Engineer Field Service SOP

1. Field Execution Work (app)

1. The Standard Operation Interface displays all pending operation steps, including: - Edit record - Create related record / Bulk create related records - Edit Sub-object - Add inspection group

picture coming soon:

1. Step check-in and check-out: Engineers must check in before they can start action items. After checking in, an “Check Out (Leave)” button appears. Click “Check Out (Leave)” to leave and later click “Check In” again to reactivate the step and perform actions. Click “Complete (Check Out)” to mark the step as finished.

picture coming soon:

1. Click “Finish” to complete the standard operation and close the current node.

picture coming soon:

2. Field Execution Work (web)

1. When the process reaches the Field Standard Operation — Inspection Group node, open the task list or the Work Order process node and click [Execute Field Work].

2. The Standard Operation Interface displays all pending operation steps, including: - Edit record - Create related record / Bulk create related records - Edit Sub-object - Add inspection group

3. The web client does not support time clock (punch-in).

picture coming soon:

• Primary engineer handling:

picture coming soon:

• Collaborating engineer handling:

picture coming soon: