[PRO TIP] At a minimum, the following records are required PRIOR to creating a Work Event:

  1. Customer
  2. Project or Global Project Template
  3. Team assigned to the Project.
    1. Non-Admin role users MUST be a member of this Team

To create a Work Event from scratch, click the green Create Work Event button in the upper left corner of the screen and complete the fields in these sections:

  1. Customer 
    1. Customer: Select the Customer in the drop-down menu
    2. Customer Ticket ID: (Optional) If the customer has provided a case number, PO number, or some number they are using to track this job, you may enter it in the Customer Ticket ID field.
  2. Project 
    1. Project: Select an option from the dropdown:
      1. Customer Projects: These are Projects created within the customer record or Projects pulled into the customer record from a previously used Global Project Template for this customer.
      2. Global Projects: These are Projects that are available for use in any customer record, thus they are globally available.  Once used for a customer, they are cloned into one of the Customer Projects choices.
    2. Template: (Optional) If a Template is available in the selected Project, the dropdown will activate displaying Template(s) to choose from for the Work Event.
  3. Add Work Event Details
    1. Title: Enter the title of what this specific Work Event is about.   It may include a descriptive in it like the store or site number (e.g. Kitchen Rehab Site #235621).
    2. Description: Enter a brief description of the work involved in this Work Event.
    3. Service provider instructions: (Optional) Enter the specific step by step instructions the service provider is required to follow to complete this work.  This may include directions to take before and after photos, specific assembly/disassembly/troubleshooting steps, abide by a certain dress code, bring certain tools, etc.
  4. Parts and Logistics: (Optional) If parts/equipment is/are being shipped to support this work, check the box Requires parts logistics? to expose additional fields.
    1. Parts Supplier: Who is providing the parts; your company or another provider?
    2. Tracking:
      1. Enter the tracking number of the shipment of this part.
      2. If the item is an asset in the Asset Management Module, click the box ‘Is an Asset?’ and select the asset from the drop-down list.  Otherwise skip to step iii.
      3. Enter a description of the part.
      4. Click Add and enter the value of the item if known.
      5. Add more Tracking, description, and values as needed
    3. Shipping Destination: Select the appropriate destination where the parts are to be/ were shipped to:
      1. Shipped to worker: Sent directly to the worker to bring to the site.
      2. Onsite: Sent directly to the work site.
      3. Specify other location: Enter the details for the location where the parts were shipped.
    4. Worker must return original parts: If parts are being exchanged or something must be returned, check this box and additional fields will become visible.
      1. Tracking: Enter the tracking number and description of the part.
        1. Click Add and enter the value of the item if known.
        2. Add more Tracking, description, and values as needed.
    5. Return Location Data: Enter the details for the location where the returning parts are to be/ were shipped.
  5. Add Work Event Location: This is the physical location where any onsite work will occur.
    1. Is virtual location?: This is used to designate a Work Event that does not require the assigned Service Provider to be physically at the location address to check-in and out to log their presence/time.  For example, this could be used for an online training seminar.
      1. If there is a green circle with a checkmark here, this setting has been determined at the Project level and applied to all Work Events in that Project.
      2. Optionally, you may check this box to set this specific Work Event to be a virtual location for the Service Provider.
    2. Location address: All site addresses on file for this customer (Customer Addresses) are searchable by clicking in the 'Location address' box and begin typing any part of the address uses a 'type-ahead' function to auto-filter to the correct address.
      [PRO TIP] You MUST select or create a Location address even if the Is virtual location? is checked above.
      1. If the address is listed and selected, all address fields will auto-populate, then skip to 5.b.  
      2. If the address does not exist, choose Create a new address:
        1. Location ID: A user generated field to serve as a unique location key for this customer site address.  
          1. Preferred option is to use a standard format representing the store number (e.g. Acme Hardware Store #345 could be AH#00345)
          2. Alternative option is to place a five-digit street number concatenated with the zip code (e.g. 123 Main St, Irving TX 75038 would be 1230075038)
