Internal User Home Page
Internal level users, different from customer, partner, and technician users, land on the general home page. Internal level users are employees of the company that operates their own instance of BigWave.
Your company logo appears in the upper right-hand corner.
Manage your notifications by clicking in this area.
This area in the upper right shows your login, the current BigWave version, and the current date/time.
The navy blue “birdseed” bar appears at the top of each page and is used to identify the page you are on. In this case, we are on the home page, the starting point, so the birdseed shows “BigWave Home”. Taking advantage of the white labeling features of BigWave changes the word “BigWave” to your custom moniker.
On the left, you will see a list of section headers. Clicking a section header reveals the section in the right-hand pane. For example, below Projects is selected, and the list of 78 projects is shown in the grid on the right pane.
By default, when you login, you are immediately shown the list of projects. This setting can be changed under the My Profile section of your home page. More details about that section and all other sections are found below.
The My Profile section offers features to help you manage your personal details. Use this area to modify your personal details, change your password, and modify your out of office status. The My Profile area is detailed on this page LINK HERE.
Any work orders to which you are assigned appear in this area.
My Dept Assignments
Any work orders assigned to any of your departments appear here.
Each project for which you are on the Project Team appear here.
Any approval requests waiting on your approval will appear here.
This tab shows a list of approvals awaiting your approval (or rejection).
This tab shows all approvals either approved or rejected over time.
To approve an approval request, check the box next to each approval and click the Approve Selected button (4).
Create Work Order
In addition to creating work orders in the project area, you can create new work orders directly from your home page. The ability to create multiple work orders at a time can only be done when inside a project however.
Using the Global Status/Tags section you can find any work order in the system by searching for their status or assigned tag. This function searches all work orders across all projects.
Choose a status or tag to filter the results.
The items in the Status/Tag dropdowns are added by clicking the Edit Statuses or Edit Tags buttons.
The following infographic shows how to modify the list of statuses you use to filter the report. Modifying the list of tags works the same, just use the Edit Tags button instead.
This image shows the current statuses you can filter the list with.
To modify the list, click Edit Statuses.
The list of searchable statuses is displayed.
To add a new status to the list, click Add.
A comprehensive list of all statuses found across all projects is displayed. Choose a new status to make it available in the filter dropdown.
The Projects section shows all available projects in the system. In this example, there are 78 open projects (vs. closed).
Search for a project. This field searches across the Project ID and Project Name fields.
Include closed projects in the results by checking this option.
Click Add Project to add a new project.
Creating new projects
Adding a project requires 2 fields, Project Name and Customer. Select the ANY/ALL to allow the project to contain work orders for multiple customers. Select NO CUSTOMER to create an Issue Tracking project. Issue tracking projects don’t have an assigned customer and don’t require a site when creating work orders. They are useful for staying on top of internal issues.
The Customers section shows all available customers in the system. In this example, there are 87 active customers (vs. inactive).
Search for a customer. This field searches across the Customer ID and Customer Name fields.
Include inactive customers in the results by checking this option.
Click Add Customer to add a new customer.
Creating new customers
Required fields are red until populated.
If this customer has a single location (itself), check this box. This shortcut creates an equivalent Site record when you click Create.
If this customer has a single billing address, check this box. This shortcut creates an equivalent Billing Address record when you click Create.
Hit the Create button to complete the creation process. If Open After Create is checked, the newly created customer opens.
The Partners section shows all available partners in the system. In this example, there are 3 partners (vs. inactive).
Search for a partner. This field searches across the Partner ID and Partner Name fields.
Include inactive partners in the results by checking this option.
Click Add Partner to add a new partner.
The Technicians section shows all available technicians in the system. In this example, there are 897 technicians (vs. inactive).
Search for a technician. This field searches across the Name, Company, Technician ID, and Work Platform ID fields.
Include inactive technicians in the results by checking this option.
Click Add Technician to add a new technician.
The Asset Types section shows all available asset types in the system. In this example, there are 6 asset types.
Using the Scheduled Events section, you can find any work order in the system by searching scheduled dates in Activities. This function searches all work orders across all projects.
The date filter constrains the number of records returned. In this case there are 322 items whose schedule dates fall within the range.
The same work order is returned. The reason is work order 37888 contains 2 activities, both of which are scheduled within the Schedule Dates In filter setting.
The Resource Calendar enables a global view of technician schedules across all projects and work orders.
Use the filter settings to refine the results. In this case, we have 2 departments selected, so the only technicians that are shown are those that have activity scheduled between 4/11/22 and 4/24/22 AND in those 2 selected departments.
Each colored box represents the scheduled date for an Activity assigned to the tech for that day. The black box below isn’t an Activity, but, rather, a scheduled Out of Office event. Hover over any colored box to get details about the event, and/or open the affected work order.