The Scheduling & Dispatch area of MetaField® allows your schedulers to assign work orders to field technicians. A work order is comprised of one or many work items or tasks to be performed for a specified project in the field. The diagram below shows the process a work order can go through.
Scheduling
A scheduler creates a work order in the scheduling module. While a scheduler is working with the work order but is not ready to release to the technician(s), it can be created as a draft. Once the scheduler is ready to release the work order it is submitted and can be viewed by the technician(s). If the scheduler gets a call from the client informing them that work has been canceled, the scheduler can update the status of the work order to canceled. The scheduler is able to modify the other statuses if needed, but this is not the typical workflow.
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