Creating Work Items
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      Creating an Installation

      How to create a 'Installation' work item and in-depth look at the fields.

      The Installation work item is a template to use for work where equipment is installed at a customer site.

      Some features are dependent upon your select plan for your account.

      live_s_icon Indicates a feature is only available in Standard plan or above.

      live_e_icon Indicates a feature is only available in Enterprise plan.

      Feature Summary

      These are the key features of this type of work item:

      = yes      = no

      • Full Site Address/Location
      • Contact Name/Details
      • Equipment Information
      • Product Information (no Serial/Asset Numbers)
      • Problem Details
      • Description of Task
      • Action Details
      • Link to Agreement/Contract live_s_icon  
      • Billable via Pricing Policy/Service Level live_s_icon  
      • Associate to Project
      • Requested Schedule Date/Time
      • Additional Resource Criteria live_s_icon
      • Attached Document (Sent to Mobile)
      • Travel Time/Expenses
      • Parts/Materials Used
      • Break/Fix Coding
      • Signature Capture
      • Upload Photos/Files from Mobile
      • Equipment Collection/Return

      To create a new Installation work item:

      1. From any web portal page, look for the “Plus” menu button on the bottom right of the page.
      2. Click on the Plus button.

        A slide-in pane will appear offering a list of all available types of Work Items and Data Sources to select. If your list is longer than your screen, you can scroll down using the scroll bar, or you can type in search text in the search box at the top of the pane to filter the list.
      3. Click on “Installation” in Work section. 

        The pane will display a new Generic Job Work Item.
      4. All sections are displayed expanded but if you ned to make more space you can collapse a section by clicking on the relevant button to the right of each section header.

      5. In the General section, you can choose to manually set a unique “Reference” for the work item, or add tags or a summary “Description” text.

        1. Work Items are setup to automatically generate a unique Reference (the ID field) for every work item created (you can turn this off by editing the associated template). In most cases, you will not need to enter anything in the Reference field. If you do choose to set manually, it must be unique within the existing range of work items.
        2. You can add Tags to the work item which provide for easier filtering and searching within Views.
        3. The Description field is an optional multi-line text field which can be used for any purpose.
      6. In the Location section, you can choose from a known Site of a Customer or choose to manually enter a site address by overtyping.
         

        1. In the Site field, type text to act as search term and the matching Sites will be displayed in a drop-down picklist below as you type. The search function will look for any matching text within the three fields displayed. The default is Name, City, Postcode but if you wish to change the fields that are searched, you need to edit the configuration of the field in the Work Item Template.

        2. Select a Site from the picklist by clicking on it. This will populate the following address fields and set the Customer field.

        3. If you wish to manually enter a Site address, you can manually type in the address fields. You can also edit any address retrieved from the Site file too.
        4. The Customer field is automatically populated as this is taken from the Customer record associated with the Site selected (this defaults the “Bill To” Customer (and therefore Currency/Pricing Policy) in the later Financial section too – see later).
      7. In the Contact section, you set the person to be contacted and their communication details i.e. phone, mobile and/or email. These details are automatically set from the primary contact details, if they are set on the Site record.
         
        1. In the “Contact” field, if the automatically populated details are not correct, you can select another Contact from the list of Contacts associated with the Site. Type a search term and the matching Contacts will be displayed in a drop-down picklist below. The search function will look for any matching text within the Contact data. You can also click anywhere on the input box to look for a contact and scroll within it.
        2. Select a Contact from the picklist by clicking on it. This will populate the following communications fields, if this data exists in the Contact record.
        3. If you wish to manually enter a contact's name (and any of the following communications details), you can manually type these in by clicking on the cross in the input box. To accept your inputted text, you need to click on Use Custom Value in the drop-down picklist. You can also edit any data pulled from the Contact file too.
      8. In the Asset/Equipment section, you set the Equipment to be worked upon. By selecting Equipment, this determines and may set further information about billing and any Service Levels applicable if it is associated with an Agreement.
         
