| 5. | - Select the Add Work Order button.
- Add a work order by filling in the required fields.
- select Density Test - Soil Nuclear Gauge.
- Select As Available. Notice that the End Time is now grayed outStart Time an Duration fields become hidden.
- Select Save as Draft. Notice where (at the top) and how (highlighted grey) the work order shows up on the calendar.
- Select the draft work order you just created from the calendar.
- Type in your last name into the Technician field, select yourself from the list, update the status to Submitted. Select Save. Notice the color of the work item changes with the status change.
- Note: if you were set up with an alert email in your user record, you should receive an email for this work order.
- Open up a new browser window and navigate to https://sandbox.agileframe.net and log in.
- From Home, navigate to Field.
- Select My Assignments
- You will see the work order you assigned yourself. Expand the work order and notice the details. Select Accept. Look back on your browser that is still in the Scheduling module. Notice the color changes again.
- Go back to Field. Expand the work order (if not expanded). Select the Density Test that is within the work order. Select Perform Work.
- Enter in the information required to complete the Density Test (make sure your test fails). You will get a pop up stating that the test falls outside of the specified range. Select OK.
- Notice in Field you see there is a new button with a red label that says "Manage 1 Retests".
- Select the Back button on the webpage.
- Select My Assignments.
- Expand the work order, select the Density Test that is within the work order. Select Complete.
- You will get a pop up that says completing the work order will remove it from My Assignments. Select Confirm.
- Go back to Scheduling. Notice that the work order changes to green to indicate the work was complete.
- From Scheduling click on the Pending Field Actions Tab. Select the Density Tests tab. If you don't see your failing density test. filter by date tested.
- Select your failed test. Select the Add Work Order button. This time schedule for a specific time by adding a start time and end time duration (make sure "As Available" is not marked true). Assign the work order to yourself. Select Submit to Technician.
- Go Back to the Scheduling tab. Notice the new work on the calendar in submitted status.
- Add another work order. Select the Add Work Order button.
- Select Concrete - Cast Cylinder, Activity - Steel Observation, and Pick Up Brian's Dry Cleaning from the work items list.Select a Start and End time.
- Mark the "Recurring" checkbox true.
- Enter all the required fields for the recurrence.
- assign yourself as the Technician. Select Submit to Technician. Notice the pop up saying the technician requires "Asbestos" certification. Select OK.
- Remove yourself from the Technician field.
- Select Is Certified.
- Enter a space in the technician field to retrieve all the available technicians that have certifications for the selected Work Items.
- Notice the list only includes two technicians. If you navigate from Home to Administration > Work Items/Field Costs > Work Items, find the "Pick up Brian's Dry Cleaning" Work item you will see that you need an Asbestos certification to perform the work.
- Remove Pick Up Brian's Dry Cleaning, and select yourself as the technician. Select Submit to Technician.
- how the recurring work order populates on the calendar.
- Select one of the work order occurrences.Notice you can update the single instance or the entire series. Select Edit Single Instance.
- Update the start time. Notice on the calendar just the time of the selected instance updates.
- Add another work order. Select the Add Work Order button.
- Select any work item and use a start and end time that overlaps with the previous work order that you created. Select submit to technician..
- A pop up window will appear. Notice that the system requires you to confirm you want to assign overlapping work orders to a technician. Select Cancel.
- Select the first work order you just created and hold down the left mouse button and move the work order to a new time.Go back to Field. Select My Assignments. Select the work order you just created. Select Accept.
- Go into the work order again. Notice that you can not select the Activity work item. When adding a work item for a specific Activity, the technician will have to navigate to the activity module and select the appropriate form from the Field module. The system will not take you directly to the data entry form like it will for Concrete/Grout/Mortar or Density tests.
For the sake of this example, do not perform the concrete work item or Activity. Select Complete and Select Confirm - in the pop upSelect the first work order again and open the edit work order screen. Select Copy Work Order. Notice the add work order screen is populated with the same information (excluding date/time info). Provide Date/time info and select submit to technician.
- Optional: Add a work order by highlighting a date/time period on the calendar (this works just like outlook).
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