You can perform actions and view information about a work activity on the work activity details screen.

1. Tap a work activity.

The work activity screen opens, displaying Quick Menu Actions and pages.

• Zoom: Tap to zoom to the work activity on the map.
• Directions: Tap to get directions to the work activity.
• Attach: Tap to add an attachment to the work activity.
• Sync: Tap to perform a sync.
• More: Tap to access more actions.
• Create Related Activity: Tap to create a related work activity.
• Locate: Tap to utilize advanced locate for the work activity using GPS.
• Web: Tap to open the work activity in the web application.
• Save: Tap to save changes made to the work activity.

2. Tap a work activity page to view more information and fields. See Forms for more information.

• Menu icon: Tap to view the list of pages. Tap a page to navigate to it.
• Next arrow: Tap to navigate to the next page.
• Back arrow: Tap to navigate to the previous page.
• Swipe left and right: Swipe left or right on the screen with a finger to navigate between pages.
• Done: Tap to exit the page and return to the work activity details screen.

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Work activity pages display work activity fields. Depending on your configuration settings, different work activity fields may appear than are displayed in this list. If a work order is configured to have tasks associated with it, these tasks are automatically added to the work order when it is created.

Work Order Fields

• General: Tap to view general fields for the work order.
• Description: A description of the work order.
• Entity Type: A description of the entity type.
• Status: Tap to select a status.
• Priority Tap to select a priority.
• Submit To: Tap to assign the work order to a user.
• Supervisor: Tap to assign a supervisor.
• Projected Start: Tap to select a projected start date and time.
• Projected Finish: Tap to select a projected finish date and time.
• Actual Start: Tap to select the actual start date and time.
• Actual Finish: Tap to select the actual finish date and time.
• Predefined Instructions: Tap to view predefined instructions.
• Comments: Tap to view comments. Tap Add to add a comment.
• Project: Tap to associate the work order to a project.
• Resolution: Tap to select a resolution.
• Contract: Tap to select a contract.
• Contractor Billable: Select whether the work order is contractor billable. A work order can be marked as billable to a specific contractor or subcontractor for reporting purposes, billbacks, and legal recourse.
• Contractor: If billable, tap the Contractor drop-down list to select a contractor.
• Custom Fields: Tap to view and edit custom fields.
• Location: Tap to view and edit location details.
• Associated Assets: Tap to view and edit associated assets.
• Attachments: Tap to view and edit attachments.
• Costs: Tap to view and edit costs.
• Tasks: The work order details screen displays whether tasks exist and shows the number of completed tasks versus the total number of tasks. For example, 3/6 Completed means three out of the six tasks have been completed. If all tasks are completed, the Tasks field will display a Complete status.
• Tap the field to view tasks. A status bar displaying the number of total tasks and the number of completed tasks appears at the top of the tasks list.
• Drop-down icon: Tap to collapse or expand the task view.
• Start: Tap to start the task.
• Stop: Tap to stop the task and mark it as complete. Marking a task as complete updates the status bar at the top of the tasks list.
• Complete: Displays when the task is complete.
• Done: Tap to return to the work order page.
• Related Inspections: Tap to create, view, and edit related inspections.
• Related Work Orders: Tap to create, view, and edit related work orders.
• Related Service Requests: Tap to create, view, and edit related service requests.
• Universal Custom Fields: Tap to view and edit universal custom fields.

Inspection Fields

• General: Tap to view general fields for the inspection.
• Status: Tap to select a status.
• Template: Template details for the inspection.
• Initiated By: User who initiated the inspection.
• Projected Start: Tap to select a projected start date and time.
• Projected Finish: Tap to select a projected finish date and time.
• Actual Finish: Tap to select the actual finish date and time.
• Priority: Tap to select a priority.
• Comments: Tap to view comments. Tap Add to add a comment.
• Submit To: Tap to submit the inspection to a user.
• Inspected By: User who performed the inspection.
• Inspection Date: Date of the inspection.
• Observations: Tap to view and edit observations for the inspection.
• Repairs: Tap to view and edit repair details for the inspection.
• Recommendations: Tap to view and edit recommendations for the inspection.
• Resolution: Tap to select a resolution.
• Location: Tap to view and edit location details.
• Observations: Tap to view and edit observation details.
• Description: Tap the drop-down arrow to expand the field and view the description.
• Instructions: Tap the drop-down arrow to expand the field and view the instructions.
• Explanation: Tap the drop-down arrow to expand the field and view the explanation.
• Attach icon: Tap to add, view, or edit an observation attachment. See Inspection Observation Attachments for more information.
• Measurements: Tap to view and edit measurement details.
• Calculations: Tap to view calculation details.
• Associated Assets: Tap to view and edit associated assets.
• Attachments: Tap to view and edit attachments.
• Signature: Tap to view and edit signatures.
• Costs: Tap to view and edit costs.
• Related Inspections: Tap to create, view, and edit related inspections.
• Related Work Orders: Tap to create, view, and edit related work orders.
• Related Service Requests: Tap to create, view, and edit related service requests.
• Universal Custom Fields: Tap to view and edit universal custom fields.

Service Request Fields

• General: Tap to view general fields for the service request.
• Description: A description of the service request.
• Status: Tap to select a status.
• Initiated By: User who initiated the service request.
• Project: Tap to associate the service request to a project.
• Projected Complete: Tap to select a projected complete date and time.
• Priority: Tap to select a priority.
• Submit To: Tap to assign the service request to a user.
• Dispatch To: Tap to select a user to dispatch the service request to.
• Dispatch To Date: Tap to add a date and time for the service request to be dispatched to a user.
• Comments: Tap to view comments. Tap Add to add a comment.
• Resolution: Tap to select a resolution.
• Investigation?: Select if this service request has been investigated.
• Investigation Date: Tap to select a date and time for the investigation.
• Custom Fields: Tap to view and edit custom fields.
• Location: Tap to view and edit location details.
• Caller Information: Tap to view and edit caller information.
• Associated Assets: Tap to view and edit associated assets.
• Attachments: Tap to view and edit attachments.
• Costs: Tap to view and edit costs.
• Related Inspections: Tap to create, view, and edit related inspections.
• Related Work Orders: Tap to create, view, and edit related work orders.
• Related Service Requests: Tap to create, view, and edit related service requests.
• Universal Custom Fields: Tap to view and edit universal custom fields.

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You can view assets associated to the work activity. See Associated Assets for more information.

1. Tap a work activity.
2. Tap Associated Assets.

A list of all assets associated with the work activity appear.

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You can view activities related to the work activity. See Create and View a Related Work Activity for more information.

1. Tap a work activity.
2. Tap Related Inspections, Related Service Requests, or Related Work Orders to view associated activities.

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