INTERVENTIONS

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Viewing information about an Intervention

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Functionality View intervention informationfeature in the K inventory online inventory management application enables you to view all interventions recorded in the software. With this feature, you can filter interventions by type, status, dates and tasks. Use this feature to efficiently manage all your company’s interventions.

 

1. Click on the Interventions icon in the left-hand menu

 

SELECT INTERVENTION DISPLAY

2. Click on the Display mode List or Display mode Table button to select the intervention display mode.

 

operations listing listDisplay in list mode

 

 

operation listing table

Display in table mode

 

FILTER INTERVENTIONS BY TYPE AND STATUS

3. Filter interventions by type and status by selecting the desired values from the two drop-down lists Status and Type

 

Multiple intervention types and statuses can be selected for filtering.

 

FILTER BY DATE AND SPOT

Filters can also be set for dates and tasks.

operation menuDisplaying interventions and tasks

 

4. Click on the This week’s jobs button at the top left of the screen to filter by planning date

 

The date filter is based on the field Start date.

 

5. Click on My to-dos at the top left of the screen to display all the actions (tasks) assigned to your user account

 

Five selection filters are available for the task display:

  • All tasks (all tasks, regardless of status)
  • My to-dos (all tasks assigned to me and always open)
  • My group’s to-do list (all tasks assigned to my user group)
  • My tasks (all the tasks assigned to me)
  • Unassigned tasks (all tasks yet to be assigned to a user or user group)

 

CONSULT AN INTERVENTION SHEET

6. Go to Intervention management at table mode click on the modify icon Edit. At list modemode, click on theIntervention or on the Action Three points icon, then on the Open 

 

Interventions are based on a principle of tasks that you can assign to a user or group of users:

  • Only the assigned account or group can perform and validate a task
  • Tasks must be assigned to ensure that the intervention is carried out correctly.
  • Some tasks are optional and can be omitted from the job, such as Inventory validation
  • By default, the first task is assigned to the person who created the intervention.

 

7. See the following information at the top of the screen:

  • The title of the intervention
  • Start date
  • End date
  • Closing date for status intervention Completed

 

task listing operationView an intervention

 

8. View the following information in the Tasks tab :

  • Active and inactive tasks
  • Assigned accounts or account groups
  • Update dates
  • The status of each task

 

9. View a task by clicking on the Three points icon and then on Open

 

To facilitate the processing of interventions, four counters display the status of references inventoried, issued, moved or received:

  • Unplanned: Number of part numbers for which the quantity entered is not identical to the information on the platform, or the part number location is incorrect.
  • Unknown: Number of references scanned or entered but not existing on the platform
  • Expected: Number of references yet to be scanned or filled in
  • Scanned: Number of references correctly scanned or filled in

 

Carry out stock interventions on the K inventory management applicationConsult an intervention – Result of the Inventory task

 

10. View comments inthe Commentstab, or click on the Add a comment button to create one

 

A comment can be associated with a task or with the whole operation.

Select the most appropriate step for the comment, before entering any additional information to make it easier to monitor operations.

 

11. In the Attachments reports and documents imported into the intervention, as well as :

  • Order reception
  • Inventory
  • Park exit
  • Moving equipment
  • Exit voucher

 

Only the following documents are accepted:

  • Excel
  • Word
  • Pdf
  • Image

 

12. Click on the Add attachment and select your file to associate a document with an intervention

 

13. Click on the basket icon to delete an attachment,

 

In order to optimize traceability, it is impossible to delete intervention reports and discharge slips.