        1. In the Product field, you can select a Product item from the Product file. Type a search term and the matching Product will be displayed in a drop-down picklist below. The search function will look for any matching text within the three fields displayed. You can also click anywhere on the input box to look for an Product item and scroll within it.
        2. You can enter a serial number in the Serial Number field if required.
        3. The Note field is used for any miscellaneous text notes.
      9. In the Task section, you record details of the work to do. It also includes reference to a prescribed Actions.
          
        1. In the Description field you can enter text to describe the work in detail. 
        2. In the Action field, type a search term and the matching Actions will be displayed in a drop-down picklist below. The search function will look for any matching text within the Action data. You can also click anywhere on the input box to look for a Action and scroll down to view all available Actions.
        3. Select an Action from the list by clicking on it. This will then populate the field automatically. If an Action has a charge set for it, the Charge field in the later Financial section will be updated. If it has an Expected Duration set, this will also be set in the Duration (Hours) field in the later Schedule section.
        4. In the Memo field you can enter additional text to describe the required actions/tasks/work in more detail. If the Action record’s Memo field contains text, this will be automatically populated into this field.
      10. In the Financial section, you record details of how the work item will be billed and/or what basis the calculations for charges will be done. Many of these fields are automatically defaulted from previously entered fields. In particular, the Currency, Pricing Policy and Service Level are defaulted from the Customer (of the Site). 
           
          1. In the Bill To field, you select the Customer than will be billed for any charges raised as a result of carrying out the work. This will be defaulted automatically, when you populate the Site, as the Customer is known by association from the Site selected. It is however possible to change the Customer that is billed for the work, if you need to redirect this.
          2. If you do wish to change the Customer from the defaulted one, type a search term and the matching Customers will be displayed in a picklist below. The search function will look for any matching text within the three fields configured in the field. You can also click anywhere on the input box to display the drop-down picklist and look for a Customer by scrolling down to view all available records.
          3. In the Order Ref field, you can type free text to note the customer’s order reference such as Purchase Order number etc. or you can leave this empty.
          4. In the Charge field, you can enter a charge price which will be added to any bill generated. If this is to be a “fixed price”, you would combine this with a Pricing Policy and/or Service Level that did not apply charges. If this field is left blank, no additional charge will be added. This field may have been defaulted if an Action was selected and it was setup as a chargeable Action. The next field, “Price Includes Tax” enables the previous price to be entered gross or net of any taxes applicable. Checking this box determines that the price is gross of tax.
          5. In the Currency field, you can specify the currency of the Charge value entered previously. This is normally defaulted to be the currency set within the associated Customer record.
          6. In the Pricing Policy field, you specify how non-labour items such as parts/materials will be charged for. This field defaults automatically when the Site is selected to the Preferred Pricing Policy of the Customer (it could also be superseded again if/when the Agreement is selected). 
          7. If you do wish to change the Pricing Policy from the defaulted one, type a search term and the matching Pricing Policies will be displayed in a drop-down picklist below. The search function will look for any matching text within the fields configured to display. You can also click anywhere on the input box to display the drop-down picklist and look for a Pricing Policy by scrolling down to view all available records.
          8. In the Service Level field, you specify the service level to be applied to the work i.e. how quickly you will respond and if applicable, the charges for labour. This field defaults automatically when the Site is selected to the Preferred Service Level of the Customer (it could then be superseded again when the Agreement is selected). 
          9. If you do wish to change the Service Level from the defaulted one, type a search term and the matching Service Levels will be displayed in a drop-down picklist below. The search function will look for any matching text within the Service Level data fields configured to display. You can also click anywhere on the input box to display the drop-down picklist and look for a Service Level by scrolling down to view all available records.
          10. In the Project field, you can set the work item to be noted as part of a Project. This has no effect on billing and is for administrative or business intelligence purposes only. If you do wish to set the Project, type a search term and the Projects will be displayed in a drop-down picklist below. The search function will look for any matching text within the three fields configured to display from the Project records. You can also click anywhere on the input box to display the drop-down picklist and look for a Project by scrolling down to view all available records.
      11. In the Schedule section, you can optionally record details of when the work should be done i.e. requested. The expected duration of the work can also be set here too. The duration field may be defaulted from an Action if this has been set. This information is used to  assist users schedule and plan work later.
         
