Assign a Work Order

Objective: Assign an existing Work Order.

Things To Consider:

  • User Permissions
  • Provide as much detail as possible when assigning a work order.
  • WO assignments can be made via the Work Order Listing, Work Order Details and Dispatch.

Steps:

  1. Go to the Work Order Listing and tap a Work Order.

  2. Tap the 'Assign' icon to display the Assignment form. Select a contact and enter an assignment description.
  3. Fill in all information and tap 'Save Assignment' or 'Save and Start Assignment'. Notice that this WO will be marked as 'Assigned' in the Work Order Listing.