Moment-Sets

Source: This article refers to Moment-Sets

In a Nutshell

The Moment-sets screen is used to create and manage what customer support options are available to a customer for a specific equipment.

A moment could be assigned to a moment-set, which could consist of the following:

  • A piece of equipment could have an Equipment Details moment, with which customers could view important information related to the equipment.
  • A Call Number moment could then be used to prompt the customer to call a specific number if, for example, the issue is urgent.
  • An Open URL moment could be used to direct the customer to another resource, such as an FAQ page for the equipment.
  • And a Request Service moment could be used to obtain important time, location, contact, and problem description information from the customer which would then be used in the response dispatched from the Workforce Management app.
Note: If no moment/moment-set is created, QR-code pairings will use the default.

Creating Moment-Sets

Create New Moment-Set
Moment-sets consist of one or more moments that are used for a specific item or equipment scenario (such as when a customer reports an issue or requests a service).
Create Moments
Next, you will create the moment/s that will occur in this specific item/equipment scenario, such as displaying the equipment details,
Connect Moment-Set to Equipment/Item
Once complete, you can then associate the moment-set with an equipment record in the QR-Codes tab.

Moment Types

The following moment types are supported:


Equipment Details




Field Description
Screen Configuration
Note:The default screen configuration can only be changed by contacting Coresystems Support.
Display Text The name used for the moment in the moment-set (example: View Equipment Details).

Call Number


This moment type can be used to prompt customers to call a number.



Field Description
Display Text The name used for the moment in the moment-set (example: Urgent? Make Phone Call).
Phone Number The phone number associated with the Call Number prompt.

Open URL


This moment type can be used to prompt customers to navigate to URL.



Field Description
Display Text The name used for the moment in the moment-set (example: View the FAQ page).
Phone Number The URL associated with the prompt.

Request a Service


This moment type can be used to prompt users to enter problem description, time, location, and contact information used to fulfill the service request.



Field Description
Choose From Different Time Slots When enabled, the application will display time slots from which the customer can choose a preferred date and time.
Show Problem Type Selection When enabled, the application will display a list of problems from which the customer can choose the one most closely related to their current equipment issue.
Number of Time Slots The number of time slots to be displayed to the customer.
Job Duration (Hours) The default job duration (in hours) for the service.
Display Text The name of the moment (example: Request a Service).

Complete Moment-Set

Moment-sets can be associated with equipment or item records in the QR-Codes screen.

A moment-set with multiple moments will appear as follows:



These options would then be available to the customer when an equipment QR-code is scanned.




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