Page Comparison

Work Item

• 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

• 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

• 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

Technicians (data grid)

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

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 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

• 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