Create and configure a Workforce project

You're the GIS administrator for the city of San Diego. One of your jobs is to support the efforts of the Fire Department by providing geographic data to facilitate its projects. One of the upcoming projects is inspecting fire hydrants. You already have the fire hydrant data. You'll create a Workforce project that the Fire Department will use to coordinate the inspections as they are completed in the field. As the project owner, you'll define the types of work and assign roles to dispatchers and mobile workers. The fire captain of each firehouse dispatches their house's firefighters (the mobile workers). The firefighters inspect and report back on the hydrants.

Provide the types of work

First, you'll create a Workforce project and define the work that is being done in the project. For this tutorial, both fire captains and firefighters refer to their work as hydrant inspections, so you'll use that term for your single type of assignment.

  1. Open the ArcGIS Workforce web app. Sign in to your ArcGIS organizational account.

    Using ArcGIS Online

    Go to https://www.arcgis.com/apps/workforce/.

    Using ArcGIS Enterprise

    Go to https://host.domain.com/webadaptor/apps/workforce/ (where host, domain, and webadaptor are replaced by information about your portal).

    Note:

    If necessary, confirm that your ArcGIS Enterprise configuration is sufficient to complete these tutorials.

    Note:

    If you don't have an organizational account, see options for software access.

    The Projects page appears, showing any projects that you've created or that you participate in as a dispatcher or mobile worker.

  2. Click Create Project.
  3. For Name, type Hydrant Inspections. Click Create project.

    When the project is ready, the Project Setup page appears, open to the Assignment Types tab.

  4. In the Enter a new type box, type hydrant inspection and click + Type.

Provide roles

Next, you'll add the users who will participate in this project. The roles define where the project can be used: dispatchers use the web app, while mobile workers use the mobile app. For this tutorial, the fire captains are the dispatchers and the firefighters are the mobile workers.

  1. In the Project Setup task list, click the third step: Add Mobile Workers.

    Add Mobile Workers

    The Users tab appears. You, as the project owner, are already added to the project as a dispatcher. This allows you to test the project. To use the Workforce mobile app, you need to be a mobile worker in the project.

  2. For Organization User, start typing your name to display a filtered list of users in your organization.
  3. Click your name.

    Because you can't add yourself as a dispatcher again, the Project Role is automatically set to Mobile Worker.

  4. Click + User.

    Another entry appears in the project's user list. This entry lists you as a mobile worker.

    Users tab with you listed as a mobile worker

    The third step in the Project Setup task list is now complete and the fourth step, Add More Dispatchers, is selected. A project requires at least one dispatcher (which includes your default role as dispatcher) and at least one mobile worker. Because you already have one of each role, you could click Skip this step to complete the project setup. However, you'll further configure the project.

  5. In the User list, point to your name for the dispatcher role and click Add details.

    Add details

  6. Provide a contact number and click Save.
  7. For your mobile worker role, add the following details:
    • Contact Number
    • Job Title: firefighter
  8. Click Save.

    The new details appear in the user list.

    User list with details

  9. If you plan to have other users try your project, add those users to the project as dispatchers and mobile workers.
    Tip:

    You can add any organizational member that has editing privileges. To add users from another organization, see Tips for project owners under the section title Tip: Add users from another organization.

Customize the map

Although your project is now ready to be used, you're going to continue configuring it by customizing the map. While in Workforce, the fire captain and firefighters want to see and search for the hydrants that need inspections. To add the hydrants to the map, you'll need to update the worker's and dispatcher's maps to include another layer.

  1. Click the Overview tab of your project.
  2. In the Maps list, click Dispatcher map to configure it.

    Dispatcher map in the Maps list

    The map opens, allowing you to modify it as you do other maps in your organization. If it's your first time editing a dispatcher map, you're notified that changes will be visible to dispatchers and that you shouldn't remove the Assignments and Workers layers.

  3. In the notification, click Got It to continue editing the map.
  4. Click Add and click Search for Layers.

    Search for Layers option in the Add menu

  5. Click My Content and choose ArcGIS Online.
  6. Click Search for layers and type hydrants owner:esri_workforce.
  7. On the Fire_Hydrants card, click the Add button.

    Add button on Fire_Hydrants card

    The map extent changes to show the layer you just added. The hydrants are labeled on the map because labels were enabled on that layer.

