Published at: 2025-10-31
Service Provider Onsite Standard Operations
Standard Operating Procedures (SOP) for Field Work Orders
Work Order field SOPs standardize on-site operational steps, supporting sequential or flexible process execution to help engineers complete field work efficiently while recording their working hours.
Access Path: Service Connector → System Settings → Field Standard Operations
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I. Service Provider Field SOP Templates
- Click New to create an SOP template
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- Enter basic template information:
- Name: SOP title
- Description: Purpose notes
- Type: Select “External Service Provider”
- Applicability: Define scope (used for matching SOPs in workflow “Standard Operation” nodes when multiple SOPs exist for the same Work Order Record Type)
- Select process layout
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II. Standard Operation Processes
Processes: For multi-step field services, divide into sub-processes like preparation, repair tasks, and inspection. Click “+” to add sub-processes (disabled for single-process mode). Click any process panel to edit names/descriptions or delete.
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III. Actions
Actions: Define operational steps. Click Add Action to create action items, then configure via Node Settings. Two modes:
1. Single Action: Performed once per SOP instance (e.g., confirm equipment Fault)
2. Recurring Action: Repeatable with configurable frequency (e.g., daily checks until SOP completion)
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3.1 Single Actions
3.1.1 Action Types
- Edit Objects:
- Modify Work Order fields (location, description) or related objects (e.g., update “Latest Address” in Equipment records)
- Supports editing master-Sub-object relationships (e.g., maintain equipment and Fault records)
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- Create/Link Objects:
- Associate existing records with Work Orders
- Enable “Create New Only” to restrict linking (e.g., create new Equipment Operation Records)
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- Batch Create Related Objects: Mass-create associated records (e.g., Spare Parts Consumption)
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- Add Inspection Groups:
- Select predefined templates (Inspection Group Templates)
- Choose specific groups or rule-based matching
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- Generate Service Reports:
Create reports after completing all required actions (Service Report Templates)
Note: Currently doesn’t support completion validation or post-action triggers
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- Generate QR Code for Service Evaluation:
Consolidates all actions into one evaluation node
Note: Only supports fixed evaluation templates. For conditional templates, configure standalone Evaluation Nodes
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3.1.2 Action Prompts
Add guidance to help engineers execute steps correctly:
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3.1.3 Action Assignees
Click Edit to modify assignees (default: Work Order.Service Provider Engineer)
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3.1.4 Action Settings
- Required: Validates completion before process sign-off
- Prerequisite Actions: Blocks execution until prior actions complete
- “Skip” Button: Shows option to bypass current action
- Auto-Skip: Automatically advances to next action (app only)
- Completion Rules: Add validation logic
- Post-Action Triggers: Execute functions after completion
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UI Example:
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3.2 Recurring Actions
Repeatable actions with configurable frequency (e.g., daily inspections until SOP completion).
3.2.1 Action Types
- Create Related Objects: e.g., Equipment Operation Records
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- Add Inspection Groups:
Select from templates (Inspection Group Templates)
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3.2.2 Action Prompts
Add operational guidance:
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3.2.3 Action Assignees
Editable via Edit (default: Work Order.Service Provider Engineer)
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3.2.4 Frequency Options
- Unlimited: Auto-generates every 5 minutes (cannot be required)
- Daily: Generates at 00:00 until SOP completion
- Per Check-In: Requires repeat check-ins; validates at final sign-off
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3.2.5 Action Settings
- Required: Validates at sign-off (disabled for unlimited actions)
- Completion Rules: Validates each occurrence
- Post-Action Triggers: Executes after every completion
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3.2.6 UI Example
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IV. Check-In/Check-Out
Requires engineers to check in before starting actions and check out after completing all processes.
- Configure check-in scenarios (Scenarios Guide)
- Distance validation reference: Work Order Check-In Management
4.1 Single Check-In
For one-time field services:
- Enable process check-in
- Choose standard or photo check-in (records stored in Work Order Check-In Records)
- Configure resubmission rules
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4.2 Recurring Check-In
For multi-day services:
- Repeat Check-In: Engineers can check in/out multiple times before final completion
- Late Submission: Unsubmitted check-outs convert to “Missing” status at 23:59 (allows late submission)
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Example:
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V. Global Recurring Actions & Check-Ins
- Enable in Global Settings:
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5.1 Global Recurring Actions
For multi-day operations with ad-hoc tasks
- Click Add Recurring Action → Node Settings
- Create related objects
- Add inspection groups
- Set assignees (engineers/collaborators)
- Frequency: Unlimited (5-min intervals) or Daily (00:00)
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5.2 Global Recurring Check-Ins
For multi-day operations requiring daily location updates (e.g., waiting for spare parts delivery)
- Click Add Recurring Action → Node Settings
- Select check-in scenario
- Assign to engineers/collaborators
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VI. Workflow Node: Field Standard Operations
- Ensure Interconnection workflow
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- Configure Field Standard Operations node:
Note: One node executes one SOP set (assignees are defined in action settings)
Note: Must enable “Set as Interconnection Node”
- SOP Template:
- Select specific template
- Rule-based matching (uses template applicability + priority)
- Buttons: Customize primary action button; hide default “Complete” button
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