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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. 


Filter

Description

Project Owning Region
  • Filters based on Project Region
  • Allows selection of one or more office

Project Owning Office

  • Filters based on the Project office

  • Allows selection of one or more office

  • Can filter on work orders that do not have an owning office assigned

Technician Office

  • Filters based on the office assigned to specified technicians

  • Allows selection of one or more office

Technician

  • Filters based on assigned Technician

  • Allows selection of one or more Technicians

Project Manager

  • Filters based on the Project Manager responsible for oversight of the work order being done

  • Allows selection of one or more Project Manager

Project Name
  • Filters based on Project Name
  • Only available under Pending Field Actions

City

  • Filters based on the City entered in the Work Order

  • Allowed to type in a partial city name

Work Order Number

  • Filters based on the system assigned Work Order number

  • Allows partial matches

Recurrence No.

  • Filters based on the system assigned Recurrence number

  • Allows partial matches

Work Item

  • Filters based on work item(s) assigned to a work order

  • Allows selection of one or more work items

Start Date / Time
End Date / Time

  • Allows you to search for only Work Orders within a specific Date / Time range

  • Not entering a Start / End Date will return all work orders within the given time range

  • Not entering a Start / End Time will return all work orders within the given date range

  • Available in List View Only. Filters do not carry over when navigating to the other views

Technician availabilityAvailability

  • Only available in the Technician View

  • Filters technicians displayed by the filter that is applied:

    • Scheduled

    • Free

    • Free With Generic Users

Work Order Times

  • Allows you to filter on just As Available work orders, or just Scheduled work orders

  • Default filtering will return All work orders

Status

  • You can filter on one or more status selection

  • To select a status click on the color coded box before the status name

  • Work orders will appear in the calendar and technician views shaded to match the status filter box

Overdue
  • Shows work order records that have not been completed past the assigned start date - are overdue
Missing Linked Forms
  • Shows work order records with work items that require tracked forms where no link to that form exists yet

Currently Selected Project

  • Filters based on the selected project to the left of the filter panel

Unassigned Work Orders

  • Allows you to hide 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.

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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

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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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  • Choose one or more work items to be completed for a specific date and time range
  • The list of Work Items is maintained by your MetaField Administrator
  • This is a required field

Field

Description

Work Item

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

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
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 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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    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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    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..


    Info

    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

    Print Selected Work OrdersExport → Download 

    • Generates a work order report in PDF format for the work orders selected from the search results grid.

    • Work Orders will show on the report in the same order that they display on the screen. To change the sort order, select one of the columns on the List view grid

    Print All Work OrdersExport → Send Combined

    • Generates a work order report in PDF format for all work orders in the search results grid that is emailed to all recipients entered into the 'Send to" field. 

    • Work Orders will show on the report in the same order that they display on the screen. To change the sort order, select one of the columns on the List view gridorder, select one of the columns on the List view grid

    Export → Send Personalized 
    • Emails a PDF report to selected group of recipients. Each recipient will receive a personalized schedule. Each individual recipient will only receive an export of the subset of work orders they are responsible for.

    Change Status

    • Allows you to update the status of multiple work orders in a batch

    Change Technician

    • Allows you to update the technician of multiple work orders in a batch

    • Changing Technicians in a batch for work orders assigned to multiple technicians is not allowed

    Refresh

    • Refreshes the results grid so recently updated work orders are reflected accordingly

    • Performing any kind of update on the list view will automatically trigger a refresh

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    Week

    Technician View

    Use / Description / Features

    Today
    • Can be used to bring day view to display the current dates schedule
    • Can be used to bring day view to display the current dates schedule
    • Can be used to bring week view to display the current weeks schedule
    • week view to display the current weeks schedule

    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 technicians grid to add a work order for a selected technician for a given start date

    Day

    • Allows you to view the calendar for a selected weekday

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

    • Click within the technicians grid to add a work order for the selected technician for a given start date and time

    • Click within the As Available area to add a work order for a the selected technician for a given start date

    Day

    • Allows you to view the calendar for a selected day

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

    • Click within the technicians grid to add a work order for the selected technician for a given start date and time

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

    Work Order Email Messages

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    • day with the As available checkbox pre-selected

    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

    Density Tests

    • When a failing density test is saved in the system, a Pending Field Action is added to perform a retest. If a retest is later performed for the failing test, the Pending Field Action will be removed.

    • When creating a Work Order from this action:

      • Density Test - Retest Work Item will default

      • Technician will default to the Technician assigned to the failing density test

      • Notes for Technician will prepopulate with the type of test, test number, original Technician and tested date

      • All default values may be changed by the scheduler as necessary

    • When an Activity form has the "Density Test - Soil Nuclear Gauge" form setting, and requires a retest (Retest = Yes), the form will fall under Density Tests

    Concrete / Grout / Mortar Samples

    • When a concrete, grout or mortar sample is saved in the system, a Pending Field Action is added to retrieve the sample

    • If there are field cure specimens, multiple pending field actions will be added (standard cure vs. field cure)

    • When creating a Work Order from this action:

      • C / G / M - Specimen Retrieval Work Item will default

      • Technician will default to the Technician assigned to the originating Sample record

      • Notes for Technician will prepopulate with sample type, Sample and Set numbers, original Technician and cast date

      • All default values may be changed by the scheduler as necessary

    Activity Open Discrepancies

    • When an Activity is saved with a discrepancy, a Pending Field Action is added to review the discrepancy for resolution

      (Note: This assumes that the Form was configured to use Discrepancy management field settings. See Form Designer - Field Settings for more information) 

    • When creating a Work Order from this action:

      • Activity - Discrepancy Resolution Work Item will default

      • Technician will default to the Technician assigned to the originating Activity record

      • Notes for Technician will prepopulate with associated Group and Form name, Activity number for the discrepancy and original Technician

      • All default values may be changed by the scheduler as necessary

    Sample Tracking Samples

    • When a Sample Tracking sample has been identified as needing to be retrieved, a Pending Field Action is added

    • When creating a Work Order from this action:

      • Sample Tracking - Specimen Retrieval Work Item will default

      • Technician will default to the Technician assigned to the originating Sample Tracking record

      • Notes for Technician will prepopulate with Sample Type, original Technician and Sample date

      • All default values may be changed by the scheduler as necessary

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