What's New
DataGuide Form and PDF Generation from a Task
Technicians can now complete DataGuide Forms and generate DataGuide PDFs directly from a Task, ensuring efficient documentation of work performed. Additionally, labor lines are created automatically when a task requires time tracking. This feature enables technicians to fill out checklists and inspection forms as part of a Task. For example, technicians can complete a safety checklist for a work order and complete an inspection checklist on a service product.
Technicians can also generate DataGuide PDFs as a part of the task. For example, technicians can now capture signatures after completing a safety compliance checklist and after generating a quote.
Parts Consumption
Technicians can now record the parts they use when servicing an equipment in a Work Plan tied to a Service Product directly from the Task List View. This enhancement enables accurate inventory updates, reduces customization for part swaps, and ensures alignment with the As-Maintained Install Base Hierarchy.
Built-in checks and balances prevent double consumption, while enhanced visibility allows technicians to view parts used by others on the same work plan. Additionally, seamless integration with inventory and installed base (IB) updates improves accuracy, streamlines tracking, and enhances operational efficiency.
Parsing of Barcode and QR Code
The new barcode/QR code parsing feature is introduced to improve data accuracy and enhance user efficiency. This feature addresses challenges associated with extracting and manually entering specific details from scanned codes into the Service Flow Management (SFM).
The barcode or QR code parsing feature enables automatic extraction and structured population of relevant data fields from scanned barcodes and QR codes. Instead of inserting the complete application identifier into a single field, the system intelligently isolates and inputs only the necessary information, such as serial numbers, manufacturing dates, and product codes, into the appropriate fields.
Notification Icon in the Bottom Navigation Bar
A notification icon is introduced in the bottom navigation bar of the Go app, which improves user experience and accessibility. This feature enables users to quickly access the notification center and view notifications briefly. There is also a badge on the icon that informs technicians when there is a new notification, even when the app is minimized or closed.
This feature enhances accessibility and efficiency, ensuring users stay informed about new notifications directly on the Go app screen without navigating further inside Settings.
For more information, refer to <
Manage Notifications.
Support the SVMX.SETNULL Literal
The new SVMX.SETNULL literal has been introduced to enhance data management capabilities. This feature allows users to clear existing field values programmatically, eliminating the need for manual intervention. By integrating this functionality, data integrity is improved, ensuring accurate and efficient record updates.
The SVMX.SETNULL literal functions similarly to the Null function, providing users with a standardized method to clear field values across various configurations. This includes mappings, form-fill, formulas, source object updates, target object updates, and output documents. Technicians can now seamlessly reset field values during record updates, ensuring cleaner and more precise data management.
For more information, refer to
Update Records.
Service Task Features
• Self Assignment of Tasks:
Technicians can now assign one or more tasks to themselves directly from the Task Detail view, improving workflow efficiency. This feature allows users to take ownership of unassigned tasks or reassign tasks previously assigned to another technician, ensuring seamless task management. Smart sync is triggered automatically if the technician is online.
• Bulk Task Completion:
Technicians can now select multiple tasks and mark them as Complete, eliminating the need for individual task updates. They can complete tasks in bulk only if the tasks are simple tasks.
• Service Product Addition to Work Orders:
Technicians can now add a Service Product directly to a Work Order when they recognize an equipment needing service, improving flexibility in servicing additional products during a job. When synchronized, the Service Products can be attached to Work Plans automatically if Work Plan Assignment rules are configured, so that tasks can be displayed on the mobile app. This enhancement includes an optimized search experience, filtering options, and improved result display. They can add a Service Product from the downloaded data or from the online record list.
• Automatic Labor Line Creation on Task Completion:
With this enhancement, a Labor line, which is Work Detail of type Labor, is automatically created when a Service Task is completed by a technician. This reduces manual effort in debriefing and ensures accurate tracking of labor time. Technicians can preview and update labor lines using the Debrief SFM screen.
Administrators can configure the Create labor line on parent work order when status is changed to complete field in the Work Plan Template for the task based on the business requirements.
Data from the Service Task is mapped to the Labor Line based on configuration settings.
• Time Spent on a Task:
The new Time Spent enhancement allows technicians to input and edit the actual time spent on a task directly from the Task Details screen, ensuring accurate time tracking for reporting, auditing, and billing. Technicians are prompted to enter time spent after completing an SFM or OPDOC task, with an Actual Duration modal that follows existing validation rules. If a task is designated as a Labor line, entering time is mandatory before proceeding. Additionally, start and end times are automatically calculated upon task completion. This feature applies to all supported SFMs, including those accessed via deep links, enhancing workflow efficiency and compliance with labor reporting requirements.
For more information, refer to
Task Management.
Pricing Based on Service Products
The new feature for adding entitlement rules for Service Products is introduced to enhance the management of work plan coverage. This feature aims to ensure accurate pricing of parts, labor, expenses, and travel (PLET) during debriefing, allowing for correct invoicing based on service coverage.
The pricing for the service offered is calculated based on the entitlement status of the Service Product. This enhancement helps users to easily and quickly determine whether the customer is covered under contract for the service requested on the product or needs to be billed for the service offered.
For more information on configuring entitlement rules on a service request, refer to
Create Entitlement Rules on Service Request.
For more information, refer to
Initiate Price Calculation.