Security Group access is essential for the mobile application to retrieve synchronized data from the server and display it on relevant screens. Security groups serve as a mechanism to control user access by restricting functionality, hiding screens, and making sure only the relevant data is synchronized to mobile device.
This document provides a high-level explanation of the Security Groups and Entity Details in IFS MWO Service, detailing their roles in data synchronization, screen accessibility, and functionality within the mobile application.
The table below describes the purpose and impact of each security group within the mobile application. These groups control access to specific screens and commands, ensuring that only authorized data and functionality are available to the user.
| Security Group | Description |
| BasicData | The BasicData security group contains entities that synchronize basic data, such as Work Type and Activity Type, into the mobile application. If this security group is not granted, the end user will not see data in the basic data LOVs. |
| CalendarBasedJobs | The CalendarBasedJob security group contains entities that synchronize resource allocations such as Misc. Resource Allocations, Crew Allocations, HR Absences, Training Allocations, and Project Allocations, into the mobile application. If the security group is not granted, the end user will not see those allocations in My Work Calendar. |
| Configuration | The Configuration security group contains entities that synchronize data necessary for handling all types of workflow configurations in the mobile application. If this security group is not granted, workflow configurations will not be applied in the mobile application. |
| ContactLists | The ContactList security group contains entities that synchronize data necessary for showing different types of contact lists (Company based, Service Organization based, Site based) in the mobile application. If the security group is not granted, the end user will not see data in the Contact List. |
| Crews | The Crews security group contains entities that synchronize data necessary for showing data related to my crew information in the mobile application. If the security group is not granted, the end user will not see the my crew information, and the crew entry is not visible in the hamburger menu. |
| DocumentManagement | The DocumentManagement security group contains entities that synchronize data necessary for displaying document attachments in the mobile application. If this security group is not granted, the end user will not be able to view or add new document attachments in the mobile application. |
| eForms | The eForms security group contains entities that synchronize the data necessary for managing eForms in the mobile application. If this security group is not granted, the end user will not be able to see the eForms tile on the Home Screen, and eForms will not be triggered in mobile workflows. |
| History | The History
security group contains entities that synchronize data necessary for
showing the information in the service book/ log book for my work objects
in the mobile application. If the security group is not granted, the
end user will not see data in the Service Book (Service
App) and Log Book (Maint App) for my work objects.
For other objects, the Service/Log Book is available regardless of security grants for the History security group, as the history is displayed online. |
| MaterialReturns | The MaterialReturn security group contains entities that synchronize data necessary for showing the Material Returns and Quick Returns in the mobile application. If the security group is not granted, the end user will not see the Return action in the Task actions. |
| Materials | The Material security group contains entities that synchronize data necessary for showing material related data in the mobile application. If the security group is not granted, the end user will not see Material action in the Task actions. |
| MediaLibraryManagement | The MediaLibraryManagement security group contains entities that synchronize data necessary for displaying media attachments in the mobile application. If the security group is not granted, the end user will not be able to view or add media attachments in the mobile client. |
| MiscResourceAlloc | The MiscResourceAlloc security group contains entities that synchronize data necessary for displaying Miscellaneous Resource Allocations in the mobile application. If the security group is not granted, the end user will not be able to view or create miscellaneous resource allocations in the mobile application. |
| MobileIntegration | The MobileIntegration security group contains entities that synchronize data necessary for displaying mobile integration. If the security group is not granted, the end user will not see the mobile integration tile on the Home Screen or the mobile integration action in the Task actions. |
| MobileObjectConnectionConfigManagement | The MobileObjectConnectionConfigManagement security group contains entities that synchronize data necessary for managing Documents and Media in the mobile application. If the security group is not granted, the end user will not see the attachments connected to work task, work task steps, objects will be not displayed. Also attachment icon is not visible as well. |
| ObjectCharacteristics | The ObjectICharacteristics security group contains entities that synchronize data necessary for managing the characteristics about the objects in the mobile application. If the security group is not granted, the end user will not see the data on Type designation and Technical Data/Requirement actions a object. |
| ObjectInformation | The ObjectInformation security group contains entities that synchronize data necessary for managing Objects in the mobile application. If the security group is not granted, the end user will not see the Object tile on the Home Screen or the Objects action in the Task actions. |
| ObjectMeasurements | The ObjectMeasurements security group contains entities that synchronize data necessary for managing object measurements in the mobile application. If the security group is not granted, the end user will not see the Measurement tile on the Home Screen or the Task Measurement action in the Task actions. Additionally, the Measurements action will be removed from the Task Step actions and the Object actions. |
| Parts | The Parts security group contains entities that synchronize data necessary for managing parts (Inventory parts, Purchase parts) in the mobile application. If the security group is not granted, the end user will not be able to see part data in any of the list of values, making it impossible to perform material-related operations. Additionally, the My Stock option will also be removed from the Home Screen. |
