Automatic Assignment

Maintenance Connection includes features that support the automatic creation of assignments. There are three ways that assignments can be automatically made when a work order is created:

1. If a procedure is defined for the work order, typically as part of a preventive maintenance schedule, the procedure can designate an employee or craft for auto-assignment.

   • If a specific employee is designated, that employee will automatically be assigned when the work order is created.

   • If a craft is listed, a placeholder assignment for the craft will be made, prompting you to designate an appropriate individual.

2. Assets or asset classifications can be tied to a particular labor record and automatically assigned whenever a work order is created on that particular asset.

   This is useful when a particular technician is preferred for an asset or type of asset.

3. Automatic assignments can be defined in the Rules Manager.

   For example, a rule could be created that would automatically assign a top technician whenever an urgent work order was created.

In each of the above cases, assignments will be displayed in the Assignment area of the Work Order Details page.