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MetaField allows you to view your schedule in multiple ways depending on personal preference. The three distinct views are: Calendar, List, and Technician. To switch between these different views, select the Calendar, List, or Technicians button. Each view has its own set of features and functions that may make one more preferable, depending on what you are trying to accomplish.
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- As Field Technicians are Accepting, Completing or Rejecting Work Orders, the calendar and list views refresh.
- Schedulers can optionally us a monitor in portrait mode if they prefer to have a "taller" versus "wider" view of the scheduling screens (calendars, grids, etc.).
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Calendar View
Calendar View | Use / Description / Features |
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Month | Allows you to view the calendar for a selected month Toggle between months using the arrow icons on each side of the Month above the calendar Click within a Day to add a work order for that day with the As available checkbox pre-selected Click on the link to the left of the calendar to navigate to the week view for the selected week Click on the link in the upper right corner of a day to navigate to the day view for the selected day Click on an existing work order to open for editing Click and drag an existing work order to move it to another date
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Week | Allows you to view the calendar for a selected week Toggle between weeks using the arrow icons on each side of the date range above the calendar Click within the As Available area for a Day to add a work order for that day with the As available checkbox pre-selected Click and drag within a given day on the calendar to add a work order for that day with Start Time and Duration pre-populated Click on the link in the header of the calendar to navigate to the day view for the selected day Click on an existing work order to open for editing Click and drag an existing work order to move it to another date / time
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Day | Allows you to view the calendar for a selected day Toggle between days using the arrow icons on each side of the date above the calendar Click within the As Available area to add a work order for that day with the As available checkbox pre-selected Click and drag within the calendar to add a work order for that day with Start Time and Duration pre-populated Click on an existing work order to open for editing Click and drag an existing work order to move it to another time
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List View
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When a Work Order end date and time has past the current date and time, the Work Order times will display shaded in red in list view. When navigating to the list view from a different view, the date range will be pre-filtered based on the page you were navigating from. For example if you navigated to the list view from the Calendar > Month view, the filters and corresponding results will be for the month you just navigated from. - Hover over the map pin icon in the grid to see location information.
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Button / Feature / Function | Description |
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Print Selected Work Orders | Generates a work order report in PDF format for the work orders selected from the search results grid Work Orders will show on the report in the same order that they display on the screen. To change the sort order, select one of the columns on the List view grid
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Print All Work Orders | Generates a work order report in PDF format for all work orders in the search results grid Work Orders will show on the report in the same order that they display on the screen. To change the sort order, select one of the columns on the List view grid
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Change Status | |
Change Technician | |
Refresh | |
Technician View
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Hovering over a scheduled work order displays the scheduled work items inside the work order. Unassigned work orders are listed on the top row of the technicians grid so they can easily be assigned to the appropriate technician. You can also hide unassigned work orders by applying the Hide Unassigned Work Orders filter in the filter panel. - Orders can be dragged and dropped in the technician view as well!
- Hovering over a blank cell will display a pop up of the technician for that row (helpful if the technician column is no longer visible)
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Technician View | Use / Description / Features |
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| Today | - Can be used to bring day view to display the current dates schedule
- Can be used to bring week view to display the current weeks schedule
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Week | Allows you to view the calendar for a selected week Toggle between weeks using the arrow icons on each side of the date range above the calendar Click within the technicians grid to add a work order for a selected technician for a given start date
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Day | Allows you to view the calendar for a selected day Toggle between days using the arrow icons on each side of the date range above the calendar Click within the technicians grid to add a work order for the selected technician for a given start date and time Click within the As Available area to add a work order for the selected technician for a given day with the As available checkbox pre-selected
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Upon saving specific field transactions this system may automatically insert a Pending Field Action if future work needs to be performed. These Pending Field Actions display in the Pending Field Actions tab of Scheduling. A Scheduler can create a Work Order based on one or more of these Actions. Pending field actions are broken up by context. You can see the count of items after each context area on the screen. You You can filter the Pending Field Actions by choosing various criteria in the top panel and then choose the Search button. Selecting Clear will remove any filter selections. Commonly used filters can be saved for later use.
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| title | Creating a Work Order for Multiple Pending Field Actions |
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If there are multiple activities you want your field staff to perform on a job site based on more than one Pending Field Actions, you can select all of the items you want to schedule and then choose the Add Work Order button. |
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You can remove a Pending Field Action by selecting creating Add Work Order or by choosing to delete the item by selecting the Delete icon. Review the details in the notes column to help you when adding a work order for the pending field action.
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Pending Field Action | Explanation |
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Density Tests | When a failing density test is saved in the system, a Pending Field Action is added to perform a retest. If a retest is later performed for the failing test, the Pending Field Action will be removed. When creating a Work Order from this action: Density Test - Retest Work Item will default Technician will default to the Technician assigned to the failing density test Notes for Technician will prepopulate with the type of test, test number, original Technician and tested date All default values may be changed by the scheduler as necessary
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Concrete / Grout / Mortar Samples | When a concrete, grout or mortar sample is saved in the system, a Pending Field Action is added to retrieve the sample If there are field cure specimens, multiple pending field actions will be added (standard cure vs. field cure) When creating a Work Order from this action: C / G / M - Specimen Retrieval Work Item will default Technician will default to the Technician assigned to the originating Sample record Notes for Technician will prepopulate with sample type, Sample and Set numbers, original Technician and cast date All default values may be changed by the scheduler as necessary
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Activity Open Discrepancies | When an Activity is saved with a discrepancy, a Pending Field Action is added to review the discrepancy for resolution (Note: This assumes that the Form was configured to use Discrepancy management field settings. See Form Designer - Field Settings for more information) When creating a Work Order from this action: Activity - Discrepancy Resolution Work Item will default Technician will default to the Technician assigned to the originating Activity record Notes for Technician will prepopulate with associated Group and Form name, Activity number for the discrepancy and original Technician All default values may be changed by the scheduler as necessary
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Sample Tracking Samples | When a Sample Tracking sample has been identified as needing to be retrieved, a Pending Field Action is added When creating a Work Order from this action: Sample Tracking - Specimen Retrieval Work Item will default Technician will default to the Technician assigned to the originating Sample Tracking record Notes for Technician will prepopulate with Sample Type, original Technician and Sample date All default values may be changed by the scheduler as necessary
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