| Purchasing | The Purchasing security group contains entities that synchronize data necessary for purchase handling, such as raising purchase requisitions and receiving purchase orders, in the mobile application. If this security group is not granted, the end user will not be able to see the Purchase Handling tile on the Home screen or access the Purchase Order Receipt action in the Task actions. Additionally, the Purchase Requisitions action (for Work Order tasks) and the Ad-hoc Purchase action will also be removed from the Task actions. |
| RequestInitiation | The RequestInitiation security group contains entities that synchronize data necessary for creating new Requests from the mobile application. If this security group is not granted, the end user will not be able to see the New Service Request option on the Home Screen or in the Object actions. |
| RequestQuotation | The RequestQuotation security group contains entities that synchronize data necessary for managing Request Quotations in the mobile application. If this security group is not granted, the end user will not be able to see the Request Quotation and New Request Quotation tiles on the Home screen. Additionally, the New Request Quotation option will also be removed from the Object details page. |
| ServiceEventGeneration | The ServiceEventGeneration security group contains entities that synchronize data necessary for managing events in the mobile application. If this security group is not granted, the end user will not be able to see the data in the event action on a task. |
| ServiceNotes | The ServiceNotes security group contains entities that synchronize data necessary for managing service notes in the mobile application. If this security group is not granted, the end user will not be able to see the Notes action in the Request Task actions. |
| ServiceQuotation | The ServiceQuotation security group contains entities that synchronize data necessary for managing Service Quotations in the mobile application. If this security group is not granted, the end user will not be able to see the Service Quotation and New Service Quotation tiles on the Home screen. Additionally, the Service Quotation option will also be removed from the Object Details page. |
| ShiftsAndBreaks | The ShiftAndBreak security group contains entities that synchronize data necessary for managing shifts and breaks in the mobile application. If this security group is not granted, the end user will not be able to see the Work Status action in the hamburger menu, and shifts and breaks will not be displayed in My Work Calendar or the My Breaks page. |
| StockCount | The StockCount security group contains entities that synchronize the data necessary for managing stock counts in the mobile application. If this security group is not granted, the end user will not be able to see the Stock Count Report tile on the Home Screen. |
| StockMove | The StockMove security group contains entities that synchronize the data necessary for managing stock movements in the mobile application. If the security group is not granted, the end user will not be able to see the Move Stock tile on the Home screen. |
| TimeReports | The TimeReports security group contains entities that synchronize the data necessary for managing time for person resource in the mobile application. If the security group is not granted, the end user will not be able to see Time action in Task actions. |
| ToolsAndEquipments | The ToolsAndEquipments security group contains entities that synchronize the data necessary for managing tools and equipments in the mobile application. If the security group is not granted, the end user will not be able to see Tool action in Task actions. |
| WorkExecutionCommon | The WorkExecutionCommon security group contains entities that synchronize data necessary for executing work in the mobile application, applicable to both Work Order tasks and Request tasks. If this security group is not granted, the end user will not be able to see the My Work, Pool Work, and Completed Work tiles on the Home Screen, making it impossible for them to execute work in the mobile application. |
| WorkExecutionRequest | The WorkExecutionRequest security group contains entities that synchronize the data necessary for executing Request Work tasks in the mobile application. If this security group is not granted, the end user will be unable to execute request tasks in the mobile application due to the lack of required data. |
| WorkExecutionWO | The WorkExecutionWO security group contains entities that synchronize the data necessary for executing Workorder Work tasks in the mobile application. If this security group is not granted, the end user will be unable to execute work order tasks in the mobile application due to the lack of required data. |
Entity access is also essential for the mobile application as it manages synchronization control for specific data entities used in workflows. An Entity controls the availability of pages, actions and functions as well as access to data through entity filters.
The table below outlines the entities synchronized to mobile, the data included
in synchronization and its usage within the mobile application. These synchronized
entity list can be found in Mobile Apps/Configuration/Synchronization
Rules in IFS Cloud Web.
For more information about the entity,
refer to the Entity Details page. The associated
View Name for each entity is displayed here along with the
applicable data filters found under Default Where.
| Security Group | Entity | Data Summary | Usage Summary |
| BasicData | ActivityType | Syncs Activity Types Basic Data. | Used to display Activity Types in list of values in Work Details and when creating additional tasks on Request tasks. Additionally, Activity Type can be used as a filter when defining workflow configurations for Request Tasks with Configuration Sub Type - New or Additional Work |
| BasicData | Cause | Syncs Causes defined under Failure Analysis Setup. | Used to list the Causes in New and Additional Work processes. |
| BasicData | ConditionCode | Syncs Part Condition Codes Basic Data. | Used to display the condition code of object spares and in Service Report, in processes where add new material is allowed. |
| BasicData | FaultType | Syncs Fault Types defined under Failure Analysis Setup Basic Data. | Used to list Fault Types in New and Additional Work processes. |
| BasicData | ItemClass | Syncs Item classes Basic Data. | Used to display the Item class and to list Item class in Report In, Debrief, New and Additional Work processes. |
| BasicData | ItemClassFunction | Syncs Item class/Functions defined under Failure Analysis Setup. | Used to display valid Item class Functions in Report In, Debrief, New and Additional Work processes. |
| BasicData | Symptom | Syncs Symptoms defined under Failure Analysis Setup. | Used to display valid Symptom data in New and Additional Work processes. |
