Labor/Contacts sub-tab: Asset

The following fields are displayed in the Labor/Contacts list:

• Name, Type, and Work Phone: Name of the labor resource, type of contact, and work phone number.

• Repair Center: Repair Center to which the labor resource is associated.

• Priority: Priority of labor resources listed on Labor Contacts page.

• Auto-Assign?: Indicates whether or not the labor record should be auto-assigned when a work order is generated for this asset. Multiple labor records can be defined for auto-assignment.

  Auto-assignments automatically propagate to all child records. If a labor record is designated for auto-assignment, he or she is auto-assigned to all work orders generated on child assets that do not have their own auto-assignment specified. 

• Backup Resource?: Indicates whether or not the labor record is a backup resource for the asset. If the backup resource is also listed for auto-assignment it will only be auto-assigned if there is not another labor resource available for auto-assignment.

1. Click Add.

   The Labor module lookup opens. The Labor module lookup is filtered to Employee by default.

2. Use the filter and search controls to identify the items you want to add.

   You can use the Type filter in the upper-left to filter for the type of labor record.

3. Select Employee, Contractor, Contact, or Requester from the Type filter in the upper left of the dialog box.

4. Locate and select the labor record you want to add.

   The Labor/Contact dialog box displays.

5. Select the Auto-Assign? check box to indicate that this Labor/Contact record should be auto-assigned to any work orders generated for this asset.

   The individual is auto-assigned to work orders generated for this asset, and for any work orders generated for assets below this asset in the tree that do not have another auto-assignment specified.

   This is only applicable to labor records. External contacts cannot be auto-assigned to work orders.

6. Select the Backup Resource? check box if this individual should be listed as a backup resource.

   If the backup resource is also listed for auto-assignment it will only be auto-assigned if there is not another labor resource designated for auto-assignment.

7. Select the priority for listing this individual on the Labor/Contacts page from the Priority field.

8. Choose between two options:

   • Click Apply.

     The lookup opens with the estimated labor listed in the My Selection(s) area of the dialog box. Repeat steps 3-7 until you have added all Labor/Contact records.

   • Click Apply/Close.

     The Labor/Contacts page appears. The module lookup closes, and the new Labor/Contact record is added to the Labor/Contacts table.

     To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

9. Click Save.

    

1. Select the record you want to edit.

   The Labor/Contacts dialog box displays.

2. Make your changes.

3. Click Save.

    

1. Select the check box to the left of the Labor/Contact record you want to remove.

   A check mark appears, indicating the record has been selected.

2. Click Remove.

   The Labor/Contact record is removed.

3. Click Save.