Step 1: Creating a field activity in the system
1. Click on Premise Context Menu in Dashboard and click ‘Go to Field Activity (+) ’
2. Field Activity page will be opened.
3. Search for the Activity Type and select the relevant activity.
4. Insert the date and time.
5. Select the priority.
6. Dispatch group will be automatically assigned by system, look at dispatch group.
7. Save the field activity, Field Activity Pending will appear in the alerts in Dashboard.
Step 2: Dispatching a field Activity
1. Click on Main Menu à Field Order àDispatch Field Activities.
2. A new window will appear, insert the respective dispatch group code in Capital Letters.
3. Search for pending field activities by clicking on main search button on upper right corner of the window.
4. A date wise list of pending field activities will be opened. Click the relevant date of field activities.
5. Now the system will show all pending field activities of selected date as well as the dates previous to the selected date.
6. Select the box adjacent to the respective field activity.
7. Search for a team from the search button adjacent to representative.
8. Insert the date of field activity.
9. Click on save button.
10. The selected pending field activities will be dispatched and excluded from the pending list.
Step 3: Search for a dispatched field activity / Search for field orders:
1. Click on Main Menu à Field Order àField Order Search.
2. A new window will appear, insert the respective dispatch group code in Capital Letters. Select the field order status à Dispatched.
3. Search for field orders by clicking on main search button on upper right corner of the window.
4. A date wise list of dispatched field orders will be opened. Click the relevant date of field activities.
5. Now the system will show all field orders of selected date only.
6. Click on Go-To button adjacent to the relevant field order, you will be moved to field order page.
7. On field order page click on the button “Display field Order”.
8. Field order will be opened now in a new window.
9. Print the field order and give it to field staff.
Step 4: Completion of the field activity in the system
1. Search for the customer in control central page.
2. Click on Field Activity Pending in Alerts of Dashboard.
3. In case of multiple field activities, a new window will be opened.
4. Select the respective field activity.
5. On the field activity page click “Characteristics/Remarks” Tab.
6. Insert the characteristics which were being written by field staff on field order.
7. Click on Save Button.
8. Click on Context Menu adjacent to field activity ID on the upper right corner of the window. Click on “Go To FA Upload Staging +”
9. On FA Upload Staging page, insert “Work Date/Time” on which field activity was actually done.
10. If work is done by other than assigned team than also search for representative and select the right representative/ team.
11. Go to steps tab.
12. Insert the required data in the steps.
13. Complete the field activity.
1. Click on Premise Context Menu in Dashboard and click ‘Go to Field Activity (+) ’
2. Field Activity page will be opened.
3. Search for the Activity Type and select the relevant activity.
4. Insert the date and time.
5. Select the priority.
6. Dispatch group will be automatically assigned by system, look at dispatch group.
7. Save the field activity, Field Activity Pending will appear in the alerts in Dashboard.
Step 2: Dispatching a field Activity
1. Click on Main Menu à Field Order àDispatch Field Activities.
2. A new window will appear, insert the respective dispatch group code in Capital Letters.
3. Search for pending field activities by clicking on main search button on upper right corner of the window.
4. A date wise list of pending field activities will be opened. Click the relevant date of field activities.
5. Now the system will show all pending field activities of selected date as well as the dates previous to the selected date.
6. Select the box adjacent to the respective field activity.
7. Search for a team from the search button adjacent to representative.
8. Insert the date of field activity.
9. Click on save button.
10. The selected pending field activities will be dispatched and excluded from the pending list.
Step 3: Search for a dispatched field activity / Search for field orders:
1. Click on Main Menu à Field Order àField Order Search.
2. A new window will appear, insert the respective dispatch group code in Capital Letters. Select the field order status à Dispatched.
3. Search for field orders by clicking on main search button on upper right corner of the window.
4. A date wise list of dispatched field orders will be opened. Click the relevant date of field activities.
5. Now the system will show all field orders of selected date only.
6. Click on Go-To button adjacent to the relevant field order, you will be moved to field order page.
7. On field order page click on the button “Display field Order”.
8. Field order will be opened now in a new window.
9. Print the field order and give it to field staff.
Step 4: Completion of the field activity in the system
1. Search for the customer in control central page.
2. Click on Field Activity Pending in Alerts of Dashboard.
3. In case of multiple field activities, a new window will be opened.
4. Select the respective field activity.
5. On the field activity page click “Characteristics/Remarks” Tab.
6. Insert the characteristics which were being written by field staff on field order.
7. Click on Save Button.
8. Click on Context Menu adjacent to field activity ID on the upper right corner of the window. Click on “Go To FA Upload Staging +”
9. On FA Upload Staging page, insert “Work Date/Time” on which field activity was actually done.
10. If work is done by other than assigned team than also search for representative and select the right representative/ team.
11. Go to steps tab.
12. Insert the required data in the steps.
13. Complete the field activity.
