When a work order is in a state that allows it, you can assign technicians. To assign technicians on the WO, you must access the work order file you wish to assign in "Work | Work Orders" and select the desired WO.
There are 4 categories for assigning technicians to the work order:
i.Work order assignment - the technician will have all tasks from all work order plans assigned, as well as all additional tasks.
ii.Work order maintenance plan assignment - the technician will have all tasks from the maintenance plan assigned.
iii.Maintenance plan task assignment - the technician will have the specific task from the specific maintenance plan assigned.
iv.Additional task assignment - the technician will have the specific additional task assigned.
When assigning technicians to work orders, you must consider the following rules:
i.You can only record the assignment if the work order is in the state Allows Assignments;
ii.Only technicians associated to the work order workshop can be assigned;
When the Work Order type has an automatic assignment to the Workshop technicians, it follows this criteria:
i.If the company has no access restrictions, assign to all workshop technicians;
ii.If the company has access restrictions, assign only to workshops technicians with company access;
iii.Employees unmapped for user must always be assigned;
iv.In the automatic assignment, the work order created should only be assigned if that user is a workshop technician.