FDM Installations

How to create a Installation Work-Order?

An Installation Work Order is only created provided there is a Installation Work Type that has been Created. The Work Order can be dispatched from the Web Platform or from the Mobile Platform.

1. Create a Installation Work-Type (refer to How to Create a Installation Work-Type?)

Web Platform:

2. From the dashboard navigate to "Audits" under "Field Management" and you will see the list of completed Audit Work Orders.
(refer to How to create a Audit Work-Order?) for the process of completing a Audit Work Order.

3. Tick the Audit Work Orders you wish to dispatch to Jobs/Installations. Tick the Audits and click "DISPATCH SELECTED AUDITS.

4. Enter the Description, then select the Installation Work Type and click "CREATE JOBS" to dispatch the Audit to Jobs.

Note: For another option.
(refer to How to Add a Collect & Service Job?).

Mobile Platform:

Completing a Installation Work Order is done from the Mobile Platform. If there is no available dispatched Work Orders, the Field user can create and complete one from the Mobile Platform.
(refer to How to Create Work Order on your mobile device?).

Once the actions are complete, from the SmartView FDM Web Application you can see the completed Installation Work Order, with information of who completed it and when and where as well as the data captured for the Installation Work-Order.

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Dispatching Installation Work-Order on Web Platform