Raising work from the handset

The two raise forms let you record work the moment you find it: Raise a job for something that has broken and nobody has recorded yet, and Start a round for a check nobody scheduled because you are standing in front of the thing that wants one. Both work with no signal. They are recorded on the handset and sent on the next sync, where the server decides whether they stand — the badge on each form says Queued for validation.

Raise a job

Open it from Home → Raise a job, the Raise button on Today or Work, or Raise a job on an asset’s own screen (which fills the asset in for you).

The form is built from your organisation’s own work order form in the Form Studio, so its sections, labels and required marks match the web app. The default fields are:

Field	What it means	Notes
What has happened	A one-line title	Required. For example P-102 has stopped and will not restart
What you can see	The description	For whoever picks this up — noises, smells, what you have already tried
Photographs	Pictures of the fault	Photograph opens the camera (or the gallery). Taken now, attached the moment the job is queued. Shown only if you may add files
Files	Any other file	Choose a file
Work Order Type (Kind of work)	The kind of work	Buttons for each kind of work that may be raised by hand (defaults such as Corrective, Breakdown, Vendor Service). Kinds used only by maintenance plans are left out; if every kind belongs to a plan, the form says to ask an administrator. A long list becomes a searchable picker. The list comes from work order types
Site and location	Where it is	Picker of the sites and locations on the handset. Filled from the asset when you pick one
Asset Category	The kind of asset	Optional
Asset	Which asset	Search by Asset number or name. If nothing matches, say where it is instead and which one in the description
Work Order Priority	How urgent it is	One button per priority (defaults Critical, High, Normal, Low). Worked out on the handset from the kind of work and your organisation’s priority rules; where there is no rule, From the kind of work lets the server decide
Due at	When it is due	Optional. Left empty, the server works it out
Status	Where the job starts	Shows the status a raised job opens in — Open by default. Not something you choose
Needs a permit	Whether the work needs a permit	Yes, No or Not saying
Safety Instructions	What will hurt whoever goes to it	Free text
Reported by	Who reported it	Filled in as you. Change it when somebody else told you — an operator, for example
Who is taking it (Give it to)	Who it is assigned to	Shown only if you may assign work. Search A crew, a name or a supplier. A crew holds it and its lead puts a name on it; a supplier gets it on their portal. Leave it alone and the job lands in the site’s queue for a planner
Who else is told	People kept informed	Optional
Your organisation’s own fields	Custom fields	In the demo, a Production information section with Production Batch (required), Production Loss, Safety Incident, Downtime Hours and so on

Fields that name people from a directory the handset does not carry are listed under Not asked here: and filled in at a desk. Raise it stays greyed while Still needed: lists a required field. Once pressed, the job is recorded on the handset — The job opens when this reaches the server, and comes back to this handset on the next sync. Until then it is listed under Raised here on Work. If your organisation has switched off raising jobs from a handset, the form says so and the raise needs a connection and somebody at a desk.

Photograph the fault while you are in front of it. A picture settles what words often don’t, and it is attached the moment the job is queued rather than whenever you remember later.

Starting a round

Open it from Home → Start a round or Start one on the Work list. It starts an inspection round from a template, against an asset or a place.

The Start a round form listing the round templates and the An asset and A place choice

Field	What it means	Notes
Which round	The template	Required. Each shows its name and kind (for example Condition monitoring, Pre-start check). A shield marks a Statutory round; about min shows the estimated time where set. A long list becomes a searchable Round name picker. Change re-opens the choice
What it is against	An asset or A place	Required. Some templates allow only one
Asset	Which asset	When An asset is chosen. Search by Asset number or name
Which site	The site	When A place is chosen. Required
Where inside it	A location inside the site	Optional — Not saying — the whole site

Start it queues the round. The round is numbered and its questions are copied from the template when this reaches the server. It comes back to the handset ready to answer on the next sync, and until then it appears under Rounds started here on Work. A round begun with no signal cannot be answered until that sync — the form says so before you press the button. Templates are set up under inspections configuration.

Answering a round

Working through the questions once the round is on the handset.

The job screen

Working the job once it comes back.

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Release notes

Raising work from the handset

Raise a job

Starting a round

Answering a round

The job screen

​Raise a job

​Starting a round

Answering a round

The job screen

Raise a job

Starting a round