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Commissioning My eTASK App

FM-Portal

IC2805
FM-Portal

With the My eTASK app, for example, customers can use the Service Request module to create service tickets flexibly from anywhere. Additional modules are in the works.

App Modules

The My eTASK app is available on iOS, Android, and Windows and consists of three modules:

Inventory Module

  • Complete building inventory (furniture, IT, equipment)

  • Support for new entries, room assignments, and follow-up inventories

Service requests

  • Can be recorded online and offline

  • Categories, colors, and icons freely configurable

  • Option for photo documentation and voice messages

  • More efficient reporting of defects directly via mobile devices

Emergency contact list

  • Display of important contacts such as:

  • First responders

  • Hazardous materials officers

  • Disaster relief workers

  • Building-specific display (also scannable via room barcode).

  • Direct contact via phone call or email is possible from within the app.

  • Integrated with existing features such as role monitoring and training management.

Certain preparations must be made before using the app.

Procedure in the FM Portal

Control the display of components

Path to the starting point: System Settings - Portal Options - Hardware - Apps and Modules

All modules in the app are always displayed; they no longer need to be activated. However, if you do not want all modules (including any that may be locked) to be displayed, you can hide them.

To do this, check the box next to "Hide in My eTASK App."

Settings dialog for My eTASK App showing availability options with checkboxes for visibility and invisibility settings
Settings dialog for My eTASK App showing availability options with checkboxes for visibility and invisibility settings

Assign Permissions

Place all users who are supposed to log in to the app in the appropriate group. 📄 Benutzern Rechte über die Rechtegruppe zuordnen IC1059

2040-A for the Inventory module

2021-A for the Emergency Call List module

2001-A for the Service Request module

These automatic groups grant access to the necessary interfaces so that the app can communicate with the portal.

  • Then go to Control Panel > Portal Options > Hardware > Apps and Modules and open the entry, e.g., 2040 Inventory.

  • Go to the "Rights" section for the module and add the rights group, e.g., 2040-A.

  • Save the changes and reload the portal once (F5)

Logged-in users must be in one of the permission groups 2040-A or 2040-B. Then all app users can log in to the app, see one or more tiles, and if they have permissions for a tile, they can open it. Without sufficient permissions, the tile is locked.

Mobile app screenshot showing inventory and service ticket options with German text overlays indicating app access rights
Mobile app screenshot showing inventory and service ticket options with German text overlays indicating app access rights

Overview of Component/Permission Combinations

No permissions for 2040/2001/2021 - cannot log in to the app

Module not active - no tile in the app

Module active - no permissions - locked tile

Module active and permissions granted - tile accessible

Settings for My eTASK App: Available for My eTASK, Invisible in App, and Available without rights check options, last one checked
Settings for My eTASK App: Available for My eTASK, Invisible in App, and Available without rights check options, last one checked

Note: There is also the option to set the component to "Available without permission check," which allows any user who logs in to the app to automatically click on the module's tile without needing additional permissions.

Recommendation: If all users are to create tickets, make the "Service Ticket" module available without permission checks. Also, define 2001-B as the default group.

Recommendation: To use the inventory feature, assign all users to group 2040-B and then create a separate group with access to the "Inventory" component.

Set up login in Azure

The AZURETENANTID and AZURECLIENTID must be stored in the portal.

  • Log in to your eTASK.FM portal and go to Control Panel - Portal Options - Portal
    Management - System Configuration. Open the system parameters "AZURECLIENTID" and
    "AZURETENANT". Open the app you just created at http://portal.azure.com and go to the Overview (Dashboard).

  • You can find the value for the "AZURECLIENTID" system parameter in the overview under
    "Application ID (Client)". Enter the ID stored there as the
    configuration value in the parameter and click Save in the toolbar.

  • You can find the value for the system parameter "AZURETENANTID" in the overview as
    "Directory ID (Tenant)". Enter the ID listed there as the configuration value in the
    parameter and click Save in the toolbar.

  • If not already set in your portal, open the system parameter "AZURELOGINAKTIV". Enter a 1 in the Value field. Click Save in the toolbar.

  • In the Azure Dashboard, go to Manage - Authentication, then to the Mobile and Desktop Apps section, and enter the URL msal-my-etask-app://auth.

  • In the Azure Dashboard, under Manage - Make an API available, create a scope named api://{TENANTID}/default.

  • Replace the placeholder {TENANTID} with the "Directory ID (Tenant)".

Note: The Azure app must return a V2 token. The app cannot operate with a V1 token.

  • Go to Entra ID, select App registration under Manage, and select the application.

  • Scroll down on the left and select Application manifest at the bottom.

  • Search for accessTokenAcceptedVersion and change the value to 2." (Source, external link: Microsoft)

Note: Logging in to the app: Log in to the MyeTASK app and make sure to use the portal URL with https://.

Rights Management 📄 Rechteverwaltung IC1068

The default group 📄 Die Standardgruppe IC1060

Service notification app settings 📄 Einstellungen Servicemeldung App IC2460

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