Hands On – Real case Examples
Corrective Maintenance in a Notebook
Click on 
to enter in the Creation Orders app. It will come to the
grid mode.
In this view, click on
to create a new order. The system will show the following screen:
Fillout the Fields as shown below:
Order Number: **WO0000080** (the system recommends the incremental sequential as the last record)
Order Description: **Change Battery**
Equipment (Selection): **NOTE0001**
Order Type (Selection): **COR**
The essential data are fulfilled and must be like that:
At this point, we are able to CREATE ORDER and work it later, or CREATE AND CHANGE that allows us to perform more details to the order in time. In our study case, we will go through the CREATE AND CHANGE!
Click 
and the following screen appears:
As we can see, the system sets to the GENERAL DATA section and at this, we fill the Fields as follow:
Notification Code: ACK0001 (It is a free text not required field. Use it to refer to a proprietary notification code while using this feature)
External Order Number: Use it to refer to a proprietary external order number, for this case, we will use CUSTOM001-001 (It is a free text not required field. Use it to refer to a proprietary notification code)
Parent Order Number: Use it to refer to a parent order number, for this case, we will use IT0001-001.
Workcenter (Selection): COM0001
We can insert a long description to the order by clicking 
Basic Start Date: Is the date to start. Set it according your needs.
Basic Finish Date: Must to be equal or greater than Basic Start Date
Priority: 1
Functional Location: SQO-RS
Person Client Phone: Any number as you want
Person Client: John Welch
It should be like that:
We reccomend 
to save your progress and remain at work.
The next step is to fillout the Operations guide as follow:
Clicking on Operations guide, the screen changes to the operations contexto entries and the Order appears ready to complete:
Clicking over the Order field, we can Expand or Collapse the information:
Remember, we can perform all registration of resources and activities straight on the order, or we can create distinct Operations inside the order to organize it better, or even combine the Order and Operations fillout as well. In our Study Case we will follow the Operations fulfillment.
With the Collapsed Order Field, pass your mouse cursor on 
and the following will appear:
Click on 
to create a new Operation. The System numbers the operations automaticaly (SEQ) starting in 0010 and increasing by 10.
Short Text: Describe the Operation’s name / title. In our case Safety Risk Analysis
We can insert a long description to the Operation by clicking
Save it and go back to the main screen to fillout the Other data.
Work: 1
Un.WK (Selection): h
DUR: To be filled in time
WK.F: To be filled in time
A.WORK: To be filled in time
FL (Selection): SQO-RS
WC (Selection): COM001
The result is:
Clicking over the Operation 0010 field, we can Expand or Collapse the information. Lets expand it to fill the Fields:
As very often cases, for the Risk Analysis it is not required materials, so, we will skip this Fields and we go to the Personnel fillment.
PERSONNEL NUMBER (Selection): ELE0003
QTY: 1
QTY.M.: 1
ACT.QTY.: To be filled in time
TIME.QTY: 1
TIME.Un. (Selection): h
TIME.EXT.: To be filled in time
So, we have this:
Wether you want to insert one or more Personnel, just click on as many as necessary. In our case, only one will be entered.
For the PRT we are going to fill as:
TYPE CODE (Selection): PPE
After chosen the item above, it enables Other Fields as follow:
PRT DESCRIPTION: Hand / Electrical Protection
We can insert a long description to the PRT by clicking
Equipment (Selection): GLOVE-001
Qty: 1
Miss Qty: To be filled in time
Surplus: To be filled in time
Um.Wk (Selection): Un
Time Qty: To be filled in time
Click on related 
to add more PRT
PRT DESCRIPTION: Eyes Protection
We can insert a long description to the PRT by clicking
Equipment (Selection): GLASS-001
Qty: 1
Miss Qty: To be filled in time
Surplus: To be filled in time
Um.Wk (Selection): Un
Time Qty: To be filled in time
The screen shows:
And now we have the resources located to do this operation. Next step o four study case is to create a Form to be executed in this operation.
