Enhanced Inquiry - Service Management View Automation

Use the Automation tab on the Service Management view to see Mobile Work Order Automation events. These Automation Events can be updated and processed manually here as well. Mobile Work Order Automation allows EDIFICE to automatically perform certain operations using data from completed mobile work orders. When a completed work order is sent back to EDIFICE the event is performed. There are several types of available automations. In addition, certain other information is automatically updated from mobile work orders and not through an Automation event.

Certain Automation events will generate a final billing or billing transaction that will need to be processed in the appropriate billing routines. These final billing or billing transactions are processed separately on the journals, statements and posting screens. To see the transactions on the respective journal and to process the transactions, the Only Work Order Automation box must be checked.

Notes:

The Service Management Automation view is only available in the EDIFICE Inquiry. Work Order automation is only available for the Mobile Work Orders module as the data is generated from there.
Do not confuse Automation with Work Order Actions. Automation is a separate function from Actions, which are a check list of tasks or workflow of things that need to be done manually after a work order is completed.
To activate Automations, see Work Order Automation Settings Maintenance.

Directions:

From the Enhanced Inquiry, click View, click Service Management and then, click Automation.

Enhanced Inquiry - Service Management View Automation Example:

Service Management View - Automation Prompts
Managing Automation The Automation tab displays a count of the current Automations associated with the selected statuses and the specified date range as seen here: . The count will change as the date range and selected Statuses are changed.
Last	To limit the list of Automations to ones entered as of the last week, month or year, click a choice: Week, Month or Year
Date Range	To limit the list of Automations to ones entered during a specified time period, enter the beginning and ending dates in the dates fields.
Status	To specify the Automation to display based on their status, click to check the desired boxes. Multiple Statuses can be selected. Notes: If the event finishes successfully, the Status of the Automation is set to Completed. If the Status filter is set to exclude Completed, these events will not display in the Automation tab. If an error occurs while processing an event, the Status is set to Needs Review. This means that the event was unable to complete for some reason. For example, a change out cannot be completed if there is an outstanding bill.
	To manually process an event, click to highlight the event and then, click Process Event. Manual processing is only required if an event is set to be processed manually and is noted by an Automation Status of Created as seen above. Tip: To process multiple events at once, hold the shift key and click to highlight the desired events.
Right-click Options To see additional options, right-click. Below is an example.
	To change the Status of the Automation to completed without processing it, select Mark Completed.
	To change the Status of the highlighted Automation to deleted without processing it, select Delete.
	To load the location information associated with the highlighted Automation, select Load Location.
	To expand all rows in the grid, click Expand All. To collapse all rows in the grid, click Collapse All.
	To copy the information highlighted in the selected row or rows, click Copy.
Printing & Exporting Functions These functions can be handy for further manipulating or formatting the data or sending copies to coworkers. In addition, Print and Print Preview functions are available.
	To begin printing the displayed information to the default Windows printer, click Print. The Print dialog opens.
	To print to the Print Preview window, click Print Preview.
	To create a Microsoft Excel spreadsheet from the selected information, click Save as Excel. Then, follow the normal Windows® save procedure listed below. Tips: This can be handy if you want to further manipulate the report data. Save as Excel is only available for the Table presentation.
	To create a PDF document from the selected information, click Save as PDF. Then, follow the normal Windows® save procedure listed below.
	To create a Microsoft Word document from the selected information, click Save as Word. Then, follow the normal Windows® save procedure listed below. Tips: This can be handy if you want to change the heading or print the report on letterhead. Save as Word is only available for the Table presentation.
Window Save As	The Windows Save As steps: At the Save In field, navigate to the desired location. At the File Name field, enter a file name. The Save as Type is set based on the Save as selected: Excel document to save as an Excel file. PDF to save as a PDF document. Word Document to save as a Word document. PNG to save as a PNG image. Click Save .