| BasicData | MaintenanceCauseCode | Syncs Causes Basic Data. | Used to list Causes when Item Class is not present in the Debrief action. |
| BasicData | MaintenancePerfAction | Syncs Performed Actions Basic Data. | Used to list Performed Actions in the Debrief action. |
| BasicData | MaintenancePriority | Syncs Priorities Basic Data. | Used to list Priorities in the work details page and in New and Additional Work processes. |
| BasicData | UserDefault | Syncs user defaults for the logged in user. | Used to identify the logged in user in many processes. |
| BasicData | WorkOrderClassCode | Syncs Classes Basic Data. | Used to list Fault Class in the Debrief action. |
| BasicData | WorkOrderDiscCode | Syncs Discoveries Basic Data. | Used to list Discovery data in the Work Detail page. |
| BasicData | WorkOrderSymptCode | Syncs Symptoms Basic Data. | Used to list Symptoms in the Work Detail page. |
| BasicData | WorkOrderTypeCode | Syncs Fault Types Basic Data. | Used to list Fault Types in Report-In, New and Additional Work processes. |
| BasicData | WorkType | Syncs Work Types Basic Data. | Used to list Work Types in New and Additional Work, New Service Quotation processes and on the Work Details page. |
| CalendarBasedJobs | AbsenceAllocations | Syncs the HR_ABSENCE type allocations for the logged-on user where the allocation start time is before the number of days defined in the CALENDAR_FUTURE_LIMIT App Parameter and the allocation end time is after the number of days defined in the CALENDAR_HISTORY_LIMIT App Parameter. | Used to display HR Absences of the logged-on user in the My Work Calendar. |
| CalendarBasedJobs | CrewAllocations | Syncs the CREW_MEMBER_ALLOCATION type allocations for the logged in user where the allocation start time is before the number of days defined in the CALENDAR_FUTURE_LIMIT App Parameter and the allocation end time is after the number of days defined in the CALENDAR_HISTORY_LIMIT App Parameter. | Used to display Crew Member Allocations of the logged in user in the My Work Calendar. |
| CalendarBasedJobs | MiscResourceAllocationQuery | Syncs approved MISC_RESOURCE_ALLOCATION type allocations for the logged in user where the allocation start time is before the number of days defined in the CALENDAR_FUTURE_LIMIT App Parameter and the allocation end time is after the number of days defined in the CALENDAR_HISTORY_LIMIT App Parameter. | Used to display Misc. Resource Allocations of the logged in user in My Work Calendar. |
| CalendarBasedJobs | ProjectAllocations | Syncs Project Allocations for the logged in user where the allocation start time is before the number of days defined in the CALENDAR_FUTURE_LIMIT App Parameter and the allocation end time is after the number of days defined in the CALENDAR_HISTORY_LIMIT App Parameter. | Used to display Project Allocations of the logged in user in the My Work Calendar. |
| CalendarBasedJobs | TrainingAllocations | Syncs the HR_TRAINING_PARTICIPANT and HR_TRAINER type allocations for the logged in user where the allocation start time is before the number of days defined in the CALENDAR_FUTURE_LIMIT App Parameter and the allocation end time is after the number of days defined in the CALENDAR_HISTORY_LIMIT App Parameter. | Used to display HR Training Allocations of the logged-on user in the My Work Calendar. |
| Configuration | MobileUserAssortInvPart | Syncs Inventory parts connected to assortments for the logged in user. | Used to filter
parts in the following Configured Workflow actions: - Planned Materials - New Materials - Quick Issue - New Returns |
| Configuration | PmAction | Syncs PM Actions connected to Work tasks available for the current user. | Used to filter Workflow Configurations applicable to a Task in New Work Process. |
| Configuration | ResourceWorkflowActions | Syncs relevant Workflow actions applicable to the user from Workflow Configurations with Configuration Type - Person Resource | Used to determine whether the actions controlled by Person Resource Configuration are applicable. |
| Configuration | WorkflowCfgAction | Syncs all relevant Workflow Actions from all Workflow Configurations applicable to user or Tasks in mobile. | Used to determine whether the actions controlled by workflow configurations on Tasks and Objects are applicable. |
| Configuration | WorkflowCfgDynamic | Syncs Actions Flow data defined for Workflow Configuration types - Configured Request Task and Configured Work Task | Used to control
the sequence of actions for Tasks with a configured workflow applied. |
| Configuration | WorkflowCfgDynamicAct | Syncs the predefined valid action list for Configured Workflows. | Used to validate relevant actions in the action flow of a Configurable Workflow. |
| Configuration | WorkflowCfgFilter | Syncs Apply To filter conditions from Workflow Configurations valid for the user. | Used to apply
the correct configuration to a Task, an Object or in New or Additional
Work processes. |
| Configuration | WorkflowDynamicLog | Syncs the value of the next dynamic action for tasks with a Configurable Workflow applied. | Allows users to restart the dynamic Workflow with the correct action. |
| Configuration | WorkflowOrgSite | Syncs applicable Sites from Workflow Configurations for sites valid for the user. | Used to apply
the correct configuration to a Task or in New or Additional Work processes. |
| ContactLists | SiteContactListQuery | Syncs the resources connected to the logged in user’s Primary Site through site connections in Resource Details. The resources must have a primary parent Resource Group connected. | Used to display the contact list when the App parameter CONTACT_LIST_TYPE is set to Site. |
| ContactLists | ServiceOrgContactListQuery | Syncs resources connected to the logged in user’s Service Organization through service organization connections in Resource Details. The resources should have a primary parent resource group and a valid mobile user connected. | Used to display the contact list when the App parameter CONTACT_LIST_TYPE is set to Service Organization. |
| ContactLists | CompanyContactListQuery | Syncs the resources connected to the logged in user’s companies, where the user is set as a Mobile User through the company connections in Resource Details. The resources must have a primary parent resource group and a valid mobile user connected. | Used to display the contact list when the App parameter CONTACT_LIST_TYPE is set to Company. |
| DocumentManagement | Fnd$DocReferenceObject | Syncs document related data through the Client Framework. | Supports Document Attachments functions. |
| DocumentManagement | Fnd$EdmApplication | Syncs document related data through the Client Framework. | Supports Document Attachments functions. |
| DocumentManagement | Fnd$EdmFile | Syncs document related data through the Client Framework. | Supports Document Attachments functions. |