    Note:

    The fire hydrant data is derived, modified, and reduced from SanGIS downloadable data - www.sangis.org. Copyright SanGIS 2009. This data is provided without warranty of any kind, either expressed or implied, including but not limited to, the implied warranties of merchantability and fitness for a particular purpose.

  8. Click the Back arrow to return to your map's contents.
  9. In the Contents pane, point to the Fire Hydrants layer, click the vertical ellipsis, and drag the layer below the Assignments layer to change the layer order.

    Layer order

    Keeping Workers and Assignments as the first and second layers in the map, with assets below them, will create a map that's better looking and easier to use. Workers will display over the other layers in the map, and assignments will display over the assets.

  10. In the Contents pane, point to the Fire Hydrants layer. Click the More Options button and click Configure Pop-up.

    If you create an assignment from an asset, Workforce uses the pop-up title as the asset description and the location. You'll provide a pop-up title so that the location is useful to mobile workers.

  11. For Pop-up Title, delete the text, click the Add field name or expression button, and choose HYD_ID {HYD_ID}.

    Add field name

    An assignment created for a particular hydrant will show the hydrant ID as its location.

  12. Click OK to save your pop-up changes.
  13. Click Save on the toolbar and click Save to save your map changes.

    Save button

    The updates are now visible to the dispatchers.

  14. In the Contents pane, click About and click More Details to open the map's item page.

    More details link

  15. Click the Settings tab and scroll to the Web Map section. For Enable Search, check the By Layer box.

    You want dispatchers to be able to find hydrants on the map by searching for hydrant names. The hydrant name is stored in the HYD_ID field of the Fire Hydrants layer.

  16. In the three menus, choose the following layer search settings:
    • Fire_Hydrants (the layer to search)
    • HYD_ID (the field to query)
    • Contains (the search condition)

    Layer search settings

    By using Contains as the search condition, dispatchers will be able to search for partial hydrant names.

  17. Click Save.
  18. Close the map's item page and, in Workforce, close the map.

    Next, you'll modify the Worker map in the same way.

  19. Under Maps, click Worker map.

    Worker map

  20. Click Add and Search for Layers. Click My Content and choose ArcGIS Online.
  21. Add the Fire_Hydrants layer owned by esri_workforce.
    Note:

    If you are using ArcGIS Enterprise, there are some additional steps to complete, because the default basemap is not enabled for offline use. To replace the default basemap with one that is enabled for offline maps, complete the following steps:

    • Follow the instructions in the documentation to Take web maps offline.
    • In the Worker map window, click ArcGIS Online and choose My Content. Search for and the offline basemap item you created.
    • Click the name of the basemap item and click Use as Basemap.
  22. Click the Back arrow to return to the Contents pane. Reorder the layers so Workers is on the top, followed by Assignments.
  23. Configure pop-ups for the Fire_Hydrants layer. Change the Pop-up Title to {HYD_ID}.
  24. Save and close the Worker map.

    There is no need to change the Enable Search settings this time because searching for workers by name was set up when you created the Workforce app.

Create a map area

Next, you'll create a map area for your Worker map. Creating a map area as part of the Worker map allows you, as the project owner, to prepackage an area of the map so that mobile workers in Workforce can download it without having to configure the extent or level of detail. Creating a map area saves your mobile worker time in the field and ensures that they have all the data they need to work without an internet connection. Your mobile worker will only be inspecting hydrants near the San Diego Convention Center, so that's where you will create the map area. To see all the necessary requirements for taking maps offline, see Enable layers for offline use.

Note:

You can only create one map area for each Workforce project.

  1. If necessary, click the Overview tab of your project.
  2. In the Maps list, click Create Offline Map Area.

    The Manage Areas window appears.

  3. Click Create offline area.
  4. In the map's search bar, type San Diego Convention Center and press Enter.

    The map zooms to the convention center.

  5. On the Sketch toolbar, click the Sketch rectangular map area button and draw a box around the San Diego Convention Center on the map. Draw a box big enough to include Ruocco Park to the north-west of convention center, and the Petco Park baseball stadium to the east.

    Area drawn on the map around the San Diego Convention Center

  6. For Name, type Convention Center.
  7. Expand Level of detail. Choose Cities and Small building.

    Level of detail settings

  8. Click Save.

    Your new map area appears in the Map Areas list with a badge indicating that the area is being packaged. Packaging can take several seconds or minutes, depending on the size of the data being packaged. Once packaging successfully completes, it will automatically download to your mobile worker's device whenever they open this project in the Workforce mobile app.

