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

  1. Customer
  2. Project
  3. Team assigned to the Project
    1. You are 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: Select the Customer in the drop-down menu
    1. 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: Select the customer account Project that this Work Event is related to.
    1. Template: (Optional) If a Template is available in the Project, a Template selection box will appear to choose the appropriate Template 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: Used internally and represents briefly what we are doing in this Work Event.
    3. Service provider instructions: Enter the specific step by step instructions the service provider is required to follow to complete this work.  This may include notice to take before and after photos, 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: 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.
    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 actual location where the work will occur.
    1. Location address: All site addresses on file for this customer are searchable by clicking in the box and typing any part of the address to auto-filter to the correct address.  If the address is listed and selected, all address fields will auto-populate.  
      1. If the address does not exist, choose Create a new address, otherwise skip to 5.b.:
        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. Fill in the remainder of the location address as appropriate.
    2. Location type: Select as appropriate.
    3. Contact first name, Contact last name, Contact phone number: 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 Addresses]
      1. If these fields are left blank, you will not be able to assign this Work Event to a Service Provider since it will be in a Prospective status.
      2. 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.
        [PRO TIP] Do not forget to make the phone number entry.
        [PRO TIP] You must enter a Contact first name AND a Contact last name entry.
    4. 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.
    [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 Assigned Role: (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 for this specific Work Event.
  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.
        1. Enter the date and time for this job.
          1. If NOT KNOWN, leave blank and the Work Event status will be Prospective and will not be routable to a Service Provider.
      2. Interval: For a Work Event spanning multiple days.
        1. Enter the starting and ending dates and times for this job.
          1. If NOT KNOWN, leave blank and the Work Event status will be Prospective and will not be routable to a Service Provider.
  9. Add Work Event Attachments: (Optional) Attach all documents related to this 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.