g GE Medical Systems Clinical Services
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Proprietary
Number
1.0
22269485.doc
Document Created:
MAR 04, 02
Current Revision Number: Current Revision Date
1.0 Mar 4, 2002
Date Mar 04, 2002
Last Updated: March 4, 2002
Revision Summary • Initial document draft created
The following document outlines the operation of Generation II PDA software for the GECSI Mobile Computing Application on the Handspring Visor (PDA). Please use this documentation as a guideline for the operation of GEN II. Turn on your PDA and select the GECSI icon to start the application.
Select users name with the drop down arrow, enter your password and login.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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g GE Medical Systems Clinical Services Proprietary
22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Case Search Generation II allows the user to search for cases in the case management screen. To search for cases, select the “Case Management” button from the GECSI home screen.
To search for billable cases, check the “Bill” box. To search for book marked cases, check the “BM” box.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
The search fields may be narrowed by selecting a due date and/or status.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
The user can also define the case type and department.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
To search by control number, enter the number, select list and tap on select.
Case Creation To create a new case select the “Case Management” button from the GECSI home screen and select the “New” button.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Select “List” for a list of departments. Highlight a department and select “Use” To book mark a case for future reference select “BM”. Case ID and Contact will be populated automatically.
Select a case type from the drop down list.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Enter a control number if known and select “...” to search for a control number. Part description and make/model field will be populated automatically.
Select “Severity” and “Priority” with the drop down menus. Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Enter problem description in the “Notes” field and continue to the “T&E” tab. Enter Fail Time and Completion time. Select “Now” to enter current time and date.
To enter Time and Expenses, select the “New” button. Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
To change Technician or to choose a Vendor selects the “...” button.
Select Employee or Vendor with the drop down menu and select “List”.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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g GE Medical Systems Clinical Services Proprietary
22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Highlight a Vendor or Employee and select the “Use” button.
After choosing a vendor or employee you will be sent back to the T&E Screen. Select “Time” using the drop down menu. Select “Type” using the drop down menu.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Select “Bill To” to toggle between Customer and Internal. If “Customer” is chosen as the “Bill To” the “Billable” box will be automatically selected
Enter a Start Time and Duration or select “Now” for current time.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Enter an hourly rate and select “Done”. Save changes made.
After saving changes you will be returned to the T&E Screen. To enter additional Time or Expenses, select “New”. Select “Expense” from the drop down menu.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Select an “Expense” type from the drop down menu. Select “Bill To”
Enter a Quantity and Rate. Enter Part number and Part Description.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Select “Done” and choose “Yes” to save changes. After saving changes you will be returned to the T&E Screen.
The T&E field is updated with the proper T&E. T=Time. E=Expense Select the “Action” tab. Choose a “Failure” type from the drop down menu.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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g GE Medical Systems Clinical Services Proprietary
22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Select an “Action Taken” from the drop down menu.
Select “Remove” or “Remove All” to correct any errors made. Select the “Test” button. Highlight first available line in the grid.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Enter indicated and actual values in the space provided and select “+” to add.
Repeat for additional values. Select the “Summary” tab. Enter a repair summary in the summary field.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Print your name in the provided space and have customer sign in the signature field ifrequired.
Press the “Clear” button to clear the signature field. Select “Save” and “Done” to save without closing case.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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22269485.doc
Mobile Computing (PDA) PDA GEN II Case Creation / Search
Last Updated: March 4, 2002
Select “Close” to close case. Select “Yes” to verify.
After selecting Yes, you will be returned to the Case Management screen. If any required fields are incomplete you will prompted to make necessary changes.
Author; Jeramy Benson
Owner: Jeramy Benson /opt/pdfcoke/conversion/tmp/scratch1/22269485.doc
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