  9. When the map area is packaged, close the Manage Areas window.
  10. Click the Advanced tab of your project.

    Under App Integration, you can see that ArcGIS Navigator integration is enabled by default. Other apps can be enabled and configured, but they are not required for this tutorial.

You've created a Workforce project to manage hydrant inspections. You also customized your project with the assignment type that makes sense for the work the project manages. Then, you added other users in their roles to give them access to the project. You now have a project that can be used to manage hydrant inspections in San Diego.

Dispatch inspection assignments

Previously, you created a Workforce project to manage hydrant inspections. Now, 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.

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.

  1. If necessary, sign in to the ArcGIS Workforce web app and click My Projects.
  2. 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.

  3. At the bottom of the Assignment pane, click Workers.

    The list beside the map shows the mobile workers who were added to the project.

    Note:

    Symbols for the mobile workers will appear on the map once they've signed in to Workforce and have a location.

  4. Click Assignments to return to the assignments list.

Create assignments

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.

  1. On the map toolbar, click the search button. Type SDH24758 and press Enter.

    The pop-up window for hydrant SDH24758 appears.

  2. At the bottom of the hydrant's details, click + Create Assignment.

    Create assignment

    The Create Assignment pane appears.

  3. 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. The ID is displayed because that is the pop-up title you configured for the dispatcher's map when you created the Workforce project. You'd like to provide some more meaningful information about the hydrant location.

  4. Under Location, point to the hydrant's ID and click the Edit location description button that appears.

    Edit location description button

  5. Type - outside entrance B after the hydrant's ID number and click Update.

    Update location name

    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.

  6. Under Assigned to, click Assign and select yourself.
  7. For Priority, choose Medium.
  8. 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 tutorial, 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.

  9. 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.

    Assignment details and the assignment on the map

    Note:

    You'll experiment with notifications in the Complete additional inspections module.

  10. Click Assignments to return to the list.

    Next, you'll create an assignment in your city so you can later see how Navigator works with Workforce. Navigator uses your current GPS location as the route's starting location by default, so you need to have your destination in the same navigation map.

  11. Click the + Assignments button.
  12. For Assignment Type, choose hydrant inspection.
  13. On the map, zoom to your location and click a point on the map nearby.
  14. Click Create Assignment.

    You'll create one more assignment in San Diego as well. When using Workforce, a mobile worker is usually assigned multiple assignments.

  15. Zoom back to San Diego. Click one of the hydrants near the convention center. In its pop-up, click Create Assignment.
  16. For Assignment Type, choose hydrant inspection. For Priority, choose Critical.
  17. Click Create Assignment. Click Assignments to return to the list.

    Next, you'll assign the two new assignments to yourself.

  18. Check the Status check boxes next to the two new assignments. Click the Assign button.

    Check boxes and Assign button

  19. Choose your name.

You've created hydrant inspection assignments and assigned them to yourself.

Prepare the firefighters

Previously, you created and assigned hydrant inspection assignments. Now, you are a fire captain with the San Diego Fire Department. You've already worked with the city's GIS administrator to get a Workforce project to manage hydrant inspections. Now you're ready for the firefighters to go out in the field and start their inspections. Before they go, you need to make sure that they have the devices and accounts they need to be successful.

Download and sign in to the apps

Your mobile workers should have both the ArcGIS Workforce and ArcGIS Navigator apps installed on their mobile devices. Workforce will allow them to edit features, while Navigator will provide navigational directions to each hydrant that needs to be inspected.

You'll download these apps for your mobile workers and sign in with their accounts to ensure that the firefighters can successfully open the project in the field. They don't need to use the same platform; you could have a firefighter on an Android phone, another on an iPad, and yet another on an iPhone or Android tablet.

Note:

If your account isn't licensed for ArcGIS Navigator, you can still complete the tutorial, you will just need to skip the navigation steps. Mobile workers can still complete inspections using the Workforce app alone.

  1. Install ArcGIS Workforce and ArcGIS Navigator on your mobile device.

    If the firefighter is using an iPhone or an iPad, install from the App Store.

    If the firefighter is using an Android phone or tablet, get the apps on Google Play.

    Both apps are published by Esri.