        1. In the Start By field, you store the date and time requested (this does not schedule resource for the work; only sets the requested date/time). Click on the field to display a date/time picker, allowing selection of dates via a calendar style input. Clicking on a date selects the date. You can scroll around the calendar using the arrows on near the top. To the right is a time selector; you can scroll to find the desired time.
        2. In the Duration (Hours) field you can set the expected duration of work in hours. If you selected an Action, this may be populated automatically.
        3. In the End By field, you store the date and time requested for the work to be completed. Click on the field to display a date/time picker, allowing selection of dates via a calendar style input. You can scroll around the calendar using the arrows on near the top. To the right is a time selector; you can scroll to find the desired time.
      12. In the Criteria section, you can optionally add criteria to the work item to restrict the candidates for scheduling the work to. For example, you may wish to add a specific Skill or a Certification. Normally you would NOT need to update these fields as these will be automatically updated when the work item is saved (this can be edited later as well). 
        1. In the Territories field, you can add one or more Territories where candidate users should be selected from. Click on the field to display a list of available Territories. If you make a mistake, you can delete it by clicking on the cross to the left of each Territory. If Territories are setup correctly and Site addresses are properly entered, this will automatically be determined anyway when the work item is saved.
        2. In the Skills field, you can add one or more Skills that candidate users should have to be considered as a candidate for the work. Click on the field to display a list of available Skills. If you make a mistake, you can delete it by clicking on the cross to the left of each Territory. If Skills are setup correctly and assigned to Users, these will automatically be set when the work item is saved.
        3. In the Users field, you can add one or more Users that should be preferred candidates for the work to be assigned to. Click on the field to display a list of available Users. If you make a mistake, you can delete it by clicking on the cross to the left of each User. If Preferred Users are setup correctly for each Site/Customer, it will automatically bet set when the work item is saved.
        4. In the Certifications field, you can add one or more Certifications that candidate users should have to be considered as a candidate for the work. Click on the field to display a list of available Certifications. If you make a mistake, you can delete it by clicking on the cross to the left of each Territory. If Certifications are setup correctly and assigned to Users, these will automatically be set anyway when the work item is saved.
        5. In the Documents field, if you wish to add a document, click on Select File button shown on the right. A slide-in page will appear to allow either upload of a new document or selection of an existing document that you have already uploaded into your account.

        6. To upload a new document, you can drag and drop a document on to the pad (bounded by a dashed line). You can also click on the pad to launch a file browser window. If you add a document by mistake, you can remove this by clicking on the cross button to the right of the document.
        7. To select and existing document, you can search for it by typing some text into the search box and clicking on the document you wish to add.
      13. In the Other section, you can optionally attach a document to the work item. This document is transmitted to the mobile apps so that they are visible offline.

        In the Assignment section, you can optionally change the workflow stage and if the stage allows a user to be assigned, assigned a user to the work item.

        1. In this specific work item template, there is one “Working” workflow stage that is defined to be a location i.e. a full external address. This section will be automatically populated with the contents of the Site Address populated earlier so it is not necessary to complete this. The location address is shown in the Location @ Working section.
        2. In this specific work item template, there is one “Working” workflow stage that is defined to be a scheduled stage i.e. have a date/time & duration. This section will be automatically populated when the work item is scheduled using the Calendar to a specific User. The date/time is shown in the Schedule @ Working section.
        3. To create the work item, click on the Create button. If you wish to abort and not create a work item, click the Cancel button.

         

        Continue the Using Work Items section with Creating a Field Maintenance.