Audience: Dispatchers and administrators
Make sure field technicians can access the exact information needed for each stage of the intervention. Improve field execution accuracy, guarantee compliance with technical standards, and provide relevant instructional materials on-site.
Prerequisites
Before you start:
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To define operations and steps for a work cycle, see Create work cycles.
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To add critical documents for work cycles, see Upload work cycle documents.
Follow the UI path
All following instructions start from this system path:
Configuration > Core > Work Order Management > Work Cycles
Add a document
To add work cycle documents to a row:
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On the Work cycles page, enter one or more search criteria.
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Click Search.
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In the Work cycle table, click the desired WO type.
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In the Working cycle structure table, next to the desired operation type, click the Three dots menu.
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Select Associate documents.
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In the Files list table, click one or more document files.
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Click Save association.
What’s next
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To define which materials are necessary to complete steps in the work cycle, see Associate materials with work cycle operations.
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To upload a lot of work cycle data at once, see Mass import work cycles.
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To connect work cycles with specific types of work orders, see Associate work cycles with work order types.