  2. Sign in to each app using the ArcGIS organizational account assigned to the firefighter.
    Note:

    For the purposes of this tutorial, it's okay to sign in with the same account that you used to create the Workforce project. However, you could sign in as any user that you added to your project as a mobile worker.

Download the map for Navigator

When the firefighters are ready to get to an assignment, they can get a route by opening Navigator from an assignment in Workforce. Navigator can show, search for, and route to the same assets that you put into the maps used by Workforce. To use your assets, you need to create a navigation map and share it through your organization. For this tutorial, you'll use a map that has been created for you and shared publicly.

  1. Open ArcGIS Navigator on your mobile device.
  2. In Navigator, on the Maps page, search for the San Diego with Fire Hydrants (Tutorial) map.
    Tip:

    Pull down to expose the search box on an iPhone or iPad.

    Note:

    If you are using ArcGIS Enterprise, the map will not be available. Download the San Diego with Fire Hydrants mobile map package from ArcGIS Online. In your portal, on the Content tab, click New item. Add the downloaded .mmpk item and name it San Diego with Fire Hydrants. On your mobile device, refresh ArcGIS Navigator and search for the map again.

  3. Select the map and download it to your device.

    This navigation map was created for use in this tutorial by using the ArcGIS StreetMap Premium Desktop HERE network dataset and adding the fire hydrants.

    Tip:

    If you were to follow this tutorial with your own data, you'd need to create your own navigation map. To learn how this package was made and shared, see the Add assets exercise in the Navigator help—it takes you through creating the same map.

    You'll complete inspections pretending to be a member of the San Diego Fire Department. However, if you are outside the San Diego area, using a map of San Diego in Navigator won't show you how Navigator really works. Next, you'll download a map containing your current location to give you a more realistic experience in Navigator.

  4. Clear the search. Find and download another map that includes your current GPS location. This might be a map containing your state, or your country, or a map that your organization has created and uses.
  5. Open the map that includes your location.

    Navigator uses its currently open map to generate the route for assignments. Later, you'll ask for directions to the assignment you made in your city. You'll need the map that includes your city to be open first.

Download the map for Workforce

You already added firefighters as mobile workers in your Workforce project, so they can now download the Worker map on their devices.

  1. Open ArcGIS Workforce on your mobile device.

    If you are only assigned to one Workforce project, the map will automatically start to download.

  2. If the Hydrant Inspections map that you created for these inspections has not automatically downloaded, tap the Download button.

    Download button for the Hydrant Inspections map

    The map area you defined for the map downloads to the device.

  3. Tap the map to open it.

    The next time the firefighter opens Workforce, this map will open automatically.

You've set up the firefighters with the apps and maps they need on their devices, preparing them to go into the field and begin their inspections.

Inspect a hydrant

Previously, you set up the firefighters with the apps and maps they need on their devices, preparing them to go into the field and begin their inspections. Now, you are a firefighter with the San Diego Fire Department. One of your jobs is to perform hydrant inspections, making sure that hydrants will work when you need them. Your fire captain is using a Workforce project to manage your work. You're ready to go into the field and start your inspections, so you need to start working in the mobile app.

Note:

You can follow this tutorial on any supported device: Android phone, Android tablet, iPad, or iPhone. The example images show a mix of these devices, so they might not match exactly what you are seeing.

If you've followed the Complete your first assignment exercise in the Workforce help, you've already seen the material covered in this tutorial.

Familiarize yourself with the app

The city's GIS administrator created a Workforce project for the inspection work, and your fire captain assigned some of the outstanding inspections to you. Your fire captain also already helped set up your account in Workforce and opened the project you'll need for your inspections.

  1. If necessary, open Workforce on your mobile device and sign in.

    The project opens automatically, showing you your assigned work.

    Assignment list on an iPhone

    Note:

    If the project doesn't open for you, go to the Maps screen and tap the Hydrant Inspections map to open it.

    The initial map extent includes all your assignments and your current location. If you are far from the San Diego area, the extent may be too large to easily see the assignments on the map.

  2. Tap the Search button and tap the Places tab. Type San Diego. In the search results, click San Diego, CA, USA.

    The map zooms to San Diego. The fire hydrant features are now visible.

    San Diego and hydrant features on the map

  3. Tap Cancel to return to the assignments list.

    Below the assignments list, a blue circle next to a person symbol shows that you're currently online and working. When the project opened, your status was set to Working. Your status is visible to your fire captain and any other dispatchers. The status keeps dispatchers informed so they know who to monitor in the field and to whom they can assign critical work.

