Work Order Assignments

Each assignment lists the ID and Name of the assignee, the type of labor—such as Employee or Contractor—and the date and hours of the assignment. The assignment time displays if specified. If a labor photo is available, it appears to the left of the assignee information. The Assignments List displays the current assignments for a work order.

ClosedAdd an Assignment

To add a new assignment to a work order:

  1. Open a work order.

  2. Tap the Assignments option in the menu.

    The Assignments List opens.

  3. Tap the Plus button on the gray header bar.

    The Add Assignment page opens. The current date is selected by default. The assignment hours automatically populate with the target hours for the work order. If your organization is configured to specify times for assignments, an Anytime field appears.

  4. Choose between two options:

    • Enter the assignee ID in the Assigned field.

    • To look up the appropriate assignee:

      1. Tap the label of the Assigned field.

        The Assignee Lookup page opens.

      2. Select the appropriate assignee.

        After you select an assignee, a contact card for that individual displays at the bottom of the page.

  5. Choose between two options:

    • Select Yes from the Anytime field if the work can be completed at any time.

    • Select No from the Anytime field if you want to specify a specific time for the assignment.

      This field will only appear if your organization is configured to set assignment times.

  6. If you want to specify a date and time for the assignment:

    1. Tap the Date field.

      The Calendar tool opens.

    2. Select the date and time you prefer.

  7. Enter the number of hours for the assignment in the Hours field.

    Hours can be entered as a whole number or as a decimal.

  8. Tap the Save button.

ClosedEdit an Assignment

To edit an assignment:

  1. Open the work order whose assignment you want to edit.

  2. Tap the Assignments option in the menu.

    The Assignments List opens.

  3. Select the assignment from the Assignments List.

    The Edit Assignment page displays.

    Below the assignment detail there is a contact card, providing contact information for the assignee. Depending on the device and browser you are using, the information may be hyperlinked to allow you to initiate contact.

  4. Make your changes.

    The assignment time can only be set if the Anytime field is available and set to No.

  5. Tap the Save button.

ClosedRemove an Assignment

To remove an assignment:

  1. Open the work order whose assignment you want to remove.

  2. Tap the Assignments option in the menu.

    The Assignments List opens.

  3. Select the assignment from the Assignments List.

    The Edit Assignment page displays.

  4. Tap the Action button in the section header.

    The Action menu opens.

  5. Select Remove Assignment.

    A dialog box opens, asking you to confirm your choice.

  6. Tap the Yes button.

    The assignment is removed.