Using quick search to efficiently get around the system

If you are simply opening BigWave to add a note or custom field value, and you know the site id or work order number (which you likely do), then the fastest way to navigate to the work order is to use the quick search in the upper right hand corner.  

Set the drop down to 'Work Order' and enter either the work order id or site id.  A list of matching work orders are displayed.  Choose the correct one and enter your information.

You can find work orders by entering a site id.  Notice in the results that are displayed below, a search on the work order field for '919' returns 4 records.  Two of the records have 919 in their work order numbers and the other two have 919 in their site id's.  

Use BigWave to see only your projects

BigWave provides a variety of tools to help you work more efficiently in the system.

For example, one good way to work across multiple projects is to make sure you are assigned on the Project Team for each project you are working in (Project area/Setup button/Project Team topic).  

After you are listed for the various project teams, on your home page you will see a link for My Items/Projects.  This will show a list of projects for which you are a team member.  This way you don't have to cull through the entire list of projects just to get to the one you need.

Assignments upload

Work orders can be assigned and unassigned through an Excel upload.  Below is an example spreadsheet that can be used to import assignments...

Some notes about the spreadsheet:

• The columns required for assignment import are highlighted in yellow above.
• More columns may be in the spreadsheet, they aren't used and don't affect the import process.
• Any combination of technician id, first name, last name, and first name last name can be used.
• Multiple assignments per site can be specified, just comma separate the names (cell C3).
• Names cannot be in the format of {last name}, {first name} (ie. Smith, John).  The import logic considers this two separate names.
• A technician ID can be used in lieu of a name (cell C4).

BigWave will make its best effort to match an existing technician given the information you uploaded.  It searches on technician names as well as technician id's.  If it is able to resolve a name/id down to a single technician, the assignment is made.  If it finds more than one technician, the assignment is not made and a warning spreadsheet is returned showing the names that BigWave found doing a search.

If the uploaded technician name/id resolves to a single technician and the technician is already assigned to the work order, then no changes are made.  The technician will remained assigned as before.

If you choose the option to 'delete technicians', BigWave will unassign currently assigned technicians that aren't specified in the uploaded spreadsheet.  See the chart below for different examples of how the assignment/unassignment matching logic behaves...