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complete the appropriate fields in the Add New Work Order screen. Note that some fields are required.

Field

Description

Default WBS
  • This section will only be visible if there are active WBS elements defined in Administration
  • This is not required
  • The drop down values are defined under WBS in Project Administration
  • The values selected here will be the default WBS fields filled in on the forms for the Work Items selected below (unless defined otherwise below)
  • These selections apply to both DIY and Discrete forms

Work Item

  • Choose one or more work items to be completed for a specific date and time range
  • Scroll to find Work Item(s) or use the search bar to quickly find Work Item
  • The list of Work Items is maintained by your MetaField Administrator
  • This is a required field
  • If default WBS values are defined above and a work item has different values then those default values, they can be selected in the work item's row
Info
titleWork Item Order

The order in which your Work Items appear is controlled in Administration.


Require Form Tracking
  • 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
Linked Forms
  • 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

State / Province

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

  • Identify the State / Province where the work should take place

Postal Code

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

  • Identify the Postal Code 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

  • If this is selected, then select a more granular time of the day if necessary from the following options: 

    • All Day (default selection)

    • Morning

    • Afternoon

    • Evening

    • Overnight

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
Center
classView All Technicians

Click the Space bar to view all the Technicians available


FilterDescription
Is Free

Filters list to Technicians who are not previously scheduled during the same time frame

Not available when you choose "As Available"

Is Certified

Filters list to Technicians who hold the necessary certification(s)

Previously Scheduled on ProjectFilters list to Technicians who have been scheduled for a Work Item for the selected job.


Technicians (data grid)

  • Select Add Technician and type in the desired technician who will be performing or overseeing the work

  • All Active Technicians as well as generic users are available for selection

  • Select Save

  • Repeat this action to add multiple technicians to the work order

  • This is a required field for every status except Draft


    Info
    titleWork Orders with Multiple Technicians

    The status of a work order assigned to multiple technicians can be updated for each technician, or for all technicians on the order. A dialogue prompt will ask you to specify when making updates.


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

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