Workflow for Managing Work Orders

Prepare instructions for your field crews by creating work orders in which you outline the required task, tolerances, and other settings to be use. Here is the general workflow:

  1. After you have added a job site and job site designs to your project, create a work order and assign it to a controller.
  2. Select a related design, if appropriate.
  3. Specify the primary task to be completed, and the tolerances and settings to use.
  4. Graphically review the site and design data associated with the work order.
  5. Save the work order. The work order is written to the data synchronization area so it can be transferred to the designated controller when it is synchronized.
  6. If needed, compress and e-mail the work order to colleagues or field crews.
  7. Once the task outlined in the work order has been completed and returned from the field, import it and any results into your project.
  8. Review the completed work order and field measurement data.
  9. Run work order reports.
  10. Copy, update and reuse the work order, or archive it in case you need to retrieve it in the future.

Types of work order tasks:

  • General- Use this type to instruct a field crew to perform a miscellaneous task, as specified in the Instructions box.
  • Check surface grade - Use this type to instruct a field crew to measure a surface while work is in progress, so that the measured surface can be compared to a specified design surface. This will help determine how much fill or cut remains to be done at each measurement point. The resulting report also shows whether the measured surface elevation is within tolerance, and therefore whether the design intent has been achieved. The Check surface grade task monitors and documents progress towards, and final achievement of, design specifications. Data required for this task includes a design containing the design surface data and surface grade tolerances, if applicable.
  • Check material thickness - Use this type to instruct a field crew to measure the upper surface of a particular material, such as a roadway base. The upper surface can then be compared to the previously measured upper surface of the underlying material to compute the material thickness. Data required for this task includes a design containing the previously measured underlying surface, the specified material thickness, and the allowable tolerances, if applicable.
  • Check grade & material thickness- Use this type to instruct a field crew to measure the surface of a material in order to compare the achieved surface shape to the design surface and, at the same time, to calculate a material thickness. To calculate a material thickness, Site Controller Software (SCS) compares the measured surface to the previously measured upper surface of the underlying material. Data required for this task includes a design containing the design surface data, a design containing the previously measured underlying surface, the specified material thickness, and the surface grade and material thickness tolerances, if applicable.
  • Measure surface & site features- Use this type to instruct a field crew to perform either a Topo surface or a Measure site features operation. Select this task if you want the crew to measure random points, breaklines, and surface boundaries to represent a surface. Also select this task if you want a crew to measure existing point-based, line-based, or enclosed boundary site features. The information collected for a Topo surface and site features task is typically used to map and model existing site features or topography.
  • Stakeout points & alignments - Use this type to instruct a field crew to perform field staking of the individual points contained in a specified design, or to perform field staking of the points along, or horizontally and/or vertically offset from, a selected alignment. The alignment is contained in the design map that is included in a specified job site design.
  • Stakeout side slopes- Use this type to instruct a field crew to stakeout side slope information.
  • Stakeout surface - Use this type to instruct a field crew to perform field staking of a surface that is contained in a specified design.
  • Stakeout roadway - Use this type to instruct a field crew to perform field staking of a roadway alignment that is contained in a specified design.
  • Multiple tasks - Use this type to instruct a field crew to perform combinations of the above tasks within a single work order, as specified in the Instructions box.

    Note: This task makes all of the possible work order options available.

Related topics

Create a Work Order