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

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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.

Expand or collapse content 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

Expand or collapse content 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.
Expand or collapse content 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.
Expand or collapse content 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.
Expand or collapse content 5. Task Status - will allow the user to select the task status(s) the user would like to populate.
Expand or collapse content 7. Malfunction Type – will allow the user to choose the malfunction type(s) of the tasks the user would like to populate.
Expand or collapse content 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.
Expand or collapse content 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.
Expand or collapse content 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.
Expand or collapse content 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.

Expand or collapse content 13. Compliance Start - if the task is a PM this will be the date that the task will need to be started.
Expand or collapse content 14. Compliance Finish - if the task is a PM this will be the date that the task will need to be finished.
Expand or collapse content 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.

Expand or collapse content 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.
Expand or collapse content 17. Safety – will allow the user to view tasks that are Safety Related.
Expand or collapse content 18. Sub-Location - this will allow you to filter by a specific sub-location(s) by using multiple parameters.

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Previous Article 2.6 Mobile App - As a technician, when will I see affected equipment (Tool and Die equipment)?
Next Article 3.1 Mobile App - Is there an overview of how Malfunction/Downtime is calculated?

Mobile Technician

1. Overview/Navigation for the Mobile App 20
2. Creating a Work Order/Task in Mobile App 7
3. Editing and Completing Work Orders/Tasks in the Mobile App 20
4. ESM - Equipment Status Monitor in the Mobile App 7
5. Installation of Mobile App 1
6. Using the Offline Mode in the Mobile App 4
7. Managing Parts in the Mobile App 10

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