2.7 Mobile App - What is the best way to find work in the mobile app (My Work/Tasks)?

Updated on May 23, 2023

Steps in the screenshots correspond to the numbers in the headings.

My Work:

1. The Mobile App makes it easy for users to find their work. From the home page, click on the My Work tab in the lower column. The tasks that are open and assigned to the user will be displayed.

Default view will be My Open Tasks.

2. Click the Calendar on the right to choose a different day or choose the calendar on the left to show today's work.

3. Click the arrow icons on the left and right to move through the days.

Tasks:

4. The Mobile App makes it easy for you to find Tasks to work. From the home page, click on the TASKS tab in the lower column.

5. The FILTER icon in the upper right corner will enable the user to see more specific views:

Once you have made a change to the filter, you must click Apply in the upper right of the Top Navigation Bar to save the changes and click the back arrow to return to the task list.

1. Preset – will display all tasks under a specific view type.

Choices under Preset are:

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

2. Team - will allow users to search by the team that a task has been assigned. Default will be ALL teams but selecting the filter line will allow the user to search/select a specific team(s) using "contains, equals, starts with, ends with" to shorten your populated list. Make sure to select DONE after populating this filter.

3. Asset ID - will allow users to search by the Asset ID. Default will be ALL assets but selecting the filter line will allow the user to search/select a specific team(s) using "contains, equals, starts with, ends with" to shorten your populated list. Make sure to select DONE after populating this filter.

4. Asset Description - will allow users to search by the Asset Description. Default will be ALL descriptions but selecting the filter line will allow the user to search/select a specific team(s) using "contains, equals, starts with, ends with" to shorten your populated list. Make sure to select DONE after populating this filter.

5. Task Status - will allow the user to select the task status(s) the user would like to populate.

6. Status Reasons – will allow the user to select the status reason(s) of the tasks the user would like to populate.

7. Malfunction Type – will allow the user to choose the malfunction type(s) of the tasks the user would like to populate.

8. Operating Status – will allow the user to select the toggle(s) to choose the operating type(s) of the tasks the user would like to populate.

9. Created – will allow the user to select the toggle(s) to choose the created dates of the tasks the user would like to populate. The default will be All, but the user will also have to option to select specific Start and End dates to filter.

10. Priority – will allow the user to select the toggle(s) to choose the priority(s) of the tasks the user would like to populate.

11. Technician – will allow the user to select from ALL, ASSIGNED, UNASSIGNED or the ASSIGNED TO option to populate a list of tasks.

Under Assigned To there will be various search types:

Contains - will search all fields for what is entered.

Equals - will search specifically what is entered.

Starts With - will search in both First Name and Last Name but only the First letter of the entry.

Ends With - will search in both First name and Last Name but here it will search for the last letter in the entry.

13. Compliance Start - if the task is a PM this will be the date that the task will need to be started.

14. Compliance Finish - if the task is a PM this will be the date that the task will need to be finished.

15. WO Type - allows the user to toggle combinations of MOTH, MPRO and MRCT work orders for their list.

If you want to see all Proactive work, you would need to sort by this TYPE, as Task Templates for PMs and PdMs are numbered, and will not show up in the Template list.

16. Job Plan – will allow the user to select the toggle(s) to choose the job plan type(s) of the tasks the user would like to populate.

17. Safety – will allow the user to view tasks that are Safety Related.

18. Sub-Location - this will allow you to filter by a specific sub-location(s) by using multiple parameters.

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