User guide
pobvol Service Solution
Version: 11'24
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Add a customer inventory
On the start screen of the app 'pobvol Service Board' start the service customers. The customer overview with the details is displayed.
Select a customer in the overview, then call up inventory.
Inventory: This icon opens the inventory management. The inventory overview with the details is displayed. The overview lists the inventory of the selected customer.
Add: By clicking on this icon, an inventory can be added. The icon is only visible to users who belong to the app user group App admins.
Select Add a Customer Inventory. The dialog Add customer inventory appears.
Should a customer inventory or a collective entry be recorded? Collective entries help with the grouping of devices of one device type. For example, all of the customer's industrial trucks can be grouped together. This helps with planning service activities. If, for example, an inspection is to be carried out on all of the customer's industrial trucks, then a service order for the corresponding collective entry is sufficient.
Specify the device type (industrial truck, vehicle, ladder, etc.). Your admin determined which device types are available when installing the solution.
Enter the manufacturer (e.g. BMW).
Enter the device type. This is a short description (e.g. Mini).
Enter a unique inventory number. Please enter the correct inventory number. This means that changed data will be automatically imported from any connected database. Devices without a connection to your database must be recorded with a separate Z number range (e.g. Z01).
Enter the customer inventory number - if known. Whether the field is displayed is determined by your admin during installation.
Enter the manufacturer's article number - if known. Whether the field is displayed is determined by your admin during installation.
Enter the serial number (= device number) - if known. Whether the field is displayed is determined by your admin during installation.
Enter the location of the device - if known. Whether the field is displayed is determined by your admin during installation.
Enter the GPS coordinates of the location - if known. This helps the technicians during operations, as the coordinates are used to display the location in the Bing map.
Assign a service interval for regularly recurring service activities (e.g. maintenance, safety inspection (STK), UVV inspection). the next inspection/maintenance is calculated. Formula: Date of the last inspection/maintenance + service interval in months * 30 days. If no service interval is known, 12 months is used.
Enter the year of manufacture - if known.
Operating hours cannot be maintained on the inventory/device. This information can be recorded in the service process. Whether the field is displayed is determined by your admin during installation.
Enter software version - if known. Whether the field is displayed is determined by your admin during installation.
Enter hardware status - if known. Whether the field is displayed is determined by your admin during installation.
Enter module information - if known. Whether the field is displayed is determined by your admin during installation.
Enter additional comments - if desired.
Finally, select 'Save data'..
Note: If you want to record a service order for which the inventory/device does not yet exist in the app, your app admin must record the customer inventory/device in the app, even if a database with customer device data has been connected.
Note: Your admin has defined which additional information is displayed for a customer inventory/device for each device type when installing the solution. The following fields can be switched on/off: customer inventory number, article number, device number (=serial number), location, operating hours, software version, hardware status, module information.
Sorting: Clicking on this icon changes the sorting of the list from ascending to descending and vice versa.
Refresh: Clicking on this icon reloads the data.
Edit: Clicking on this icon will enter edit mode.
Service report preview: If a preview is displayed, then a report exists for the entry, otherwise no report has been created yet.
Service: By clicking on this icon, the app switches to the service activities module and lists all service activities for the device. Service activities can then be recorded, adjusted and deleted in this view.
Check: Click on this icon to start a check. The result of the check is a new reminder for the next check/maintenance.
Orders: Click on this icon to switch the app to the service orders module and display all open service orders and reminders for the device. Service orders and reminders can then be entered, changed and deleted in this display.