Plan how to execute tasks assigned to you using the mobile app. You can prioritize by accessing SLAs and call customers directly from the app.

1. Navigate to the Field Service mobile application.
2. Tap My Work.
3. Perform one of the following actions:

   To	Do this
   View the work order tasks assigned to you	Tap My Tasks. You can view all upcoming tasks based on the schedule start date. To view all tasks, tap See All.
   View work order tasks for your assignment group	In the My Group Tasks section, view upcoming tasks for your assignment group. To view all tasks, tap See All.

   The list displays all tasks scheduled to start before the end of next week.
   Note: You can also view all work orders for an asset.
4. Select a work order task to view details for the task.
5. (Optional) Edit a work order description.
   1. Tap the overflow icon and select Edit.
   2. Do the following: To edit the task short description, tap the Short Description field, make necessary edits and click the back icon to go back to the Edit screen.
   3. To edit the task description, tap the Description field, enter a description for the task and click the back icon to go back to the Edit screen.
   4. Perform one of the following actions:
      • On an iOS device, tap Submit.
      • On an Android device, tap the send icon.
6. View the SLA for the work order that the task is associated with.
   1. Tap the work order number.
   2. Select the work order to view the details.
   3. Tap Related Lists.
   4. Tap Task SLA.

   The screen displays all SLAs related to the work order.

   Tap the arrow at the top left corner to go back to the work order.

7. Make a call to the caller identified on the work order.
   1. Select the Details tab.
   2. Select the caller identified in the Caller field.
   3. Swipe the caller record to the left and click Call to place the call.

   Tap the arrow at the top left corner to go back to the work order.

View tasks to be executed as well as your personal events on a particular day to plan your schedule for that day. Add events for yourself and display your availability to team members.

1. Navigate to the Field Service mobile application.
2. Tap My Work.
3. Open My Schedule applet.
4. Select a date on the calendar.
   Your personal events and the work order tasks that must be executed for that day displays below the calendar.
5. Select a task to view all details for that task.
6. Add or edit a personal event.
   1. Tap the overflow icon ( )and select Create Event.
   2. Fill in the following fields:

      Field	Description
      Name	Name of the event.
      Type	Type of schedule entry.
      Show as	Display the event on the schedule as one of the following: Busy Free Tentative On call
      Start time	Start date and time for this event.
      End time	End date and time for this event.
      Repeats	Frequency of the repeated event. Available options: None Daily Every Weekday (Mon - Fri) Every Weekend (Sat, Sun) Every Mon, Wed, Fri Every Tue Thu
      Repeat every	How many times this event is repeated.
      Repeat until	End date for this event.

   3. Click Submit.

If you are available, you can assign a task to yourself.

1. Navigate to the Field Service mobile application.
2. Tap My Work.
3. Open the My Group Tasks applet.
4. Select the desired work order task.
5. Tap the overflow icon () and then select Assign To Me.
   You receive a notification that the task has been assigned to you.

Accept a work order task that has been assigned to you. You can reject the task if, for example, you do not have the required skills or you are not available at the required time.

1. Navigate to the Field Service mobile application.
2. Tap My Work.
3. Perform one of the following actions:

   Option	Details
   Accept a task	Do one of the following: To accept a task from the work order task list, select the desired task, swipe to the left and select Accept. To accept a task after reviewing the work order task details: Select and open the desired task. Review the task details. Tap Accept. When you accept a task, the work order task state changes to Accepted.
   Reject a task	Do one of the following: To reject a task from the work order task list, select the desired task, swipe to the left and select Reject. To reject a task after reviewing the work order task details: Select and open the desired task. Review the task details. Tap Reject. The Reject Task pop-up appears. From the Reason list, select a reason for the rejecting the task. Available options: Schedule conflict – you have another appointment scheduled for the same time window. Skills mismatch – the skills you have do not match the skills required to work on the task. Location mismatch – the location specified for the task is not the location you could work. Duplicate task – another record of this task exists. Parts unavailable – you do not have the required parts to work on this task. Customer unavailable – customer is not available for the scheduled task time-window. Other – any reason other than the ones listed earlier. In the Details field, enter additional information for rejecting the task. Do one of the following: On an iOS device, tap Submit. On an Android device, tap the done icon. The reason for rejecting the task is populated in the work notes and the task moves to Pending Dispatch state.

You can record both the time you begin traveling to the work site and the time you start the work.

1. Navigate to the Field Service mobile application.
2. Tap My Work.
3. In the My Tasks section, click See All.
4. Select the work order task you want to get started with.
   You can only start work on tasks that are in the Accepted state.
5. Perform any of the following actions:

   Option	Details
   When you start traveling to the job site	Perform one of the following actions: To record your travel start time using the work order task list, swipe the desired task to the left and select Start Travel. To record your travel start time after you review the work order task details: Select and open the desired task. Review the task details. Tap Start Travel.
   When you start working on the task	Perform one of the following actions: To record the work start time using the work order task list, swipe the desired task to the left and select Start Work. To record the work start time after you review the work order task details: Select and open the desired task. Review the task details. Tap Start Work. The work order task state changes to Work In Progress.

Complete the answers to questions associated with a work order task and store the responses for future reference. For example, you can create questionnaires for verifying the condition of an equipment before it is repaired.

1. Navigate to the Field Service mobile application.
2. Tap My Work.
3. In the My Tasks section, tap See All.
4. Select the work order task for which you want to fill out the questionnaire.
5. Tap the overflow icon () and select Questionnaires.
6. Select Start.
7. Answer each question in the questionnaire.
8. Perform one of the following actions:

   To	Do this
   Save the questionnaire	Tap Save. You can edit the questionnaire at a later time.
   Submit the questionnaire	Tap Submit. Once submitted you can view but not make changes to your questionnaire.

   This takes you back to the work order task form.