User guide
pobvol Service Solution
Power App pssService Board
Version: 9'25
Deutsch /
English
User guide
pobvol Service Solution
Power App pssService Board
Version: 9'25
Deutsch /
English
Customer device data is needed by your service team for the planning and documentation of service activities. The data can be imported from a connected database. App admins manage it (add, edit, delete) with the the app pssService Board. The data is stored in the SharePoint list (SP list) "Kundeninventar".
The Devices icon
Number of customer devices
Customer device overview I
Customer device overview II
Customer device data
Customer data
Assigned service contracts
Assigned service activities
Open service orders & reminders
Add a customer device
Connect a database
Top ↑
On every screen of the app pssService Board, you will find the 'Devices' icon on the left.
Devices: A click on this icon opens the 'Customer devices' screen with the 'Overview' and the 'Details' sections.
Top ↑
A container in the 'Master data' section on the start screen lists the number of customer devices.
A click on this container opens the screen 'Customer devices' with the 'Overview section' and the 'Details section'.
Top ↑
You can search for your devices directly on the start screen.
To filter the list, simply enter a search term in the search field. Only the entries where the search term is found will then be listed. Customer number, customer name, device number (=serial number), manufacturer, customer device number, device number, and device type will be checked.
The list is sorted by customer name and device number.
Service orders & reminders: A click on this icon toggles a filter on and off. If the filter is active, only devices without any service order or reminder are listed. This can help your team manage service orders.
Refresh: By clicking on this icon, the data will be reloaded.A click on a device opens the screen 'Customer devices' with the 'Overview section' and the 'Details section'. The selected device will be displayed.
Top ↑
Add: By clicking on this icon, a customer device can be added. The icon is only visible to users who belong to the app user group 'App-Admins'.
Sorting: The list is sorted by customer name and inventory number. By clicking on this icon, the sorting of the list switches from ascending to descending and vice versa.
Refresh: By clicking on this icon, the data will be reloaded.A click on an entry displays the data of the selected device in the 'Details' section.
Top ↑
Delete: By clicking on this icon, the device can be deleted. It is not displayed if service processes have already been recorded. The icon is only visible to users who belong to the app user group App-Admins.
Change: By clicking on this icon, the editing mode can be accessed. The icon is only visible to users who belong to the app user group App Admins.
Top ↑
Top ↑
Contracts: By clicking on this icon, the app switches to the service contracts module and displays the recorded service contracts for the inventory. In this view, service contracts can then be recorded, modified, and deleted.A click on this container opens the screen 'Service contracts' with the 'Overview section' and the 'Details section'. The selected contract will be displayed.
Top ↑
Service: A click opens the 'Service' screen with more details. Your technicians can add, modify and delete services on the 'Service' screen.A click opens the 'Service' screen and lists more details for the selected service.
Top ↑
Check: With a click on this icon, an inspection can be started. The result of the inspection is a new reminder for the next inspection/maintenance. Please note: Existing reminders will be deleted.
Orders: A click on this icon opens the 'Service Orders' screen and displays the open orders and reminders for the customer device. Here, service orders and reminders can be recorded, modified, and deleted.A click on an entry opens the 'Service Orders' screen. The order overview with the detailed display will be shown and the selected entry will be displayed.
Top ↑
On the start screen of the pssService Board app, call the service customers, select a customer, and access the customer device. For new customers, the device display is initially empty until the first device has been recorded.
Add: By clicking on this icon, a customer device can be added. The icon is only visible to users who belong to the app user group 'App-Admins'.
Choose icon 'Add'. The screen 'Add customer device' is displayed.
Note: The information that can be added has been defined by your admin per device type.
Enter a unique inventory number. Please enter the correct inventory number. This will automatically import modified data from a potentially connected database. Devices not connected to your database should be recorded with a separate number series (e.g. Z01).
Define the device type. The available device types have been set by your admin during the installation of the solution (forklift, vehicle, ladder, etc.).
Enter the manufacturer (e.g. BMW).
Enter a short description (device name, e.g. Mini).
Enter the customer device number - if known. Whether the field is displayed was determined by your admin during the installation.
Enter the manufacturer's article number - if known. Whether the field is displayed was determined by your admin during the installation.
Enter the device number (=serial number) - if known. Whether the field is displayed has been determined by your admin during installation.
Enter the location of the device - if known. Whether the field is displayed was determined by your admin during installation.
Enter the GPS coordinates of the location - if known. This helps the technicians during operations. The coordinates can be used by navigation software.
Enter the related service interval. The service interval is used to calculate the next inspection/maintenance date. Formula: Date of the last inspection/maintenance + service interval in months. If no service interval is known, it is assumed to be 12 months. Whether the field is displayed has been determined by your admin during installation - if known. This helps the technicians during operations.
Enter the year of construction - if known. Whether this field is displayed has been determined by your admin during the installation.
Operating hours cannot be maintained on the device/device. This information can only be recorded in the service process. Whether the field is displayed was determined by your admin during installation.
Enter software version - if known. Whether this field is displayed was determined by your admin during installation.
Enter hardware status - if known. Whether this field is displayed was determined by your admin during installation.
Enter module information - if known. Whether the field is displayed has been determined by your admin during installation.
Enter additional comments - if desired.
Finally select 'Save Data'.
Top ↑
Service customers and customer devices can be imported from a connected database.
Only the master data that is needed will be imported!
Is the demo data flag set?
Is a service activity assigned to the customer or the device?
Is the customer listed in SharePoint list "Servicekunden"?
Is the device listed in SharePoint list "Kundeninventar"?
Devices are identified by customer and inventory number. Therefore it is important that the app admins assign the correct inventory number to new devices! For devices without a connection to a database, a separate number range should be used (e.g. ZDemo7).