FieldEase Items

There are several items under the service management module that are for use strictly with FieldEase. If you use FieldEase for work orders, these optional items can assist your service techs when completing work orders in the field.

1.2.15.1 Using FieldEase Work Order Descriptions

You have the ability to pre-define work order descriptions for services that you perform often, allowing your service techs in the field to save work when completing work tickets. These predefined work descriptions can easily be added to the work ticket resolution field as the service person completes the ticket.

Select Service Management / Maintenance Programs / FieldEase Work Order Descriptions.

Description/Index - Enter a brief description of this work order description and select OK to create.

Long Description - Enter the text that will print out for the work order resolution when this description is used.

When you are finished, press OK to save.

1.2.15.2 Service Group Maintenance

Service groups allow you to create a group of service codes to address when completing work orders and specify whether addressing those codes is required and/or whether they are equipment-specific.

Select Service Management / Maintenance Programs / Service Group Maintenance.

Group - Enter a group ID for the service group you want to create and press OK.

Description - Enter a description for the service group.

Sequence - If you want your groups to be ordered other than in alphanumeric order by Group ID on work orders, use the sequence number to do so. Service groups will be ordered in sequence number order if this field is used.

Required Entry - Check this box if service codes in this group are required entries when completing work orders. Only orders marked "PM Only" in the field will allow completion of the work order without addressing service codes in a required group.

Equipment Specific - Check this box if service codes in this group are equipment-specific.

Once you have made your selections, press Save to save and close your new service group or Cancel to exit the screen without saving your changes.

1.2.15.3 Service Code Maintenance

Service codes are different service action items that can be used by service people in the field when completing work orders. They can be used as reminders so that your service techs never leave a site without completing certain action items.

Select Service Management / Maintenance Programs / Service Code Maintenance.

Code - Enter a code ID for the service code you want to create and press OK.

Description - Enter a description of this service code.

Multi Group - Check this box if this service code belongs to multiple groups; then choose the groups it belongs to under the Groups button.

Group - If this service group belongs to only one group, choose that group here.

Sequence - If you want your service codes to be listed other than in alphanumeric order by Code ID in service group lists, use the sequence number to do so. Service codes will be ordered in sequence number order if this field is used.

Default Entry - This item is for future use.

Entry Required - Check this box if the service person is required to make an entry for this service item when completing service logs.

Quantity Required - Check this box if a quantity is required for this item when completing service logs.

Type - Choose the type of code: Labor, Material, Other, Data or Checkbox. If you choose Material, you will need to choose the item corresponding to this code.

Item Number - If the code type is Material, choose the item number that identifies the code.

Price - Enter the default price for any charges that result from this service item.

Cost - Enter the default cost for any charges that result from this service item.

Once you have made your selections, press Save to save and close your new service code or Cancel to exit the screen without saving your changes.

1.2.15.4 Field Status Code Maintenance

Field status codes allow your techs to update you from the field in real-time about the status of work orders. There are four pre-defined statuses, and you can create your own user-defined statuses to meet your own needs. When your techs change the status of a work order using FieldEase for the Web in combination with ComputerEase Live Services, you can see the status of the order update in real time in the office. For more information about FieldEase for the Web and ComputerEase Live Services, contact your dealer.

Select Service Management / Maintenance Programs / FieldEase Status Code Maintenance.

Field Status Code - Enter a field status code up to two alphanumeric characters and press OK.

Description - Enter a description of this field status code.

Color What - Choose Nothing, Box, Field Status Code Text or Field Status Code Field depending on whether you want to change the appearance of the work orders on the dispatch board. If you choose to color either the box (the box containing the work order information) or just the field status code text or field status code field on the box you will need to select the colors to use below.

Text Color - If you chose to color the field status code text, choose the color to use here.

Background Color - If you chose to color either the box or the field status code field, choose the color to use here.

If you opt to change the any coloring, you will be able to select from a grid of basic colors or even create your own custom colors.

Once you have made your selections, press OK to save and close your new field status code or Cancel to exit the screen without saving your changes.