Using the Esri map

Click on the WO Filter button () at the top of the screen to open a panel of options by which you can filter your work orders on the map. Click the Reset button () to remove any selected filters. You can filter by the following:

• Date
• Site
• Priority
• WO Status
• Work Category
• Assigned To

 

Creating and managing saved filters

• To save your filter selections, click the Actions drop down and select Save As.
• Enter a Name for the Saved Filter.
• If you would like this filter available to other users, check the Make available to others box.
• Click the Save button.
• To update your Saved Filter, select the filter from the Applied Saved Filter drop down.
• Make any necessary selections, then click the Actions drop down and select Save.

 

Searching for work orders

• To search for work orders on the map, click the Filter button at the top of the map, then click on the Search drop down.
• Use the All drop down menu () to choose a work order field that you would like to search by.
• Type specific criteria related to that work order field in the Search for text box. *Note: The Results screen on the left will automatically load with the results after a few seconds.
• Click the Add Another button to add additional criteria for searching.
• Click the trash can icon () to delete each criteria that you no longer want to search for.

 

 

Each work order point on the map will have a shape and color associated to it. The shape will indicate the status of the work order. The color will indicate either the work category or priority of the work order. *Note: If you need to make adjustments to your configurations for this feature, please contact Client Services.

• To adjust what you want the color of the work order points to represent, you must select either Work Category or Priority in the Work Order Color drop-down menu on the map settings page in your account.
• To adjust the color of each work category or priority, click on Admin, then Configurations.
  • In the Work Order section select either Work Categories or Priorities.
  • Select the appropriate item from the list.
  • In the Color field, use the drop-down menu to select the appropriate color.
  • Click Save at the top of the page.

• Each work order point will have a default shape based on the status categories in your account: 
  • Triangle
    • Status categories: None, Request, Request Pending
  • Diamond
    • Status category: Assigned
  • Cross
    • Status categories: Denied, Request Denied
  • Square
    • Status categories: Completed, Complete Pending Approval
  • Circle
    • Status categories: Archived, Deferred
• To adjust the shape of the work order point, you must select the appropriate Shape for each status from the drop-down menu on the WO Statuses page in your account.

 

 

• To update the map with the latest information in your account, click the Refresh button () on the right side of the map in the tool bar, or click Show () and click the Refresh button in the Results panel.
• If you need the map to automatically refresh at specified intervals, select the interval in the drop down menu found in the results panel. *Note: Clicking the Refresh button will automatically restart a selected interval.

 

 

• Click on the Layers button () at the top of the screen to open a panel with a list of the available layers in your account. You can also view a legend that corresponds with those layers, showing you how they will be labeled on the map.
• Check the box next to the layers you would like to turn on. *Note: A grayed out layer in the list indicates that you are not zoomed in far enough to view it. Zoom in on the map until that layer becomes active in the list. You can then check the box to view it on the map.

 

 

• Click and drag your mouse on the map to move it.
• Select the Home button () to return the map to its initial extent.
• Click the Zoom In button () or Zoom Out button () to zoom in or out of the map. *Note: You can also use the scroll wheel on your mouse to zoom in and out.

 

 

• Click the Measure Tool () button on the map menu.
• The Measure Tool window will appear with selections for Area (), Distance (), and Location ().

Area measure

• Click on the Area () option from the Measure Tool window.
• Acres will be set as the default unit of measure, but can be changed by selecting another unit of measure in the drop down. *Note: Sq Feet (US) indicates U.S. survey.
• Click on the map to set the beginning point of the area shape.
• Continue clicking points on the map to create the area shape. Double-click to finish.
• The measurement result will display in the Measure Tool window.
• Click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

 

Distance measure

• Click on the Distance () option from the Measure Tool window.
• Miles will be set as the default unit of measure, but can be changed by selecting another unit of measure in the drop down. *Note: Feet (US) indicates U.S. Survey.
• Click on the map to set the beginning point of the segment.
• Continue clicking points on the map to create multiple segments. Double-click to finish.
• The measurement result will display in the Measure Tool window.
• Click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