        2. Ship To Customer Name: (Optional) Used in cases where you are performing subcontracted work at a third-party site.  For example, if you are working at an Acme Hardware location but the client that subcontracted the work to you is Alignment Networks, LLC, this field would say Acme Hardware #45671 so that Service Providers are aware of the actual site identity.
        3. Search Address: Begin typing the full address here and valid addresses will begin to display that match the entered data.  Include city, state, country, postal code, and more to get the most accurate options.  Once the desired address is shown, click to select it.
          1. Street 1, Street 2, City, and Postal Code will remain editable if you need to tweak the address.
    3. Location type: Required for WorkMarket events, otherwise optional.  Select as appropriate.
    4. Contact first name, Contact last name, Contact phone number: (Optional) This is the person onsite that the Service Provider will contact upon arrival.
      [PRO TIP] If the address was originally created with complete contact info, it will auto populate here.  [see Customer Addresses]
      1. Often the contact info is not known any you may enter MOD LOD (for ‘manager on duty’ ‘lead on duty’) or you may use your field service manager info as appropriate.
    5. Location dress code: (Optional) Select as appropriate.
  6. Add Work Event Payment Details: (Optional) Used only for Work Events intended for assignment to third-party contract Service Providers such as WorkMarket.
    [PRO TIP] Put your budget in here for a single site in the Project to cover situations where the routing team is unable to find an internal Service Provider and must search a contractor labor pool for coverage.  They will have your budget estimate immediately available to use for bidding the job out.
    1. Payment type: Select Flat Fee or Hourly as appropriate.
      1. If Flat Fee selected, enter the amount.
      2. If Hourly selected, enter the hourly rate and maximum hours authorized.
  7. Service Provider: (Optional) Select the role the intended Service Provider will fulfill at this jobsite.
    1. Assigned Role: Select the role this Work Event will require its assigned Service Provider to fulfill.
    2. Skillset: Select the skillset this Work Event will require its assigned Service Provider to have.
    3. Requested sp team name: If this Work Event is part of a project where Service Provider Teams have been created, select the SP Team you want to request for this specific Work Event.
    4. Are site check-in/out entries optional?:  If you want to set the Service Provider check-in/out as optional for this Work Event, check the box.
      1. If there is a green check already present, then either this customer or all customers have been set as optional in the customer profile or master tenant settings respectively.
  8. Schedule Work Event:
    1. Estimated time on site: Enter the total estimated time for this Service Provider on this job at this site.
    2. Service date type:
      1. Exact time: For a Work Event with a defined timeframe on a single day.
      2. Interval: For a Work Event spanning multiple days.
    3. Not time specific?: Check this box to set this Work Event as an all-day event without a specific time constraint. This is used when there are one or more Work Events to accomplish in a day and their start time or sequence is not important.
    4. Service date [for Exact time Service date type entries] and Service date until [for Interval Service date type entries]: Enter the date(s) for this job.
      1. If NOT KNOWN, you may leave blank BUT the Work Event status will be Prospective and will not be routable to a Service Provider until it is edited and date(s) is/are entered.
    5. Arrival time [for Exact time entries] and Arrival time until [for Interval entries]: Enter the time(s) for this job.
      [PRO TIP] If 'Not time specific?' is checked, these time fields are not necessary and are hidden.
      1. If 'Not time specific?' is NOT checked and the times are NOT KNOWN, you may leave these blank BUT the Work Event status will be Prospective and will not be routable to a Service Provider until it is edited and time(s) is/are entered.
  9. Add Work Event Attachments: (Optional) Attach all documents related to this job or Project necessary for the completion of the work that the Service Provider may need to refer to.  These may include Word documents, Excel spreadsheets, PDF’s, blueprints, floorplans, work instructions, schematics, images, sign-off sheet, etc.
  10. Target marketplace: (Optional)
    1. ServiceDemand W2: Select if this Work Event is intended for an internal associate.
    2. Work Market: Select if this Work Event is intended for a third-party labor resource from WorkMarket.
  11. Routing group: (Optional) If auto-routing (automatic Service Provider assignment) is desired, you may select a routing group from the dropdown.
  12. Create the Work Event:
    1. Click Create Work Event for standard manual Work Event creation and manual routing later.
    2. If a Routing group was selected and auto routing is desired, click Create and Auto Route Work Event.