...
Scheduling - Calendar View | ||
---|---|---|
1. | From Home, navigate to Scheduling | |
2. | Select the Select Project button. | |
2. | Enter search criteria to locate a project. Select Search. | |
3. | Choose a project from the Search Results grid. Click the Select link. | |
4. | Notice the Scheduling module defaults to the Calendar view. | |
5. |
| |
6. | Select the Technicians button to change the view to a calendar view but with technicians along the left margin. Notice that you can change the view from showing a week to showing just one day. |
Scheduling - List View | |
---|---|
1. | From Home, navigate to Scheduling. |
2. | Select the List button. If the project you were working on does not pre-populate, search by entering in some search criteria. Select the Search button. Notice you will see work orders across multiple projects. |
3. | Select a work order from the list that is not complete. Select the Change Status Button.
|
4. | Notice passed due work orders have their Start and End Dates highlighted. |
5. | Click the column headers to re-order the work orders on the grid. |
6. | Click the edit icon to the right of the screen. |
7. | Click on the icon next to the edit icon. You will see the history of that work order. |
8. | Click on the icon that is in some of the fields in the "Work Items" column. Notice these are where multiple work items were assigned to a work order. |
Scheduling - General | |
---|---|
1. | From Home, navigate to Scheduling |
2. | Select the List button |
3. | at the bottom of the page increase the amount of view-able rows in the list to "50". |
4. | Use the Filters at the top of the page and see how the list changes (office, technician, etc). Select the Filter Search button. |
5. | Clear your filters to return to the full list again. Select the Clear button. |
6. | Click in the status boxes to filter on specific statuses (Draft, Submitted, Accepted, etc.) |
7. | Filter by a date range. |
8. | Filter by the "Currently Selected Project" |
9. | Notice you can schedule a work order for a different time zone (if applicable) |
10. | Notice you can change the project your work order will be scheduled against by selecting the Change Project button. |
11. | Navigate from the Scheduling tab to Pending Field Actions. |
12. | Notice the categories of Pending Field Actions. These can be turned off by navigating from Home to Administration > Work Items/Field Costs > Work Items and removing the check mark from "Create Pending Field Actions". |
13. | Filter the pending field actions list by a Project Manager or Technician. Select the Filter button. Notice that the dashboard view refreshes. Notice you can save your commonly used filters like in other areas throughout MetaField. |