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The Scheduling module of MetaField allows Schedulers to assign Work Orders, which contain one or more Work Items, for a particular project to a technician or multiple technicians. The creation of a Work Order begins in the Scheduling area.

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Working with Scheduling

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You can filter what work orders are seen based on several fields found in the filter panel at the top of the screen. Once you have applied your filtering, you must select Search for these screens to refresh with work orders matching your criteria.

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Info
titleTip

For filters that allow selection of one or more options, selecting the filter so it is highlighted and selecting the space bar on your keyboard will populate all available options in a dropdown list. 

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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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Time Zones

Choose the appropriate time zone for the projects you are scheduling. When you create a Work Order it will automatically assume the times entered are based on the time zone currently selected. The Field users will see the time according to the time zone on their device.

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Project Selection

All work orders are assigned to a project. Before scheduling a work order a project must be selected so the system knows what project to apply the work order to. Select the magnifying glass to open the project search window. Select one of the recent projects or filter on one or more of the search criteria and select search. Once a project is selected you can begin adding work orders to it.

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Adding a Work Order

To add a new Work Order, make sure the desired project is populating in the upper left of the screen. Select Add Work Order for Current Project. Use this button if you are intending to create multiple work orders for a given project.

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Select Add Work Order for Different Project if you would like to add a work order to a project that is not the current selected project. Use this button if you are intending to create a single work order for a given project. You will be prompted to select a different project from the project search screen. After a different project is selected you will be able to add the work order. After adding the work order you are returned to the main scheduling page and the selected project remains the same.

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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

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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MetaField allows you to view your schedule in multiple ways depending on personal preference. The three distinct views are: Calendar, List, and Technician. To switch between these different views, select the Calendar, List, or Technicians button. Each view has its own set of features and functions that may make one more preferable, depending on what you are trying to accomplish.

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Tip
  • As Field Technicians are Accepting, Completing or Rejecting Work Orders, the calendar and list views refresh.
  • Schedulers can optionally us a monitor in portrait mode if they prefer to have a "taller" versus "wider" view of the scheduling screens (calendars, grids, etc.).

Calendar View

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Calendar View

Use / Description / Features

Month

  • Allows you to view the calendar for a selected month

  • Toggle between months using the arrow icons on each side of the Month above the calendar

  • Click within a Day to add a work order for that day with the As available checkbox pre-selected

  • Click on the link to the left of the calendar to navigate to the week view for the selected week

  • Click on the link in the upper right corner of a day to navigate to the day view for the selected day

  • Click on an existing work order to open for editing

  • Click and drag an existing work order to move it to another date

Week

  • Allows you to view the calendar for a selected week

  • Toggle between weeks using the arrow icons on each side of the date range above the calendar

  • Click within the As Available area for a Day to add a work order for that day with the As available checkbox pre-selected

  • Click and drag within a given day on the calendar to add a work order for that day with Start Time and Duration pre-populated

  • Click on the link in the header of the calendar to navigate to the day view for the selected day

  • Click on an existing work order to open for editing

  • Click and drag an existing work order to move it to another date / time

Day

  • Allows you to view the calendar for a selected day

  • Toggle between days using the arrow icons on each side of the date above the calendar

  • Click within the As Available area to add a work order for that day with the As available checkbox pre-selected

  • Click and drag within the calendar to add a work order for that day with Start Time and Duration pre-populated

  • Click on an existing work order to open for editing

  • Click and drag an existing work order to move it to another time

List View

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Tip

  • When a Work Order end date and time has past the current date and time, the Work Order times will display shaded in red in list view.

  • When navigating to the list view from a different view, the date range will be pre-filtered based on the page you were navigating from. For example if you navigated to the list view from the Calendar > Month view, the filters and corresponding results will be for the month you just navigated from.

  • Hover over the map pin icon in the grid to see location information.

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Upon saving specific field transactions this system may automatically insert a Pending Field Action if future work needs to be performed. These Pending Field Actions display in the Pending Field Actions tab of Scheduling. A Scheduler can create a Work Order based on one or more of these Actions. Pending field actions are broken up by context. You can see the count of items after each context area on the screen. You can filter the Pending Field Actions by choosing various criteria in the top panel and then choose the Search button. Selecting Clear will remove any filter selections. Commonly used filters can be saved for later use.

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Info
titleCreating a Work Order for Multiple Pending Field Actions

If there are multiple activities you want your field staff to perform on a job site based on more than one Pending Field Actions, you can select all of the items you want to schedule and then choose the Add Work Order button.

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