Introduction

Creation of equipment is available with release of BlueWorx 14.5.0. This allows field engineers to create an equipment request, typically for found equipment, and perform work on that equipment request.


Overview

Actions in the blue boxes are performed by the field engineer. Actions in the green box are performed by the request approver. The field engineer performs their actions in the BlueWorx application. The approver works in a new application.


  • The field engineer creates an equipment request, referencing a template equipment. The template equipment is set up by an administration in an equipment template profile, which is then assigned to a user profile.
  • The field engineer can perform work on the equipment requestion including:
    • Creating notifications
    • Creating orders
    • Carrying out inspections
  • On the next sync the equipment request is set to the SAP system where it can be actioned by the approver.
  • The approver reviews the request, and when approved, the equipment is automatically created in the SAP system.
  • When the field engineer performs their next sync the equipment id is updated on all the work items for that equipment request in the outbox.
  • In the following sync the outbox work items (notifications, orders, inspections, etc) are sent to SAP and created.
  • The requestor and the approver can make comments on the request in a conversation style.


Request statuses

As an equipment request moves through the process, statuses show the request's progress:


  • Pending - Set when the equipment request is initially created.
  • Found - Set if an existing equipment exists and replaces the equipment request id with the existing equipment number.
  • Created - Set if an administrator decides to approve the request and creates the equipment in SAP.
  • Rejected - Set if an administrator decides to reject the request.  
  • Deleted - Set if the user, after syncing the request decides it's no longer a valid request and hits delete.


Access and use

BlueWorx implements this functionality in three ways:


  1. Users are given permission to create equipment requests and assigned to the create templates through their assigned user profiles.
  2. The requests are created in the main BlueWorx application and allow the request to be used as an equipment in orders, notifications, and inspections.
  3. A new application allows authorised approvers to process the requests, with the equipment created on their approval.


The below links will provide an in-depth breakdown of each step.


Setting up Users & Equipment Create Profiles


BlueWorx and Creating Equipment


Approving Equipment Create Requests