Work Orders in the Asset Map

View work orders and their details in the Asset map. Select a work order on the map or from the side pane list to view its details.

Prerequisites

• You can access the Asset map once your system administrator configures the Esri integration.

• You need the Assign work order access right to assign technicians, set target dates, and enter estimated hours from the map.

View work order details in the Asset map

1. In the toolbar, select Asset map.

2. Select the Work orders tab.

3. Select a pin on the map or a work order from the side pane.

Add work order assignments

Assign technicians to work orders directly from the map. Unassigned work orders appear on the map with a person silhouette icon. You must have the Assign work order access right to use this feature.

1. On the Work orders tab, select a work order.

2. In the Assignments section, select Add assignment.

3. Enter the following:

   • Assignee: Select a technician.

   • Assignment date: Enter the target date.

   • Hours: Select the estimated hours.

   • Anytime: Specify whether the work order can be completed at any time.

   • Time: If you select No for Anytime, specify the time.

4. Select Add.

Edit or remove assignments

1. On the Work orders tab, select a work order.

2. In the Assignments section, hover over an assignment and select Edit.

3. To update the assignment:

   • Enter a new assignee, assignment date, hours, or time.

   • Select Update.

4. To remove the assignment, select Remove.

Filter the work orders list

1. In the Work orders tab, select the Filter icon.

2. In the filter pane, enter or select one or more filters.

3. Select Apply.

   The filter icon shows the number of applied filters.

To remove the applied filters, select Filter > Clear all, then select Apply.

Sort the work orders list

Sort work orders by WO#, Priority, or Target date in ascending or descending order.

1. In the Work orders tab, select the sort icon.

2. Choose one of the following:

   • WO# ascending

   • WO# descending

   • Priority ascending

   • Priority descending

   • Target date ascending

   • Target date descending

   The list updates to show your sorted work orders.

Change work order location

Drag work order pins on the Asset map to update a work order's location. Place work orders at their exact real-world location without manually entering coordinates.

You need the Edit work order access right to use this feature.

1. In the Work orders tab, select a work order.

   The map zooms to the work order's current location.

2. In the Details tab, select the work order pin.

   The pin is highlighted in blue.

3. Drag the pin to a new location.

4. Select Continue.

Access related documents

View documents related to a work order directly from the Asset map.

1. On the Work orders tab, select a work order.

2. Select the Documents tab.

3. Search or select a document to view it.