Classes: Checklist
Description: Safety Points
Characteristic Name: Communication
Characteristic Description: Inform the local team
Type (Selection): String
Un.WK (Selection): Un
String: We can write a free value or create a validation list by clicking. 
For our case, we will go for this way and the follow screen must to appear:
Characteristic Value: All Informed
Characteristic Description: All Informed
Click to add another value:
Characteristic Value: Not Concluded
Characteristic Description: Not Concluded
Click Save to continue
The main screen will be like that:
We can add image per characteristic clicking on the referred 
and after that, clicking LOAD to choose the file.
You can draw over the image as you want using the available tools and save it.
The screen will seen like that:
We can insert a long description to the Every CLASSES CHARACTERISTIC by clicking
Click to add another Characterist and repeat the related steps. For us, it is the enough to show this feature. Please explore it further!
Lets add a NEW OPERATION that consumes Material...
Click over the Operation 0010 field to colapse it and make the screen “clean” again. Pass your mouse cursor on and the following will appear:
Click on to create a new Operation. The next operation will be 0020
Short Text: Describe the Operation’s name / title. In our case Change the Battery.
We can insert a long description to the Operation by clicking
Here we used the Long Description to describe the whole sequence to execute the operation. According your needs, you could to create Every single point as a NEW OPERATION to better detailment of the used resources in instance. It is up to you and your demands.
Save it and go back to the main screen to fillout the Other data, in this case, the OPERATION 0020 data.
Work: 1
Un.WK (Selection): h
DUR: To be filled in time
WK.F: To be filled in time
A.WORK: To be filled in time
FL (Selection): SQO-RS
WC (Selection): COM001
Click on the field MATERIAL NUMBER to select the MATERIAL 0010
Material Number (Selection): NOTE-SCREW-001
QTY: 6
GOODS R.: To be filled in time
SCRAP: To be filled in time
REPAIR: To be filled in time
SURPLUS: To be filled in time
Click on the related to create a new MATERIAL 0020
Material Number (Selection): NOTE-SCREW-002
QTY: 8
GOODS R.: To be filled in time
SCRAP: To be filled in time
REPAIR: To be filled in time
SURPLUS: To be filled in time
Click on the related to create a new MATERIAL 0030
Material Number (Selection): NOTE-CONN-001
QTY: 1
GOODS R.: To be filled in time
SCRAP: To be filled in time
REPAIR: To be filled in time
SURPLUS: To be filled in time
Click on the related to create a new MATERIAL 0040
Material Number (Selection): NOTE-CABL-001
QTY: 1
GOODS R.: To be filled in time
SCRAP: To be filled in time
REPAIR: To be filled in time
SURPLUS: To be filled in time
Click on the related to create a new MATERIAL 0050
Material Number (Selection): BAT-LIT-001
QTY: 1
GOODS R.: To be filled in time
SCRAP: To be filled in time
REPAIR: To be filled in time
SURPLUS: To be filled in time
The returns should be like this:
We go now to the Personnel fillment.
PERSONNEL NUMBER (Selection): ELE0003
QTY: 1
QTY.M.: 1
ACT.QTY.: To be filled in time
TIME.QTY: 1
TIME.Un. (Selection): h
TIME.EXT.: To be filled in time
So, we have this:
Wether you want to insert one or more Personnel, just click on as many as necessary. In our case, only one will be entered.
For PRT, lets fill it as:
TYPE CODE (Selection): Equipment
After chosen the item above, it enables Other Fields as follow:
PRT DESCRIPTION: Torxs Screwdrive
We can insert a long description to the PRT by clicking
Equipment (Selection): SCR-DRV-001
Qty: 1
Miss Qty: To be filled in time
Surplus: To be filled in time
Um.Wk (Selection): Un
Time Qty: To be filled in time
Click on related to add more PRT
PRT DESCRIPTION: Digital Multimeter
We can insert a long description to the PRT by clicking
Equipment (Selection): MULT-001
Qty: 1
Miss Qty: To be filled in time
Surplus: To be filled in time
Um.Wk (Selection): Un
Time Qty: To be filled in time
Click on related to add more PRT
PRT DESCRIPTION: Electronic Cutting Pliers
We can insert a long description to the PRT by clicking
Equipment (Selection): ELE-CUT-001
Qty: 1
Miss Qty: To be filled in time
Surplus: To be filled in time
Um.Wk (Selection): Un
Time Qty: To be filled in time
The screen shows:
And now we have the resources located to do this operation. Lets create a Form to be executed in this operation.
