. Windows Mobile: Multiple tabs are provided.

  • Install Products Tab

    Windows Mobile: Install Products Tab

  • Windows Mobile:

  • Remove Products Tab

    Windows Mobile: Remove Products Tab

  • Products Tab

    Android: Products Tab


To install a product you must select the product from the list of items and click the Windows Mobile:Add or Android:iOS:Installed button. If the same product is added more than once the quantity field will be updated to reflect this.

Windows Mobile:Products can be removed from this list by selecting the item from the list or from the table and clicking the Remove button.


Android:
iOS:		Products can be removed from this list by select the item from the table to display a pop-up menu, allowing you to Remove 1 or Remove All from the list.


Windows Mobile:The Removed Products tab functions in a similar way to the installed products tab, but you may enter a value in the product field instead of selecting from a list. This is to allow for the removal of products that are no long stocked as part of the service. Note Note: It is not required that you enter any products at all on this screen.


Click Windows Mobile:OK or the next tab to move on.

MC Refs

This information can be entered either as a Windows Mobile: separate tab or Android:iOS: directly from the Diagnosis tab.

This prompts you to enter the MC Reference fields. These are a series of part serials (up to 4) that can optionally be entered.

  • MC Refs Tab

    Windows Mobile: MC Refs Tab

  • MC Refs as part of the Diagnosis Tab

    Android: MC Refs as part of the Diagnosis Tab


If this is configured, either a narrative or refs must be entered.

Windows Mobile:MC Ref fields are numeric only.

MC Narrative is free text entry.

Click Windows Mobile:OK or the next tab to move on.

Post-work Checks

This information can be entered either as a Windows Mobile: separate tab or Android:iOS: button from the Diagnosis tab.

This allows you to confirm the post work checks have been completed.

  • Windows Mobile:

  • Android:


These fields are required and must be checked for the user to continue. As with pre-work checks the user can add additional information in the text fields.

Click Windows Mobile:OK or the next tab to move on.

Diagnosis

This tab allows you to enter problem diagnosis information.

  • Diagnosis Tab

    Windows Mobile: Diagnosis Tab

  • Diagnosis information as part of the Diagnosis Tab

    Android: Diagnosis information as part of the Diagnosis Tab

You will be prompted to to specify the results of the service and any relating details that are required.

Diagnosis must be entered - all other fields are optional.

Android: The check boxes and labels can be changed or removed as part of the style configuration on the device.

Click Windows Mobile:OK or the next tab to move on.

Completion

Once you have entered this, click the OK button. You will be taken to the Job Confirmation screen, where you (the engineer) and the customer will be required to review the job and sign as confirmation that it is complete.

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