Published at: 2025-10-31
Work Order Check-In App
1. On-site Standard Work Order Check-in
Applicable scenario: Allows engineers to clock their on-site work hours immediately after performing on-site tasks.
1.1 Step Check-in:
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Engineer user flow: Perform On-site Work (app)
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The On-site Standard Work supports step-based check-ins. For configuration details, see: On-site Standard Work Template
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2. General Work Order Check-in Rules (Gradual Rollout)
Applicable scenario: General check-in records that let engineers clock in anytime, anywhere. Contact your account manager to enable the gradual rollout.
- In Check-in Rules, click [New] to create a rule.
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- Select the Work Order type this rule applies to.
- Work Order check-in mode: choose Sequential Check or Free Check.
- Sequential Check suits scenarios that require engineers to record check-ins in a fixed order for each Work Order. Example: For an Installation Work Order type, require engineers to check in when departing and arriving, and also when installation starts and completes — set Sequential Check.
- Free Check suits scenarios where engineers need to record time at any moment during service. Example: For an Installation Work Order type with incomplete spare parts or waiting periods that must be logged — set Free Check.
- Allow edits: permit modification of certain check-in fields.
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