Page Comparison

Project Owning Office

• Filters based on the Project office

• Allows selection of one or more office

• Can filter on work orders that do not have an owning office assigned

Technician Office

• Filters based on the office assigned to specified technicians

• Allows selection of one or more office

Technician

• Filters based on assigned Technician

• Allows selection of one or more Technicians

Project Manager

• Filters based on the Project Manager responsible for oversight of the work order being done

• Allows selection of one or more Project Manager

• Filters based on Project Name
• Only available under Pending Field Actions

City

• Filters based on the City entered in the Work Order

• Allowed to type in a partial city name

Work Order Number

• Filters based on the system assigned Work Order number

• Allows partial matches

Recurrence No.

• Filters based on the system assigned Recurrence number

• Allows partial matches

Work Item

• Filters based on work item(s) assigned to a work order

• Allows selection of one or more work items

Start Date / Time
End Date / Time

• Allows you to search for only Work Orders within a specific Date / Time range

• Not entering a Start / End Date will return all work orders within the given time range

• Not entering a Start / End Time will return all work orders within the given date range

• Available in List View Only. Filters do not carry over when navigating to the other views

Technician availabilityAvailability

• Only available in the Technician View

• Filters technicians displayed by the filter that is applied:

  • Scheduled

  • Free

  • Free With Generic Users

Work Order Times

• Allows you to filter on just As Available work orders, or just Scheduled work orders

• Default filtering will return All work orders

Status

• You can filter on one or more status selection

• To select a status click on the color coded box before the status name

• Work orders will appear in the calendar and technician views shaded to match the status filter box

• Shows work order records that have not been completed past the assigned start date - are overdue

• Shows work order records with work items that require tracked forms where no link to that form exists yet

Currently Selected Project

• Filters based on the selected project to the left of the filter panel

Unassigned Work Orders

• Allows you to hide unassigned work orders

Work Item

• Choose one or more work items to be completed for a specific date and time range
• The list of Work Items is maintained by your MetaField Administrator
• This is a required field

• Indicates if the work item should have a completed form tracked against it
• Defaults from the Require Linked Form setting on the Work Item record managed in Administration

• Contains a (clickable) link to the related form completed as a result of performing the work for that work item

Address

• This will default to the Project Address but can be overridden as necessary

• Identify the address where the work should take place

City

• This will default to the Project City but can be overridden as necessary

• Identify the City where the work should take place

Location

• Optional field that allows you to enter a location specific to the work to be performed

• Field technicians will be able to view the Location entered here when accessing their Work Orders

Recurring

• Select this box when the same work occurs across multiple days

• If selected, Ends On, How Often, and Repeats Every fields are also required

As Available

• Select this box when the work does not have a set start and end time

• Technician will be notified that the work should be preformed on the selected date only

Start Date / Time / Duration

• Enter the starting date and time for when this work is to be performed. Provide a duration for the work

• Start Time and Duration are required fields unless you select As Available

Is Free / Is Certified / Previously Scheduled on Project

• Select one of these options will filter the list of Technicians

Technicians (data grid)

Requested Date and Time

• Enter the date and time the Work Order was requested

• This is an optional field

Requested By

• Enter the person who requested the work

• This is an optional field

• Distribution lists can be referenced when selecting names to be added to this field

• Project contacts can be referenced when selecting names to be added to this field

• Information will be available for the Field Tech in Field > My Assignments as well as on work order emails

Phone Number

• Enter the phone number of the person who requested the work

• This is an optional field

• Information will be available for the Field Tech in Field > My Assignments as well as on work order emails

Notes for Technician

• Optional field that allows you to enter additional notes for the technician

• Field technician will be able to view these Notes when accessing his Work Orders

Notes for Scheduler

• Optional field that allows you to enter additional notes for the scheduler

• Field technician will not be able to see these notes

Submit to Technician(s)

• Use this button to save your work order in the status "Submitted"

• Field Technicians assigned will be notified once the Work Order is saved

Save as Draft

• Use this button to save your work order in the status of Draft

• Field Technicians assigned will not be notified of this Work Order until the status is updated from Draft