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Field Work Directives

You can use field work directives to handle unexpected events, account for additional work, and provide clarification about the work. A field work directive is sometimes referred to as a field order or a work directive.

For information on how to search, sort, and filter the Field Work Directives list, see Filter, Sort, and Search

License: Certain actions, such as adding field work directive records, require a license as well as security permission. Contact your project administrator if you are unable to perform some actions using the mobile app.

Required fields:

  • If auto-numbering is on, numbers are assigned to field work directive records with non-draft statuses when they're synced to the database.
  • Required fields are marked with an asterisk (*) and are enforced for non-draft records.

Workflow statuses:

  • Draft field work directive records are only visible to the user who created them.
  • Field work directive records can't be changed back to the Draft status.
  • When an assignment or courtesy copy is added to a draft field work directive record, the status changes automatically to the next workflow status. This is set at the record settings level by your administrator.
  • Field work directive records with a locked status can't be edited or deleted.
Fieldwork directives list view
  1. Record status
  2. Locked icon indicates closed status
  3. Record number
  4. Subject
  5. Comment
  6. Sub-menu: duplicate
  7. Due date
  8. Assignee information
  9. Linked records
Field work directives record view
  1. Duplicate the record
  2. Save the record
  3. Number - Not visible in Draft mode if field work directive records are set to auto-increment (web > general settings)
  4. Record status - closed records are read-only
  5. Subject - summary of the order
  6. Description of the field work directive
  7. Photos, videos, or drawings linked to the record
  8. Select to pin the record to a drawing, or link it to drawings, photos, or videos
  9. Number of attachments

Creating

  1. In the Field Work Directives list view, select Add button.
  2. Enter a subject for the field work directive.
  3. Enter a description.
  4. To add assignments, select Assign.

    5. —Or—

    To send courtesy copies, select CC.

  5. Enter additional details and information, then select save icon.
  1. Open a field work directive record.
  2. Select the Comments section.
  3. Enter a comment.
  4. Select Add.
  5. Select save icon.

  • To duplicate field work directives, see Duplicate Record. Note that courtesy copies, comments, assignments, and links aren't copied to the new field work directive.

Editing

To bulk edit your field work directives, see Batch Edit.

  1. In the Location box, select >.
  2. Choose a location from the list.

    3. The location hierarchy is set in the web application.

  3. Select Select.
  4. Select save icon.

Linking / Annotations

  • To attach photos and videos, or how to view and delete attachments, see Photos / Videos