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If you find that you are often filtering based on the same criteria, you can save your filter choices for use later. To save filter options, chose your criteria and select Save. Then provide a name for this filter selection.
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Once you have saved your filter options, you can access a saved filter by clicking on the filter dropdown.
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complete the appropriate fields in the Add New Work Order screen. Note that some fields are required.
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Field | Description |
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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
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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
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| The order in which your Work Items appear is controlled in Administration. |
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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
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Linked Forms | - Contains a (clickable) link to the related form completed as a result of performing the work for that work item
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Address | |
City | |
State / Province | |
Postal Code | |
Location | |
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
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As Available | |
Start Date / Time / Duration | |
Is Free / Is Certified / Previously Scheduled on Project | - Select one of these options will filter the list of Technicians
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class | View All Technicians |
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| Click the Space bar to view all the Technicians available |
Filter | Description |
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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 Project | Filters list to Technicians who have been scheduled for a Work Item for the selected job. |
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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
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title | Work Orders with Multiple Technicians |
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| 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. |
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Requested Date and Time | |
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
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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
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Notes for Technician | |
Notes for Scheduler | |
Submit to Technician(s) | |
Save as Draft | |
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