    You can switch between your To Do list, which shows outstanding assignments, and your Completed assignments list. The map shows the same set of assignments.

    Switching between To Do and Completed lists

Review your outstanding work

Before you start work for the day, you'll review your To Do list. What you see depends on the assignments your dispatcher assigned to you. By default, Workforce groups the work based on priority. Generally, you'd want to complete critical assignments first. Assignments can also have due dates, so you can check if any of your assignments are overdue or due today.

  1. Below the list, tap Sort and choose Due Date.

    The assignments are now ordered so that those due the soonest are at the top of the list.

  2. In the assignments list, tap the assignment for SDH24758 - ouside entrance B.

    Information about that fire hydrant inspection appears, including your distance from the assignment, its priority, and due date. Its location is marked on the map.

Now that you're familiar with Workforce and you've identified your first assignment, you're ready to start crossing assignments off your To Do list.

Route to your assignment

Before you can inspect the hydrant, you need to drive to it.

Note:

This section requires ArcGIS Navigator. If you didn't install Navigator, skip to the next section.

  1. Close the open assignment. Tap the assignment located in your city.

    Typically, you'd use the same assignment you were just viewing and route to that assignment. However, Navigator uses your current GPS location as the starting point and needs both the start and destination to be in its open map. By using an assignment that is geographically close to your current GPS location, you'll better experience Navigator.

  2. In the assignment details, tap Navigate to Assignment.

    Navigate to Assignment on iPhone

    Note:

    You may need to pull up to find the Navigate to Assignment button.

    Navigator opens and uses the last open map to route you to the assignment. This is the map is one that covers your current location, that you (as the fire captain) set up on your device earlier. Normally, this would instead a map containing the fire hydrants..

    Route in Navigator on iPhone

  3. Pull up and tap Details to see turn-by-turn directions.
  4. Close the Details pane and tap Go.

    Now you can follow the directions to get to your inspection.

  5. Tap End to stop navigating.
  6. Close Navigator.

Work on your assignment

Once you arrive at your assignment, you can complete your hydrant inspection.

  1. Return to Workforce. Close the assignment in your city and open the assignment for SDH24758 - outside entrance B.
  2. Tap Start.

    Start on iPhone

    The assignment is started.

    Tip:

    If you start the wrong assignment, on the Finish button, tap the ellipsis (on iOS) or the arrow (on Android) and choose Reset.

    As you inspect the hydrant, you find that the hydrant cap was tightened too much, and you can't loosen it. You'll add a note and set the assignment status to paused so your dispatcher knows you need to get a tool.

  3. Pull up to view more details about the assignment. Tap Add Note and type Pausing because I need to get tool. Click Done.
  4. On the Finish button, click the ellipsis (on iOS) or the arrow (on Android) and choose Pause.
    Pause option
  5. When you are ready to continue the inspection, tap Resume in the assignment status options to set the assignment back to In progress. Continue your inspection.
  6. Tap Finish to complete the assignment.

    Your fire captain now knows the inspection is complete.

Take a break

You've had a productive morning of inspecting and it's time for lunch. You need to set your status to On Break.

  1. At the bottom of the screen, tap the status indicator.

    Status indicator on iOS

    Your status options appear.

  2. Tap On Break.

    The circle changes from blue to orange. When the dispatchers see that you are on break, they won't expect you to respond to assignments as quickly. They will also know that the location shown as your current location could be out of date, because your location isn't updated unless you're working. If your location is tracked by the project, the breadcrumb trail of where you've been stops updating while you're on break.

  3. Set your status back to Working to indicate that your break is over.

You've completed a hydrant inspection. You routed to the inspection using Navigator and completed the inspection. You also saw how you can change your status.

Complete additional inspections

Previously, you were a firefighter in San Diego and you inspected a hydrant. Now, you'll switch back and forth between two roles: the fire captain dispatching work, and the firefighter doing the hydrant inspections in the field. This allows you to see how the communication between the two roles works.

Assign and complete inspections

As the dispatcher, you'll create and assign a new inspection to the mobile worker. As the mobile worker, you'll be notified of and complete that inspection. As the dispatcher, you'll see that the work is complete.

