Dispatching Work Orders from the Portal

Dispatching Work Orders from the Portal

Overview

Work Orders are Forms which have been partially pre-filled for dispatch to a designated User. For example, you can pre-fill a Form with the customer’s name, address and phone number, then assign it to a specific technician or field operator in your Company. The pre-filled Work Order will appear under My Work in that User's Mobile Forms app.  Work Orders can be created and dispatched using three Field2Base products.
  1. Portal - manual process covered in this article
  2. Enterprise Dispatch Module - Field2Base software which connects database tables or CSV files to pre-fill and assign your Work Orders automatically.
  3. Work Order REST API - allows web service calls from enterprise applications to Field2Base to pre-fill, assign and manage Work Orders.
There are two ways to create a Work Order in the Portal.
  1. Creating a Work Order (Form) - Allows you to fill out the fields on the form itself. This is the recent and recommended method since it is more user friendly.
  2. Creating a Work Order - Fill in the fields only without the form background.
Note: The Mobile Forms Admin or Work Order Dispatcher role is needed to access the Work Orders page in the Portal.

Creating a Work Order (Form)

1. Log in to the Portal  and navigate to Admin > Work Orders.


2. Click on the Create Work Order (Form) button to open the Create Work Order page.


3. Fill out the necessary information to create your Work Order.

A. Select the Folder that contains the Form that you want to pre-fill.
B. Select the Form you wish to pre-fill.
C. (optional) Select the User to assign the Work Order to. You can leave a Work Order unassigned and assign it to a User through the Work Order Admin page later. You can also assign it to a User then reassign to a different User through the Work Order Admin later.
D. (optional) Create a name for your Work Order. This is the name that will appear in the My Work section of the User's device. It can be used to sort and find specific Work Orders.
E. (optional) Assign a priority that can be used to sort Work Orders on the tablet.
F. (optional) Send a notification email that a Work Order has been assigned to the User.
G. (optional) Fill out the Address section if you want to allow the User to access navigation and mapping to the location.
4. Click the Continue button at the bottom of the page.

5. Fill out the desired fields on the Form. You have the ability to edit this information through the Work Order Admin page later if needed.
Note: You will only be able to fill out the fields if you had chosen to show the Region during Forms design. This property can be edited for each Region on the Work Order tab in Forms Designer.



6. Click on Submit Work Order.
 

Creating a Work Order

1. Log in to the Portal then navigate to Admin > Work Orders.
2. Click on the Create Work Order button to open the Work Orders page.


3. Fill out the necessary information to create your Work Order.

A. Select the Folder that contains the Form that you want to pre-fill.
B. Select the Form you wish to pre-fill.
C. (optional) Select the User to assign the Work Order to. You can leave a Work Order unassigned and assign it to a User through the Work Order Admin page later.
D. (optional) Create a name for your Work Order. This is the name that will appear in the My Work section of the User's device. It can be used to sort and find specific Work Orders.
E. (optional) Assign a priority that can be used to sort Work Orders on the tablet.
F. (optional) Fill out the Address section if you want to allow the User to access navigation and mapping to the location.
G. Complete all fields that you would like to contain information on the Work Order. The fields available for Work Orders are designated during Form Design.
Note: Only the fields specified as "Show this region when creating Work Orders in the Admin Portal" during Form design will be displayed in this list of regions.
4. Click the Save button at the bottom of the page to create your Work Order.

    • Popular Articles

    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing Forms to be quickly converted to an active, online, smart Form available to your end users via our Mobile Device and Web-based Applications. This ...

    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...

    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...

    • Mobile Forms iOS Enterprise App Upgrade to the Mobile Forms iOS App Store

      Overview This guide will review how to switch between two versions of the Mobile Forms app, uninstalling the Enterprise build and installing the App Store Build. The primary benefits of switching over are that updates to the App Store build are ...

    • How to Check the Version of Integration Products Running on a Windows 10 Machine

      Right-click on the Start menu button. Click on Apps & Features. In the Apps & Features search bar type in the Integration Product you are looking for, eg. F2B Data Integration Module, F2B Data Upload, or F2B Enterprise Dispatch Module. Click to ...