Working Menu

Selecting [Work] from the transition menu will open up the Main working Menu where application users will conduct all activities relating to the completion of the task.

• Selecting [Current visits] will return the application user to the Current Visits menu with the status of the task now updated to Working.  
• Selecting [Next] will enter the Close phase for the task and associated pages however you will not be able to enter this phase of the task closure if there are mandatory questions that have not been completed on the forms.  There will be opportunities to come back to this working menu from the close workflow if some updates were forgotten.
• Selecting the [<] will return the application user back to the previous screen.

Forms

Forms section will be opaque if there are no associated forms with the task, in the event that there are forms associated to the task then;

• Selecting [Forms] will open up the forms menu.  
• Select the form to complete from the drop down menu and select [Next].  
• Complete the form, taking care to complete the mandatory sections highlighted with an X and select [Next],
• If there are multiple pages to the form then you will have to select [Next] several times and complete all the forms/pages until they are all complete
• Selecting [Next] on the final form will return the user back to the working menu.

     

Note: See Form Design and Task Type Management sections in the help file for creating forms on tasks

Note: Form Data will only update the Service Management and PNC applications when the task is completed within the application.

Parts Used

• Selecting [Parts Used] from the working menu will allow application users to allocate stock from their store.  
• Selecting [Add] followed by [Van Stock] will allow the user to select the item manually and pressing [Select],
• The user will be able to filter the stock items using the stock item filter.

Note: The stock available for selection will be taken directly from the store allocated to the Application user in the Store Management area of Service Manager.

       

Parts used and Barcode scanning

• Alternatively the use can select [Scan] and any products with a Tunstall barcode can be scanned using the mobile devices inbuilt camera.
• Once the items are selected the application user will be able to press [OK] to select to confirm the selection which will then be displayed in the Part used section of the application.  

Defect in Barcode Scanning - new images are required in this area - Blocked on Cognito.

 

       Note: See Administration and Van Stock for refreshing van stock.

Deleting Allocated Stock Items

Items selected can be deleted if they have been unallocated in

• Select the stock item and press [Delete]
• Items can viewed by selecting the item [Up] or [Down] before deleting.

Assets

Selecting [Assets] from the working menu will display the asset home page, where all the currently allocated stock items for that address are displayed, excluding stock items allocated on this task.  

• Stock Items can be unallocated by selecting them in the list followed by [Remove] and then [Yes] on the confirmation message

OR

• Assets can be edited by selecting the stock item in the list and selecting [Edit]
• Update the stock items details and [Finish].

   

       Note: Business Rules like removing a Speech module in the application or removing the Primary Stock item are possible in the application, but they will only be processed by Service Manager if the business rules are met.  For example you cannot                        unallocate a speech module or you cannot unallocate a primary stock item if there are other Service users still in the dwelling.  Upon completing the task the task will be reported as in 'conflict' indicating the application user has completed an invalid operation.

       Note: Stock Items that have been allocated on the visit that you are working cannot be edited.

Service user Notes

Service user notes and work done can be completed during the 'working' workflow or during the close workflow.  Multiple work done items can be selected from the list provided as well as 2000 characters in the notes field.  These notes will be visible to the Service user when the task.  At least one work done must be input, but Service user notes are optional.

• Select [Service User Notes]
• Select work done, followed by [Add]
• Enter Service user notes
• Select [Save].

Internal Notes

Technician notes can also be added during the work and close work flows, but unlike Service user notes these are only visible to the technician during the work review. Technician notes are optional.

• Select [Internal Notes]
• Enter notes and [Save]

Prescription Parts

Any stock 'picked' in the request as part of the telecare prescription will be displayed in Prescription parts.  If a pre-defined stock item has been picked, you will be able to see the Primary stock item picked here, along with the ID.  Stock Items cannot be allocated from this screen.  When the task is closed, the stock items allocated that are not part of prescription parts will be listed separately in task details.

• Select [Prescription Parts] to view the picked stock
• Selecting a stock item from the list and pressing [Select] will display the stock details
• Selecting [Cancel] will navigate back to the prescription parts list.

 

Van Stock

Selecting [Van Stock] from the working menu is the same as selecting it from the [Administration] menu.  Stock Items transferred to application user during the day can be updated by selecting the [Refresh] button. Stock items will be updated within minutes in the application after the refresh is pressed.  Pressing the [Refresh] button numerous times will provide an information and warning message.

           

NOTE: Refreshing Van stock after stock items have been allocated in parts used must be avoided as your stock allocation will be overwritten with a new stock list

Capture Photo

Selecting [Capture Photo] from the Working menu will launch the photo workflow where up to 5 different images can be captured using the mobile devices camera which can be stored and linked to the task closure details.  The location that that photo is captured is also recorded so that you have image and location confirmation.

• Selecting [Capture Photo] from the working menu will open the Selected Photos page.
• Selecting [Camera] will open up the Camera page where the application user can select [Take Photo] or [Back];
• Selecting [Take Photo] will frame the image and select [Capture] to add the photo to the gallery.  
• Selecting [Take Photo] again will take another photo, which can be repeated over and over again with only a limit of the device memory to stop you taking photos.
• Select [Back] when you are finished taking photos for the task will display the first 5 selected photos.

More than 5 photos taken?

• If there are more than 5 photos taken and you wish to change the selection, select [Gallery]
• Check / Uncheck the photos you want to use [Tick] and select [Back] once you are happy with your selection.

     

Visit Details

• Selecting [Visit details] will display the same visit details that were displayed from the current visits screen when selecting [More Details].

   

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