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

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.

Labour

Automatically create labour records from the Start, Pause and Stop times

When this setting is enabled, labour records are created for the following scenarios:

Scenario	Description of Scenario	Labour Record Normal Time Calculation	Labour Record Staff Member
1	If a work order is Started and Stopped (calculate the delta and use it as the labour record Normal Time)	Stop time – Start Time	Logged in Users’ associated Staff Member
2	If a work order is Started and Paused (calculate the delta and use it as the labour record Normal Time)	Pause time – Start Time	Logged in Users’ associated Staff Member
3	If a work order is Paused and Stopped (nothing happens)	Nothing	Nothing

Sign Off

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.

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:

Click the Add () button to open Document Lookup window.
Hold the CTRL key and select the required documents.
Click the OK button.
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.