Create Location-Based Work Activities

A location-based work activity is associated with a specific location on the map.

NOTE: The selected work activity type determines which activities you can create or search. For example, selecting the Service Requests work activity type allows you to create new service requests and search existing ones. See View Work Activity Lists and Summary Cards for more information.

Complete one of the following to create a location-based work activity:

From the Create Work Activity Panel

You can create a work activity using the Add icon.

Tap the Add icon.

The Add panel opens.

Tap the desired work activity to create.
Select an Asset Group.
Select an Asset Type.
Select a work activity Template.

The Create Work Activity panel appears.

Tap Location to enter any location details. The following options are available from the Location page:
- Address: Tap to enter an address for the work activity.
- Facility Id: Tap to enter a Facility Id for the work activity.
- Level Id: Tap to enter a Level Id for the work activity.
- Capture: Tap to capture the work activity location. See Quick Capture a Work Activity Location Using GNSS for more information.
- Map: Tap to select a location on the map. See Manually Digitize a Work Activity Location from the Map for more information.
- Clear: Tap to clear the selected location.
- Details: Tap to view location details.

Tap Done.
Enter any other desired information.
Tap Save.

The location-based work activity is created.

From the Map

You can define your selection area with a box or by tapping on the map. See Select Assets on the Map for more information.

Tap the Select icon.
Tap and drag across the map to draw a box. Any selectable assets in that area are selected and appear on the Assets panel.
Tap the check box to select one or more assets.
Tap Create.

Tap the desired work activity to create.
Select the work activity template.

NOTE: If you have selected incompatible assets, a message appears asking you to remove them. Tap Remove to remove the incompatible assets and continue creating a work activity.

A message appears asking if you would like to create a work activity for each asset or all assets.

Select an option.

Each Asset: Tap to create separate work activities for each selected asset.
All Assets: Tap to create a work activity for all selected assets.

The Create Work Activity panel appears.

Tap Location to enter any location details. The following options are available from the Location page:
- Address: Tap to enter an address for the work activity.
- Facility Id: Tap to enter a Facility Id for the work activity.
- Level Id: Tap to enter a Level Id for the work activity.
- Capture: Tap to capture the work activity location. See Quick Capture a Work Activity Location Using GNSS for more information.
- Map: Tap to select a location on the map. See Manually Digitize a Work Activity Location from the Map for more information.
- Clear: Tap to clear the selected location.
- Details: Tap to view location details.
Tap Done.
Enter any other desired information.
Tap Save.

The location-based work activity is created.

From the Assets List

You can create an asset-based work activity from the Assets list.

Tap View on the Top Navigation menu.

The View panel opens.

Tap Assets.
Tap Saved Filters.

The Saved Filters panel opens.

Select the saved filter you would like to use.
Tap Apply.

The Assets list updates and displays all assets associated to the selected saved filter. See Apply a Saved Filter to Assets for more information. When you select a filter, the map automatically updates to reflect the results.

Tap an asset on the map.

Tap Create.
Tap the work activity type you would like to create associated to the asset.
Select a work activity template.
Enter information into the desired fields for the work activity.
Tap Save.

The work activity is successfully created.