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Service

Work Management - Assign or Re-Assign a Work Order

Unassigned, open Work Orders can be assigned to a technician from the Work Management screen.

• The Work Orders listed are only for technicians that have labour time booked.
• A work order may be listed more than once. A separate line is allocated for each employee that has time recorded against that Work Order.
• The Technician column in the data grid is not the Assigned to person but the employee that has a labour / time record linked.

Ribbon Access:   Service   >   Work Management

1. The Work Management screen will be displayed.
2. Select the date range that will contain the work order you wish to assign.
3. Select the Site where the work order was issued.
• The example has Durban selected.

Click on the Refresh button to update the screen.

4. The Work Orders frame will be populated with all the work orders in the specified date range.

Assign Work Order Linked to a Project

5. Click on the row of the work order you wish to assign to a Technician.
6. Click on Assign.

Short cut key:Right click to display the Process menu list. Click on Assign.

7. The Work Assignment: Reference No [work order number] screen will be displayed.
   • Work Order: The Work Order number you have selected will populate this field.
   • Assigned To: Click on the down arrow to select the name of the Technician you wish to assign the work order to from the drop-down list.
   • Craft Name: Click on the search button to select the required craft from the Select the craft screen.
   • Sched Date: This field will display the current date. Click to type in or click on the down arrow to select the scheduled date for the work order using the calendar function.
   • Billable: Click to select the check box if the Work Order assignment should be billed.
8. When you have finished editing the work assignment details, click on Save.

9. When you receive the Processing message to confirm that;
• Work Order: [work order number] has been successfully assigned.
10. Click on OK.

11. You will return to the Work Management screen.
12. Click on the Refresh button to update the screen.

13. The work order will now appear twice on the screen, as a separate line has now been allocated for each employee that has a time record booked against a Work Order.

Assign a Work Order Linked to a Call

1. From the Work Management screen;
2. Click on the row of the Work Order you wish to assign.
3. Click on Assign.

4. The Call Assignment: Reference No: [call ref number] screen will be displayed.
   • Assigned To: Click on the down arrow to select the name of the Technician you wish to assign the work order to from the drop-down list.
   • Detail: The call reference description for the call will populate the field.
   • Assignment Date: The current date and time will display.
   • Assigned By: The person currently assigning to the call will display in the field. Click on the down arrow to select the select a different employee from the drop-down list, if required.

Create new Work Order

• Create new Work Order: Click to select the check box to create a new Work Order if the technician needs to follow up on the same call, but for a different task. Make sure you also change the assignment detail accordingly.

Refer to Create new Work Order or select Open Work Orders for more information.

Open Work Orders

• You may with to create a new Work Order by selecting an existing Open Work Order.

  Note that you cannot choose a Work Order that was previously assigned to someone.

Refer to Create new Work Order or select Open Work Orders for more information.

5. When you have finished editing the call assignment details, click on Save.

6. You will return to the Work Management screen.
7. When you receive the Call Processing message to confirm that;
• Call No: [call ref number] has been assigned .
8. Click on OK.

Related References

• View Work Order Details