Overview

The Schedule MD feature has been updated to support work categories and other changes, enhancing the assignment and scheduling of work.

Key Features

1. New Permissions

  • Four New Permissions:

    • Schedule work for any companies.

    • Schedule work for their company only.

    • Schedule work for any work teams.

    • Schedule work for their work team(s) only.

2. Schedule MD Field Configuration

  • Field Options:

    • Show/hide Trades and Work Categories.

    • Display estimated and actual work durations.

    • Configure levels to assign work (Organizations and Users).

3. Schedule MD on Smart Item Properties Page

  • Fields Displayed:

    • Trade: Multi-select field showing selected trades.

    • Organization: Lists companies and work teams based on configuration and permissions.

    • Work Categories: Multi-select field acting as a filter for users.

    • Users: Multi-select field filtered by selected organizations and work categories.

    • Notes: Display and add notes.

    • Estimated and Actual Dates/Times: Show scheduled and actual work times.

How to Use

Configuring Schedule MD Fields

  1. Permissions Configuration:

    • Navigate to the Form App's security roles section.

    • Configure the four new permissions for relevant roles.

  2. Field Configuration:

    • Edit the Schedule MD field in App Studio.

    • Configure options to show/hide Trades, Work Categories, and other fields.

Using Schedule MD on Smart Item Properties

  1. Access Smart Item Properties:

    • Open the item properties page for a smart item.

  2. Assign Work:

    • Trades: Select trades from the list.

    • Organization: Choose companies and/or work teams.

    • Work Categories: Select applicable work categories.

    • Users: Filter and select users based on the chosen organizations and work categories.

    • Notes: Add any relevant notes.

    • Estimated and Actual Dates/Times: View or update scheduled and actual work times.

Notes

  • Field Visibility: Fields like Trades and Work Categories can be hidden, but their data is retained in the background.

  • User Filters: Users can be further filtered by skills, certifications, and roles.

  • Device Compatibility: The feature is available on both desktop and mobile devices.



Last Updated: Dec-15-24