Assignments

Assign resources to a work order or remove existing assignments to manage workload and workflow. Assignments identify who is responsible for each part of a work order.

The default List view displays information in a spreadsheet format, while Card view displays items as blocks. Switch between views on a desktop by clicking the list or card icons at the upper right. Mobile and tablet devices only display Card view. Resize, reorder, and sort columns in List view.

The Assignments tab includes three sections

• Contacts Displays contacts linked to the asset associated with the work order. Add these contacts to the work order through the ellipsis Actions menu.
• Assignment Identifies the person assigned to the work order.
• Work order history Lists previous work orders associated with the asset.

Add assignments

1. Navigate to the Assignments tab.
2. In the Assignments section, do one of the following
   • Add by number Enter the resource number.
   • Add from list Select a resource from the list. The list displays selections based on your Classic TMS options.
3. If the resource is unavailable, a confirmation dialog appears stating the resource's unavailability end date. Do one of the following
   • Select Continue to proceed with the assignment.
   • Select Cancel to select a different resource.
4. Click Update.

Inactive resources

Inactive resources in the Assignment dropdown on the Work Order query form are visually distinct. When you select Include inactive, inactive resources appear in italics with an Inactive label (for example Jane Doe (Inactive)). Active resources appear in standard text.

Remove assignments

1. Navigate to the Assignments tab.
2. In the Assignments section, locate the resource and select Remove from the Actions menu.
3. In the confirmation dialog, click Remove.

View contacts associated with an asset

1. Navigate to the Assignments tab.
2. In Show contact for, select an asset number. If the work order has no assets, this field is blank.