This article is for Installers that have been granted access to view Mobile Work Orders through the RFMS Mobile app.
Video Tutorial
Dashboard Views
The default view for the Dashboard is the day view, set for the current date. Use the forward and back arrows to view future or previous days. If you are a Field Supervisor you can also select to change which crew schedule you are viewing. Different crews/depots are represented with a randomly assigned color. How many future or past days you can view is set by the company that issued your invitation.
The Week view shows scheduled jobs in 7 day increments. The current day is highlighted in yellow. Use the forward and back arrows to view the next or previous 7 days. If you are a Field Supervisor you can also select to change which crew schedule you are viewing.
The month view shows all scheduled jobs for a given month. The current day will be highlighted in yellow. Use the forward and back arrows to view the next or previous month. If you are a Field Supervisor you can also select to change which crew schedule you are viewing.
Based on the permissions granted by the issuing company you will be able to see scheduled jobs, past and future, in 30 day increments. If you do not have this permission, then jobs will not be see, past and future, beyond the time allotment granted to your crew.
The schedule view shows all jobs for a given week, 2 week, or 3 week time period. This view allows you to easily see any overlap in the schedule. Use the shrink or expand icons, , to alternate between the multi-week views. If you are a Field Supervisor you can also select to change which crew schedule you are viewing.
View Work Order
Tap on a work order to open it. The work order is broken down into 3 sections. Customer Info, Line Items, and Tabs. Switching tabs will change the content accessible in the Side Section. Different Tabs will be available depending on if a Line Item is selected or not.
The Work Order tab contains all of the information for the job. From here you can edit the Job Status if this is a part of your permissions.
Scrolling down the side section shows where you can enter and view notes. Notes are marked with the name of the commenter and a timestamp.
Under the Attachments tab you can add photos and view PDF attachments such as the Installation Documents from Measure Mobile and the Work Order from RFMS Mobile.
The Line tab contains information about the line item as well as notes. You can enter and view notes here. Notes are marked with the name of the commenter and a timestamp.
From the attachments tab you can add pictures or files that pertain specifically the line item.
Tap the document icon, , to view the Work Order Document. In the right Side Section there are general formatting settings.
The different elements of the documents can also be edited. Tap on the areas with the dashed outline and edit the properties in the right Side Section.
Font formatting can also be done for individual line items by selecting them.
You an also select an element using the Format button.
1. Create a PDF by either going to Order>Create PDF, or by tapping the PDF ion in the top right of the screen.
2. While previewing the PDF document you can obtain a signature, print the document, or email it using the send icon, .
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