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Field (Exact Name)RequiredFormat / LimitsDescription
ProjectNumberYesText (127 max)MetaField's Project Number for the project the work is for - must match MetaField
StartDateYesyyyy-mm-dd

Date the work is scheduled to be performed / due

AsAvailable

Yes0/1, TRUE/FALSE, True/False

Indication if the work order is assigned to a time (AsAvailable = FALSE) or if the work order is performed as technicians are available that day / no set time (AsAvailable = TRUE)

StartTimeConditionallyhh:mm

Starting time for the work

Tip

Only required / supply if AsAvailable = FALSE


DurationHoursConditionallyInteger (2 characters max)

Duration of work in hours

Tip

Only required / supply if AsAvailable = FALSE


DurationMinutesConditionallyInteger (2 characters max)

Duration of work in minutes

Tip

Only required / supply if AsAvailable = FALSE


WorkItemNoString (Concatenation of Names if multiples)

MetaField's Work Item Name

Tip

If multiple work items are associated with a work order, separate the work item ID list by | (pipes) with no spaces surrounding the pipes. For example:

Work Item A|Work Item B|Work Item C


Tip

String contained in "     " if commas exist in text string.


LocationNoText (Long String)

Location of the work - could be a concatenation of multiple data points related to the work being performed (asset information, physical location, etc.)

Tip

String contained in "     " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted.

Text String 1|Text String 2|Text String 3 results in...

Text String 1
Text String 2
Text String 3


AddressNoText (Long String)

Address of the work

Tip

String contained in "     " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted.

123 Anywhere Street|NW Lot Corner results in...

123 Anywhere Street
NW Lot Corner


CityNoStringCity of the work
TechnicianNoString

MetaField User's (Field Technician) Email Address

Tip

If multiple technicians are associated with a work order, separate the email address list by | (pipes). Do not put spaces on either side of the | to prevent extra spaces from being inserted. For example:

user1@company.com|user2@company.com


NotesForTechnicianNoText (Long String)

Notes / supporting information for the technician to be aware of - could be a concatenation of multiple data points

Tip

String contained in "     " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted.

Text String 1|Text String 2|Text String 3 results in...

Text String 1
Text String 2
Text String 3


NotesForSchedulerNoText (Long String)

Notes / supporting information for the scheduler to be aware of - could be a concatenation of multiple data points

Tip

String contained in "     " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted.

Text String 1|Text String 2|Text String 3 results in...

Text String 1
Text String 2
Text String 3


RequestedByNoText (100 characters max)

Name of the person requesting the work

Tip

"Bulk Import" or similar could be passed to denote the work orders created using the bulk import script.


PhoneNumberNoText (63 Max)

Phone number of the person requesting the work

Tip

999-999-9999 format


RequestedDateTimeNo

yyyy-mm-dd hh:mm

Date and time the work was requested



Import Work Order Data

The attachment below, is an example of a properly formatted file, ready for Importing.

Info
titleImport Template File

Work Order Import Template.csv