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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 | - Filters based on Project Region
- Allows selection of one or more office
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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
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Technician Office | |
Technician | |
Project Manager | |
Project Name | - Filters based on Project Name
- Only available under Pending Field Actions
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City | |
Work Order Number | |
Recurrence No. | |
Work Item | |
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
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Technician Availability | |
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
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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
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Overdue | - Shows work order records that have not been completed past the assigned start date - are overdue
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Missing Linked Forms | - Shows work order records with work items that require tracked forms where no link to that form exists yet
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Currently Selected Project | |
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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Field | Description | Work Item | - 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
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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
| Address- as a result of performing the work for that work item
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Address | |
City | |
State / Province | | Address | address |
CityPostal Code | | City |
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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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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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 | 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
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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
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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.
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Change Status | |
Change Technician | |
Refresh | |
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Technician View | Use / Description / Features |
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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- week view to display the current weeks schedule
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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
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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
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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
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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 | 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
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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
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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
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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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