| DocumentManagement | Fnd$MobileDocClass | Syncs document related data through the Client Framework. | Supports document attachments functions. |
| History | HistoryJtTask | Syncs data related to historical tasks viewed by the user. The device must be online to retrieve and cache the data. | Used to display Task related information of historical work tasks. |
| History | HistoryJtTaskStep | Syncs Task Step related data associated with historical tasks viewed by the user. The device must be online to retrieve and cache the data. | Used to display Task Steps in Service Book Details page. |
| History | HistoryMaintMaterialReqLine | Syncs Material related data associated with historical tasks viewed by the user. The device must be online to retrieve and cache the data. | Used to display issued materials in Service Book Details page. |
| History | HistoryMyAssignment | Syncs Work Assignment data related to historical tasks viewed by the user. The device must be online to retrieve and cache the data. | Used to display task-connected assignments in Service Book Details page. |
| History | HistoryPartWoRequisLine | Syncs Purchase Requisition data associated with the historical tasks viewed by the user. The device must be online to retrieve and cache the data. | Used to display Purchase Requisitions in Service Book Details page. |
| MaterialReturns | JtTaskReturn | Syncs Part Return lines on Tasks available to the logged in user. | Used to display Task Returns and to display data in the Service Report. |
| Materials | InventoryPartReservation | Syncs part reservations on Shipments Orders on Tasks available to the logged in user. | Used to list out reserved parts and for handling of material on Direct Delivery and Pick up Shipment Orders on Tasks available to the logged in user. |
| Materials | MaintMaterialAllocation | Syncs part reservations on Tasks available to the logged in user. | Used to list part reservations on assigned tasks, pool tasks, and My Work in My Stock. |
| Materials | MobileMaterialReqLine | Syncs Material demand lines for work tasks and pool tasks for the logged-on user. | Used to list Material demands in user assigned tasks, Pickup Tasks, Pool Work, My Stock and in the Service Report. |
| Materials | ShipmentOrderLine | Syncs direct and pickup shipment records for assigned and pool tasks. | Used in execution of Shipment Order Pickups and to list out Direct Delivery Shipment orders under Material Order Receipts. |
| Materials | TemporaryPartTrackingSerialQuery | Syncs inventory parts in the mobile_user_inventory_part intermediate table that have the Serial Tracking flags: At Receipt and Issue set to TRUE and In Inventory set to FALSE. | Used to list out unidentified serials when issuing reserved materials. |
| Materials | UserWarehouseConnection | Syncs logged in user connected warehouse details. | Used to filter transport tasks displayed under Planned Incoming Transport Tasks and Incoming Stock - Direct in the Move Stock page. |
| Materials | WarehouseDefaultLocation | Syncs the Default Location details of the user’s connected remote warehouse. | Used to set a default location to receive parts when starting a Pickup Task. |
| MediaLibraryManagement | Fnd$MediaLibrary | Syncs Media Library items through the client Framework. | Supports Media Attachments functions. |
| MediaLibraryManagement | Fnd$MediaLibraryItem | Syncs Media Library items through the client Framework. | Supports Media Attachments functions. |
| MiscResourceAlloc | MiscResAllocCategory | Syncs Miscellaneous Resource Allocation Categories Basic Data. | Used to list Misc. Allocation Categories when creating and editing Misc. Allocations. |
| MobileClientRuntime | ClientProfileValue | Syncs data needed by the Framework during the client runtime. | |
| MobileClientRuntime | Fnd$AddressPresentation | Syncs data needed by the Framework during the client runtime. | |
| MobileClientRuntime | Fnd$SyncRule | Syncs data needed by the Framework during the client runtime. | |
| MobileClientRuntime | MobileClientParam | Syncs data needed by the Framework during the client runtime. | |
| MobileClientRuntime | MobileClientSecurity | Syncs data needed by the Framework during the client runtime. | |
| MobileIntegration | MobileIntegration | Syncs Mobile Integration Basic Data. | Used to display pre-defined integrations under Mobile Integrations and to redirect to relevant url or apps as defined in the integration. |
| MobileObjectConnectionConfigManagement | Fnd$MobileObjectConnectionConfig | Syncs the entities enabled and related information required for document and media handling. | Used to manage documents and media in the mobile application. |
| ObjectCharacteristics | TechnicalAttribText | Syncs Technical Class Attributes Basic data from Technical Class Template. | Used to Value Text when editing an attribute from Technical Data on an Object. |
| ObjectCharacteristics | TechnicalClass | Syncs Technical Class Basic data. | Used to display the Technical Class on the Technical Data/ Requirement, and Type Designation pages. |
| ObjectCharacteristics | TechnicalObjectReference | Syncs Technical Data/Requirement data for synced objects. | Used to display the Technical Data / Requirement of an object. |
| ObjectCharacteristics | TechnicalObjectTypeDesig | Syncs Type Designation data for synced objects. | Used to display the Type Designation of an object. |
| ObjectCharacteristics | TechnicalSpecTypeDesig | Syncs Type Designation Attributes of synced objects. | Used to display the Technical Attributes for Type Designation. |
| ObjectCharacteristics | TechnicalSpecification | Syncs Technical Data/Requirement related Attribute lists for synced objects. | Used to display the attribute list for Technical Data or Requirement. |
| ObjectCharacteristics | TypeDesignation | Syncs Type Designations Basic Data. | Used to display the Type Designation description in Type Designation and Technical Data / Requirement pages of an Object. |
| ObjectInformation | EquipmentCriticality | Syncs Object Criticality Basic Data. | Used to display the criticality description of an Object. |
| ObjectInformation | EquipmentObjGroup | Syncs Object Groups Basic Data. | Used to display the Object Group of an Object. |
| ObjectInformation | EquipmentObjType | Syncs Object Types Basic Data | Used to display the Object Type of an Object. |
| ObjectInformation | EquipmentObject | Syncs task connected Objects when the sync policy is Batch. Syncs all Objects in user's allowed sites when the sync policy is Group Push. | Used to display Object Information on Tasks and to list Objects in New Request, New work, New Scope, New Task Step and Additional Work processes. It is also used when reporting Measurements. |
| ObjectInformation | EquipmentObjectLevel | Syncs Object Levels Basic Data. | Used to validate if creating a WO, Task or Task Step is allowed for the Object in these processes and in Service Quotations. |
