Navigating Phases
- Alina Jo
3 Phase Modes - Phase Listing, Swipe Left & Phase Details
- 1 3 Phase Modes - Phase Listing, Swipe Left & Phase Details
- 1.1 ⬜ Intro
- 1.2 🟩 1 - Phase Listing Icons
- 1.2.1 🔵 Intro
- 1.2.2 🔵 Scheduled Phase Assignees
- 1.2.3 🔵 Preventive Maintenance (PM) Phases
- 1.2.4 🔵 Related Documents
- 1.2.5 🔵 Favoriting a Phase
- 1.3 🟩 2 - Swiping Left on a Phase
- 1.3.1 🔵 Intro
- 1.3.2 🔵 Assign Person
- 1.3.3 🔵 Add Time
- 1.3.4 🔵 Update Status
- 1.3.5 🔵 Add Note
- 1.4 🟩 3 - Phase Details
- 1.4.1 🔵 Intro
- 1.4.2 🔵 Core Features
- 1.4.2.1 ⚫ Add Note to Phase
- 1.4.2.1.1 ⚪ Add Note(s)
- 1.4.2.1.2 ⚪ View Note(s)
- 1.4.2.2 ⚫ Add Image to Phase
- 1.4.2.3 ⚫ From Camera
- 1.4.2.4 ⚫ From Gallery
- 1.4.2.5 ⚫ Related Docs
- 1.4.2.6 ⚫ Phase Status Update
- 1.4.2.7 ⚫ Time Entry
- 1.4.2.8 ⚫ Phase Assignments
- 1.4.2.9 ⚫ PM Checkpoints
- 1.4.2.10 ⚫ Room Calendar
- 1.4.2.1 ⚫ Add Note to Phase
- 1.4.3 🔵 Extra Details
- 1.4.3.1 ⚫ Notes Log
- 1.4.3.2 ⚫ All Phases
- 1.4.3.3 ⚫ WO Notes
- 1.4.3.4 ⚫ Extra Description
- 1.4.3.5 ⚫ Related Documents
- 1.5 ⬜ Conclusion
⬜ Intro
The Work List is accessed from the AiM Mobile section of your home screen in Anvil. This is where the Phase details are for every phase linked to Work Orders assigned to you.
You may not be assigned to every phase of every work order you’re assigned to, but you can access information on all of them, here.
The Work List module is also where you log your time (See Anvil > Timecard Entries).
Once you’ve entered the Work List module, you’ll see a screen called All Phases, which is a full, unfiltered list. Click on the first icon at the top-left at any time to access this list.
To return to the Home screen, you can click on the stacked 3-lines (aka hamburger icon) at the far top-left corner, at any time.
Phases can be interacted with in 3 ways:
Phase Listing Icons - When viewing a work list, learn more about each phase at a glance by looking at the icons at the right of each listing.
Swiping Left on a Phase - Provides quick access to commonly used features (e.g., entering time worked on a phase). All of these features are also available in the Phase Details.
Phase Details - The full details of each phase. Phase Listing Icons mostly signal what can be found here, and Swiping Left on a Phase provides quick access to just a few features that are also available here.
First, we’ll go over the Phase Listing Icons and what each one means.
🟩 1 - Phase Listing Icons
🔵 Intro
🔵 Scheduled Phase Assignees
🔵 Preventive Maintenance (PM) Phases
🔵 Related Documents
🔵 Favoriting a Phase
🟩 2 - Swiping Left on a Phase
🔵 Intro
🔵 Assign Person
🔵 Add Time
🔵 Update Status
🔵 Add Note
🟩 3 - Phase Details
🔵 Intro
🔵 Core Features
The core features of the Phase Details screen are opened by clicking in the row of icons at the bottom of the screen. We will go through each icon.
⚫ Add Note to Phase
⚫ Add Image to Phase
⚫ Phase Status Update
⚫ Time Entry
⚫ Phase Assignments
⚫ PM Checkpoints
⚫ Room Calendar
🔵 Extra Details
In addition to the core feature icons at the bottom of the Phase Details screen, there is a row of links towards the top of the screen, under Extra Details. We will cover each, below.
⚫ Notes Log
⚫ All Phases
⚫ WO Notes
⚫ Extra Description
⚫ Related Documents
⬜ Conclusion
In this tutorial, we grouped ways of interacting with a phase into 3 categories, summarized below.
3 Ways to Interact with Phases | |
|---|---|
Phase Listing Icons |
|
Swiping Left on a Phase | Options vary by the user’s role, and include:
|
Phase Details | Full details and interaction capabilities for each phase, only partially accessed through Phase Listing Icons and Swiping Left on a Phase |
The table below summarizes the full list of basic features that we covered in this tutorial.
Phase Feature | Ways to Access the Feature | Description |
|---|---|---|
Phase Assignments | Work List - User (read-only) icon | For Supervisory roles. View / add assignees and select primary shop person (optional) |
Favorites | Work List - Star icon | Bookmark phases to view in your Favorites screen |
Time Entry | Swipe - Add Time | Time entered on a phase should only be time worked on that specific phase/task. See Anvil > Timecard Entries |
Phase Status Update | Swipe - Update Status | If you add an optional note, the note will be logged under both Notes Log and WO Notes |
Add Note to Phase | Swipe - Add Note | Notes added to a phase are also added to the notes for the work order the phase is attached to. |
Add Image to Phase | Phase Details - Camera icon | Use iPad camera or select an image from your photo gallery The image is saved as a Related Document |
PM Checkpoints | Phase Details - Wrench icon | List of checkpoints that must be completed for the task/phase |
Room Calendar | Phase Details - Calendar icon | Calendar for the room associated with the phase/task |
Notes Log | Phase Details (Extra) - Notes Log | Collection of notes added to the phase in a variety of ways |
All Phases | Phase Details (Extra) - All Phases | View-only list of all of the other phases attached to the same work order |
WO Notes | Phase Details (Extra) - WO Notes | Collection of notes added to the work order and all linked phases |
Extra Description | Phase Details (Extra) - Extra Desc | Extra information on the phase, including the call log |
Related Docs | Phase Details (Extra) - Related Docs | Related documents / images |