Activities


Intro

The Activities screen of the Planning and Dispatching app provides an in-depth, customizable overiew of activities.

From the Activities screen provides the following functionalities:

  Functionality Description
1. Group by Service Call Activities can be grouped by service call in order to provide a more intuitive overview of activities that share a service call.
2. Release Assignment Activities that are in In Dispatching status can be direclty released to the service technician from the Activities screen.
3. Filter Activities Views and groupings applied to the Activities screen can be saved as filters. In addition, advanced filters can be applied and saved as well.

Execution Stages

The Planning and Dispatching app uses the following execution stages for activities:

Stage Description
IN PLANNING This execution stage indicates that the activity record has been created and is currently in the Activity List.
IN DISPATCHING This execution stage indicates that the activity is currently on the Dispatching Board, but has not yet been released to the technician.
IN EXECUTION This execution stage indicates that the activity has been released to the technician and can now be viewed and completed on the mobile application.
CLOSED This execution stage indicates that the activity has been completed and closed by the assigned technician. Activities can also be closed for other reasons.
CANCELLED This execution stage indicates that the activity has been cancelled.

Service Workflow Steps

Service workflow steps occur in the IN EXECUTION activity execution stage.

Note: Service workflow steps are managed and configured in the Service Workflows screeen located in Admin. The following diagram only contains example workflow steps, which may differ from those created for your company.


A Closer Look

Available Columns

The following columns can be displayed in the Activities screen by selecting them from the Settings menu ():

Field Description
Activity Tooltip This value provides an overview of the following information
  • Service Call
  • Type
  • Customer
  • Address
  • Equipment
  • Start
  • End

These values are defined below.
Service Call The service call code associated with the activity.
Service Call Subject The subject of the service call.
Service Call Status The current status of the service call.
Priority The assigned priority of the service call (High, Medium, Low).
Type The service call type (example: warranty).
Service Call Order Reference If applicable, the order reference associated with the service call.
Service Call External ID If the service call originates from an external system (example: SAP B1), the external ID associated with the service call.
Customer No. The customer number associated with the service call.
Customer Name The name of the customer.
Contact Name THe name of the customer contact.
Activity Code The unique ID associated with the activity.
Activity Subject The subject of the activity.
Execution Stage The current execution stage of the activity (refer to Execution Stage diagram above for more information.
Start Date The scheduled service call/activity start date.
End Date The scheduled service call/activity end date.
Due Date The scheduled service call/activity due date.
Created Date The date on which the activity was created.
Responsible The person responsible for creating the activity.
Technician The technician to whom the activity has been assigned.
Activity Status The current status of the activity.
Customer The customer (and customer code) associated with the service call.
Zip code The address zip code associated with the service call and/or activity.
Project Code If the activity originates from the Project Planner, the code of the project associated with the activity.
Project Subject If the activity originates from the Project Planner, the name of the project associated with the activity.
Skills If applicable, the skills associated with the service call/activity.
Equipment Name The name of the equipment associated with the service call/activity.
Equiopment Serial No. The equipment serial number associated with the service call/activity equipment record.
Workflow Step The current activity workflow step.

Group by Service Call

In order to provide a more intuitive overview of activities, it is possible to group activities by service call.

This option can be enabled in the settings menu ():

When enabled, all activities that share a related service call will be grouped together:


Filters

Filters can consist of all columnular values described in the previous section.

Basic Filters

It is possible to select one or filters from the “More” button:

After each selection, the data is filtered accordingly:

To change the selection on a particular chip click on the chip itself and change your selection.

To save the filter click on the “more” button and use the functionality “Save filter as view”:

After saving a filter as view is then possible to retrieve the save filter from the “Select view”:

If you modify an already saved view, you can save your changes clicking on the “V” icon that gets displayed after a modification:


Advanced Filters

In case you need to create more advanced filters you can switch to the “Advance Filter” mode.

Note: after saving an advanced filter is not possible anymore to switch to a basic filter view.

To switch to an advanced filter, open the “more” menu and select “Advanced Filter” option. The application will then display the following view:

Depending by the “Field” selected and the “Condition” selected in the advanced filters the possible options change dynamically.

Here are represented two samples how the information is displayed based on the selection:

Example 1

Example 2

After the advanced filter is specified, you can click “Apply Filter” selection.

This will result in one single chip containing the defined query, as shown below:

Now, when clicking on this filter, you will be prompted with the advanced filter.

To save the advanced filter, you can proceed in the same way as you did for a basic filter.


Release Assignments

Activities that are in In Dipatching status can be released directly from the Activities screen by completing the following:

1.) Select one or more activities you wish to release by checking the box beside the record:

2.) The application will then display a Release Assignment(s) button in the top-right pane.

3.) Click the Release Assignment(s) button.