Web application:
When logging in to ebiWork, your first page will be Planner, where you can see users and their availability or assigned tasks in the daily view. On the left side of the screen is the menu bar. This is always present and through it you can get to the Planner, a list of all work orders and items.
To the left of the Planner, however, is the so-called “Pending” list. Here are all the work orders that were created in ERP and are available for assignment. When creating a work order in the ERP, it can take up to a few minutes for it to appear on the list. Each work order can contain multiple tasks and you can assign each to an individual user. In Planner, each task is also colored according to their current status:
- gray - the task has been assigned but has not yet been taken over by the user
- blue - the task has been taken over by the user
- green - task is complete
You can view the details of the work order either by clicking on the assigned task in the Scheduler or by clicking on "Work order" in the menu bar and then on the selected work order. On this page you have a work order header that contains:
- work order ID
- Customer name
- Location
- Delivery date
- Work order instructions
- Work order report
Under WO head, however, there are individual tasks and assigned material to tasks. It is important to note that you have two fields on this page where you can assign internal comments. The first field is below the individual material, this is done by editing the material. The other is at the bottom of the work order, where each user can add a comment to the work order.
Mobile application:
The second part of the process, however, relates to the mobile app. The user must first download the ebiWork app from the Apple Store and sign in. After signing in, users have a list of all tasks for today at the bottom half of the screen. At the top, they have a calendar where they can select a day, which also updates the list of tasks for the selected day.
When you click on an assignment, an overview of the assignment and the assigned materials are displayed first. At the bottom, the user must click on "Start progress". When the user start progress on the task, he can enter how much time he spent on the task and how much material he spent. They can also add new material if needed. On the same page, the user also has the option to enter the Report and internal comment and save or save and complete the task. If the user wants to complete the task, he must select "Save and complete".
When the user saves and completes the task, he is shown the last overview, where he can check that all the entered data is correct and confirm it. This completes the user's tasks.