 

Location measure

• Click the Location () option from the Measure Tool window.
• Degrees will be set as the default unit of measure, but can be changed to DMS (Degrees Minutes Seconds) by selecting it in the drop down.
• The Latitude and Longitude will display in the Measure Tool window as the mouse moves across the map.
• Click anywhere on the map to drop a marker that will record the Latitude in Longitude in the Measure Tool window.
• Click on the map again to move the marker to another location.
• Click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

 

 

• To select a group of work orders or GIS Features, click the select tool (). You can also simply click on a single work order or GIS feature on the map.
• If you are using the select tool, draw a circle around the work order(s) or GIS Feature(s) you want to select. The selected items will highlight and populate in the results panel for you to view.
• If you would like to clear the selected work items, click on the clear selection icon ().

 

 

Creating a work order by dropping a pin

• To create a work order from the map, click on the create work order button () on the right side of the map.
• Use the zoom in or zoom out feature to pinpoint the location of where the work needs to take place, and then click with your mouse to make the location pin () appear.
• Click the Create button in the pop-up window. This will open the new work order form. *Note: The Address section on the work order will automatically fill in based on the coordinates on the map. If you add an asset or other work source, the address section will not update to match the source address unless you click the Use Work Source Address button.
• Fill out your work order details, and then click Save at the bottom of the form to return to the map.

 

Creating a work order by address

• To create a work order by searching for a specific address, select Address in the Map Mode drop down menu.

• Type in the address, and click Search.

 

 

• Search result cards will appear in the work order panel with corresponding numbered pins on the map.
• Click the Create Work Order button in the search result card. This will open the new work order form. *Note: The Address section on the work order will automatically fill in based on the coordinates on the map. If you add an asset or other work source, the address section will not update to match the source address unless you click the Use Work Source Address button.
• Fill out your work order details, and then click Save at the bottom of the form to return to the map.

 

Creating a work order from an asset on the map

Note: In order to create a work order based on a GIS Asset, your account must be configured to gather Asset information from your GIS Layers.

Creating a work order for one asset

• Click on the GIS Asset on the map.
• The GIS Layers selected will appear in the results panel. If the GIS Layer has been linked to Asset Essentials, you will be able to click the Create Work Order button for the selection.
• Fill out your work order details, and then click Save at the bottom of the form to return to the map.

 

Creating a work order for multiple assets

• Click the select tool ().
• Make your selection on the map.
• The selected GIS Layers will appear in the results panel. For any linked GIS Layers, click the 1 WO for all Assets button to create a work order for all selected Assets in the Layer. *Note: If any Asset(s) within that Layer are inaccessible due to a linking issue or insufficient permissions, a prompt will appear listing the Asset(s) in question. Click Continue to create the work order without the listed Asset(s).
• Fill out your work order details, and then click Save at the bottom of the form to return to the map. *Note: The work order will appear in the center of an invisible bounding box that is the size of the outermost assets in the selection.

 

 

Editing the work order details

• Click on a work order dot on the map to show the work order information card in the panel to the left.
• Click the Edit button. The work order form will appear.
• Make any necessary edits including adding internal or external labor or completing any tasks. *Note: Once an address exists in the address section on the work order, it will remain there and the system will never override it if changes are made to the work order. You must manually update the address if needed.
• If you need to add more details such as part or equipment transactions, click the Save and Go to Full Form button at the bottom to be directed to the full new work order form.
• Click Save at the bottom of the form to return to the map.

 

Moving a work order on the map

• Click on a work order dot on the map to show the work order information card in the panel to the left.
• Click the Move button.
• A window will appear on the map. Check the Update Address box if you would like the address information on the work order to change based on the new location.
• Select where the work order will be moving to by clicking the appropriate area of the map. A blue pin will show on the map signifying the new location.
• Click the Move button. The work order will move to the selected location on the map.