Configuring the Summary page and status transitions
When PMFS Live app users tap on a work assignment on the Start page, they will navigate to the corresponding Summary page. On this Summary page they can accept the work assignment and select any subsequent actions (status transitions), such as Travel, Work, Wait, Pause etc. These status transitions are of crucial importance for the labor hour registration.
The following procedure explains how the Summary page and the available status transitions can be configured for a Work assignments sub web definition. For information about specific settings on the various blocks of a Summary page, such as Order, Asset, Meters etc., see the introduction of Configuring Details pages and blocks - generic and specific settings .
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With regard to key work assignments that do not belong to a PPM order, the following applies: the Temporary fix status transition is available as subsequent status after Travel, Wait, Work and Pause. If the engineer selects this status, the back-office is provided with realistic information on the work assignment that is not actually completed yet, but is provided with a temporary solution.
Procedure
1. In Live app > PMFS (Live app) > Work assignments, select the relevant sub web definition.
2. At the bottom panel, select the Summary page.
3. On the data panel, select the Page properties tab and edit the settings as required.
4. Select the Status transitions tab.
A list of possible status transitions is displayed. These are configurable.
5. Edit the settings for each status transition as required.
Here you decide whether the status transition should be displayed (Is visible field), edit the Label and link an Edit page (Edit definition field).
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If you do not configure an edit page for a status transition, then it becomes a 'simple' status transition. This means that the status transition will happen on the app without any edit options. Be aware that no labor hours are created upon selecting simple status transitions!
6. On status transitions that move towards Stopped, Temporary fix and Done there is an additional setting: Allow an 'Action date-time' in the future?. If you want to allow app users to end their work assignments on a date that is past the current date-time, set this field to Yes, for the selected status transition. For example: to allow them to add their travelling time after completing the work and end their work assignment on a future date-time.
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This setting is not available for status transitions that move from Assigned or Accepted to Stopped, Temporary fix and Done.
7. Click Save.
8. Proceed with configuring the available pages and blocks: Configuring the Work assignment page and blocks.