The Scheduling & Dispatch area of MetaField® allows your field technician schedulers to assign work orders to field technicians. A work order is comprised of one or many work items or tasks to be performed for a specified project in the field. The diagram below shows the process a work order can go through.
Scheduling
A scheduler creates a work order in the scheduling module. While a scheduler is working with the work order must be assigned to a technician in order to be completedbut is not ready to release to the technician, it can be created without as a technician being assigned draft. Once a technician is assigned a the scheduler is ready to release the work order it is submitted and can be viewed by the technician. The scheduler is able to modify the other statuses if needed, but this is not the typical workflow.
Field
A field technician will see all their assigned orders and can choose to accept them which makes them accepted. In some cases, a technician may want to indicate they are not able to do the word order and in this case it is declined. This can be done before or after it is accepted. Note that a declined work order is removed from the technicians list of assignments and will appear in the scheduling dashboard under the declined queue so the scheduler can assign a new technician. This restarts the process for this work order.
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