| ObjectInformation | EquipmentObjectParty | Syncs Parties linked to synced Equipment Objects. | Used to display Objects for customers. |
| ObjectInformation | EquipmentObjectSpare | Syncs Spare Parts linked to synced Objects. | Used to display spare part information on Objects and in Quick Issue - Spares function. |
| ObjectInformation | EquipmentSpareStructure | Syncs Detached Spare Parts List in valid sites of the logged in user. | Used to display spare part information on Objects and in Quick Issue - Spares function. |
| ObjectInformation | EquipmentSpareStructureQuery | Syncs spare parts structure information in valid sites of the logged in user. | Used to display Detached Spare Parts. |
| ObjectInformation | LocationPartyAddress | Syncs Location Addresses of Location or Customer Party Type linked to Equipment Objects in valid sites of the logged in user. | Used to search Objects by location and to list Location in New Request, New Work and New Service Quotation processes. |
| ObjectMeasurements | EquipmentObjectMeas | Syncs recorded measurements for the synced Objects. The no. of records synced per Test parameter per object is limited by the values defined for the HIST_DATE_LIMIT_MEAS and HIST_REC_LIMIT_MEAS app parameters. | Used to handle Measurement History of Objects. |
| ObjectMeasurements | EquipmentObjectParam | Syncs Test Point/Parameters defined for synced Equipment Objects. | Used to report measurements on Equipment Objects. |
| ObjectMeasurements | EquipmentObjectTestPnt | Syncs Test Points defined for synced Equipment Objects. | Used to display test point descriptions on measurements. |
| ObjectMeasurements | MeasurementParamRating | Syncs Parameter Ratings defined under Parameter Basic Data. | Used to report measurements on Condition Type parameters. |
| ObjectMeasurements | MeasurementParameter | Syncs Parameters defined under Parameter Basic Data. | Used in Object Measurements related pages. |
| Parts | InventoryPart | Syncs Inventory Parts in the mobile_user_invent_part intermediate table. | Used in the
following Material Related pages and actions: - My Stock - Move Stock - Plan Material and Edit Planned Material - Return Material - Quick Issue ( All actions ) - UnIssue - Part Search |
| Parts | InventoryPartInStock | Syncs Inventory
Parts data in INVENTORY PART IN STOCK that satisfy the following conditions. The Inventory part is - in a user allowed site and a PICKING location - Not frozen - On Hand or In Transit quantity of the part is >0 - Availability Control ID is null or Part Order Issue Control is not set to NOT ORDER ISSUE - In a user connected default warehouse Inventory parts in warehouses that are linked to pickup tasks or temporary warehouses in direct delivery material demands on user assigned tasks are also considered. |
Used in the
following Material Related pages and actions: - My Stock - Move Stock - Return Material - Planned Issue and Quick Issue ( All actions ) - Direct Delivery through Purchase Order workflows |
| Parts | PurchasePart | Syncs Purchase Parts in the mobile_user_purch_part intermediate table. | Used in new
Purchase Requisition process. |
| Purchasing | AdhocPurchaseUser | Syncs user records valid for the logged in user defined under Ad-hoc Purchasing Basic Data. | Used to check whether ad-hoc purchases are allowed for the user. |
| Purchasing | PurchaseOrderLineAllQuery | Syncs purchase order lines that are in a status allowing receipts, for parts that are not Order Based or serial tracked parts with Auto Generate Serials set to TRUE, with receive case Receive in Inventory (or Receive into Arrival for non-inventory parts), and connected to user tasks or with Destination Warehouses connected to the user. | Used to display
and process receipt of PO Lines connected to Tasks available to the
logged in user, or PO Lines with Destination Warehouse connected to
the user. |
| Purchasing | PurchasePartSupplier | Syncs Purchase Parts with Supplier defined that are in Mobile_User_Purch_Part intermediate table. | Used to list Purchase Parts in New Purchase Requisition process. |
| Purchasing | Supplier | Syncs the list of suppliers defined in the system. | Used to list Suppliers in New Ad-hoc Purchase process. |
| Purchasing | WorkOrderRequisLine | Syncs purchase requisition lines on Tasks available to the logged in user. | Used to display
and when adding new purchase requisition lines. |
| RequestInitiation | MobileCommMethodQuery | Syncs customer contact details for user-allowed sites. | Used to display the list of values of contact in new quotation, new request, and new scope assistants. |
| RequestInitiation | ServApplicability | Syncs Applicability Rules related to Services valid for the Service Organizations of the logged in user's company. | Used to filter Services when adding a new scope and editing an existing scope. |
| RequestInitiation | ServOrgPerServItem | Syncs Service Organizations per Services based on user access via connected User Access Groups. | Used to filter service organizations in New Request, New Scope and New Request Quotation processes. |
| RequestInitiation | ServiceCatalog | Syncs Service Catalogs within the Service Organization Access Groups of the logged in user. | Used to list Services in New Request, New Scope, New Request Quotation and New Scope in Request Quotation processes. |
| RequestInitiation | ServiceDeliveryUnit | Syncs Service Delivery Units in the Service Organizations of the logged in user's company. | Used to list Service Delivery Units in New Request, Additional Work and New Request Quotation processes. |
| RequestInitiation | ServiceOrganization | Syncs Service Organizations connected to the logged in user’s company. | Used to display Service organization information on Tasks, when adding Expenses on Request Tasks, and in Additional Work process. |
| RequestInitiation | StandardTask | Syncs Standard Task Basic Data. | Used to list Standard Tasks in Additional Work process on Request and when adding new Standard Tasks on Request Quotations. |
| RequestInitiation | StandardTaskMaterial | Syncs Standard Task/Material Basic Data. | Used to fetch the Material demands for a new Task created via the Standard Task. |
| RequestInitiation | StandardTaskResource | Syncs Standard Task/Resources Basic Data. | Used to fetch Resources for a new Task created via the Standard Task. |
| RequestInitiation | StandardTaskWorkStep | Syncs Standard Task/Work Steps Basic Data. | Used to fetch the Work Steps for a new Task created via the Standard Task. |
| RequestInitiation | WorkflowSrvOrg | Syncs Service Organizations of the user’s company defined on Workflow Configurations. | Used to apply the Workflow Configuration for Request Tasks. |
| ServiceEngApp | ServiceHistoryJtTask | Syncs the
Tasks connected to the Actual Objects of the user-assigned Work Tasks.
When retrieving Work Tasks, the following filter conditions are applied.
