Create Assignment
Create Assignment is used to automate a work order assignment based on a defined event.
Labor Assignments specify the individual or contractor that should be assigned when the criteria for a rule is met. Multiple labor resources can be listed for auto-assignment. Maintenance Connection creates assignments for all labor resources listed, unless the record is not available for auto-assignment or is designated only as a backup resource.
The Rules Manager is one of several methods for creating an automatic assignment in Maintenance Connection. Auto-assignments of specific individuals can be made based on the procedure in use or the asset associated with the work order.
The Rules Manager provides an additional method for creating auto-assignments, allowing you to define specific criteria on which the auto-assignment should be based. For example, a rule could be defined to automatically assign a specific technician whenever an urgent work order was created for a particular asset or asset classification.
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Ensure the Create Assignment action is selected on the Actions tab of the Edit Rule window.
The currently defined auto-assignments are displayed in priority order, if any have been defined.
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To add a new auto-assignment, click the New button below the Assignment List.
The New Assignment window opens, where you can specify the individual or contractor you want to auto-assign.
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Specify the labor resource:
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Click the Labor field.
The Labor module lookup opens.
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Locate and select the labor resource you want to assign.
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Click Apply.
The Labor module lookup closes and the selected labor resource displays in the New Auto-Assignment window.
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Select the priority for this labor resource from the Priority field.
The Priority field determines the order of assignments. Maintenance Connection creates assignments for all labor resources listed, unless they are not available for auto-assignment or designated only as a backup resource.
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Select the Backup Resource? check box if this labor resource should be a backup resource.
This check box allows you to specify that this assignment should only be made if another defined labor source cannot be assigned. The Backup Resource check box is typically not selected, as labor sources are rarely marked as not available for auto-assignment.
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Click Apply.
The Create Assignment page displays your newly defined assignment.
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Ensure the Create Assignment action is selected on the Actions tab of the Edit Rule window.
The currently defined auto-assignments display in priority order, if any have been defined.
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Select the assignment you want to edit.
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Click Edit.
The Edit Labor Assignment window opens.
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Make your changes.
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Click Apply.
The Create Assignment page appears.
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Ensure the Create Assignment action is selected on the Actions tab of the Edit Rule window.
The currently defined auto-assignments display.
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Select the assignment you want to remove.
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Click the Delete button.
A dialog box opens, asking you to confirm your choice.
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Click Yes.
The Create Assignment page appears with the assignment removed.
Add a Labor Assignment