Equipment QR Code (Generated by ShareCRM System)

1. Device Code Field Maintenance

• Predefine the “QR/Barcode Code (Api Name: device_code)” field value rule on the Device object. QR/barcode generation and scan recognition are both based on this field.
• Note: Historically, this enterprise field may have been named Equipment SN.
• By default, the QR/barcode code equals the Equipment SN. If your organization uses a different assignment rule, enter the value manually or populate this field via a formula/function.

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2. Device Code (QR) Template and Style

• Navigation: Service Connector -> System Settings -> Device Management -> Device Settings, then open the “Device Code” menu.

• You can generate codes inside ShareCRM. See “Device Code Generation Rules.”

• Other systems: copy the specified link inside the tenant and convert that link to a QR code on the machine where you need to generate codes.

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2.1 Device Code Types

• In the Device Code generation rule basic settings, select the code type. You can generate either a barcode, a QR code, or both.
• QR code: generates a QR that, when scanned, navigates to the device detail page.
• Exported filename: you can customize the generated file name for exported device code PDFs to simplify searching and categorization.

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2.2 Device Code (QR) Print Style

• Define the print style in the style template. Be sure to include the QR code on the template.
• Click “Select Style Template” to choose a template.

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3. Generating and Printing Device Codes (QR)

• The system provides a predefined “Print Device Code” button on the Device object. Grant Roles/Users the “Export Device Code” permission for relevant users.
• Click “Print Device Code” to generate and print codes. To process multiple devices, select them and use “Export Device Code” or “Merge Export Device Code.”

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4. Device Code (QR) Use Cases

4.1 Scanning a Device from Generic Objects with an Associated Device

• For objects that have an “Associated Device” field—such as Work Order or Spare Part Consumption—enable the “Scan to add” capability. Calling the UI function will recognize the device code and associate the device record.

``` // Supports scanning device codes (QR) // This example uses the field field_n63ql__c on the Work Order as the scan field. Replace with the actual field as needed.

// Retrieve the scan field data String deviceContent = context.data.field_n63ql__c;

Map map=[:] // If content is a link if (deviceContent != null && deviceContent.startsWith(“https://”)) { // Extract the final short code int indexOf = deviceContent.lastIndexOf(“/”) String code = deviceContent.substring(indexOf + 1); log.info(“Scan content: “ + deviceContent) // Retrieve original (long) URL from the short link def(boolean error, Map data, String message) = Fx.biz.callAPI(“Fx.BI.shorturlInnerGetOriginalUrl”, code) log.info(“Long URL result: “ + data) if (data != null) { // Long URL String url = data[“originalUrl”] as String; int startIndex = url.indexOf(“dataId%3D”); if (startIndex != -1) { url = url.substring(startIndex + 9, url.length()); int endIndex = url.indexOf(“%26”); if (endIndex != -1) { // Extract data ID url = url.substring(0, endIndex); map=[“field_n63ql__c”:url]; } } } } UIEvent event = UIEvent.build(context){ editMaster(map) } return event ```

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4.2 Engineers Scan to View Device

• Add a “Scan” entry to the Engineer Workbench. When an engineer taps Scan and scans a QR, they navigate to the device detail page and can drill into related Work Orders and other records.
• Engineers can also open Chats, tap the “+” in the top-right and choose “Scan” to reach the device detail page for related Work Order lookup.

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4.3 External Terminal Users Scan to View Device

Prerequisite: Enable Terminal user Service Connector and grant Device object access to the Terminal user or Guest Role. To allow the Guest Role to scan and view all devices, set Device object data permission to Public. (See: Business Objects and Role Permissions)

1. External terminal users tap WeChat’s Scan. Scanning a QR code (QR only) opens the device detail page, where they can tap Fault to submit a Work Order.
2. Configure a WeChat Service Account menu to use Scan (WeChat Service Account Menu Settings). Scanning a QR code (QR only) opens the device detail page and allows Fault submission.
3. On the Terminal User self-service portal, add a “Scan” menu. Terminal users scanning the QR (QR only) will land on the device detail page and can submit Fault Work Orders.

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• Terminal users can also tap “Scan” in a browser; scanning a QR (QR only) opens the device detail page and enables Fault submission.

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4.4 External Terminal User Fault Reporting Rules via Scan

• The device detail page includes a predefined Fault button with preset mapping logic. Your organization can map device fields to the Work Order fields according to your requirements.
• For detailed configuration of device fault reporting, refer to Device Fault Reporting.