When out in the field, you will only have access to the Work Order Lite module. This module contains the same basic functions as the Standard Work Orders module, but allows for easier and faster data entry. All three Work Order modules (Standard, Lite, and Daily) use the same database.
Important: Before you begin the setup process, you must create a custom filter in the Standard Work Order module for each laptop in the field. This filter determines which work orders are sent to each laptop. For example, you might create a filter that singles out all work orders from a particular department where a certain employee is assigned as the lead worker.
Note: Be cautious of creating filters that may send the same work orders to more than one laptop. While this is permissible, it may cause one user's modifications to be overwritten by another's. For example, if John Smith is a Sewer Department supervisor, you might create a filter that sends all incomplete work orders that are assigned to the Sewer department and have John Smith as the supervisor to John Smith’s laptop; however, if you create another filter for all Sewer Department work orders, then other employees in the Sewer Department would get the same work orders as John Smith.
Upon creating your custom filter, you can access the Tablet/Laptop Setup module.