verisae mobile for technicians - communication...
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Verisae Mobile for Technicians
Verisae is a work order management software application in use
at Tesoro. This document explains how to start and complete
work orders from a desktop computer or mobile device.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Introduction
Verisae Mobile is a web-based application that can be used with
most browsers (Internet Explorer, Chrome, Firefox, etc.) The
application can be accessed from desktop computers and mobile
devices (Apple iPhone/iPad, Android phones, and other tablets).
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Starting Work in Verisae Mobile
Step 1: Type or copy/paste http://mobile.verisae.com/ into your URL bar.
Step 2: Enter your username and password. Click the “Login” button to
proceed.
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Step 3: Select the My Jobs tile.
Step 4: Choose the desired work order from the list.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Step 5: Select Start Work from the Select Action drop down
Step 6: Choose the OK button to confirm work initiation. Now, proceed
with service.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Closing a Work Order in Verisae Mobile
Step 1: Select the In Progress WOs tile.
Step 2: Choose the desired work order and select Job Complete from
the Select Action drop down or within the Technician Detail section.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Step 3: Indicate the following to complete the job:
Misuse/Abuse to note where or not the service provided was due
to this reason
Fault to track the cause of the work order
Action to track the action taken to remedy the issue
Complete Comments to detail out what the issue was and how it
was fixed
Choose the OK button once all of the orange (required) fields are
populated to complete the job.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Step 4: Select the cancel button in the “Store Mgr Review” page.
The store will log in to Verisae to review and sign off on all WOs.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
More Work Order Functionality in Verisae Mobile
Pause Work
1. Follow steps 1-6 in the “Starting Work” section.
2. Choose the Pause Work option from the Select Action drop down
or choose the Pause Work button from the Technician Detail
section.
3. Select a reason and add detailed comments as to why the work order
is being paused. Select the Save button to proceed with pausing the
work order.
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Add a Technician
1. Follow steps 1-6 in the “Starting Work” section.
2. Choose the Add Technician option from the Select Action drop
down or choose the Add Technician button from the Technician
Detail section.
3. Select a fellow technician from the drop down list. Choose the Save
button to proceed with adding a technician to the work order.
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Add a Part
1. Follow steps 1-6 in the “Starting Work” section.
2. Choose the Add Part option from the Select Action drop down or
choose the Add Part “+” icon next to the Parts Detail header.
3. Choose a part from the Choose Part pop-up
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
4. Modify the quantity (if applicable) and choose the Save button to
proceed with adding the part(s). Note: The ability to add another
part or remove an existing part is available to users from this page.
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Log a Note
1. Follow steps 1-6 in the “Starting Work” section
2. Choose the Log Note option from the Select Action drop down
3. Select the Log Note option from the Reason drop down
4. Add any addition comments in the Comments text box
5. Choose the Email Details “+” icon to select the recipient(s) that will
receive this note via email
6. Choose the Submit button to proceed with logging the note
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Verisae 24-Hour Application Support | (866) 402-2330 | [email protected]
Frequently Asked Questions
What if I don’t get service at the store?
If you don’t have sufficient service to log into the application, you have two options for starting work 1) Find a store manager and use their mobile device to begin work or 2) Call in to your office and request that they start the work on your behalf.
What if I need to leave the site? What if I need parts, for
example?
If you need to leave the site, you must pause work. You can pause work by navigating to the work order and then choosing Pause Work from the Select Action dropdown.
Can I add multiple technicians on a work order?
Yes. Multiple technicians can be added from the Work Order Summary screen. Click the Technician Detail row and choose Add Technician for each additional technician. Then, select
Start Work to begin work for each technician.