Add a Part to a Work Order in the FleetLogic Mobile Application

Describes how to add or request new or existing parts when working on a work order in the FleetLogic mobile application.

Type

How to/conceptual

Audience

FleetLogic Technician

Products

FleetLogic mobile application

In This Article

Context

Add a part to a work order when you arrive on site to complete a work order and parts are required to complete the order.  For example, if you determine that a lift requires oil, you would add oil to the work order as a part. 

There are three types of parts you can add to a work order in the mobile application:

  • Issue: 
    • You have the existing part immediately on hand and intend to use it immediately on this work order. 
    • Add a parts issue when you need to communicate that the part is no longer available in real time to the rest of your team.
  • Request: 
    • You do not have the existing part on hand and need to request it.  
    • Adding a parts request to a work order also adds the parts request to the list of requested parts in the FleetLogic web application. 
    • See: “Search the List of Requested Parts in FleetLogic” for more information on how parts requests appear in the web application.
  • New:
    • The part does not currently exist in the list of parts and is not part of your regular inventory
    • This is a one-time part and does not permanently become part of your inventory.  It only exists on the work order

After you choose the type of part you need to add, you search for the part in the list of available parts, and select the existing part.  Then you are prompted to select the quantity of the part you are issuing/requesting. If you are issuing the part, then it is subtracted from the available quantity. 

Before You Begin

Required: Mobile device with internet connection and mobile application installed, valid FleetLogic account, valid login credentials and access permissions, existing work order, existing part

Optional: Physically present part with clearly visible QR code or barcode

Steps

Add an existing part to a work order

  1. In the FleetLogic mobile application dashboard, tap Work Orders
    The list of work orders that are assigned to you opens
  2. Search and tap the work order that you need to add the part to
    The work order details page opens
  3. In the PARTS section, tap Add Part
    The list of existing parts opens
  4. Optional: Do one of the following:
    1. Type a search term, such as the part name, or number in the Search parts field
    2. Tap scan, and do the following in the scan asset page:
      1. Do one of the following:
        1. Position the mobile device in such a way to do one of the following:
          1. Position the red bar over the middle of the barcode so that it covers it end to end
          2. Position the yellow box so that it completely surrounds the QR code
          The barcode or QR code of the asset is automatically scanned 
        2. Tap the Enter or scan asset code field and type the ID number of the asset
      2. Optional: Tap the Camera toggle to turn the camera view on or off
      3. Optional: Tap the Flash toggle to turn your device’s light on or off
        Notes:
        • Use the Flash toggle in low-light environments
        • The Flash toggle is only available if the Camera toggle is in the on position
    The list of parts is narrowed to reflect your search term(s)/scan
  5. Tap the part you need to add to the work order
    The select quantity page opens for that part
  6. Optional: Tap More Locations and use the more locations popup to view the number of parts available at other locations. 

    Note: You must change your location to use the parts at these locations. See: “Change Your Location in the FleetLogic Mobile Application” for more information
  7. To add a part, do one or more of the following in the Issued field:
    1. Tap the number field and type the quantity of parts you are using in the number field
    2. Tap + to increase the quantity of parts you are using by 1
    3. Tap - to decrease the quantity of parts you are using by 1
  8. Optional: To request a part, do one or more of the following in the Requested field:
    1. Tap the number field and type the quantity of parts you are requesting in the number field
    2. Tap + to increase the quantity of parts you are requesting by 1
    3. Tap - to decrease the quantity of parts you are requesting by 1
  9. Optional: Type a comment in the Comments field, such as the reason for a parts request
  10. Tap Save
    The part is added to the Parts section of the work order if it is an issue part
    The part appears in the list of requested parts in the FleetLogic web application if it is a request part

Add a new part to a work order

  1. In the FleetLogic mobile application dashboard, tap Work Orders
    The list of work orders that are assigned to you opens
  2. Search and tap the work order that you need to add the part to
    The work order details page opens
  3. In the PARTS section, tap Add Part
    The list of existing parts opens
  4. Tap Order Part
    The add part page opens
  5. Type the name of the part, suchas Gasket in the Part Title field
  6. Type the product number of the part (for example how it appears on the packaging) in the Part Number field
  7. Type the name of the vendor, or manufacturer in the Part Vendor field
  8. Tap Order Part
    The select quantity page opens for the part
  9. Optional: Tap More Locations and use the more locations popup to view the number of parts available at other locations. 

    Note: You must change your location to use the parts at these locations. See: “Change Your Location in the FleetLogic Mobile Application” for more information
  10. To add a part, do one or more of the following in the Issued field:
    1. Tap the number field and type the quantity of parts you are using in the number field
    2. Tap + to increase the quantity of parts you are using by 1
    3. Tap - to decrease the quantity of parts you are using by 1
  11. Optional: To request a part, do one or more of the following in the Requested field:
    1. Tap the number field and type the quantity of parts you are requesting in the number field
    2. Tap + to increase the quantity of parts you are requesting by 1
    3. Tap - to decrease the quantity of parts you are requesting by 1
  12. Optional: Type a comment in the Comments field, such as the reason for a parts request
  13. Tap Save
    The part is added to the Parts section of the work order if it is an issue part
    The part appears in the list of requested parts in the FleetLogic web application if it is a request part

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