Use the Asset management mobile workspace

This article provides information about the Asset management mobile workspace. This workspace lets users view and create maintenance requests and work orders. Users can also view the assigned work order jobs in a calendar or list view. Assets and functional locations can also be viewed and searched for.

Overview

Asset Management is an advanced module for managing assets and work order jobs in Dynamics 365 Supply Chain Management. The Asset management mobile workspace lets users quickly view assigned work order jobs on the mobile device of their choice. Users can also create and manage maintenance requests, update lifecycle state, and view asset and functional location details by using their mobile device.

Specifically, the Asset management mobile workspace lets users perform these tasks:

• Create, view, and edit maintenance requests, take a photo or attach an existing image to the maintenance request, change the maintenance request lifecycle state.
• Create, view, and edit work orders, take a photo or attach an existing image to the work order, change the work order lifecycle state, view work order jobs.
• View assigned work order jobs in a calendar view.
• Create, view, and edit work order job, update asset counters, view maintenance checklist, view and edit work order job notes, view the tools required for the work order job.
• View or search for a specific asset or functional location.

Prerequisites

Before you can use the Asset management mobile workspace, your admin must set up the required user and worker accounts, and publish the workspace. For more information, see Set up the Asset management mobile workspace.

Download and install the mobile app

Download and install the finance and operations (Dynamics 365) mobile app:

• For Android phones
• For iPhones

Sign in to the mobile app

1. Start the app on your mobile device.

2. Enter your Dynamics 365 URL.

3. The first time that you sign in, you're prompted for your user name and password. Enter your credentials.

4. After you sign in, the available workspaces for your company are shown. Note that if your system administrator publishes a new workspace later, you'll have to refresh the list of mobile workspaces.

   

View assigned work order jobs in calendar view

1. On your mobile device, open the Asset management workspace.

2. Select My work order jobs calendar.

3. Select the date you want to view work order jobs for. In the list, you'll see the asset ID and functional location ID for each work order job.

4. Select a work order job in the list to see job details: Asset and functional location details as well as other navigation links to view Attachments, Checklists, Tools, Asset counters, Notes, Journals.

   

Create a work order job

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance work orders.

3. Select the work order you want to create a new work order job for.

4. Select the Add line button.

5. Select the Asset you want to create a work order job for.

6. Select Maintenance job type, Maintenance job type variant and Trade.

7. Select Done.

   

Add attachment to a work order job

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance work orders.

3. Select the work order > work order job you want to add an attachment to.

   • Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the Work order job details page.

4. Select Attachments on the Work order job details page.

5. You'll see existing attachments on the work order job. Select Add attachment.

6. Enter Name and Notes for the attachment.

7. Select Choose image to select a photo from the mobile gallery, or Take photo to take a photo.

8. Select Done.

   

View maintenance checklist on a work order job

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance work orders.

3. Select the work order > work order job you want to view checklists for.

   • Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.

4. Select Checklists on the Work order job details page.

5. You'll see a list of checklist lines related to the work order job. Select a checklist line to view Instructions and add Notes.

6. Select the back button (<) to return to the previous page.

   

View and update asset counters on a work order job

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance work orders.

3. Select the work order > work order job you want to view asset counters for.

   • Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.

4. Select Asset counters on the Work order job details page.

5. You see a list of asset counters related to the work order job. Select the pencil icon on an asset counter line to update the counter value.

6. Enter a new counter value, and select Done.

   

Register consumption on a work order job

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance work orders.

3. Select the work order > work order job you want to add consumption registrations for.

   • Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.

4. Select Journals on the Work order job details page.

5. Select Add hours to create work hour registrations.

   1. Select the Category from the lookup.
   2. In the Hours field, enter the number of work hours spent on the work order job.
   3. Select the appropriate Line property.
   4. Select Done.

6. Select Add items to create item registrations.

   1. Select the Item number from the lookup.
   2. Select the Site from the lookup.
   3. Enter the Quantity of items consumed.
   4. Select Done.

7. Select Add expense to create expense registrations.

   1. Select the Category from the lookup.
   2. Enter the quantity for the expense registration.
   3. Select the Sales currency from the lookup.
   4. Enter the Cost price for the expense registration.
   5. Select Done.

   

Update lifecycle state on a work order

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance work orders.

3. Select the work order you want to update lifecycle state for.

4. Select the Update state button at the bottom of the screen.

5. Select a new lifecycle state from the list.

6. Select Done.

   

Create a maintenance request

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance requests.

3. Select Actions at the bottom of the screen, and select Create maintenance request.

4. If number sequence is enabled for maintenance requests in Asset management, the Maintenance request field is hidden because it is automatically filled out. If the Maintenance request field is visible, enter a maintenance request ID.

5. Select a Maintenance request type.

6. Enter a Description for the maintenance request.

7. Select the Asset you want to create the request for.

8. Select the Service level for the maintenance request.

9. Select Done.

   

Add attachment to a maintenance request

1. On your mobile device, open the Asset management workspace.

2. Select All maintenance requests.

3. Select the maintenance request you want to add an attachment to.

4. Select Attachments at the bottom of the screen.

5. Select Add attachments.

6. Enter Name and Notes for the attachment.

7. Select Choose image to select a photo from the mobile gallery or Take photo to take a photo.

8. Select Done.