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Scheduling - General | |
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| 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 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, a time range, or both. |
| 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 buttonmagnifying glass icon. |
| 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. |
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