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Assigning Activities to a Mobile Device

A mobile activity is a task that has been assigned to a mobile device to be carried out. There are two types of mobile computing activities:

•	Checksheets (for collecting indicator readings)

•	Count sheets (for counting inventory)

Checksheet activities can be created from work order tasks, standard jobs, and standard tasks. Count sheet activities can be created from prepared count sheets. You can view mobile activities created from all sources at the site level.

You can assign existing activities to a mobile device. Mobile devices that have been assigned to inventory can only be assigned inventory (count sheet) activities. Mobile devices that have been assigned to maintenance can only be assigned maintenance (checksheet) activities.

Tip: You can also set up standard tasks to have checksheet activities automatically assigned to mobile devices when work orders are triggered. For more information, see Setting Mobile Computing Options on a Standard Task.

Tip: Another option is to set up standard tasks to automatically generate checksheets and mobile activities on a regular basis (using the Generate Standard Task Checksheets scheduled action) without the need for work orders. This is useful in integrated environments where it is not convenient to generate work orders in the CMMS. For more information, see Generating Checksheets from Standard Tasks.

Note: If repetitive activities assigned to the mobile device are deleted in APM, they are removed from the device the next time that it is synchronized.

This topic explains how to assign activities to an inventory or a maintenance mobile device.

To Assign Inventory Activities to a Mobile Device

1.	Select the site’s Mobile Computing view and then the Mobile Devices tab.

2.	Double-click the inventory device to open the Mobile Computer window.

3.	On the Activities view, Open Activities tab, click Browse. The Browse Activities dialog appears.

4.	On the Count Sheets tab, you can select prepared count sheets to add to the device. You can filter the list of count sheets using the Employee, Shift, or date boxes at the top of the dialog.

5.	When you are ready, click OK. The inventory activities are now assigned to the device.

To Assign Maintenance Activities to a Mobile Device

1.	Select the site’s Mobile Computing view and the Mobile Devices tab.

2.	Double-click the maintenance device to open the Mobile Computer window.

3.	Select the Activities view, Open Activities tab. For example:

4.	Click Browse. The Browse Activities dialog appears.

5.	Select the activities to assign to the mobile device:

•	On the Tasks tab, you can select work order task checksheets to add to the device. You can filter the list of work order tasks using the Maintenance group, Asset, or Planned start date boxes at the top of the dialog.

•	On the Standard Jobs tab, you can select standard job checksheets to add to the device. APM creates a mobile checksheet activity for each standard task on the job that contains indicators to read. You can filter the list of jobs using the Maintenance group or Asset boxes at the top of the dialog.

•	On the Standard Tasks tab, you can select standard task checksheets to add to the device. The system creates a mobile checksheet activity for each selected task. You can filter the list of tasks using the Maintenance Group, Asset, or Expected Frequency boxes at the top of the dialog.

•	On the Unassigned Activities tab, you can select mobile computing activities that do not yet have a device assigned. You can filter the list of activities using the Employee, Maintenance group, Shift, or To be performed on or after boxes at the top of the dialog.

6.	When you are ready, click OK. The activities are now assigned to the mobile device.