System Options - Work Manager App tab

Configures the On Key and Work Manager App integration.

The following table describes the system options available on the Field Service App tab:

Option

 Description

Work

Sign Off Required

 

Specifies whether sign-off is required before submitting work orders. Options include:

  • Yes — Sign off is mandatory. Users will be forced to sign off before submitting work orders

  • No — Sign off is not required, and the functionality is disabled in the app

  • Optional — Sign off is optional, users will be given the option to sign off before submitting work orders. However, sign off can be skipped, and the work orders can be submitted without sign off.

Sign Off Signature

Specifies which sign off signature is required when a signature is required. The options are as follows:

  • None - no sign off required

  • Tradesperson - Only the Tradeperson needs to sign off

  • Client - Only the Client needs to sign off

  • Tradesperson and Client - Both the Client and the Tradesperson needs to sign off

Automatically Create Labour from Start, Pause and Stop times

 By enabling this setting, the system will automatically create labour records from Start, Pause and Stop times

Requires a Scan to activate the Work Task

By enabling this setting the system will enforce that the user scans an asset before they can provide feedback on a Work Task

Target On Key Work Order Statuses

Note: Field Service app status changes will not trigger status changes in On Key if no statuses are specified.

Work Started

Specifies which status the work order should be set to in On Key when it is started in the Work Manager app.

Work Completed

Specifies which status the work order should be set to in On Key when it is stopped in the Work Manager app.

Signed Off

Specifies which status the work order should be set to in On Key when it is signed off in the Work Manager app.

Work Paused

Specifies which status the work order should be set to in On Key when it is paused in the Work Manager app.

Work Resumed

Specifies which status the work order should be set to in On Key when it is resumed in the Work Manager app.

Work Submitted

Specifies which status the work order should be set to in On Key when it is submitted in the Work Manager app.

Applicable Work Order Statuses

Specifies the On Key work order statuses that are applicable for the Field Service app. Work orders will only appear in the Field Service app if they are in one of the specified statuses.

Click the Add () button to add a statuses.

Library Documents

Specifies which shared documents and document templates should be available in the Field Service app. Documents added here can be accessed from the Field Service app's document library. Additionally, document templates added here can also be completed and added to work orders as attached documents.

To make documents available in the Field Service app, you need to do the following:

  1. Click the Add () button to open Document Lookup window.
  2. Hold the CTRL key and select the required documents.
  3. Click the OK button.
  4. Select the Template check box next to each document that you want to make available as a document template.

Once the Library document has been inserted, the user can also configure the following:

  • Template Option
  • Mandatory Option
Template Option
This allows the user to select from a list of templates applicable  to the Library Document. The following options are available

  • Supporting Doc
  • Work Order Template
  • Sign Off Template
  • Work Task Template
  • Work Task Spare Template
Mandatory Option
  
This allows the super user / supervisor to configure the enforcement of attaching a particular document at a certain point in the workflow . The Following Trigger options are available for the user to choose from::
  • Not Applicable  - this is the default setting
  • On Start
  • On Stop
  • On Pause
  • On Resume
  • On Submit.

Waiver Description

A Declaration page will be added to the workflow, if Mandatory Documents Options have been configured for a specific document.  The Waiver description is a way of adding additional notes to each document the user needs to waiver against

  

Note: These documents will be pushed to all Field Service app users. They will be automatically downloaded to users' devices once they have been added. Be mindful of document file sizes, as document downloads will incur data costs.