Maintenance mobile app
Facility Manager Tasks
Enable mobile users
To enable the Maintenance mobile app for users, a facility must do the following for each user:
- Enable the user to use the mobile app by running the System / Archibus Administrators - Users and Security / Edit Users task and setting the Mobile Device Enabled? field for to "Yes."
- Assign the user (the craftspersons and supervisors) to a role that is assigned to the OPS-MOB security group. See Configuring Archibus Mobile Apps - Archibus Administrator.
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For each craftsperson, make sure that the Email field of the Craftspersons table (cf.email) has the same value that is stored in the Email field of the Users table (afm_users.email). The mobile app uses this email value to find the craftsperson information based on the craftsperson's User information.
Prepare data and drawings for download
The Maintenance app requires that background (validating) data from which the craftsperson can choose values be developed and that procedures (SLAs) be established for processing maintenance requests. The facility manager should ensure that the validating data and procedures are established before introducing the mobile component to the workflow.
If you wish your mobile users to locate maintenance issues on floor plan drawings, use the Smart Client for AutoCAD to publish enterprise graphics for the floor plans and store these on the Web Central server.
- To enable, disable, or change drawing publishing rules for mobile plans, use Web Central's System / Mobile Apps Manager / Edit SVG Drawing Publishing Rules task.
- You should periodically publish the drawings as enterprise graphics so that the latest versions are available for download.
Setting the Application Parameters
The Mobile Maintenance app uses the below application parameters. The parameters for AbBldgOpsHelpDesk configure the logic applied to the application workflow rule during sync.
To set these parameters:
- In Web Central, load System / Archibus Administrator - Application Configuration / Configure Application Parameters.
- In the applications pane, choose the application.
- In the list of application parameters, find the parameter to edit.
| Application | Parameter Code | Description | Default Value |
|---|---|---|---|
| AbBldgOpsHelpDesk | MobileWorkRequestsSyncSort |
Define the sort order for work requests synced to mobile devices. The format must be [a valid field name in the wr table];[asc|desc]. For example: wr_id;asc |
date_requested;asc |
| AbBldgOpsHelpDesk | MobileWorkRequestsMaxQuantity Maximum | Number of Work Requests to Sync for each mobile user | 250 |
| AbBldgOpsHelpDesk | DaysAfterArchiveWRShowInMobile | Showing closed and canceled work requests certain days previous to the current date in My request tab | 7 |
| AbBldgOpsOnDemandWork | WorkRequestOnly |
Limits you to one work request per work order. This is the recommended behavior for working with mobile. Note that although you cannot assign work requests to work orders in mobile, the mobile app will display and manage multiple work requests assigned to a single work order if the work requests were assigned to the work order in Web Central. |
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Syncing the mobile device with the Archibus database
Periodically throughout the day, craftspersons and supervisors will want to sync their mobile devices with the database server. Syncing performs the following important actions:
- downloads from the server any jobs that have been assigned to the mobile device user since their last sync
- downloads from the server any new maintenance requests that supervisors need to schedule, issue, assign, and so on
- uploads to the server any work requests that staff created based on observations in the field
- uploads to server any cost, parts, or work request details that craftspersons entered for work in progress
- uploads to the server any completed work requests along with the details of these requests
- if necessary, downloads from the server facility background data such as room lists, problem types, parts inventory, and so on. These are the values that craftspersons will choose from when entering maintenance problems and updating work requests. For information on downloading facility background data, see Mobile Apps: Transferring Archibus Data and Drawings.
Work requests that are assigned to multiple craftspersons will appear in the queue of each craftsperson after that device is synced.
Note: If your mobile devices have limited memory, a facility manager may wish to control the number of work requests sent to each mobile user at one time by adding a parameter to control this. To do so, facility managers run Wed Central's System / Archibus Administrator - Application Configuration / Configure Application Parameters task, select the AbBldgOpsHelpDesk application, choose Add New, complete Parameter Code with MobileWorkRequestsMaxQuantity and enter their desired value in Parameter Value. If this parameter does not exist, the system sends 250 work orders at one time to a mobile device.
Note: All the dates and times related to stopping and restarting the SLA clock are based the time that the request is synced, including:
o date/time_start_on_hold
o date/time that the on hold request are re-issued/returned/completed; these times are used to calculate time_on_hold.
Note: The following actions require an active network connection:
-- attaching a redlined drawing
-- working with linked work requests
-- working with SLAs that have return steps
-- working with certain checklist actions