Introduction

Where configured and allowed for the user, they can add Task Lists to a Work Order. 

Business and SAP Context

One or more Task List Profiles, allocated to a user through their User Profile/s, control what Task Lists are synced to their mobile device. Task List profiles are assigned to User Profiles which are assigned to users. Administrators can control what Task Lists a user is shown in the app as discussed here - Maintain Task List Profiles.

Select Task List

On pressing the Task List button in the Work Order this dialog is displayed.

This shows the list of Task Lists that the user is able to then select from.

Select Task List Items

Once a Task List is selected the operations available in that Task List are displayed. By default all operations in the table are selected, but the user can choose to refine their selection if required. 

After pressing the add button, a message prompt is displayed in order to choose to replace existing operations in the order. Note that this option is only available for field orders. In the case of orders which have been synced, the default action on add is to append the selected the task list operations to the existing order operation list.

Once a choice is selected, the operations are added to the order. Any long text on the Task List header will be added to the work order header long text. An information message is displayed in the case where long text exists on any of the task list operations which had been added. 

Following this, if components are available in the Task List, then another dialog is displayed to add components against the task list operations which had been added to the order. Similar to the operations list, the dialog allows the user refine the selection of the components.