- Work tasks in Work Done, Reported, and Finished statuses are filtered based on the Task's Actual Finish date, according to the number of days defined in the app parameter SERVICE_BOOK_HISTORY_LIMIT. - Ongoing Tasks in Released or Started status are also synced. |
Used to list out the Task Steps in the Steps page accessed through Service Book Details. |
| ServiceEventGeneration | EvelogEvent | Syncs Event Definitions Basic Data. | Used when adding new events on Tasks and Work Assignments. |
| ServiceEventGeneration | EvelogEventConnection | Syncs valid Event Entity Configurations for entities enabled in mobile. | Used to list valid Events for the entity. |
| ServiceEventGeneration | EvelogEventReason | Syncs Event Reason Basic Data. | Used to list Reasons when adding manual events on Tasks and Assignments. |
| ServiceEventGeneration | EvelogEventType | Syncs Event Types Basic Data. | Used to display the Event Type Description for the selected event when adding manual events. |
| ServiceEventGeneration | EventLog | Syncs Event Logs related to Work Assignments. | Used to display Events on the Work Assignment. |
| ServiceEventGeneration | ResLatestEventStatus | Syncs Shift and Attention On/Off information for the logged in person resource. | Used to display the Attention On/Off details and the latest Shift and Break On/Off information in the Calendar. |
| ServiceNotes | NoteTemplateText | Syncs Note Template Texts Basic Data. | Used to display Template Texts in Notes. |
| ServiceNotes | NoteType | Syncs Note Types/Note Templates Basic Data. | Used to display Note Types in Notes. |
| ServiceNotes | NoteTypeTemplate | Syncs Note Types Basic Data. | Used to fetch the relevant Template Text for the selected Note Type in Notes. |
| ServiceNotes | RequestContactNote | Syncs data relevant to different Notes: Object Notes, Task Notes, Request Notes, Location Notes, and Contract Notes. | Used to create Notes and retrieve the count on the Notes page. |
| ServiceQuotation | BusinessObjectContact | Syncs Contacts linked to Service Quotations on mobile user devices. | Used in contact related actions in Service Quotations. |
| ServiceQuotation | InvoiceRule | Syncs Invoice Rule Basic Data. | Used to list Invoice Rules for Work Orders. |
| ServiceQuotation | JtTaskSrvQuo | Syncs Task Information on Service Quotations in mobile user devices. | Used to display Tasks in Service Quotations. |
| ServiceQuotation | JtTaskSrvQuoResource | Syncs Task Resource Demands on Service Quotations in mobile user devices. | Used to display Task Resources in Service Quotations. |
| ServiceQuotation | LocationPartyAddressQuery | Syncs location Visit addresses for Party Type - Customer in Location Basic Data. | Used to list Locations. |
| ServiceQuotation | MobileServiceQuotation | Syncs Mobile related Service Quotation Information on mobile user devices. | Used to display Service Quotations and in New Service Quotation process. |
| ServiceQuotation | OrderCoordinator | Syncs Coordinators Basic Data. | Used to list Coordinators in Service Quotations. |
| ServiceQuotation | ServiceQuotation | Syncs Service Quotations on mobile user devices. | Used to display Service Quotations and in New Service Quotation process. |
| ServiceQuotation | WoJobsSrvQuo | Syncs Jobs and Template Information linked to Service Quotations on mobile user devices. | Used to display Jobs and Templates in Service Quotations. |
| ServiceQuotation | WoMaterialSrvQuo | Syncs Task Material Demands on Service Quotations in mobile user devices. | Used to display Task Materials in Service Quotations. |
| ServiceQuotation | WoPlanSrvQuo | Syncs Task Planning lines on Service Quotations in mobile user devices. These include Material, Expenses and External Costs and Fixed price planning lines. | Used to display Task Planning information in Service Quotations. |
| ServiceQuotation | WoSrvQuo | Syncs Work Order Information on Service Quotations in mobile user devices. | Used to display Service Quotations and in New Service Quotation process. |
| ServiceWarranty | WarrantyAssessment | Syncs Warranty Assessments Basic Data. | Used to list Assessments in Work Details page. |
| ServiceWarranty | WorkTask | Syncs Warranty data on Tasks available to the logged in user. | Used to display and process Warranty related information on Work Tasks. |
| ShiftsAndBreaks | ResourceAvailBreak | Syncs Break data for the logged in user that are not in the status Cancelled or Off Break between the current date and within the date limit set in the App Parameter SHIFT_BREAK_LIMIT. | Used to display and manage breaks associated with the logged in user. |
| ShiftsAndBreaks | ResourceAvailShift | Syncs Shift data for the logged in user between the current date and within the date limit set in the App Parameter SHIFT_BREAK_LIMIT. | Used to find the shift the user should be logged into, display the breaks associated with that shift, and check if the user has completed the shift-on Survey. |
| StockMove | TransportTaskLine | Syncs Transport Task Lines with To Location, Forward to Location, or From Location is a remote warehouse connected to the logged in user. | Used to display and execute data in Incoming Stock - Direct, Planned Incoming Transport Tasks, and Receive Reserved Parts. |
| StockMove | UserRemoteWarehouseQuery | Syncs remote warehouses connected to the logged in user in valid sites for the user. | Used to list valid users in Add Transport Task and Unplanned Outgoing Stock actions in Move Stock. |
| StockMove | WarehouseBayBin | Syncs warehouse locations with Location Type PICKING in valid sites for the user. | Used to list
valid locations in the following operations: - Normal purchase orders (Task connected and non-connected ) and Pickup Purchase orders - Move to Main Warehouse from My Stock - Adding and Executing Transport Task - Returning parts To Inventory - Unplanned Outgoing Stock and Unplanned Incoming Stock - Move to My Stock when returning parts from Service Location |
| StockMove | WhseShipmentReceiptInfo | Syncs data related to shipments, including return warehouse details, geolocation, and supplier information for the valid sites of the logged in user. | Used to list parts in Return from Service Location action and to validate remaining parts at service location when completing a Task. |
| TimeReports | EmployeeResourceConnection | Syncs Employee Resource connections in logged in user’s company. | Used when adding or editing Time Reports. |
| TimeReports | JtTaskClocking | Syncs clocking data of the Tasks available to the logged in user. | Used when adding or editing Time Reports. |
| TimeReports | WoTimeType | Syncs Time Types Basic Data in sites valid for the logged in user. | Used when adding, editing or displaying Time Reports. |
| TimeReports | WoTimeTypeResourceLovQuery | Syncs Time Types per Resource Groups under Time Types Basic Data in sites valid for the logged in user. | Used when adding or editing Time Reports. |
| ToolsAndEquipments | MobileEqpResource | Syncs Tool/Equipment resources in sites valid for the logged in user. | Used when adding, editing, assigning or displaying Time Reports. |
| ToolsAndEquipments | MobileRequestEqpResource | Syncs Tool/Equipment resources in logged in user’s company. | Used when adding, editing, assigning or displaying Time Reports. |
