Configuring the Summary page and status transitions
On the Summary page you can configure status transitions for work assignments. By linking them to an Edit definition you allow app users to add/edit information when they select a new status for their work assignment. Some status transitions have additional settings for labor hour registration or action date-times.
Context: When PMFS 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 automatic 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 .
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.
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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.
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). You can also enable/disable some specific settings.
Additional settings:
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. Note that this setting is not available for status transitions that move from Assigned or Accepted to Stopped, Temporary fix and Done.
On most status transitions to Travel, Wait and Work, there is an additional setting that allows you to enable or disable the automatic registration of running labor hours: Allow automatic labor hour creation?. Please be aware that the field should be filled in per sub web definition, per relevant status transition. By default, the setting is set to Yes, which means that automatic registration of running labor hours takes place for all status transitions concerned. If you want to disable this registration for a specific status transition, select No.
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If you do not configure an edit page (by linking an edit definition) for a status transition, then it becomes a 'simple' status transition. This means that the status transition will happen on the app without any editing options. This also implies that no labor hours are automatically created upon selecting the simple status transitions! In that case, the field Allow automatic labor hour creation? field is set to No.
6. When you are done configuring the status transitions, click Save.
7. Proceed with configuring the available pages and blocks: Configuring the Work assignment page and blocks.