Labor Change Manager

The Labor Change Manager identifies the records throughout the system that are tied to a given labor resource, allowing you to remove or reassign these records when the individual leaves the organization. The tool can also be used to identify records that must be reassigned during a leave of absence.

The tool looks for all assignments tied to open work orders, records on which the individual is listed as a supervisor, auto-assignment and notification rules, and scheduled reports.

Use the Labor Manager tool:

1. Select Tools > Labor > Labor Change Manger from the Main Menu.

   The Labor Change Manager opens, prompting you to identify the record to change.

2. Click the Record to Change field.

   The Labor lookup opens.

3. Select the labor record you want to change.

   The Labor Change Manager appears. A table of associated records appears, along with check boxes used to set the status of the labor record. Each row in the table shows a type of associated record.

   For each type of record where an association is found, the row displays in bold text and the corresponding number of records shows in the Records column.

4. Select the Make Inactive check box at the top of the window if you want make the labor record inactive after the update.

   If the user is a member of Maintenance Connection, an additional Disable Membership check box appears.

5. Select the Disable Membership check box if you want to disable the member's account.

6. Choose between two options:

   • If all records tied to the individual should be removed or reassigned, click Select All or click the Check icon on the header row.

     All rows with associated records are selected.

   • Individually select the rows corresponding to the records you want to remove or reassign.

7. Choose between two options:

   • Select Remove Records from the Action field.

     This action will remove the selected associations.

   • Reassign the selected labor records:

     1. Select Replace Labor from the Action field.

        The Replacement Record field appears.

     2. Click the Replacement Record field.

        The Labor lookup opens.

     3. Select an individual to replace the currently assigned labor resource.

        The Labor lookup closes, and the individual you selected appears in the Replacement Record field.

        If the replacement staff member already has matching records, duplicates will not be created. For example, if newly assigned staff members are already a recipient of a rule notification, this will not be duplicated. Similarly, if the staff member already has assignments for the work order, new assignments will not be made.

8. Click Apply.

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

   Important!

   These actions are permanent, so they cannot be undone. Ensure you want to make these changes prior to confirming this action.

9. Click the OK button.

   The Labor Change Manager refreshes, and a message appears at the top of the window indicating that the update was successful. The selected rows will no longer be shown as associated with the original labor record.