Work orders can be set for a PPW, Aspen Grove, or ServiceLink check in.
The ‘Check In’ button functions differently depending on the required check in for the work order. If no specific check in is set, then a standard PPW check in is required.
The PPW check in is standard if no check in option is set for the work order. To check in, tap the ‘Check In’ button. You may see a GPS Acquiring Location status indicator. If you receive an error checking in, verify that you have location services enabled for your device. Refer to the Troubleshooting section for more information.
Checking in with an ABC# or as a visitor is supported for all orders with an AGS check in requirement; however, MCS does not allow the visitor check in.
1. To check in with your ABC#, tap the ‘Add Crew Leader’ option. Specify your ABC# and then tap 'Search'. If the ABC# is found, information is displayed under the saved workers. If you are adding additional ABC#’s, you must enter the PIN #.
2. To add crew members that have ABC#s, tap the ‘Add Worker’ option. Specify the ABC# and then tap ‘Search’. Tap the search result if it is found. You can also search by first and last name.
Note: The search function looks for only workers in the same company as the crew leader. If the worker you search for is signed up under their own company or a different company, the worker cannot be found.
3. You can also check in visitors to the work order. A visitor is any worker who does not have an ABC#. Specify the first name, last name, vendor (company name), and reason for being at the property, and then tap ‘Add Visitor’.
The Aspen Grove Checklist must also be filled in before the work order can be synced to the server. Tap Aspen Grove Checklist to answer the required questions.
ServiceLink work orders require a check in. Specify either the ServiceLink ID or ABC #. If you do not have either of those items then enter a first name, last name and vendor (company name). To finish the check in, tap ‘Add Worker’.
The ServiceLink Checklist must also be filled in before the work order can be synced to the server. To answer the required questions, tap ServiceLink Checklist’.
If you have multiple Altisource work orders located at the same property, you can check in to one of the properties and link it to the other orders. Follow the steps below to link multiple Altisource work orders under one check in. This does not affect photos, Bid/Completion items, Forms, or Job Notes. Complete orders as you normally would after the check in is complete.
Tap the Altisource work order.
Tap Check In. On the AGS Check In screen, you will see a message that Linked Work Orders have been found.
Tap ‘Link Work Orders’. A list of work orders for the same property is displayed.
Tap each order you would like to link to this check in.
Tap the close button in the upper left corner of the window. The work order numbers are displayed in the ‘Link Work Orders’ button.
Check in and answer the AGS questions as you normally would.
Complete each order as you normally would.
When finished, sync each order.
Tapping a work order row on the Home screen loads the Work Order Detail screen for the selected order.
Using options at the bottom of the Work Order Detail screen, you can perform these actions:
Tap the screen name, Work Order Detail, to scroll to the top of the screen.
Tap Photos, Bid/Completion, Forms, Notes or Invoice to load one of those screens. Note: Not all options may be shown based on system setup and permission level.
Tap Check In, to complete the check in and view the last check in date and time..
Tap Sync, to synchronize data and photos for completed work.
Information about work to be completed on the order is displayed at the bottom of the Work Order Detail screen. You can tap any of the items listed to see additional instructions, if applicable.
A review of Ready for Office functionality.
When a work order has been completed and all information has been entered the order should be marked Ready for Office. This is completed by tapping on the Ready for Office button on the Work Order Detail screen. If all requirements have not been met a list of the missing information will be displayed.
When an order has been set Ready for Office it can no longer be modified. Tapping on Ready for Office again will undo the action.
When an order has been synced and Ready for Office is set, it can no longer be modified.
If Ready for Office is set and there is an error returned from the server when syncing the order, Ready for Office will be unset, and the errors will be displayed.
We are looking to provide a method to assist users in tracking the amount of time spent at a property for any given work order.
Please Note:
This is a PPW Check-in function and not associated with AGS or other check-in options.
This option will not show until the vendor has checked into the property.
User can sync the order without check out but cannot mark as Ready For Office (RFO) if set as required.
Feature can be set to:
o A specific Client Company
o A specific User
o A specific Work Type
In order to utilize this feature, the following permissions must be enabled:
Enable Mobile Check Out Requirement – this makes the group required to complete the check out process before marking an order RFO. This must be enabled for your Contractor group in order for the functionality to be available to them.
View Mobile Check Out Data (all locations) - this will allow the group to see all check out information on the work order General Info screen as well as the Home Screen.
Access & Run Check-in/Check-out Report – this will allow the group to run the new report.
To set the Check Out procedure as required for a specific client company, Go To Admin->General->Client Companies and either click the “Add Company” button or select a specific Client Company already created.
To set for a specific Client Company, check the “Mobile Check Out Required” box and then click save:
To set the Check Out procedure as required for a specific User, Go To Admin->Users and either click the “Add User” button or select a specific User already created.
To set for a specific User, check the “Mobile Check Out Required” box and then click save:
To set the Check Out procedure as required for a specific Work Type, Go To Admin->General->Work Types.
Choose either to click the “Add Work Type” button or select a specific Work Type already created. To set for a specific Work Type, check the “Mobile Check Out Required” box and then click save:
Once the mobile user checks into the property:
The ‘Checkout’ option will appear.
If the user has not checked out once they are ready to leave the property, the user will not be able to mark the order ‘Ready For Office’.
User will receive a warning message reminding them to check out first.
Both Check In AND Check Out data will real time sync versus waiting until the Sync function is used.
In order to track both the check in and check out data, We have added the following to the General Info screen of the work order:
Section will also calculate the time from the most recent check in until the time of check out.
All occurrences will be recorded.
Clicking on the information icon will provide you with more detail for each action.
Section will also display a Total Time Spent at property. This is a totaling of each occurrence of check in and check out.
Total Time Spent will be rounded to the nearest 0.125 (roughly 7.5 minutes).
Just as we do for check-in, we also added a demarcation pin indicating where the Check Out was completed. This can be located on the Map on the Photos/Documents tab of each work order.
We have added a new column option to the Home Screen called ‘Total Time’. This will display the total time spent at the property on that work order. It will be the same number as what is displayed on the General Info screen.
You also have the ability to run a report to more effectively review the Checkout data.
The user would utilize the following criteria to run the report:
Date Range – both a starting and ending date are required. Limited to a 30-day period.
Loan Number – be able to enter a specific loan number and get all total time for each work order.
Address, City, State, Zip – Would need a box to enter each.
PPW # – be able to enter a specific order number and get all data for that order only.
Client Company – choose a specific client company, from a dropdown list of all client companies, to display all work order total time.
Contractor – choose a specific contractor, from a dropdown list of all contractors, to display all work order total time data for orders they completed.
Work Type – choose a specific work type, from a dropdown of all available work types, to display total time for each work order of that type.
PLEASE NOTE: All variations of this report will be limited to a 30-day date range.
Once the appropriate criteria have been selected and the “Run Report” button clicked, it will display on the screen AND have a button to allow for Export to MS Excel.
Use the Work Order Details screen to sync data and photos for completed work. Tap ‘Sync’ and acknowledge the confirmation to begin syncing data.
If the requirements to sync the order have not been met, they will be displayed below the sync icon.
The data entered into the work order is synced first. After this data has been synced, the photos are synced. If real-time photo sync is enabled in your app settings, some of the photos may already be synced. If the work order has been previously synced, only new data and photos are synced. When all data has been synced, the status on the Home screen is updated to green (1).