Scan Barcodes
Depending on the setup, you can use barcodes in MobileTech to update and locate equipment and inventory information. Fields and lookups where you can scan a barcode are indicated by a barcode icon.
You can scan barcodes to complete these tasks:
Scan and record a barcode for a new piece of equipment at a customer site.
Associate a barcode with an existing piece of equipment if a barcode isn't already assigned to the equipment.
Add an inventory item to the Inventory and PO Lines panes in MobileTech.
Retrieve a task list that is associated with a piece of equipment.
Locate a piece of equipment that is associated with a service call at a customer site.
You can scan a sublocation or equipment barcode at a customer site from the service call, appointment, equipment, or task lists on your mobile device.
Barcoding works with Android devices with back-facing cameras. If you attempt to scan a barcode with an Android device that only has a forward-facing camera, an error message displays "Unable to access back-facing camera."
The Barcode icon is not available when a list is displayed in a completion form if Flexible Forms is set to True in Woodford. The Barcode icon is available in full panel mode, which you can access by double-tapping the section header.
Scan a Barcode
Go to the area where you want to scan a barcode, such as the Equipment pane. (From a service call, select the Equipment tab and select an equipment record.)
Select the barcode icon next to the Barcode field.
Start to scan when the camera opens.
Scan Barcodes from Lists
A barcode icon is displayed in the search field at the top of the service call, appointment, equipment, and task lists.
You can search by barcode from any of the lists to locate information about a piece of equipment or the location of the equipment. For example, you can scan the barcode for a piece of equipment to find information about the service call, task, or list of tasks that is associated with the equipment.
Scan a Barcode for a Piece of Equipment at a Customer Site
Task | Information displayed |
|---|---|
Scan a barcode from the service call or appointment list | If there is only one service call for the piece of equipment that you scanned, the task list that is associated with that piece of equipment opens. If there is more than one service call for the piece of equipment that you scanned, the service call or appointment list displays only the service calls or appointments that are associated with that piece of equipment. |
Scan a barcode from the equipment list for a service call | If the piece of equipment that you scanned has tasks assigned to it, the task list that is associated with the piece of equipment opens. |
Scan a barcode from the equipment list for a customer location | If the barcode doesn't match a piece of equipment on a service call, the Equipment pane opens. If the barcode matches equipment that is assigned to a service call on the device, go to the equipment list for the service call. |
Scan a barcode from the task list | The task list is restricted to the piece of equipment that is associated with the equipment barcode. |
Scan a Barcode for a Sublocation at a Customer Site
Task | Information displayed |
|---|---|
Scan a barcode from the service call or appointment lists | If there is only one service call for the piece of equipment that you scanned, but there are multiple pieces of equipment that are assigned to the sublocation for the service call, go to the equipment list for the service call. If there is more than one service call that is assigned to the sublocation for the service call, the service call or appointment list displays the service calls or appointments that have equipment associated with the sublocation. |
Scan a barcode from the equipment list | The equipment list is restricted to show the equipment that matches the sublocation that is scanned. |
Scan a barcode from the task list | The task list is filtered to show only the tasks for the equipment that is associated with the sublocation. |
Scan a Barcode to Update Service Management Records
If you scan a barcode for a piece of equipment, the record is updated in Service Management if a barcode doesn't already exist for the equipment. You can't update a sublocation barcode from MobileTech.
Scan a Barcode to Update the Inventory Pane
You can scan a barcode in the Site Inventory field of the Inventory pane to add an inventory item.
Barcoding doesn't apply to non-inventory items.
Scan a Barcode in the PO Lines Pane
You can scan a barcode in the Inventory field of the PO Lines pane to add a site inventory item to a purchase order.