The Training Guide is a detailed overviews on how to complete key activities within the MX system.
The Mobile Technology is a presentation from the 2007 User Conference which introduces the concept of mobile technologies and the efficiency improvements they can provide.
The Training Guide is a detailed overview on how to complete key activities within the MX application on your mobile browser.
MX Mobile Login URLS:
Start off by logging into the Mobile MX system through your mobile device's browser.
After you're successfully logged in, you will be redirected to the Main Menu.
The Main Menu page consists of: Logout, Setup, Help options and Work Orders, Assets, Parts, Work Requests, and Meter Readings buttons.
WO : My Work Orders
To view open work orders, in the Main Menu, click Work Orders (Fig. 1A). This will take you to the Work Orders Menu page (Fig. 1B). Next, click My Work Orders to view the My Open Work Orders list view.
Fig. 1A Fig. 1B
The My Work Orders page contains a list view of all open work orders (Fig. 1C). The columns include WO No, Asset ID, and Brief Description. The WO No is a link that you can click to view the details of that particular work order. The two buttons are Refresh List, which refreshes your page with updated work orders, and Menu, which returns you back to the Work Orders menu page.
Not all open work orders will be available in the list view. In order for open work orders to be viewed in the mobile browser, there are a few steps that you must do. First, create a new contact and in the ContactID field, name the ContactID to be the same as your Login Account Name and you can fill the rest in. Second, when creating a work order, in the assign to field, select that ContactID. Third, the work order must be open. Lastly, log into the MX mobile site and click Work Orders, My Work Orders and the list view should be available.
Clicking on a work order in the list view will open up a WO details page with the WO/Asset information and four buttons (Fig. 1D). The operation of the buttons (Find, Close, Charges and Menu) of the WO details view will be discussed in greater detail in the Update Work Orders section.
Fig. 1C Fig. 1D
WO : New Work Order
To create a new work order, in the Main Menu, click Word Orders (Fig. 1A). This will take you to the Work Orders Menu page. Next, click New Work Order (Fig. 1B) to get to the Search/Find Asset page (Fig. 1E). In order to create a new work order, you need to find an asset and then can go from there.
Fig. 1E Fig. 1F
After you have entered your search criteria and clicked Find, a list of the results will appear. From here, three buttons (Go To, Create WO, and Menu) will appear (Fig. 1F). When creating a WO, you can either select an asset then click Create WO or you can not select an asset and click Create WO. By selecting an asset then clicking Create WO, you will have that asset's information filled in on the Work Order form's page (Fig. 1G). If you just click Create WO without a selection, you will only have WO Date filled in with today's date.
The only fields that users can input are the Brief Description and Work Description fields. There are three buttons in the create WO page (Fig. 1G). The Restart button will take you back to the Search/Find Asset page. The WO Menu button will take you back to the Main Menu. The Save button will save your information and a new work order will be created. After it is saved, you will be taken to the created WO confirmation page (Fig. 1H).
Fig. 1G Fig. 1H
From here, you have three options (Fig. 1H). The New button will take you back to the Search/Find Asset page. The WO # button will bring up the WO details page (Fig. 1I). The operation of the buttons (Find, Close, Charges and Menu) of the WO details view will be discussed in greater detail in the Update Work Orders section. The Menu button will take you back to the Main Menu.
WO : Update Work Orders
To update or edit a work order, in the Main Menu, click Word Orders (Fig. 1A). This will take you to the Work Orders Menu page (Fig. 1B). Next, click Update Work Orders to get to the Input Work Order # page (Fig. 1J).
Fig. 1J Fig. 1K
When you have entered your Work Order number, click Go! If the WO exists, you will be forwarded to the WO details page. The information on this page will display the WO and Asset data. The four buttons on this page includes: Find, Close/Reopen, Charges and Menu (Fig. 1K). The Find button will take you back to the Input Work Order # page. The Menu button takes you back to the Work Orders menu page. The Close/Reopen button will appear as Close if the WO is open and Reopen if the WO is closed/history.
Fig. 1L Fig. 1M
When closing an open WO, you click the Close button and it will take you to a Work Order Close Out page (Fig. 1L). This page contains the WO number, Completed Date, Close Work Order link and Return to Work Order link. You can pick a date or type in a date for the Completed Date field. Clicking the Close Work Order link will process and close out the WO and then redirect you to the Work Orders Menu page.
When you click the Charges button, it will take you to a page with four buttons: WO #, +Parts, +Labor and +Misc (Fig. 1M). If there are charges to the work order, then they will be displayed. Otherwise, 'No charges on file' will be displayed. The WO # takes you back to the WO details page.
Fig. 1N Fig. 1O
The +Parts button directs you to a Parts Charges WO form (Fig. 1N). There is a textbox with a Find link that takes you to the Find Parts by ID/Description page (Fig. 1O). From there, you search and click the Find button and a results list will appear along with three buttons: Charge to WO #, Go To and Menu (1P). The Menu button takes you to the Parts Menu. The Go To button takes you to the Parts details page where you can Issue the Parts to any work order. The Charge to WO # button will take your selected part and charge it to your current WO. Now you're back to the Parts Charges to WO form but with the Item No filled in (Fig. 1Q).
Fig. 1P Fig. 1Q
Finish entering in all of your information and click Process to enter the confirmation page (Fig. 1R). Click the Post button to finalize your Parts Charge procedure. Once it's completed and the transaction is saved, you are taken to another page to continue to add Parts, Labor, or Miscellaneous charges (Fig. 1S).
Fig. 1R Fig. 1S
Requests : Creating a work request
To create a new work request, in the Main Menu, click Work Requests (Fig. 4A). This will take you to the Work Requests Menu page. Next, click Create Work Request (Fig. 4B) to get to the Search/Find Asset page.
Fig. 4A Fig. 4B
In order to create a new work request, you’ll need to use the Search/Find Asset page (Fig. 4C) to look up the asset for which this work request is being made. You can search by Asset ID, Asset Description, or another field. Just click on the field you want to use and then type in the search bar. Click the Find button when you’re ready. The results will be returned in the box below (Fig. 4D). Simply click on the asset you want to use and click the Create Request button.
Fig. 4C Fig. 4D
You will then be taken to the Add Work Request screen (Fig. 4E).
Fig. 4E Fig. 4F
The asset information will be filled in automatically, as will the request date. Just enter the Brief Description and Work Description and then click the Save button. The request will be created and you will see the confirmation screen (Fig. 4F). The New button will let you add another request, the Menu button will return you to the Work Requests menu (Fig. 4B), and the button that displays the Request Number will show you the request you just made, along with some more options (Fig. 4G). you can approve it, reject it, or return to the list. We will discuss these options later on.
Work Requests : Looking up Requests
There are two ways to look up work requests. From the Work Requests menu (Fig. 4A), you can select either My Work Requests or Request Approvals.
My Work Requests
Here, you will see a list of all of the requests that you have submitted, as the user who is currently logged in. You’ll see the request number, the brief description, the status (O = Open, A = Approved, X = Rejected), and the Work Order Number (for approved requests). You can click Refresh List to refresh, Menu to return to the Work Requests menu, or click on a request number in the list to open that work request in the detail view.
Clicking on Request Approvals will take you to a different list. This list contain all open requests, regardless of which user submitted them. This is a great way to see all the requests that require attention. Just click on one of the request numbers to see the detail view.
Work requests : Approving a Request
When viewing a request in the detail view, you’ll have button to Approve, Reject, or return to the list. Clicking the Approve button will take you to a screen where you can edit the brief description and work description (Fig. 4K).
Fig. 4K Fig. 4L
When you’re finished, click the Save button. It will approve the request, create the work order, and take you to the confirmation screen (Fig. 4L). There, you can choose to view the work order, assign it to somebody, return to the request list, or return to the menu.
Work Requests : Assigning a New Work Order
Fig. 4M Fig. 4N
Click the Assign button to proceed to a page that will let you look up the contact to which you want to assign the work (Fig. 4M). Just like looking up an asset, select the field you want to use, type in the text you want to find, and click the Find button. You can also use the dropdown box to filter them by the category field. The results will appear in the box below (Fig. 4N). Click on the contact and then click the Assign to WO button. The work order will be assigned to that person and you will be taken back to the work order.
Work Requests : Rejecting a Request
When viewing a request, just click the Reject button to reject it. You will be prompted for a rejection reason (Fig. 4O). just enter some text to describe the reason for rejecting it and click Save. It will show you a confirmation screen and send an email to the person who submitted it, as long as they entered a valid email address in the Email field.
Fig. 4O Fig. 4P
To enter a meter reading in MX Mobile, click on Meter Readings from the main menu (Fig. 5A). This will open the Mobile Add Meter Reading screen (Fig. 5B).
Fig. 5A Fig. 5B
From this screen, you will be able to enter the following information:
Asset ID: Type in the Asset ID for the asset that you are updating here. If you are using a barcode scanner, you may be able to scan the barcode label for the asset instead of typing in the Asset ID.
Meter Type: Select the units of the meter here. This value corresponds to the value in the Occurs Desc. field on the PM Schedule. The choices in this drop-down will be populated with Occurs Desc. values already entered into any existing PM schedules.
Meter Reading: Enter the new reading on the asset’s meter here.
Reset: Check this box if you are resetting the meter for this asset.
Adjust: When resetting a meter, a value may be entered here to adjust the Meter To-Date value for this meter, which is used to determine when the next PM work order should be generated. For example, if an asset with a PM every 200 hours has 100 hours on its meter and it is reset to 20 meters the Meter To-Date value will be 120 without an Adjust value, so the PM will generate in 80 hours. With an Adjust value of -100, the Meter To-Date will be reduced to 20 hours and the PM will generate in 180 hours.
After filling in the necessary information, click Save to submit the meter reading or Menu to exit to the Mobile main menu.
The Sign On/Sign Off tool can be used to easily create accurate work order charges, using the MX application. It allows you to start a timer (Sign on) when you begin working on a work order, and stop it (sign off) when the work is completed. A labor charge will automatically be created for that work order, with the elapsed time for the quantity of hours.
In order for the Sign On/Sign Off functionality to work, you must first have a contact record associated with the user. In the desktop application, look up the contact record that represents the particular user and edit it. Enter the user’s login name (all caps) in the field called “X3 username.” Now the Sign On/Sign Off tool will know which contact should be used, when it automatically creates labor charges.
NOTE: This field already exists, even if it’s not shown on the contact form. If it's not shown, it can be added through design mode.
When viewing a work order, you’ll see a Sign On button available.
Click this to start the clock. You will continue to accumulate time, until you Sign Off.
The “My Work Orders” screen is often the easiest way to reach these work orders. It will show you all of the open work orders that are currently assigned to you. Just click on the one you want to start and click the Sign On button.
When the work is completed, you’ll need to sign off. Return to the same work order and, if you have signed on, you will see the Sign Off button.
After you click Sign Off, you will see a confirmation screen.
Signed On Jobs
A helpful way to sign off is to locate the work order using the Signed On Jobs screen, which can be found on the Work Orders menu.
This will take you directly to the work order for which you are currently signed on, making it easier to locate and then sign off.