Equipment Fault Reporting Scenario or Custom Data Submission Scenario

1. Preconfigured “Report Fault” Button on Equipment

• To facilitate direct submission of [Work Orders] from equipment data and auto-populate relevant fields from the equipment object to the [Work Order]
• The system preconfigures a “Report Fault” button on the equipment detail page with default mapping logic. Companies can customize the button’s layout, permissions, and rules for mapping equipment information to work orders based on their needs.
• Companies may also create custom mapping rules to transfer equipment object data to other objects, such as the [Service Request] object.

Scenario: External Terminal users submit [Work Orders] by clicking “Report Fault” after querying equipment data.

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Scenario: Sales representatives submit [Work Orders] internally based on queried equipment data.

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2. Mapping Rules for the “Report Fault” Button or Custom Mapping Rules

• The system preconfigures a “Report Fault” button on the equipment detail page with default mapping logic, allowing companies to map equipment information to [Work Orders].
• Companies may create custom mapping rules to transfer equipment object data to other objects, such as the [Service Request] object, by defining new rules.

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• Default Rules: Predefined standard field mappings that can be modified.

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3. Layout/Permissions for the “Report Fault” Button or Custom Mapping Rules

• Configure the visibility of the “Report Fault” button or custom mapping rule button in the layout.

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• Assign permissions for the “Report Fault” button or custom mapping rules to internal/external Roles.

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4. Multi-Equipment Work Order Reporting

• When enabled, the system adds a [Work Order Equipment] Sub-object to the [Work Order] object, allowing users to report multiple equipment items in a single work order.

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5. Updating Equipment Location via Work Order

• When enabled, service engineers can update the address information of equipment while executing work order tasks related to that equipment.

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