...
To add a work item, select the Add Work Item button on the far right of the screen and complete the required fields.
Image Removed
Image Added
| Field | Description | Example |
|---|
| Name | - Enter a name for your work item
- This name will display for the scheduler and field staff
- Allows up to 100 characters
- Required field
|  Image Removed Image Added
|
| Description | - Enter a description of the work item
- Visible only in Administration
- Allows up to 250 characters
- Option Field
|
| Type / Group / Form | - Define an optional relationship to an Activity or Sample form that the Work Item utilizes
- Type = Activity or Sample Tracking
- Group = All groups based on the Type selected
- Form =All forms based on the Group selected
|
| Required CertificationsAdd Certification Group | - Select one or more Certifications that pertain to the specific work item
- A technician without these certifications can be assigned to a work item; however the scheduler will be warned when this happens
- The list of Certifications is sourced from General - Certifications
- If no certifications apply, you may skip this section
|
...