Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Batch processing page contains a list of all Batches (or Work Orders) you are required to complete.

You can select the batch and this will open the advice form.

Note: if a batch is partially completed, the advice form will open to the first “incomplete” advice in the batch.

The processing of the advice form in this context is the same, however the “Save and New” button is replaced with “Save and Next”. Two buttons in the footer bar will allow the user to progress forwards or backwards in the batch queue.

When all items in the batch are completed / verified, when the data is synced to the server, the batch is marked as complete and removed from the device.

Note; if a sync occurs when a batch is only partially completed, the associated advices are not synced even if they are complete.


Select

Clicking 'Select' from the Advice Batch processing page - Opens the Advice form. The advice form will open to the first “incomplete” advice in the batch.


Controls: 

  • Previous Advice
  • Pick Advice
  • Next Advice


Checking Out a Batch:

A batch can either be pre-assigned to your device through the web site, or selected by you through selecting the "Checkout Batch from Server" button.


Completing a Batch:

A batch can be completed by one of two ways.

1.       All advice's in the batch are completed.

2.       The batch is manually assigned as completed.


View Advices

Clicking 'View Advices' from the Advice Batch processing page - Opens list of the Advices

Controls: 

  • Select - Opens the selected advice

Once opened, the controls on the advice are; 

  • Previous Advice
  • Pick Advice
  • Next Advice



Manually Completed Batches:

When synchronized back to the server, If a batch is manually marked as completed, even when one or more advice's have not been completed within the batch, than the remaining advice's will be re-created into a new un-assigned work order through the site. This will allow another field operator to pick-up the advice where you had left off.


Complete

Clicking 'Complete' from Advice Batch processing page - A new window is opened advising the following; 

Are you sure you want to mark Batch ID xx as complete? This will allow it to be checked in and uploaded to the web server. If there are saved but incomplete Batch Advices then these will also be uploaded, but will be added to the exceptions list on the server. The next time the batch is synced to a device, only incomplete items in the batch will be synced.