Overview:
The flexibility of the Traction Enterprise Business mobile app allows you to easily record work done in the field, even if a Work Order or Task is not available.
Requirements:
- The Traction Enterprise mobile app downloaded on your iOS or Android mobile device.
- Login to the Traction Enterprise Mobile App using the email address and password set up for you in the Traction Enterprise Business web application.
- Permissions enabled (View Tasks and Create Work Orders) on the Setup>People page within the Web App.
Process:
1. Operators can tap Add from their mobile app and then select Record Work to enter in actuals for work they just completed.
2. Select the Field Plan where the work was completed.
3. Select the type of Task completed.
4. Select a task that is currently assigned to the Field Plan that you are recording the work for, from an existing Task Template or create a new one (if needed).
5. Select the Details and Equipment used.
6. Select the inputs applied on the Add Actuals screen (if applicable).
7. Confirm the Activity Record on the Edit Record screen. Click Add or View to enter or edit applicable data.
8. On the Work Orders tab, view the completed work until the mobile app syncs and the data rolls off at the end of the day.
Related Articles:
Getting Started: Mobile App
How do I use the Mobile App to create Work Orders?