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Advice Batch Processing (Device)

Advice Batch Processing (Device)

The Advice Batch Processing page contains a list of all Batches (or Work Orders) either allocated to your device or available to check out and complete.

You can select the batch and this will open the advice form.

If a batch is partially completed, the advice form will open to the first “incomplete” advice in the batch.

The processing of the advice form in this context is the same as for the creation of once-off advices, however the “Save and New” button is replaced with “Save and Next”.

  • “Save and Next” will validate and save the current advice, then move the user to the next advice in the batch.

  • The “Previous” and “Next” buttons in the footer bar allow the user to progress forwards or backwards in the batch queue.

  • The “Pick” button in the footer bar allows the user to view the list of advices in the batch and move to the one they would like to view or action.

When the batch is marked as completed, the data is synced to the server, marked as ‘Checked In’ and the batch passed back to the Scheduling and Dispatch team. The batch can then be edited, deleted or moved to another device as required.

If a sync occurs when a batch is only partially completed, advices that have no work performed are not synced and are left in the batch to be completed when next synced.

 

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Select

Clicking 'Select' from the Advice Batch processing page - Opens the Advice form. The advice form will open to the first “incomplete” advice in the batch.

 

Controls: 

  • Previous Advice

  • Pick Advice

  • Next Advice

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Checking Out a Batch:

A batch can either be pre-assigned to your device through the web site, or selected by you through selecting the "Checkout Batch from Server" button.

 

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Completing a Batch:

A batch can be completed by one of two ways.

1.       All advice's in the batch are completed.

2.       The batch is manually assigned as completed.

 

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View Advices

Clicking 'View Advices' from the Advice Batch processing page - Opens list of the Advices

Controls: 

  • Select - Opens the selected advice

 

 

 

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Manually Completed Batches:

When synchronized back to the server, if a batch is manually marked as completed, even when one or more advice's have not been completed within the batch, then the remaining advice's will remain in the batch. This will allow yourself or another field operator to pick-up the advice where you had left off.

 

Complete

Clicking 'Complete' from Advice Batch Processing page - A new window is opened advising the following; 

Are you sure you want to mark Batch ID xx as complete? This will allow it to be checked in and uploaded to the web server. If there are saved but incomplete Batch Advices then these will also be uploaded, but will be added to the exceptions list on the server. The next time the batch is synced to a device, only incomplete items in the batch will be synced. 

 

 

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