Note:

You'll want to be at a computer and have your mobile device at your side to see the interactions between these two roles. Throughout this section, each role and corresponding app (fire captains in the web app or firefighters in the mobile app) is referenced so that you're looking at the correct screen as each change happens.

You'll start as the fire captain and use the web app to create a new inspection.

  1. Open Workforce on your mobile device. Open the Hydrant Inspection map.
  2. Open the Workforce web app. Go to My Projects and click the thumbnail for the Hydrant Inspections project.

    Three assignments are listed. One of them is completed and appears as a green marker on the map.

    Assignments list

    You'll create a new assignment to test syncing between the web and mobile apps.

  3. On the map, select a hydrant near the convention center. On the feature's pop-up, click Create Assignment.
  4. In the Create Assignment pane, set the following options:
    • For Assignment Type, choose hydrant inspection.
    • For Assigned to, choose your name.
    • For Priority, choose Medium.
    • For Due date, choose next Wednesday.

    Assignment properties

    Review the Dispatch inspection assignments section if you need help creating or assigning the work.

  5. Click Create Assignment.
  6. As the firefighter, in the mobile app, you see a notification about your new inspection assignment. If the notification doesn't appear, tap the Sync button at the top of the screen and tap Sync Now.
  7. As the firefighter, in the mobile app, tap the notification or the new inspection in the assignment list. As the fire captain, make sure that your computer screen is on, showing the Workforce web app.
  8. On your mobile device, tap the Start button.
  9. As the fire captain, in the web app, watch the assignment symbol and status change from Assigned to In Progress.

    Status changed from Assigned to In Progress

    Note:

    If the status does not update, on your mobile device, tap the Sync button and Sync Now.

  10. As the firefighter, in the mobile app, add a note to the inspection. Type I'm already here, so the inspection will be completed quickly.
  11. As the fire captain, in the web app, review the note left by the firefighter.

    Note in assignment details

  12. In the web app, click Assignments to return to the assignment list.

    The note is visible from the assignment list as well.

  13. As the firefighter, in the mobile app, complete the inspection by tapping Finish.

    The symbol for the assignment changes, and it's removed from your To Do list.

  14. As the fire captain, view the changes in the web app.

    The assignment shows as Completed and the symbol updates on the map.

    Completed assignment

  15. As the firefighter, on the mobile app, tap the assignment that is located in your city.
  16. Tap the ellipses or arrow on the Start button and choose Decline.

    A prompt will appear asking for the reason for declining.

  17. Type Not accessible and tap Decline.

    Now, as the fire captain, in the web app, you can see the assignment status update. You will reassign the inspection back to the firefighter.

  18. In the web app, check the box next to the assignment that was declined.

    Select declined assignment

  19. Click Assign and choose the firefighter who declined the assignment (your name).
  20. As the firefighter, in the Workforce mobile app, view the details of a completed assignment by tapping To Do then select Completed.
  21. Close the completed assignment and set your status to Not Working to indicate that you're done for the day.

    By setting your status to Not working, dispatchers know not to give you assignments they expect to see completed the same day.

  22. Continue to experiment with the apps on your own. Try creating assignments of different priorities, or multiple assignments at once, to see how they appear to the firefighter. As the firefighter, try pausing assignments or contacting the dispatcher.

You've now seen what both the fire captain and the firefighter see as they work together to get all the inspections completed. The fire captain can communicate to the firefighter where to inspect. At the same time, the firefighter can communicate to the fire captain the progress and status of the inspections.

In this tutorial, you have created a Workforce project. You provided an assignment type and assigned users as dispatchers and mobile workers. You also configured Navigator so that your mobile workers could easily get to their assignments. As the fire captain (the dispatcher), you then created assignments and assigned them to mobile workers. As a firefighter (the mobile worker), you completed hydrant inspections and kept the fire captain aware of the status of the assignments. Finally, you alternated between being a dispatcher and a mobile worker to see how Workforce assists in managing workload and keeping project participants informed of what is going on.

While you might not be part of a fire department, think about the other assignments your organization takes on and completes. With Workforce you create the types of assignments yourself, so the opportunities are endless! Perhaps you do a different type of inspections or manage sales leads. Maybe you work with community feedback and need to have workers follow up on reports that are being made. You can follow the basic workflow you learned in this tutorial, and you can expand it to include not just Navigator but also Field Maps and Survey123.

You can find more tutorials in the tutorial gallery.