| WorkExecutionCommon | CancelTaskCause | Syncs Cancel Causes Basic Data valid for Work Assignments and Task Steps and available to the current user. | Used to list
Cancel Causes when cancelling or rejecting a Work Assignment or a Task
Step. |
| WorkExecutionCommon | CompanySite | Syncs Sites connected to the current user in Resource Connections. | Used to list valid Object sites in the New Task Step assistant. |
| WorkExecutionCommon | CustomerInfo | Syncs Customers connected to user Tasks and user Objects. | Used to display Customer details in Object, Task and Service Quotations pages and to list Customers in New Request, New Work and Additional work processes. |
| WorkExecutionCommon | IsoUnit | Syncs Unit of Measure Basic Data under ISO Code Usage. | Used to list Unit of Measure in Expense reporting and Ad-hoc Purchasing. |
| WorkExecutionCommon | JtCostCategory | Syncs valid Work Task Cost Categories Basic Data. | Used to list
Cost category when adding or editing Expenses. |
| WorkExecutionCommon | JtExecutionInstance | Syncs Work Assignments connected to Tasks available to the logged in user. | Used in in work processing and to display information about Tasks in the mobile client. |
| WorkExecutionCommon | JtIncompletionCause | Syncs Incomplete Causes Basic Data. | Used to list
causes in Incomplete process on Work Assignments and Tool Assignments. |
| WorkExecutionCommon | JtTask | Syncs Tasks transferred to mobile for the logged in user. | Used in wok execution process and links other related entities used in work execution. |
| WorkExecutionCommon | JtTaskAddress | Syncs address data on Tasks available to the logged in user. | Used to display
address and location information on Tasks and supporting processes. |
| WorkExecutionCommon | JtTaskDependency | Syncs Task Dependencies on Tasks available to the logged in user. | Used to display Task Dependencies on Work Order and Request Scope pages and when processing Bundle Tasks. |
| WorkExecutionCommon | JtTaskPlanningOffline | Syncs Task Planning Lines for External Costs and Expenses on Tasks available to the logged in user. | Used to list Planned Line ID when adding or editing Expenses. |
| WorkExecutionCommon | JtTaskResource | Syncs Resource demands on Tasks available to the logged in user. | Used to display Resource Group descriptions in Unassigned Work under Assignments action and to list Resources in Scope Review. |
| WorkExecutionCommon | JtTaskSignature | Syncs Task Signatures on Tasks available to the logged in user. | Used to display Customer and Executed By signatures in Report In/ Debrief pages and in Service Report. |
| WorkExecutionCommon | JtTaskStep | Syncs Task Steps on Tasks available to the logged in user. | Used in all processes related to Task Step. |
| WorkExecutionCommon | JtTaskTransaction | Syncs Task Transactions related to External, Expenses, Tools, and Collective cost types on Tasks available to the logged in user. | Used to display, add, edit and delete Task Transactions and in Service Report. |
| WorkExecutionCommon | MaintPersonResource | Syncs mobile Resource related information for the logged in user with site connections. | Used to retrieve Resource details and connected data. |
| WorkExecutionCommon | MobileCommMethodQuery | Syncs Customer contact Details from customers connected as a party to Equipment Objects in valid sites for the user. | Used to list contacts in New Request, New Scope, New Request Quotation and New Service Quotation processes. |
| WorkExecutionCommon | MobileWorkOrder | Syncs all the mobile transferred Assignments and Tasks data stored in mobile work orders. | Used to display and process Mobile Events, Work Assignments and Tasks. |
| WorkExecutionCommon | PscContrProduct | Syncs valid service contract line information. | Used to list valid contracts in New Work, Additional Work, New Request, New Request Scope, New Request Quotation, and New Service Quotation processes. |
| WorkExecutionCommon | PscContrProductScope | Syncs Contract line Scope details for Equipment Objects in valid sites for the user. | Used to list valid contracts in New Work and Additional Work processes. |
| WorkExecutionCommon | PscSrvLineObjects | Syncs the Equipment Object connections linked to contract lines on Tasks available to the logged in user. | Used to list valid contracts in New Work and Additional Work processes and when changing the Object in the Work Details page. |
| WorkExecutionCommon | ResourceActivity | Syncs Resource Activities linked to Resource demands with no allocations. | Used when creating a new assignment without allocation in New and Additional work, Incomplete and Disconnect from Bundle Task processes and when accepting a Task from pool. |
| WorkExecutionCommon | ResourceActivityAlloc | Syncs Resource Activity Allocations on Tasks assigned to the logged in user. | Used when creating a new assignment with allocation in New and Additional work, Incomplete, Disconnect from Bundle Task processes. |
| WorkExecutionCommon | ScContractCustomer | Syncs contracts associated with customers on Tasks available to the logged in user and with objects (as a Party Type) in valid Sites for the user. | Used to list valid Contracts in New Work, New Request, and New Request Quotation processes. |
| WorkExecutionCommon | TaskMapPosition | Syncs Task map positions on Tasks available to the logged in user. | Used to display and update Task map positions. |
| WorkExecutionCommon | UnmetDemand | Syncs unallocated resource demands on Tasks assigned to the logged in user. | Used to display Unassigned work under Assignments action. |
| WorkExecutionCommon | UserAllowedSite | Syncs the Sites where the user has access. | Used to list Task Site, Object Site, and Material Site in work execution, initiation, Service Quotation and Request Quotation processes. |
| WorkExecutionCommon | WorkStage | Syncs Work Stages Basic Data. | Used to display the Work Stage in Task Details and to list Work Stages in the Additional Work process. |
| WorkExecutionRequest | MobileRequestResourceGroup | Syncs Resource Group connections for Person and Crew type resources. Only the resources in companies where the current user is connected as a mobile user are considered. | Used in time reporting, New, Additional Work and Follow on Work creation (re assign) processes. This data is applicable only in Request Task processing. |
| WorkExecutionRequest | RequestPersonResource | Syncs unique Person and Crew type resources along with their Primary Resource Group. Only the resources in companies where the current user is connected as a mobile user are considered. | Used in time reporting and Follow-on Work creation (re-assign) processes. This data is applicable only in Request Task processing. |
| WorkExecutionRequest | ResourceGroupCompanyQuery | Syncs Resource Groups of type Person, Crew, or Tool Equipment. Only the resource groups connected to companies where the current user is connected as a mobile user are considered. | Used to list Tool Resource Groups when adding Tool Demands. It is also used to list valid Person or Crew resource groups in Additional Work and Follow on Work creation processes. This data is applicable only in Request Task processing. |
