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Editing control on Assignment STATUS

649
2
08-29-2023 07:20 AM
Status: Open
ModernElectric
Frequent Contributor

From my understanding, the admin and/or creator does not have any editing control on the assignment status (Unassigned, In Progress, Declined, etc). Having the ability as the administrator to edit/modify/create assignment status(s) would be a HUGE plus. Presently, we are not so much using the status description, but more of a specific colored symbol to indicate the assignment status. This makes it difficult for implementation and training. If the administrator could add project specific or task specific status(s), it would be a big benefit. We will need to have different status description(s) based on the project (Paid, Not-Paid, Investigation, Follow-up, etc). Now, based on the project creation, Assigned would be a Yellow symbol which would indicate an investigation requirement, as an example. 

Thank You

2 Comments
PiyaliKundu2

Hello @ModernElectric - Thank you for submitting this idea. It seems you would like a few enhancements to your workflows in Workforce, including:

  • To be able to configure specific Status values and labels that better match your workflow and industry terminology,
  • For other users with correct privileges (e.g., Administrators) to be able to interact with and change an assignment's status in the back office.

Am I understanding these enhancement requests correctly?

If so, I believe that the new field tasks capability we are developing in Field Maps will meet these requirements.

Firstly, a map author will be able to enable a new or existing layer in a map with tasks, making the architecture greatly simplified as it only requires a single geometry-based feature layer in a map. As such, users who are given access to that layer and have the appropriate editing privileges (e.g., Organization Administrators, editors in a shared update group) would be able to edit the status of the task feature. Map authors can configure editing apps using Instant Apps, Experience Builder, and other standard ArcGIS editing interfaces to create or edit the tasks. The tasks capability can also be enabled on view layers, so map authors can leverage view layer filters as well to further refine which features should be visible to other users.

Second, tasks will enable map authors to configure Status values and labels that better align with your workflows and industry standards. Map authors can configure the Status field to be string or numeric, can add however many status values they need, and can configure the value labels to fit your needs.

We are excited to announce that field tasks is currently available in a public beta release via the Field Maps Early Adopter program! Please see the following blog for more details on the new task coordination capability and other exciting features coming soon to Field Maps: https://www.esri.com/arcgis-blog/products/field-maps/field-mobility/arcgis-field-maps-beta-is-here .

ModernElectric

@PiyaliKundu2 

It appears your understanding is correct on what we are trying to accomplish. In the Workforce application, as the administrator/project designer, I want/need the ability to add/modify the Assignment Status (Standard status: Unassigned, In-Progress, Complete, etc) versus having to build work work-arounds or "Cheat-Sheets" for custom projects. This way, if an assignment on a field inspection requires follow-up, the field worker can change the status to Follow-Up Required or Attention Needed, which would trigger the dispatcher to review the contents of the assignment. We are doing a lot of different things in Workforce and having the ability to have free-range on the Assignment Status Domain would be very beneficial. 

Also, as a dispatcher from the office, they need to be able to go into the Workforce project and have the ability to change the status of an assignment versus opening the project in a Web Application, editing the Feature Layer and changing the status. Too many unnecessary steps for them when it could be done in the same application. 

I will review the links to see if this does what we need it to. 

Appreciate your follow-up. Feel free to private message me further for more clarification or workflow explanations.