Operix Integration

The XOi / Operix integration is designed to create a seamless technician experience between the two applications. The integration simplifies the process while empowering the technician with the full value that XOi has to offer. 

Value for Technicians

• Internal/External Transparency
• Eliminates Manual Note Taking
• Simplistic Mobile Technician Experience

Information that passes from Operix to XOi

• Work Order #, Customer, & Location

Information that passes from XOi to Operix

• Internal Notes
• Audio Transcriptions from Videos
• Work Summaries
• Step Notes
• Public Job Share Links

Integration Setup Requirements

All users must have matching emails in Operix and XOi for the integration to work properly. These emails must be lowercase in both applications. 

If the emails do not match the user will receive a deep link error when moving from Operix to XOi. 

Audio Transcriptions from Videos and Step Notes can pass back to the Work Performed section. Admins will need to add an integration trait to each workflow step. The integration trait is ifs_work_done.

Integration Walkthrough

The Operix integration begins in the Sage Field Operations webpage. 

Select on the WO you would like to begin and select Attachments. 

Select Create XOi Job.

You will see a green pop-up at the top of the screen saying XOi Job Created and the Create XOi Job button will change to Open XOi Job. Select this to go directly to the job in XOi. 

Work Order #, Customer, & Location

This information will be passed over to XOi after the creation of the job. By selecting the XOi Vision link you will be taken directly to the Job Info screen where you can review this information.

After finishing the workflow(s) and completing the job information will be passed back to Operix. 

Information that passes from XOi to Operix

Internal Notes

If an internal job note is added to XOi, it will be passed back to the "Office Notes" section after the completion of the XOi job. 

Audio Transcriptions from Videos, Step Notes, and Work Summaries

Audio Transcriptions from Videos & Step Notes can appear in the Work Performed Note when set up properly in XOi.

Work Summaries will be added as a separate Work Performed Note.

All Work Performed Notes will automatically be placed on the Service Report once generated.  

Public Job Share Links

The Public Job Share Link will automatically be placed on the Service Report, once generated. 

Additional Information

This integration is an additional feature, please speak to your Customer Success Manager to learn more.