| WorkExecutionRequest | SlaCommitment | Syncs SLA commitments on Tasks available to the logged in user. Only Active or Closed SLA Commitments that are of type Scheduling and Fulfil Events are considered. | Used to display SLA commitments and their status on Tasks. This data applies only in Request Task processing. |
| WorkExecutionRequest | SlaCommitmentConnection | Syncs SLA commitment Details on Tasks available for the logged in user. Only Active or Closed SLA Commitments that are of type Scheduling and Fulfill Events are considered. | Used to display SLA commitments and their status on Tasks. This data applies only in Request Task processing. |
| WorkExecutionRequest | SrvRequestScope | Syncs Request Scope Information on Tasks available to the logged in user. | Used to display
- Request and Service Information on Request Scope page - Service Object and Service Information on Work Details page and - Request Information on Task Contacts page |
| WorkExecutionWO | ActiveSeparate | Syncs Work Orders linked to tasks available to the logged in user. | Used in New Work and Additional Work processes. |
| WorkExecutionWO | MobileResourceGroup | Syncs Resource Groups valid for all mobile users with a connection to valid sites of the logged in user. | Used in Time Reporting, New Work, Additional Work and Follow on Work processes. |
| WorkExecutionWO | Organization | Syncs Maintenance Organizations Basic Data in sites valid for the logged in user. | Used to list Maintenance Organizations in New Work, Additional Work and New Service Quotation processes. |
| WorkExecutionWO | ResourceGroupSiteQuery | Syncs Resource Groups of type PERSON, CREW and TOOL/EQUIPMEMT with a connection to valid sites of the logged in user. | Used when adding new resource demands and to display Tool Information. |
| WorkExecutionWO | ScContractSite | Syncs Service Contracts in valid sites of the logged in user. | Used to list Service Contracts in New Work and Additional Work processes. |
| WorkExecutionWO | SlaOrderLine | Syncs SLA Order Lines linked to Tasks available to the logged in user. | Used to display SLA Information and to validate SLA date violations when adding or editing Work Assignments. This is used only for Work Order Tasks. |
| WorkExecutionWO | TaskTemRoleDependencies | Syncs Task Dependencies defined in the Task List of the Task Templates that are valid for the sites of the logged in user. | Used to add Task dependencies New Work and Additional Work using Task Templates. |
| WorkExecutionWO | TaskTempPlanSiteInfo | Syncs Planning Information linked to Work Lists of Task Templates that are valid for the sites of the logged in user. | Used when adding Tasks using Task Templates in New Service Quotation process. |
| WorkExecutionWO | TaskTempResourceCatalog | Syncs Sales Part Information linked Work List Resources of Task Templates that are valid for the sites of the logged in user. | Used when adding Crew and Tool Resource Demands using Task Templates in New Work and Additional Work processes. |
| WorkExecutionWO | TaskTemplate | Syncs Task Templates that are valid for the sites of the logged in user. | Used in New Service Quotation, New Work and Additional Work processes. |
| WorkExecutionWO | TaskTemplateCrew | Syncs CREW type Resource demands linked to Work Lists of Task Templates that are valid for the sites of the logged in user. | Used when adding Crew Resource Demands using Task Templates in Additional Work process. |
| WorkExecutionWO | TaskTemplatePlanning | Syncs External Costs, Expenses and Fixed Price Planning data linked to Work Lists of Task Templates that are valid for the sites of the logged in user. | Used in New Service Quotation process. |
| WorkExecutionWO | TaskTemplateQuery | Syncs valid standard jobs on service contracts. | Used when adding Service Contract Information in New Work and Additional Work processes. |
| WorkExecutionWO | TaskTemplateResource | Syncs PERSON type Resource demands linked to Work Lists of Task Templates that are valid for the sites of the logged in user. | Used when adding Person Resource Demands using Task Templates in New and Additional Work processes. |
| WorkExecutionWO | TaskTemplateRole | Syncs Work List data from Task Templates valid for the sites of the logged in user. | Used in New and Additional Work processes. |
| WorkExecutionWO | TaskTemplateSite | Syncs Valid for Sites data from Task Templates valid for the sites of the logged in user. | Used for adding
service contract lines in new and additional work. |
| WorkExecutionWO | TaskTemplateSpare | Used when adding Material Demands using Task Templates in New and Additional Work processes. | Used when adding Material Demands using Task Templates in New and Additional Work processes. |
| WorkExecutionWO | TaskTemplateTool | Syncs TOOL demands linked to Work Lists of Task Templates that are valid for the sites of the logged in user. | Used when adding Tool Demands using Task Templates in New and Additional Work processes. |
| WorkExecutionWO | TaskTemplateWorkStep | Syncs Work Steps data linked to Work Lists of Task Templates that are valid for the sites of the logged in user. | Used when adding Task Steps using Task Templates in New and Additional Work processes |
| WorkExecutionWO | WorkOrderAddress | Syncs WO Address data associated with Tasks available to the logged in user. | Used to set Location when in New Work process. |
| WorkExecutionWO | WorkOrderJob | Syncs Work Order Jobs of the work orders connected to the current user. | Used when adding Standard Jobs using Task Templates in New and Additional Work processes. |
| eForms | ConnectedSurveyQuestions | Syncs Survey Questions linked to valid Workflow Configuration Types. | Used to set the questions for the survey when the survey is triggered. |
| eForms | JtTaskSurveyAnswers | Syncs Survey Answers provided by the logged in user for the Surveys linked to Tasks. | Used to validate partially answered questions and retrieve the latest answers for the questions. |
| eForms | JtTaskSurveyAttributes | Syncs Survey Information for each Survey. | Used during Survey execution. |
| eForms | JtTaskSurveyLog | Syncs Survey logs related to Tasks or Assignments. | Used to log suspended or Completed status of Task connected Surveys. |
| eForms | ResourceSurveyQuery | Syncs Survey data associated with Person Resource Type Workflow Configuration. | Used to display Surveys valid for the logged in user. |
| eForms | ShiftSurveyQuery | Syncs Shift related Survey data valid for the logged in user. | Used in validations during Task status changes and at the start or end of shifts if connected to a Survey. |
| eForms | SurveyAltItem | Syncs Multi Choice Question related Survey data valid for the logged in user. | Used to display and process Multi Choice Type Questions in Surveys. |
| eForms | SurveyQuery | Syncs Survey data valid for the logged in user. | Used to list and process Surveys. |
| eForms | WorkflowObjectQuery | Syncs Survey data associated with Objects. | Used to display valid Surveys for the Equipment Object. |
| eForms | WorkflowSurvey | Syncs data related to Configurations and Survey Connections. | Used to list and process Surveys associated with Work Assignments. |