Workforce - Homepage Overview

Overview

In this article, we’ll be covering the Workforce Homepage, as well as the three key factors showcased within this section.

Key Factors

Within the Workforce Homepage, there are three key factors that are covered, and we’ll be going through each one below.

Metrics

Within the homepage, there are three primary metrics that we visualize: Technicians on Shift, Pending Work Orders, and High Priority Work Orders.

• Technicians on Shift: This metric updates live based on the number of technicians active in the field. By clicking on this field, you’ll be taken to the Schedules tab.
• Pending Work Orders: This metric highlights the number of Work Orders that have not yet been assigned to a technician to be completed. Click on this field if you’d like to assign Work Orders to technicians, as it takes you to the Schedules tab and displays all of the unassigned Work Orders.
• High Priority Work Orders: This metric highlights the number of high-priority Work Orders that are unassigned. Clicking on this field will take you to the Schedules tab and display the Work Orders on the right-hand side.

These metrics ensure that you’re able to see key pieces of information, ensuring that Work Orders are assigned, and understanding how many active technicians you have at any given point.

Technicians

The next key factor that is covered here is the Technicians section. This section covers several components related to your technician.

1. Automatically filters the technicians to On-Shift to only display active technicians.
2. Displays the technician’s full name.
3. Displays the number of hours of their current shift that are booked (travel time + Work Order duration).
4. Displays the technician’s status: On-Shift, Off-Shift, In-Progress, En-Route. The En-Route and In-Progress statuses are directly updated from the Field Technician app.
5. Clicking on the technician opens a drawer where additional details and the Work Orders assigned to the technician will display.

The Map

The third key factor that gaiia displays here is the map. This is the largest portion of the Workforce Homepage. This section will display all of the technicians listed in the Technician Tracker section and can be adjusted using the Filter function, which can filter by Coverage Area, Work Type, and Technician Status.

The map also offers real-time updates, giving you the ability to see where your technicians are when they are on shift, enabling you to better manage outages or assign a last-minute Work Order to a nearby technician to help get a customer online.

Using the Field Service App, updates only when in cellular data range & the app is set to active.

Reading the Map

Below you'll find what each marker represents, as well as what the marker looks like: 

1. Technicians: Indicated on the map by a circular marker with their first initial.
2. Routes: An approximate route is shown between the first and last Work Order of the day, based on when they are scheduled. The technician will take the most efficient route when leaving one job to the next, and their location may differ from the line shown.
   • When a technician has completed two Work Orders, the route between these two Work Orders will change color showcasing their progress.
3. Pins: Work Orders are shown on the map with an icon of the associated entity (Account, Property, or Network). When the Work Order is completed, the entity will be replaced by a checkmark.
   • If you click on a pin, a card will display the Work Type, customer name, and address. You can view additional information by clicking View Details.
4. Active or Selected State: When a technician or pin is selected, either on the map or in the technician list, the icons on the map will be highlighted in blue. This will help you differentiate the technician from other nearby colleagues.