There are a number of different things you can do when editing an order, this includes updating order details, changing order tasks or workers/assets allocated:

Edit Order Details

  1. Click Orders > Orders > Edit to view and/or update details for an existing order under the Order details tab. NB. Some key order information (grey fields) cannot be changed once the order has been created.
  2. Click the Order summary button at the top right to view a popup order summary.
  3. Add or update the Location 1 or Location 2  (optional) if you want to be more specific about the client location for the order.
  4. Update the order end date.
  5. Add or update the order owner from the drop-down list. Dashboard users have (admin) next to their name on the list.
  6. Select a different order status from the drop-down list. NB. Orders with a status of Pending will not appear in a worker‘s list of allocations in the Fieldworker app.
  7. Add or update the job description (optional).
  8. Add or update the order contact from the drop-down list (optional). OR Click on the + Add New button to open a popup box where you can add a new contact, then select it from the drop-down list. The new contact will be added to the Contacts list.
  9. Add or update a supplier from the drop-down list (optional). If specified, only workers and assets for this supplier will be available to select when allocating resources for the order. OR Click on the + Add New button to open a popup box where you can add a new supplier, then select it from the drop-down list. The new supplier will be added to the Suppliers list
  10. Add or update the Work Order (WO) number (optional).
  11. Add or update the Purchase Order (PO) number (optional).
  12. Add or update comments for your own reference (optional).
  13. Add or remove one or more order tags (optional) by selecting from the drop-down list or click ‘X’ to remove. Order tags can be useful later when you’re searching or filtering for similar orders in the orders list.
  14. Click on +ADDITIONAL INFORMATION and the Choose File button to browse your files and attach a copy of the work order, purchase order or other supporting documentation (optional). You can attach up to three (3) files in the following formats: .jpg, .jpeg, .pdf, .xls, .xlsx, .doc, .docx, .gif.
  15. Click on a file attachment and click – Remove to delete it from the order.
  16. Click Save Order when you’ve finished making changes. 

Edit Order Tasks

  1.  Click Orders > Orders > Edit to view and/or update details for an existing order.
  2. Under the Order tasks tab, you will see the tasks for this order.
  3. Update the quantity of resources (assets and/or workers) required for this task, date/s, and shift. You can type the number or use the ˅ ˄ arrows.
  4. Tick/untick the dates that do/don’t apply to this task from the order date range. Tick Select all to tick all dates.NB. Task dates are not relevant for dry hire (asset only) orders.
  5. Update the shift start and end times using the  ˅ ˄ arrows (the default start time is 7:00 am for a 10-hour shift). NB. Shift times are not relevant for dry hire (asset only) orders.
  6. Add Task Forms that apply 
  7. Add any Chargeable Items 
  8. Click + Add a task to add another task to the order. 
  9. Click Save task to save your changes. You will see a message to confirm that the task has been saved.

Edit Allocations 

  1.  Click Orders > Orders > Edit to view and/or update details for an existing order.
  2. Under the Allocations Tab you can change the following: 
  3. Change the asset(s) allocated to the order by selecting which asset and also the date they are allocated. If you want 1 asset for 2 days and then another on day 3 and 4, then tick the dates that apply and click allocate and then save. 
  4. Change the workers allocated to the order by selecting which worker and also the date they are allocated. If you want 1 John Smith for 2 days and then Tim Brown on day 3 and 4, then tick the dates that apply and click allocate then click save.

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