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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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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. |
Filter | Description |
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Project Owning Region |
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Project Owning Office |
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Technician Office |
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Technician |
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Project Manager |
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Project Name |
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City |
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Work Order Number |
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Recurrence No. |
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Work Item |
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Start Date / Time |
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Technician availabilityAvailability |
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Work Order Times |
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Status |
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Overdue |
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Missing Linked Forms |
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Currently Selected Project |
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Unassigned Work Orders |
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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.
Once you have saved your filter options, you can access a saved filter by clicking on the filter dropdown.
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.
Project Selection
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complete the appropriate fields in the Add New Work Order screen. Note that some fields are required.
Field | Description | Work Item |
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The order in which your Work Items appear is controlled in Administration. |
- 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
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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. |
Technicians (data grid)
Select Add Technician and type in the desired technician who will be performing or overseeing the work
- 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
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The order in which your Work Items appear is controlled in Administration. |
- 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
This will default to the Project City but can be overridden as necessary
Identify the State / Province where the work should take place
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
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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. |
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 title Work 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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The project associated with a work order can be changed as long as the work order is in Draft status.
Copying an Existing Work Order
After a work order has been saved, a Scheduler can copy the work order by selecting the item from the calendar, list, or technician view and click on the Copy Work Order button. This action copies the contents of the work order, but clears the dates and times. You have the option to copy the work order , but clears the dates and timesto the same project or a different project.
Viewing Your Schedule
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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As of the 2023.15.3885 update, the 'Print Selected Work Orders' and 'Print All Work Orders' buttons have been replaced with the Export dropdown menu: https://www.agileframeworks.com/release-notes/2023-15/ |
Button / Feature / Function | Description |
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Print Selected Work OrdersExport → Download |
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Print All Work OrdersExport → Send Combined |
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Export → Send Personalized |
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Change Status |
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Change Technician |
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Refresh |
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Technician View | Use / Description / Features | |
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Today |
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Week |
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Work Order Email Messages
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Work Order Email Messages
Technicians will receive notifications when work orders are submitted to them. If the user has an Alert Email defined on their user record, they will receive individual notifications for each work order at that address. If not, the notification will be sent to the regular email address on their user record. The Alert Email is often used to store the mobile carrier's email address for a text message so the notifications come across as a text message instead of an email. If changes to work orders are performed in a batch action and the user is receiving the notification at their regular email address, the notifications will be batched together. Individual messages will be sent to the Alert Email to avoid text messaging platforms truncating the notification in an inappropriate place. Additionally, if certain items are updated by the Scheduler, the Technician will also receive this updated information via email.
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Deleting a work order that is in the status of Assigned or Accepted will also notify the Technician that the event has been cancelled. However, if you'd like to keep the work order on the calendar for tracking purposes, the canceled status should be used instead.Reassigning Reassigning a work order to a different technician will notify the original technician that the work order has been reassigned.
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Pending Field Action | Explanation |
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Density Tests |
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Concrete / Grout / Mortar Samples |
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Activity Open Discrepancies |
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Sample Tracking Samples |
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