Select a Service Visit

Standard Flow – Access Upcoming Service Visit

1. System opens to the list of Upcoming Service Visits
2. Service Tech selects a Service Visit from the available list
3. The Visit View for the selected Service Visit is opened

Alternative Flow – Access Completed Service Visit 2. Service Tech selects to view Completed Service Visits 3. The list of Upcoming Service Visits is altered to display the list of Completed Service Visits 4. Service Tech selects a Service Visit from the available list 5. The Visit View for the selected Service Visit is opened

Managing Service Visit Onsite

Standard Flow – Completing a Simple Visit

1. Select a Service Visit
2. Start Visit
3. Start time for the visit is recorded
4. Update Task Status
5. Service Tech selects Complete Visit
6. Completion time for the Service Visit is recorded

Alternative Flow – Add Material Used 4. Service Tech selects a Task from the list of Tasks for the Service Visit

5. The Task View is opened for the selected Task

6. Select material used for the Task

7. The material used is added to the task

8. The Service Tech selects return the Service Visit

9. Update Task Status

10. Service Tech selects Complete Visit

11. Completion time for the Service Visit is recorded

Update Task Status

Standard Flow – Completing a Task

1. Service Tech has already started the Service Visit (but not yet completed) and is on the Service Visit view
2. Service Tech selects a Task from the list of Tasks on the Service Visit view
3. Task view for the selected Task is opened
4. Service Tech marks the Task as complete
5. The updated status is recorded
6. Service Tech selects return to Service Visit

Alternative Flow – Marking Task Incomplete 4. Service Tech marks the Task as incomplete

5. The updated status is recorded

6. Service Tech selects return to Service Visit

Alternative Flow – Marking Task Unnecessary 4. Service Tech marks the Task as unnecessary

5. The updated status is recorded

6. Service Tech selects return to Service Visit

Alternative Flow – Editing Task before Service Visit is Started

1. Service Tech is on the Service Visit view and has not started the Service Visit

2. Service Tech selects a Task from the list of Tasks on the Service Visit view

3. Task view for the selected Task is opened

4. Service Tech marks the Task as complete/incomplete/unnecessary

5. Service Tech is informed the Service Visit has not been started, and the status is not updated

Alternative Flow – Editing Task after Service Visit is Completed

1. Service Tech has already complete the Service Visit and is on the Service Visit view

2. Service Tech selects a Task from the list of Tasks on the Service Visit view

3. Task view for the selected Task is opened

4. Service Tech marks the Task as complete/incomplete/unnecessary

5. Service Tech is informed the Service Visit has been completed, and the status is not updated

Adding a Task

Standard Flow – Adding a Task during a Service Visit

1. Service Tech is on the Service Visit view and has started (but not yet completed) the Service Visit
2. Service Tech selects add new Task on the Service Visit view
3. A temporary Task is created and the Task view is opened for the Task
4. The Service Tech adds a description of the Task
5. The Service Tech selects return to Service Visit
6. The Task is added to the system
7. The Service Visit view is opened

Alternative Flow – Forgetting to add a Description to a new Task 4. The Service Tech selects return to Service Visit

5. The Service Tech is informed the Task does not have a description and if they proceed the Task will be discarded

6. The Service Tech is asked whether to proceed

7. The Service Tech selects not to proceed

8. The Service Tech adds a description of the Task

9. The Service Tech selects return to Service Visit

10. The Task is added to the system

11. The Service Visit view is opened

Alternative Flow – Discarding a new Task 4. The Service Tech selects return to Service Visit

5. The Service Tech is informed the Task does not have a description and if they proceed the Task will be discarded

6. The Service Tech is asked whether to proceed

7. The Service Tech selects to proceed

8. The temporary Task is discarded

9. The Service Visit view is opened

Alternative Flow – Adding a Task before Service Visit is Started

1. Service Tech is on the Service Visit view and has not started the Service Visit
2. Service Tech selects add new Task on the Service Visit view
3. Service Tech is informed the Service Visit has not been started, and a new Task is not created

Alternative Flow – Adding a Task after Service Visit is Completed

1. Service Tech has already complete the Service Visit and is on the Service Visit view
2. Service Tech selects add new Task on the Service Visit view
3. Service Tech is informed the Service Visit has been completed, and a new Task is not created