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The Scheduling module of MetaField allows Schedulers to assign Work Orders, which contain one or more Work Items, for a particular project to a technician or multiple technicians. The creation of a Work Order begins in the Scheduling area.

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Working with Scheduling

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When editing a recurring work order, you can select to edit the single instance or the whole series.

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Likewise, when updating the status of a work order that has been assigned to multiple technicians, you can select to Update Selected or Update All.

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The project associated with a work order can be changed as long as the work order is in Draft status.

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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 to the same project or a different project.

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Viewing Your Schedule

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