In the previous lesson, you created a Workforce project to manage hydrant inspections. In this lesson, you are a fire captain with the San Diego Fire Department. One of your jobs is to manage hydrant inspections by creating assignments for the work and assigning them to firefighters to complete. The city of San Diego's GIS administrator created a Workforce project for you to use to manage the inspections. You're ready to start the inspection project, so you need to create assignments for that work so that it can be completed by your mobile workers, the firefighters.
If you've followed the Create your first assignment exercise in the Workforce help, you've already seen the material covered in this lesson.
Open the Workforce project
The city's GIS administrator already created the Workforce project for hydrant inspections and shared it with you. You'll open that project to add the new assignments.
- If necessary, sign in to the Workforce for ArcGIS web app and click My Projects.
- On the Projects page, click the thumbnail for the Hydrant Inspections project to open it.
You see the map of hydrants and a list to the side for assignments. You just created this project, so the assignments list is empty. Once you create assignments, they'll also appear on the map.
- Click Workers.
The list beside the map shows the mobile workers who were added to the project.
Symbols for the mobile workers will appear on the map once they've signed in to Workforce and have a location.
- Click Assignments to return to the assignments list.
First you'll create an assignment for hydrant SDH24758, which is outside the San Diego Convention Center and needs to be inspected. You'll also be acting as the firefighter, so you'll assign the assignment to yourself in your mobile worker role. This assignment isn't critical work. It's a medium-priority routine inspection that needs to be completed by next Wednesday.
- Click Search on the map to show the search box, type SDH24758, and press Enter.
The map centers on the hydrant with the matching hydrant ID. The hydrant's details appear below the search box.
If the panel covers too much of the map, click Collapse side panel to hide it.
- At the bottom of the hydrant's details, click + Create Assignment.
The Create Assignment pane appears. The Location of the assignment is already set to the location of the hydrant and to display the hydrant's ID. The ID is displayed because that is the pop-up title you configured for the dispatcher's map when you created the Workforce project.
- For Assignment Type, choose hydrant inspection.
You could start typing to filter the list; however, with only one type in this project, it is easy to select it from the full list.
Your location is already populated with the hydrant's location. You'd like to provide some more meaningful information about the hydrant location.
- Point to the hydrant's ID where it shows under Location and click Edit .
- Type - outside entrance B after the hydrant's ID and click Update.
This gives your inspector a better idea of where to look for the hydrant.
An assignment type and a location are all that is required when creating assignments. However, you know a bit more for this assignment, so you'll continue providing information.
- Under Assigned to, click Assign and select yourself.
- For Priority, choose Medium.
- Click in the Due Date box to show the date picker, and click next Wednesday's date. There is no due time, so you'll skip that setting.
The ID field lets you tie your assignment to a work order that is coming from a work order management system. For this lesson, you don't have such a system, so you'll leave it blank.
The Description box is where you enter all the information the mobile worker needs to know to complete their assignment. You can include references to specific assets and information about the specific location. For example, you can indicate if there is a dog to be aware of or if you need to notify the homeowner before you start work. In this case, the assignment is for a routine inspection, so no additional description is needed.
Descriptions are limited to 4,000 characters.
If you need to provide more information than the 4,000 allowable characters, or if you have the information already available to share with the mobile worker (either a report or even a complete binder of information), you can attach files to the assignment. There are maximum size limits for attached files. If you're using ArcGIS Online, the maximum size for each file is 10 MB. If you're using ArcGIS Enterprise, the default maximum file size for each file is 2 GB, but it can be configured by your administrator. For this inspection, there are no files to share.
- Click Create Assignment.
The new assignment to inspect hydrant SDH24758 is added to the project and assigned to you. A new symbol appears on the map. Creating an assignment also sends a notification to the assigned mobile worker's device.
You'll experiment with notifications in the Complete additional inspections lesson.
- Click Assignments to return to the list.
- On your own, create some additional inspections and assign them to yourself.
- Create an assignment in your city. Navigator uses your current GPS location as the route's starting location by default. You need to have your destination in the same navigation map. You'll use this assignment later to see how Navigator works with Workforce.
- Try different ways of creating assignments. You can use the + Assignments button at the top of the assignments list and click the map to provide the address. You can search the map for a feature (as you just did) or for a place and create an assignment based on the location of the search result.
- Give the assignments different due dates and priorities, or leave those fields blank. Create at least one critical assignment.
- Include an attachment with an assignment.
When using Workforce, a mobile worker is usually assigned multiple assignments.
In this lesson, you created hydrant inspection assignments and assigned them to yourself. In the next lesson, you'll get firefighters set up so that they can go out in the field and complete the inspections in the Workforce mobile app.