Navigation of the home screen -
The HOME button at the bottom of the screen will always bring the users back here.
1.1. Shows what user is logged into and the site they are logged into.
1.2. Off-Line Toggle: this is how a user can activate the offline mode of the mobile app.
1.3. Log Out: this is where a user can log out of the mobile app.
1.4. Version: this will tell which version of the app the user is currently using.
1.5. Help Line: this is a number user can call for help with EFP.
1.6. Support Email: this is an email users can use to connect to a help desk for EFP.
1.7. Self Help: this is a link that will take users to the EFP Wikipedia page.
1.8. R360 Support Request: this is a link that will take users to the R360 SME network to get help with troubleshooting and repairs.
2.1. Create Work Order - this will kick off the creation process for a new Work Order.
2.2. Cancel - will take the user back to the home screen.
3.1. This displays what site the user is logged into.
3.2. If a user has access to multiple sites they can select their current site and they will see a list of the others that they have access. Here they can select a new site to work within or change their default site (by selecting the radio button on the right). The current site will read in a BOLD font.
3.3. User Info:
- My Work: this will show the number of assigned Tasks for that specific day.
- Open Tasks: This will display the number of Open Task for that site.
- All Tasks: Will display the number of Tasks from that site.
- Open WO: Will display the amount of work orders that are currently open for that site.
- All WO: Will display the number of work orders from that site.
- Equipment: shows the number of pieces equipment active at the site.
This is also the way users will change their default site. Once a site is changed that will become the new default site.
4.1. This button will take you to the My Work view. This view will show you all the Tasks that are assigned to the user that is currently logged in.
4.2. Left Arrow - this will take the user to the previous day and farther back.
4.3. One Day Calendar - this will bring the user back to the current day if they gone forward or backward on their My Work day.
4.4. Multi-day Calendar - this will pull up a calendar and the user can select a specific day to view.
4.5. Right Arrow - this will take the user to the next day and further out.
4.6. Tasks - this will take the user to the Task they have been assigned to start their work.
Default view will be All Open Tasks
5.1. Table Filters - this will allow the user to filter this view by using all the filtering options. This will allow the grid to populate with a very specific list of work.
Available Filters for this screen:
- Preset View: All Open Tasks, All carryover Tasks, Today's Schedule, Down and Reduced, Recent Customer Tasks, Open Safety Tasks, Open Tasks WMAT, All Open PMs, Low Priority, Reviewed Tasks, All Tasks, Custom.
- Task ID
- Safety
- Status
- Status Reason
- Asset ID
- Asset Description
- Malf Type
- Operating Status
- Created
- Planned Start
- Compliance Start
- Compliance Finish
- Description
- WO Type
- Task Type
- Priority
- Team
- Technician
- Sub-Location
- Building Location
- Regulatory
5.2. Task lines - this will take the user to that specific task to start their work. It will also show the user important information.
- Regulatory Task
- Task Priority
- Task Type
- Task ID
- Task Description
- Scheduled Date
6. Work Orders -
Default view will be Open Work Orders.
6.1. Table Filters - this will allow the user to filter this view by using all the filtering options. This will allow the grid to populate with a very specific list of work.
Available Filters on this screen:
- Preset Views: Open Work Orders, Closed Work Orders, All Work Orders, Custom.
- WO ID
- Task ID
- Safety
- WO Type
- Description
- Created
- Status
- Requestor
- Asset ID
- Asset Description
- Operating Status
- Sub-Location
- Priority
- Regulatory
6.2. Work Order lines - this will take the user to that specific work order to start their work. It will also show the user important information.
- Regulatory Work Order
- Work Order Status
- Work Order Priority
- Work Order ID
- Work Order Description
- Work Order Creation Date
7. Equipment -
This will take you to the Equipment Status Monitor (ESM).
7.1. All Equipment - this will show a list of all the pieces of equipment at the site.
7.2. Down Equipment - this will show all the equipment with a DOWN status.
7.3. Reduced Equipment - this will show all the equipment with a REDUCED status.
7.4. Up Equipment - this will show all the equipment with an UP status.
7.5. Idle Equipment - this will show all the equipment with a IDLE status.
7.6. Table Filters
Available filter for THIS view will allow the user to select a specific group.
8. Table Filter from one of the above views (UP, DOWN, REDUCED, IDLE)
Here users will be able to filter through Sub-Locations and Alert Types.
9. From any piece of equipment viewed from Equipment/ESM users will have the option to create a Work Order.
This will result in a Work Order creation process with that piece of equipment already populated during the creation.
10. 3 dot Icon (top of the screen) -
Download the file below for a quick recap.
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