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To add a work item, select the Add Work Item button on the far right of the screen and complete the required fields.
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Field | Description | Example |
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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
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Description | - Enter a description of the work item
- Visible only in Administration
- Allows up to 250 characters
- Option Field
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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
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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
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