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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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The order in which 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 |
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 | Select this box when the work does not have a set start and end timeTechnician will be notified that the work should be preformed on the selected date onlyend 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:
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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.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 gridsearch 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 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 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 day Toggle between days using the arrow icons on each side of the date range above the calendarthe 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 technicians grid As Available area 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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