How to assign technicians to the work order?

How to assign technicians to the work order?

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.

  1. On the work order file, on the link "Operations" select the option " Assignment";
  2. The list of technicians assigned to the WO will be displayed;
  3. Select the option "Create".

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.

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