Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How to assign, manage, and resolve technician Tasks

Task list creation and task resolution walkthrough

This guide will walkthrough how you can create, track, manage, and resolve tasks from the Digital Twin and the Raptor Maps Mobile App. You can follow the step-by-step guide below, or watch the video walkthrough towards the bottom of this article.

Article sections:

  1. Task List creation

  2. Resolving tasks with the Mobile App

  3. Reviewing Task Progress

  4. Watch video walkthrough

Task List Creation

  1. Log into app.raptormaps.com

  2. Before assigning tasks, ensure appropriate user permissions are set.

    To create a Task List, a user needs the 'Manage Work Orders' permission enabled (Technicians being assigned Task Lists will need the 'Complete Work Orders' permission enabled.)

  3. Navigate to the map view of the Digital Twin

  4. Filter the anomaly-type you want to create a task list for by selecting the target icon (blue circle).

  5. Filter multiple anomaly-types by opening the filter settings (red circle).

  6. From the filter list, select which anomalies are to be added to the task list, or Select All.  Then, select Create Task List from the Bulk Actions dropdown

  7. Follow the prompts to complete the Task List Details.  The user will be able to review a summary before selecting Create Task List.  


Resolving Tasks via the Mobile App

  1. Log into the mobile app and select the site with the assigned Task List.

  2. Select the Work Orders tab on the bottom of the screen, then select the Task List you want to view.

  3. Swipe through the list of tasks at the bottom of the screen. Tap on the task to open it. GPS enabled devices will display the device's location with a blue dot to aid in navigating to the task area.

  4. Users have the option to 'Resolve Task' to mark it as complete, or 'Update Task' to change the status, assignee, and add notes for context. 

  5. When resolving or updating tasks, users can attach photos or documents in addition to adding notes.  

     

  6. Once a Resolution is submitted, users will see a verification that a task has been marked complete.

Reviewing Task Progress

To view the current progress of a Task List, navigate to the Map view within the site's Digital Twin. Under the 'Data Layer' dropdown menu, select 'Tasks' and the appropriate Task List from the drop down menus. Users can view the status legend and click on tasks on the map to review notes and attachments.  

 

Watch the video walkthrough: