Working with the ControlOffice App
The ControlOffice app provides field users with all the options to work directly from their phone or tablet. Whether you're creating and/or approving reports, generating and completing work orders, logging hours, or issuing parts, the app fully supports your tasks.
Installing the app
The "ControlOffice App" can be accessed and/or installed in 2 ways.
- Install the "ControlOffice App" via the Play Store (Android) or App Store (Apple).Or
- Go to the website app.controloffice.nl and use the app from there. This can be done from phones, tablets, as well as from your laptop/PC.
If you access the app from a browser, the browser can also install the app. Sometimes the browser offers this automatically; otherwise, depending on the browser, it can be installed as follows.
| Browser | How to install |
|---|---|
| Apple Safari | Click the icon at the bottom center and select: "Add to Home Screen" |
| Chrome | Click the 3 dots at the top right and select: "Add to Home screen" |
| Edge | Click the 3 lines at the bottom right (hamburger menu) and then select "Add to phone" |
Logging in
To log in, ControlOffice asks you to enter 3 details.
| Question | Explanation |
|---|---|
| URL | Enter the URL of your ControlOffice web application, including https:// |
| Username | Enter your username (the same as for the ControlOffice web application) |
| Password | Enter your password (the same as for the ControlOffice web application) |
The URL and username can also be scanned. Next to the URL bar in the app, there is a QR code icon. Click it to scan a QR code. The QR code that needs to be scanned can be found in the ControlOffice web application itself. Log in there with your username and password. Then open the menu at the top right by clicking the arrow next to your username and select "Login with QR". Scan the QR code with your phone, and the app will automatically fill in your URL and username. All you need to do is confirm that it is you by entering your password.
Working with the ControlOffice app
The app provides a number of menu items with fixed content. An explanation for each menu item is provided below. In each detail screen, you can swipe through the tabs to, for example, issue parts or register hours on a workorder. Some of the menus below only show open workorders. This refers to all workorders that do not have the system statuses 'Completed', 'Written off' or 'Closed'.
| Menu item | Explanation |
|---|---|
| Employee workorders | All open workorders where the user appears in the 'Employees' tab are shown here. The workorders are displayed in descending order based on the planned date. Workorders without a planned date are shown at the top. |
| Responsible workorders | All open workorders where the user is designated as the person responsible for the workorder are shown here. The workorders are displayed in descending order based on the planned date. Workorders without a planned date are shown at the top. |
| Open workorders | All open workorders are shown here. The workorders are displayed in descending order based on the planned date. Workorders without a planned date are shown at the top. |
| Workorders by trade group | All open workorders linked to the trade group(s) of the logged-in user are shown here. The workorders are displayed in descending order based on the planned date. Workorders without a planned date are shown at the top. |
| All workorders | All workorders are shown here, regardless of status. The workorders are sorted by number (newest at the top). |
| My requests | All open requests created by the user are shown here. |
| Open requests | All open requests are shown here, regardless of who created the request. |
| All requests | All requests are shown here, regardless of status. The requests are sorted by number (newest at the top). |
| Objects | All objects can be viewed here, including, for example, the bill of materials and history. |
| Forms | Shows all active forms. They can be created and edited here. |
| Add meter reading | A meter reading can be updated here. |
| Stock correction | A stock correction can be made here. |
For each menu item, whether it is visible or not is determined based on the settings within ControlOffice.
| Menu item | Explanation |
|---|---|
| Employee workorders | Visible if you are allowed to appear as an employee on a workorder and provided you have open permissions for the 'Workorders' menu in the user permissions. |
| Responsible workorders | Visible if you are allowed to appear as the responsible person on a workorder and provided you have open permissions for the 'Workorders' menu in the user permissions. |
| Open workorders | Visible if you have open permissions for the 'Workorders' menu in the user permissions and have permissions for 'Open all' for workorders. |
| All workorders | Visible if you have open permissions for the 'Workorders' menu in the user permissions and have permissions for 'Open all' for workorders. |
| My requests | Visible if you have 'Create' permissions for a request. |
| Open requests | Visible if you have 'Create' and 'Open all' permissions for requests. |
| All requests | Visible if you have 'Create' and 'Open all' permissions for requests. |
| Objects | Visible if you have permissions to 'Open' objects. |
| Forms | Visible if you have permissions to 'Open' objects. |
| Add meter reading | Visible if you have the 'Change reading' permission for meters. |
| Stock correction | Visible if you have permissions to create a stock correction. |
An explanation of the available options for each type of menu item (workorders, requests, objects, meter readings and stock corrections) follows below.
QR codes are ideal for optimizing the use of the app. In ControlOffice, QR code labels can be printed for objects, parts and meters.
By placing these labels where needed, the app user can easily scan them to, for example, create a request or workorder for an object, update a meter reading or issue a part.
Workorders
For all menu items relating to workorders, workorders can be created and opened here. Create a workorder using the + icon and open a workorder by clicking it.
Once you are in a workorder, all fields in the detail tab can be completed and edited, such as the status, priority and planned date. This works in the same way as in ControlOffice itself. The other tabs are also available for additional functions. Swipe through the tabs to access them. From the workorder, you can click through to the object to view its history, for example.
| Tab name | Explanation |
|---|---|
| Detail | This tab contains the basic details of the request, such as the requester, object and status. The content of this tab can be configured via the request configuration screen. |
| Activities | The required activities can be entered here. For each activity, a result, comment and completion status can also be specified. Activities can optionally be transferred to a follow-up workorder. Activities can also be included from the checklist. |
| Parts | Parts can be planned and/or issued in this tab. Planned parts can also be included from the checklist. Parts that are issued are automatically added to the bill of materials/BOM of the object on which the workorder is based. |
| Employees | Employees on the workorder can be managed here. An employee can also view their hours and mark themselves or others as completed on the workorder. |
| Requests | If the workorder originated from a request, the request can be viewed here. Additional requests can also be linked to the workorder. |
| Tools | Any tools can be logged on the workorder here. |
| Costs | The costs incurred on the workorder can be viewed here. |
| Objects | Link any additional objects to the workorder. |
| Forms | Link any forms to the workorder. |
| Attachments | Link attachments such as photos, Word, Excel or PDF files. |
Requests
For all menu items relating to requests, requests can be created and opened here. Create a request using the + icon and open a request by clicking it.
Once you are in a request, all fields in the detail tab can be completed and edited, such as the object, type and description. This works in the same way as in ControlOffice itself. The other tabs are also available for additional functions. Swipe through the tabs to access them.
| Tab name | Explanation |
|---|---|
| Detail | This tab contains the basic details of the request, such as the requester, object and status. The content of this tab can be configured via the request configuration screen. |
| Objects | Link any additional objects to the request. |
| Forms | Link any forms to the request. |
| Workorder | If the request has been converted into a workorder, the workorder can be viewed here. |
| Costs | The costs of the request are shown here. |
| Attachments | Link attachments such as photos, Word, Excel or PDF files. |
Objects
All objects can be opened here and their associated information can be viewed. An object can be searched for using a filter, for example by searching for the object code or description, but it can also be found by scanning the object code.
An object also has tabs for recording additional information.
| Tab name | Function |
|---|---|
| Detail | The basic details of the object, such as the code and description. |
| Bills of materials | The parts that make up the object, also known as the BOM (Bill Of Materials). |
| Subobjects | The subobjects of the object. |
| History | The history of the object, divided into created workorders, requests, time entries, part issues and costs. |
| Contracts | The contracts applicable to the object. |
| Meters | The meter(s) of the object. |
| Attachments | The attachments of the object. |
Forms
Shows all active forms. They can be created and edited here.
Update meter reading
In this menu, a meter can be opened or scanned to update the meter reading.
Stock correction
In this menu, a part can be searched for or scanned to create a stock correction.