Field operations and My work

My work brings together the active tasks assigned to the person handling them and offers quick actions for visits, suspensions, and completion.

Availability: operational staff and administrators; report actions belong to its assignee or an administrator. Level: Intermediate.

What it is for

It organizes the agenda, informs the requester when a visit is planned or begins, records why work stopped, and resumes it with traceability.

Before you start

A report must be assigned and active to appear in My work. The list prioritizes higher urgency, then older work within the same urgency. In Company mode you can open your line queue from here; Professional shows only the direct personal workflow.

Schedule a visit

1. Open an In progress task.
2. Choose Schedule arrival or Reschedule arrival.
3. Enter a date and time; add an optional note of up to 500 characters.
4. Confirm.

The requester may be notified. The arrival agenda shows scheduled In progress tasks in date order and highlights overdue tasks that have not recorded arrival.

Record arrival

When you arrive, choose Mark arrival. ReportArea records the date and time and reports that on-site work is underway. The status remains In progress. While that arrival remains recorded, it cannot be marked a second time.

Suspend and resume

1. In an In progress task, choose Suspend work.
2. Select an active catalog reason.
3. Add an optional note.
4. If the reason requires a part, complete the request enabled in My work or record the part from the detail.
5. Confirm. The report becomes Suspended and the requester sees the reason.
6. When the blocker is removed, choose Resume work. It returns In progress and clears the suspension reason and date.

A Suspended report cannot be resolved directly; it must first be resumed.

Other quick actions

Depending on status and permission, My work can complete a job with a summary, apply the configured signature mode, and, in Company, transfer through an available route. An optional part request uses a warehouse the person can access, an active item, and a quantity from 1 to 1,000.

Rules and effects

• Scheduling, arrival, and suspension require In progress status.
• The assignee and administrators can perform field actions; another member cannot do so merely because they can view the report.
• Rescheduling replaces the previous date and is recorded in the conversation.
• A suspension reason must still be active when confirmed.
• Transferring to another line clears scheduling, arrival, and suspension so the new line starts with clean operational context.
• Resuming Waiting also returns a report to In progress, but it is not a field suspension.

Required and optional

Scheduling: date and time required; note optional. Suspension: reason required; note optional. If creating a part request, warehouse, item, and quantity are required. Arrival and resume: no additional text required.

Example

A technician schedules a Tuesday 10:00 visit and adds "Request access at reception." On arrival she records it. She finds a missing power supply, suspends with that reason, and creates a part request. After delivery, she resumes and later records the solution.

Limits and privacy

The scheduled time, arrival, and suspension reason are activity visible to the authorized requester. Use internal notes, not public field notes, for information only the team should know.