Workload Manager

In the Add Note window:

1. Type the note
2. Click Save 
3. Item redisplays. In History  "Note Added" appears with the note

Complete: Add a response to a ticket and change the status to Closed. See Item Response. 

Ongoing: Add a response to a ticket but the ticket remains open (on-going). See Item Response. 

• Assign

  1. In the Assign To dropdown list, click the person you want to assign the item to
  2. In the Reason dropdown list, click the reason for assigning the item (tickets only)
  3. In the Schedule dropdown list, schedule the item (items only):
     1. Schedule to: Set the date and time for the item to be started (edit or use calendar)
     2. Keep Current Schedule: Leaves any scheduled time unchanged
     3. Clear Schedule: Deletes any scheduled date 
     4. Optional. Write a note
  4. Click Save 
  5. Item redisplays. In History, "Assigned' or "Re-Assigned" appears with any notes you added while assigning the item

• Unassign

  1. In the Assign  window, uncheck the items you want to unassign
     1. Click Save
     2. Optional. Write a note
  2. Item redisplays. In History, "Unassigned" appears with any notes you added 

1. On the Change Status window, in the Status dropdown list, click the status
   1. Optional. Write a note
   2. Click Save 
2. Item redisplays. In History, the Type column says "Status Changed (Status)" with any notes you added while changing the status

Use these actions to process tickets with a status of Pending Your Research and at least one Auto Process Recommendation in a simpler, faster way. You must configure registration codes to use them. See Registration Codes > Select Codes for Clear, Dispatch, and Review Tickets

• Clear: The response you configured for ticket's registration code(s) is applied
• Dispatch (if ticket status is Pending Your Research): The relevant auto process recommendations are applied

• Review (if ticket status is not Pending Your Research): The ticket is marked as Reviewed (ticket history updated) and Clear and Dispatch are no longer available actions. Reviewed tickets can be found by using these methods:

  • Ticket Filters 
  • Ticket Screens 
  • Ticket Summary > Advanced Search 

1. Click Email
2. The Share window appears
3. Choose recipient, type in any email address, or use the email address in the form
4. Options 
   1. Include attachments 
   2. Include history: Item includes all lines in item’s History view
   3. Optional. Write a note
5. Click Save
6. The item redisplays. In History, "Ticket queued" appears with any notes you added when emailing the ticket. After ticket is sent, History says "ticket successfully sent" 

On the Link Related Items window, find the work item you want to link to:

• View Map: Finds items within 1000 feet of the current item:
  1. In the upper right corner, click View Map. Result: The Map appears
  2. In the upper left corner, click Zoom In ( + ) until the zoom level is 500 ft (bottom left corner)
  3. In the upper right corner, click  Search in Map (  ). Result: Any pins for related items in the map area appear
  4. Click the pin for the related item you want to link to 
  5. On the pop-up window of the pin, click Add. Result: The pop-up window refreshes and says "Linked"
  6. Click Done. Result: The linked item displays in the Related Items section of the Details page. In the History view, the Type column says "Item Updated. "
• Search by ID: Find an items by ID number (the search finds both parent and child)
  1. Type ID number and press Enter
  2. Work items appear. To link to a work item, click Add. The window refreshes showing the item has been linked
  3. Click Done. Result: The linked item displays in the Related Items section of the Details page. In the History view, the Type column says "Item Updated. "

1. Make your edits to the item
2. Click Save
3. The item displays in Details view. In History "Item Updated" appears

• Print: On the Print window, choose printer and click Print
• Print to PDF:
  1. On the Print Options window, choose the options:
     1. Optional. Choose a message template (If your company uses templates)
     2. Include attachments: Attachments are separate PDF files attached to the item PDF. Inline puts attachments into the item PDF as new pages
     3. Include related items (parent and children items): Related items are attached to the item PDF as separate PDF files. Inline puts related items into the item PDF as new pages
     4. Include history: Item history lists all lines in item’s History view
  2. Click Print 
  3. A PDF of the item appears in a browser window or download window

On the Put Item in Folder (or Remove Item from Folder) window:

1. Check the item you want to put in (or remove from) a folder
2. In the Folder dropdown list, click the folder. An item can be in only one folder at a time. 
3. Optional. In the Schedule dropdown list, schedule the item:
   1. Schedule to: Set the date and time for the item to be started and completed (edit or use calendar)
   2. Keep Current Schedule: Leaves any scheduled time unchanged
   3. Clear Schedule: Deletes any scheduled date 
   4. Optional. Write a note
4. Click Save
5. Item redisplays. In History "Put in Folder" appears with the folder name and any notes you added 

On the Schedule Item window:

1. Check the item you want to schedule
2. In the Schedule dropdown list, schedule the item:
   1. Schedule to: Set the date and time for the item to be started and completed (edit or use calendar)
   2. Don’t Change Schedule Time: Leaves any scheduled time unchanged
   3. Clear Schedule: Deletes any scheduled date 
   4. Optional. Write a note
3. Click Save
4. Item redisplays. In History "Scheduled" or "Re-Scheduled" appears with any notes you added 

Overrides autoprocessing rules by automatically making future versions of an item (with the same ticket ID number) either:

•  Assigned (to a locator/contractor) 
• Put in a folder

These future updates do not change who the ticket is assigned to or its folder (They only affect future versions/updates of the item). 

For information about a specific point:

1. Click Information (  )
2. Click on a point on the map
3. Layer Information and General Information display on separate tabs, if available for that point. General Information includes facility locations and responsibility areas

1. Click Ruler (  )
2. Click on two points on the map to get the distance

To turn off, click Ruler (  ) again

1. Click Zoom ( ) to a Specific Area icon
2. Click the map and drag to draw the zoom area
3. The map zooms to the area you drew 

To turn off, click Zoom ( ) again

A layer that shows worker activity that has location information:

• Item (Start/End work, Add photo)
• Ticket (Start/End work, Add photo, Add response)