Classes: Functional
Description: Functional Test
Characteristic Name: Assembly
Characteristic Description: Perfect fix and fit
Type (Selection): String
Un.WK (Selection): Un
String: Create a Validation data by clicking screen must to appear:
Characteristic Value: OK
Characteristic Description:OK
Click to add another value:
Characteristic Value: NOK
Characteristic Description: NOK
Click Save to continue
We can add image per characteristic clicking on the referred and after that, clicking LOAD to choose the file.
You can draw over the image as you want using the available tools and save it.
The screen will seen like that:
We can insert a long description to the Every CLASSES CHARACTERISTIC by clicking
Click to add another Characterist and repeat the related steps. For us, it is the enough to show this feature. Please explore it further!
We finished the Order Planning Journey and the order sounds like this:
So now we can Execute this order on mobile!
Setting URL and Login
in the mobile documentation there is an explanation of how to configure the url and login to the mobile So first follow this documentation before proceeding
Mobile DocumentationSyncing Basic Records
you need to download the Basic Record, so click the Download Master Data button.
After Clicking the Play Button just wait until all the basic record is downloaded
Syncing Orders
You need to download the orders, so click the Download Order Data button.
After Clicking the Download Order Data Button. Click the Play Button and just wait for the order to download.
All order that you need to complete will appears, so now check the orders that you want to complete
Now Click the Download Button
Complete Orders
Click the Order you want to complete.
Click the Button Change Order Status.
Now You can change the Order Status.
Now Click The Work Order. And now you can change the fields you need to complete the order.
Fields will appear in which materials, labor, floor plan, image, PPE and map can be added, in order.
Click Add Material Button.
When adding material, it is possible to add in the fields the quantities of materials that will be used as well as the quantity already used, quantity of defect and rework.
Selecting in the "labour app" you can assign which specialty should conduct the task,
it is also possible to enter the necessary and missing amount, as shown below. On the work order screen, you can assign to which operator the work will be performing the activity and its quantity.
To improve the understanding of the activity or to standardize the process, it is possible to take a photo and identify the important and relevant points.
Name and description of the photo are given for better understanding and archiving.
You can not only take a picture but manipulate it as you see fit, putting pin or drawing on it.
After entering the data, the mobile will bring the summary on your order start screen.
You can include risk analysis for the activity to be performed.
In security risk analysis, there is a lot of information to be assigned. In this section the operation will be explained.
When specifying the operation, you will find the start and end date, the number of activities, the time unit, its duration, etc.
In the material field, the user will have the option to number the materials used to safely carry out the activity.
The material must also be specified for that activity as well as the quantity.
The specific workforce in the safety risk analysis is also evaluated.
Specify the operator who should carry out the activity, the number of operators, etc.
Attach the PPE's (Personal Protection Equipment) that will be used in the activity.
Specify which PPE's (Personal Protection Equipment) to be used, their quantities, etc.
Specify the materials to be maintained.
Adding materials that will be replaced and used for maintenance.
The materials used for maintenance can be controlled.
The labor to be used for the intervention can be added.
Adding the tools that will be used.
You can enter the tools that will be used for maintenance.
What is expected from maintenance.
It can include the description of the completed activity, the unit and value.
Create Order
You can create a work order from the mobile. Just click "create" after fill the fields.
The “Work Order Code” fields as well as the “Order Description” can be create on the mobile. Being in front of the machine, you can create work orders and describe which activity must be performed and on which machine.
In addition to this functionality, you can also complete the order when you find it necessary to investigate more accuately, whether on the factory floor or in the office.