Mobile Worksheets, Step-by-Step Task Checklists & Offline Sync

1. Overview & Business Value#

Technicians use the SmartERP mobile web interface on smartphones or ruggedized tablets.

1. Mobile Execution Runbook#

1. Technician taps Start Working. The mobile timer records on-site labor hours.
2. Complete mandatory safety and technical checklists (e.g., voltage checks, oil pressure readings).
3. If internet connectivity drops, the progressive web app stores inputs locally and syncs automatically when connection restores.

{screenshot:fsm-mobile-technician-worksheet}

2. Prerequisites & Access Permissions#

• Required Modules: smart_field_service, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:45-mobile-field-execution-and-worksheets-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:45-mobile-field-execution-and-worksheets-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#