Trades Technician Training
- Lana Pettit
FAQs
What if I get the red exclamation point next to the cloud? STOP. Need to click on the cloud and see what's wrong. Transactions are not processing.
What if I get the "White Screen"? Click on the navigator, click on the Assets tile, go back to My Schedule. If this doesn't work, close the app and reopen.
What if I get the message that I'm working offline? That's ok, once you are back in range of Wi-Fi the transactions will upload to the system.
Will I get notified when a work order is added to my queue? Yes, normally there will be a notification. This is currently off in the training environment.
Day 1
Microsoft Authenticator
Navigator
Data update page
Errors
Expired login
Notifications
Working offline
My Schedule
Work Assigned to Me
Select a work order, at least 3 should be assigned to you
Review the request
Add an attachment
Report Work
Create a Work Log using voice
Create another Work Log by typing
Complete Assignment
Add 8 hours for the day, regular hours
Back to Work Assigned to Me
Check for updates
Green Sheets, if time permits
Take a look at the time entered on the work order from today
Day 2
Navigator
My Schedule
Work Assigned to my Shop
Check for updates
Select a work order
Report Work
Assign to Self
Create a Work Log
Back to Work Assigned to Me
Check for Updates
Find the work order you just assigned to yourself and Report Work to complete the work order. Add regular hours for time worked.
Navigator
Create a Work Order
Assign to Self
Report Work
Add a Work Log
Complete the assignment and add OT hours for the hours worked
Create another Work Order
Assign to another shop
Back to Work Orders Assigned to My Shop
Check for Updates
Green Sheets
Add a vacation day
Add driving pay
Add a meal ticket
Add leader pay
Fix hours on a work order
"Add to 8"
Day 3
Navigator
My Schedule
Work Assigned to my Shop
Check for updates
Select a work order
Report Work
Assign to Self
Create a Work Log
Back to Work Assigned to Me
Check for Updates
Select the work order
Change to Waiting on Materials
Back to work orders assigned to me
Check for updates
Select another work order
Scan an asset tag to add a piece of equipment
Report Work
Add materials used from inventory
Add time for a job not completed, overtime or doubletime
Add another shop to this work order
Review the asset information available
Green Sheets
Review time entered from work orders today
Add time for a shop unassigned time
Add refused overtime
How to Create a Service Request and why would I do one?