You can access the Recurrent Services section by hovering over the Recurrent Services feature from your MobiWork menu and clicking on the "View Recurrent Services" option:
The Recurrent Services feature page, is where you will be brought to once you access the Recurrent Services feature; from this page you can see all your recurrent services summarized on one page.
Below is a list of the main features that are located on the "All" tab page:
Free-Text Search
You can type in the search bar (free-text search) to locate a specific recurrent service. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:
When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:
Customer's name.
Recurrent Service ID.
If the number of recurrent services surpasses the number range, the subsequent number of recurrent services will be found on the next page:
To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Recurrent Services section.
Predefined Saved Searches
Saved searches are a powerful search tool where the search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar. The default saved search for Recurrent Services is the "Overdue: Now" search.
These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.
By default, MobiWork provides several saved searches for you to use, which are organized by status and date (e.g., Overdue, Warning, etc.):
The list of statuses that can be used in predefined searches are below:
Overdue
Warning
You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.
If you would like to view all your recurrent services, click on the "Show All" option from the drop-down menu:
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:
After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| "ID" | The ID of the recurrent service. |
| "Customer" | The customer associated with the recurrent services. |
| "Service Type" | The type of service type that the recurrent service is listed under (e.g., Quarterly, Yearly, etc.). |
| "Status" | The status of the recurrent service (e.g., Warning, Overdue, etc.). |
| "Active" | If the recurrent service contract is still in effect; if active, the recurrent service will create work orders scheduled for a future date. If not active, all future work orders will be deleted, and the recurrent service will cease to generate more work orders. |
| "Work Order Type" | The type of work order that the recurrent service is performing on a routine basis. |
| "Frequency" | How often the recurrent service should be completed. |
| "Last Service Date" | The last time that the recurrent service was performed. |
| "Assigned To" | The user assigned to the recurrent service. |
| "Page Size" | The number of results per page. |
| "Save This Search" | Allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to All Users" | Allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:
To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:
You can add a new "Saved Search" by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the "Saved Searches" by clicking, then dragging & dropping the selected Search.
You can edit, delete, or perform a search on a selected "Saved Search" by using the drop-down menu under the "Actions" column.
If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
The "List" tab will display your recurrent services' ID, the description of the recurrent services, dates associated with the recurrent service, the service type, the frequency, and the status.
List Tab Column
In the "All" tab, the columns are structured to display specific data related to each individual recurrent service.
These columns are organized as: "ID," "Description," "Customer," "Service Type," "Frequency," "Last Date," "Next Date," "Warning Date," "Overdue Date," "Status," "Actions:"
The corresponding rows under the column headings will display the relevant data about the recurrent service.
The checkboxes (multiple selection area) found to the left of the "ID" column, will allow you to select either one or multiple recurrent services to manage, edit, remove, etc.:
By clicking the topmost checkbox in the column heading you will select all the recurrent services.
The "All" tab column headings are defined as:
| Name: | Description: |
|---|---|
| "ID" | The ID of the recurrent service. |
| "Desc" | A description of the recurrent service. |
| "Customer" | The customer associated with the recurrent services. |
| "Service Type" | The type of service type that the recurrent service is listed under (e.g., Quarterly, Yearly, etc.). |
| "Frequency" | How often the recurrent service should be completed. |
| "Last Date" | The last time that the recurrent service was performed. |
| "Next Date" | The next time that the recurrent service is scheduled to be completed. |
| "Warning Date" | The date that acts as a warning notification for the overdue date. |
| "Overdue Date" | The date that the recurrent service is considered behind schedule. |
| "Status" | The status of the recurrent service (e.g., enabled or disabled). |
| "Actions" | The Paper icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a recurrent service. |
List Tab Individual Actions
When selecting a recurrent service and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, create a work order, and more to the selected recurrent service.
Any actions that are done with the Individual Actions button will only apply to the selected recurrent service:
The Paper icon found under the "Actions" column will allow you to quickly access the View Recurrent Services pop-up window of the selected recurrent service:
The options that are displayed when you select the Individual Actions button are also available under the right-click actions.
List Tab Right-Click Actions
When right-clicking with your mouse on a recurrent service in the "List" tab, you will be able to view, edit, create a work order, and more to the selected recurrent service.
The options that are displayed when you right-click on a recurrent service are also available when you select the Individual Actions button.
Any actions that are done with the right-click actions will only apply to the selected recurrent service:
The definitions for the actions found in the Individual Actions and when you right-click in the "All" tab are below:
| Name: | Description: |
|---|---|
| "View" | Opens the View Recurrent Services pop-up window. |
| "Edit" | Edits the selected recurrent service. |
| "Edit Last Service Date" | Allows you to modify the date that the last recurrent service was performed. |
| "Generate Work Order" | Creates a new work order from the recurrent service. |
| "Delete" | Deletes the selected recurrent services. Please note that this is a nonreversible action, in which the recurrent service and all entities associated with it (including work orders, sales orders, invoices, etc.) will be deleted. |
The "Global Actions" section is located at the top-right of the "All" tab:
The "Global Actions" section includes:
The Plus Sign button which will allow you to quickly add a new recurrent service.
The More Actions button (represented by the three vertical dots) which will allow you to edit the last service date of selected recurrent services, import/export from excel, and more.
The Question Mark button which will direct you to the respective MobiWork Features page.
The Graduation Cap which will activate the Onboarding Assistant.
After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.
From the More Actions drop-down menu, you can select various actions that will help to manage your recurrent services.
These actions can be performed on a single recurrent service or on multiple recurrent services.
The complete list of actions found in the More Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Edit Last Service Date" | Allows you to modify the date that the last recurrent service was performed. |
| "Delete Selected Recurrent Services" | Deletes the selected recurrent services. Please note that this is a nonreversible action, in which the recurrent services and all entities associated with it (including work orders, sales orders, invoices, etc.) will be deleted. |
| "Import From Excel" | Imports recurrent services from Excel into MobiWork. |
| "Export to Excel" | Exports the selected recurrent services to Excel. |
| "Settings" | Directs you to the Settings page. |