Accessing Field Messages on a FWO or Entity Record To view messages from the field on a FWO, go to the Notes subtab and select User Notes. To view messages from a specific entity, go to the entity record, Communication subtab, and select User Notes.
Accessing Field Messages on a FWO or Entity Record Read More »
Accessing Location History On a field work order record, Location History is a tab toward the bottom of the page. Under Location History you can find all FWOs associated with the location on the FWO record, allowing you to quickly review any past/ongoing work at a location.
Create a New Time log Follow the path Onsight -> Field Service -> FWO Time Log -> New First select the field work order you want to apply the time log to. Next select the worker for this time log. Add a check in/check out date and time. Finally, a memo for the time log
Creating a New Field Work Order Item There are two methods to begin the creation of a new FWO item: Follow the path Onsight -> Field Service -> FWO Item -> New. On the associated FWO, under the Items tab click New FWO Item (make sure any changes you have made are saved before you
FWO Related Records On the FWO record, the Related Records tab holds information about other NetSuite records, with a reference to the FWO. Under the Related Records tab you will find the following fields and subtabs: Parent FWO Record – The original field work order record where the scope of work was incomplete and required
Add Attachments to a Field Work Order Attachments can be added to new and existing field work orders to provide additional information, sign off sheets, documentation, and etc. to workers.
Creating a Revisit for a Field Work Order When a FWO is unable to be completed due to certain circumstances, the FWO can be flagged for a revisit. When the FWO is flagged for a revisit, a Revisit Needed badge will appear at the top of the FWO. See Field Work Order Badges for a
Using SLA Times With Field Work Orders Service-level agreement or, SLAs, can be set manually in the SLA Response/SLA Resolution fields. SLA Same As Start/End checkbox can be checked to auto populate the values from the start/end fields.
Enabling Field Service for Entity Records Begin by finding the record to enable. Under Classification check the Field Service Entity and Sync To Onsight boxes. Then save. The entity will now be available for Field Service.
Updating Tracking Information on Field Work Order Items On the selected FWO item, you will find the following fields: Tracking # – Carrier tracking number. Return Tracking # – Carrier tracking number for returning equipment. Ship Status – Status of shipments to a job site. Return Ship Status – Status of the return shipment. To
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