All Pop-Up Menu Options Below is an example field work order pin. Information: A display of check boxes for relevant information to the field work order. High Priority: Priority level of the FWO. This field cannot be changed by the worker. Confirm ETA: Confirm the estimated time of arrival. Enroute: The worker is enroute to …
To check the service radius of a pin on the Onsight map, click on the pin, then click on the circular icon labeled Service Radius (on mouse hover). This will toggle on the radius of the pin that was selected. Close the pop-up menu to get a better view. To toggle off the service radius, …
From a Map Pin When viewing the Onsight Map, click on any pin. On the pin, there is a pop out icon . Click that icon to open the current pin’s record in a new tab. The record opens in the usual NetSuite view. On some other pins, clicking on the icon in the pop-up …
Dashboard Access To access the NetSuite Dashboard from the map page in the Onsight bundle, first go to your profile drop-down menu in the upper right corner. Then click NetSuite Dashboard. The NetSuite Dashboard then opens in a new tab.
When Viewing the Map When you are in the Onsight Field Service Map View, you can conveniently sign out of NetSuite by: clicking on your profile in the upper right, the click Sign Out. This will sign out of NetSuite and consequently, the Onsight NetSuite bundle.
Customizing User Dashboards
Create a New Field Work Order (FWO) Follow the path: Onsight -> Field Service -> Field Work Orders -> New Enter the mandatory information based on your companies setup/needs. Mandatory items are identified by a * next to the field name. After all the necessary information has been entered, click Save to create the FWO.
Field Work Order Badges Badges are visual tags that are added to an FWO through trigger events. High Priority High Priority designates an FWO that needs immediate attention due to a critical issue. ETA Confirmed The worker has confirmed their ETA for the FWO. Enroute The worker is enroute to the FWO location. Revisit Needed …
Primary Information Name – Name of the FWO Record. Owner – FWO owner. Date Created – Date the FWO was created. Last Modified By – Date/time the FWO was last edited and by whom. Customer – Select the company or individual this work order pertains to. All companies or individuals that you have customer, lead, …
Capturing Signatures in NetSuite To capture a signature in NetSuite, first navigate to the field work order you wish to update. Then under the Sign-Off and Completion Section check the Add/Update Signature box. This will open a signature pad allowing you to use a mouse, stylus, or touchpad to enter a signature. Click Save to …
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