Mobile Work Orders

74 views April 17, 2017 jpajaro 0

Mobile Work Order

The Mobile Work Order screen allows users to create Work Orders online or offline via a streamlined interface. The functionality is the same as creating a Work Order in the normal Work Order fashion:


Mobile Work Order screen

OFS Field

When working in OFS Field with a network connection, OFS automatically tries to synchronize with the server upon initialization and closure of the program. If you want to skip the initial synchronization, hold the Shift key while opening the program.

OFS Field enables multiple users to log on to the same instance of OFS at once through the use of multiple Windows accounts. With one user logged into the program, simply “Switch User” to a different Windows account to use the program without requiring reinstallation or administrative privileges:

 The following are the steps for creating a Mobile Work Order:

Job Type

mobile work order 1

Job to be Performed window

Choose what type of Job is going to be performed. This window also allows for copying a previous Work Order or retrieving a Work Order saved to disk.

Note: When a Work Order is copied, the supervisor is replaced with the current user.

Job Date


Work Date and Time window

Enter the dates during which the job will be performed. The dates/times can be input manually or by using the arrows. Highlight AM/PM and use the arrow, arrow keys or scroll wheel to switch to PM/AM.

Note: Right-clicking on the Back arrow at the top of the window will return to the previous window.


mobile work order 3

Customer for Job window

Select the Work Order’s customer or add a new customer on this window.


mobile work order 4

Job Location window

Choose the location where the job will be performed. Locations are set up and associated with the Customer.

Job Contact

If applicable, choose the Customer Contact to which the Work Order is tied.

Job Contact


Select Job

Job Selection window

If applicable, choose the job to which the Work Order is tied.

Description of Work Performed

Job Contact 2

Job Details window

Additional order information can be filled in in this window. Again, the information displayed depends on the Job Type and the implemented customizations.

Employee Assignment

crew members

Crew Members window

Assign employees or work crews who will be working on the job.

Note: From this point on, the Work Order can be saved for completion at a later time.

Asset Assignment

equipment used

Assets window

Choose assets to be associated with the job. Add previously created asset groups and view asset details.

Safety Meeting Attendance

equipment used 2

Safety Meeting window

The safety meeting window shows which employees have attended the meeting. Notes can be added to this page.

Job Safety Analysis

Job Safety Analysys

Job Safety Analysis window

The JSA checklist must be completed before the Work Order can be completed.

Inspection Checklist

inspection checklist

Inspection Checklist window

This window shows the previously created Inspection Checklist. The checklist must be completed before the Work Order can be completed.

Operation Details

operation details

Operation Details window

This window contains a summary of the asset’s activities that occurred during the job. Operation details can be added, edited, duplicated and deleted.

Employee Hours

employee hours

Employee Hours window

Input on-location, off-location, location hours and travel hours for employees assigned to the order. If “Default Employee and Asset Hours from Operations Details” has been checked on the Service Type, the employee hours will be overwritten by the hours from the Operation Details grid.

Equipment Usage

Equipment usage

Equipment Usage window

Input operator, location and travel hours for assets assigned to the order. If “Default Employee and Asset Hours from Operations Details” has been checked on the Service Type, the asset hours will be overwritten by the hours from the Operation Details grid.

Note: The “Equipment Usage Window” will only display when the “Asset Hours” tab is enabled in the Service Types module of the Customization menu.



Maintenance Events window

This tab enables adding, editing and deleting asset maintenance records. If there are no records, a warning “Are you sure there were no Asset Maintenance Issues on this Job?” will display.

Services Performed


Field Ticket Details window

On the Services Performed tab, Field Ticket information can be added, edited and deleted. When a new Work Order is created, the Services Performed tab is filled in with items from the Job Type field ticket template (see Job Types for details) based on the Job Type chosen. The automatic price calculation for the Field Ticket is based on the Customer Pricing Contracts.



Incident/Near Miss Report window

In case of an incident, Incident Reports can be added, edited and deleted on this tab. If there are no records, the warning “Are you sure there were no Incidents on this Job?” will display.


This tab enables the inclusion of notes in plaintext, scanned copies of documents, and any other necessary files. For details on working within this tab, seeNotes“.


Notes and Attachments screen

Supervisor Signature


Supervisor Signature screen

The Supervisor Signature window allows the job supervisor to view/print documents associated with the Work Order. If the Work Order is the final Work Order for a job, the supervisor will check the “Last Work Order for Job” box.

Customer Signature

customer signature

Customer Signature window

The final step to completing the Work Order is obtaining the customer’s signature. The customer can view/print selected documents, fill out the customer satisfaction survey and add comments.

Note: Once the Work Order is completed or “Finished”, it will be placed in the Approvals list.