Importing into Partner Field Designer

1. Utilizing the Orbitas Module for Partner Field Designer

For further detailed support using this method, please contact Partner Software support directly.

To review how to upload a collected job into Orbitas RMS, read the Help Guide here.

Make sure you have uploaded any and all jobs to Orbitas RMS you wish to utilize

‍

Watch this quick tutorial video for utilizing the Orbitas Module for Partner Field Designer.

2. Utilizing the Orbitas Companion

Orbitas Companion by Tri-Global allows Orbitas Field and Partner Field Designer users to quickly get completed jobs from the iOS device running Orbitas Field into the Partner Field Designer program.

1. Download the Orbitas Companion

Once installed, open up Orbits Field on your iOS device.

Uploading a Orbitas Field job:

While in the job you wish to upload, click on the ACTIONS icon, then the CLOUD icon.

You will receive an "Job Uploaded" notification

Your selected job is now in Orbitas RMS and ready to be accessed using the Orbitas Companion

‍

2. Now launch the Orbitas Companion application on your PC.

Enter your Orbitas credentials and click LOGIN.

Select your directory to download Orbitas files.

Select FILE. CHOOSE DOWNLOAD DIRECTORY.

Select or create a new folder to download the Orbitas files into. 

‍This will be the folder you will need to browse in the next steps.

‍

3. Select your job to download.

Highlight your job and choose DOWNLOAD. You can only download one job at a time.

You will receive an "Export Complete" notification.

‍

4. Launch Partner Field Designer.

Create or open a work order

Select FILE, STAKER, MOBILE DEVICE FILE IMPORT

Make sure to Browse to the correct directory (the export folder you created or selected within the previous steps )

*When browsing make sure to only select the folder, you don't need to be in the folder.

You can preview the job, or just click OK to bring it directly into the work order.

‍

3. Use Orbitas RMS to download .xlm files

Login to www.orbitas.xyz

Select a job to export by selecting the box next to the job name, then ACTIONS, EXPORT

Choose the Partner XML format and click EXPORT

Open Partner Field Designer:

Create or open a work order

Select FILE, STAKER, MOBILE DEVICE FILE IMPORT

Make sure to Browse to the correct directory (the export folder you created or selected within the previous steps )

*When browsing make sure to only select the folder, you don't need to be in the folder.

You can preview the job, or just click OK to bring it directly into the work order.

‍

Review this quick tutorial video for more details.

‍