 

14. View information on the history of the intervention in the Activities

  • The action (creation or update)
  • Date and time of modification
  • The intention
  • The person who carried out the modification

 

operation activitesView an intervention – Activities

 

 

 

 

1. Press the Interventions button in your application menu.

 

Mobile app menu

Mobile application menu

 

2. Select the intervention you wish to view.

 

 

3. In the Tasks section, see the list of actions to be carried out for this intervention, with the status of each task.

 

4. In the Commentssection, you’ll find comments written for this intervention.

 

 

5. You can add a comment using the button.

 

6. In the Activitiessection, consult the history of actions carried out for this intervention.

 

Web

1. Click on the Interventions icon in the left-hand menu

 

SELECT INTERVENTION DISPLAY

2. Click on the Display mode List or Display mode Table button to select the intervention display mode.

 

operations listing listDisplay in list mode

 

 

operation listing table

Display in table mode

 

FILTER INTERVENTIONS BY TYPE AND STATUS

3. Filter interventions by type and status by selecting the desired values from the two drop-down lists Status and Type

 

Multiple intervention types and statuses can be selected for filtering.

 

FILTER BY DATE AND SPOT

Filters can also be set for dates and tasks.

operation menuDisplaying interventions and tasks

 

4. Click on the This week’s jobs button at the top left of the screen to filter by planning date

 

The date filter is based on the field Start date.

 

5. Click on My to-dos at the top left of the screen to display all the actions (tasks) assigned to your user account

 

Five selection filters are available for the task display:

  • All tasks (all tasks, regardless of status)
  • My to-dos (all tasks assigned to me and always open)
  • My group’s to-do list (all tasks assigned to my user group)
  • My tasks (all the tasks assigned to me)
  • Unassigned tasks (all tasks yet to be assigned to a user or user group)

 

CONSULT AN INTERVENTION SHEET

6. Go to Intervention management at table mode click on the modify icon Edit. At list modemode, click on theIntervention or on the Action Three points icon, then on the Open 

 

Interventions are based on a principle of tasks that you can assign to a user or group of users:

  • Only the assigned account or group can perform and validate a task
  • Tasks must be assigned to ensure that the intervention is carried out correctly.
  • Some tasks are optional and can be omitted from the job, such as Inventory validation
  • By default, the first task is assigned to the person who created the intervention.

 

7. See the following information at the top of the screen:

  • The title of the intervention
  • Start date
  • End date
  • Closing date for status intervention Completed

 

task listing operationView an intervention

 

8. View the following information in the Tasks tab :

  • Active and inactive tasks
  • Assigned accounts or account groups
  • Update dates
  • The status of each task

 

9. View a task by clicking on the Three points icon and then on Open

 

To facilitate the processing of interventions, four counters display the status of references inventoried, issued, moved or received:

  • Unplanned: Number of part numbers for which the quantity entered is not identical to the information on the platform, or the part number location is incorrect.
  • Unknown: Number of references scanned or entered but not existing on the platform
  • Expected: Number of references yet to be scanned or filled in
  • Scanned: Number of references correctly scanned or filled in

 

Carry out stock interventions on the K inventory management applicationConsult an intervention – Result of the Inventory task

 

10. View comments inthe Commentstab, or click on the Add a comment button to create one

 

A comment can be associated with a task or with the whole operation.

Select the most appropriate step for the comment, before entering any additional information to make it easier to monitor operations.

 

11. In the Attachments reports and documents imported into the intervention, as well as :

  • Order reception
  • Inventory
  • Park exit
  • Moving equipment
  • Exit voucher

 

Only the following documents are accepted:

  • Excel
  • Word
  • Pdf
  • Image

 

12. Click on the Add attachment and select your file to associate a document with an intervention

 

13. Click on the basket icon to delete an attachment,

 

In order to optimize traceability, it is impossible to delete intervention reports and discharge slips.

 

14. View information on the history of the intervention in the Activities

  • The action (creation or update)
  • Date and time of modification
  • The intention
  • The person who carried out the modification

 

operation activitesView an intervention – Activities

 

 

Mobile

 

 

1. Press the Interventions button in your application menu.

 

Mobile app menu

Mobile application menu

 

2. Select the intervention you wish to view.

 

 

3. In the Tasks section, see the list of actions to be carried out for this intervention, with the status of each task.

 

4. In the Commentssection, you’ll find comments written for this intervention.

 

 

5. You can add a comment using the button.

 

6. In the Activitiessection, consult the history of actions carried out for this intervention.

 

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