Field Work Directives

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. Additionally, required fields in workflow templates are highlighted red if left incomplete upon submission.

Workflows:

• Draft field work directive records are visible to the user who created them and the Portfolio Administrator.
• Field work directive records can't be changed back to the Draft status.
• Field work directive records with a locked status can't be edited or deleted.
• Status workflows: In status workflows, 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.
• Template workflows: Status names and workflow steps are configured by your administrator. Generally, the status changes when the person responsible for the next action completes their task, such as:
  • A creator publishes a draft
  • When a field work directive is forwarded for review
  • When a reviewer selects a response and submits the step

Workflow templates are not applicable for Free or Go projects.

1. Record status
2. Locked icon indicates closed status
3. Record number
4. Subject
5. Comment
6. Sub-menu: copy
7. Due date
8. Assignee information
9. Linked records

1. Copy 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

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

—Or—

To send courtesy copies, select CC.

5. Enter additional details and information, then select .

Workflow templates are not applicable for Free or Go projects.

If the start step of a template is unrestricted, or you have security permissions for a restricted start step, you can access and create an item with a workflow template from the records list view.

1. In the Field Work Directives list view, select .
2. If there is only one template available, the New Field work directive page displays. If there are multiple templates available, the Select Template page displays. Choose a template, then select Add.

In the list, a star icon indicates the default workflow template that is selected by your administrator.

3. Enter a subject for the field work directive, then select Done.
4. Enter a description, then select Done.
5. To send courtesy copies, select CC.
6. If you have permissions, you can make Assignments and require a response from assignees by selecting Assign/Assign to.
7. Select Due Date to choose a project deadline, then select Done.

Once the field work directive is submitted, a step due date is automatically set based on the step completion days value in the workflow template. However, in the web app, administrators have the flexibility to customize individual step deadlines to better fit each team's specific needs.

8. Enter additional details and information.
9. To save your updates, select , then select x to return to the records list.

A pop-up message displays: Field work directive updated.

—Or—

If you are a required assignee, template manager, or portfolio administrator, the Submit option displays. To save your field work directive, move it to the next step, and return to the records list, select Submit.

A pop-up message displays: New Field work directive created.

If a response is required, when you select Submit, a response required message displays. You must select Response, choose a response, then select Select before you can submit.

If you select submit and there is no assignee assigned for the next step, the Add assignees to next step page displays where you are required to select an assignee, or the template manager, before the record can advance to the next step. See Assignments.

1. Open a field work directive record.
2. Select the Comments section.
3. Enter a comment.
4. Select Add.
5. Select .

1. In the record view, select Status, Type, or Importance.

A Status, Type, or Importance page displays with a list.

2. To search the list, enter text in the Search field.

—Or—

To choose an item from the list, select it, then select Select to return to the record view.

—Or—

To return to the record view without making changes, select <.

3. In the record view, select .

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

The location hierarchy is set in the web application.

3. Select Select.
4. Select .