FAQ’s

 

WORK MANAGEMENT

 

1. I get an error message “Record Locked

2. How do I handle assigning multiple shops to a work order?

3. When is a Phase marked as assigned with no people identified?

4. How do I see a summary of transactions on a work order?

5. How do I create a query?

TIME AND ATTENDANCE

 

 1. How do I check outstanding Timecards before closing out a Phase?

 

SYSTEM ADMINISTRATION

 

 1. How can I customize my Workdesk?

 

iPads:

 

 1. How do I reset my iPad to original setting?

 2. How do I view requestor contact information on my iPad or Phase?

3. How do I handle starting the time on my iPad without network connectivity?

4. Why my clock is grey out?

 

 

---

 

 

• WORK MANAGEMENT:

 

1. I get an error message “Record Locked”

Description: The Record Lock function locks records if they are not closed properly. This prevents another user from simultaneously accessing the record.
Thus, only one user at a time is allowed to edit an AiM record.

Answer: Contact Application Administrator or Operations Center staff to clear and delete these locked records.

 

2. How do I handle assigning multiple shops to a work order?

Description: Some Work Orders require work from several shops.

Answer: In order to assign multiple shops to a Work Order, you need to create phases for every respective shop.

 

3. When is a Phase marked as assigned with no people identified?

Description: This incident happens when user changes the Phase status to “Assigned”and forgets to assign the job to a shop person.

Answer: Click Edit on the Phase and click Load to select assignee, then click Done and Save.

 

 

 

 

 

 

 

4. How do I see a summary of transactions on a work order?

Description: The ViewFinder function provides a summary of all Work Orders transactions.

Answer: Click on the Work Order, click ViewFinder, you will see here all the transactions recorded.

 

 

 

5. How do I create a query?

 

• TIME AND ATTENDANCE:

 

1. How do I check outstanding Timecards before closing out a Phase?

Description:  Timecards are generated and available for  Supervisor approval after technicians record their labor hours and mark the Phase as Work Complete.

Answer: On your Workdesk, there is a channel called Approvals with a link for all available Timecards awaiting approval. Click on this link and either approve or reject outstanding Timecards.

 

 

• SYSTEM ADMINISTRATION:

 

1. How can I customize my Workdesk?

 

MORE TOPICS:

 

• iPADS:

1. How do I reset my iPad to original setting?

2. How do I view requestor contact information on my iPad or Phase?

 

3. How do I handle starting the time on my iPad without network connectivity?

4. Why my clock is grey out?