Global Assignment (Multiple Work Orders to Same Individual)

A process is supported to allow for expedient assignment of multiple work orders to the same individual.

Create multiple work order assignments for the same technician:

1. Access the Work Order List or Search page.

2. Click the List button.

   The Expanded List or Search page opens.

3. Enter search criteria to locate the work orders to which you want to assign the same technician.

4. Select the work orders to receive the assignment by clicking them.

   A check mark will appear in the selection box for that work order.

   • To select all items displayed on this page of results, click the Select Page option displayed on the right side of the toolbar.

   • To select all results displayed on multiple pages, click the Select All Pages option displayed on the right side of the toolbar. This option selects all records returned by the filter, even though they cannot be seen on the page. You can tell how many pages of results will be selected by looking at the page control (page 1 of X) at the bottom of the window.

   • If any work orders have been selected in error, click the row again and the check mark will be removed.

5. Click the Assign button.

   The Assign Labor window opens.

6. Click the Lookup button to the right of the Assign To label to open the Labor Module lookup.

7. Locate the labor record you want to assign.

8. Choose between two options:

   • Select the labor record and click Apply.

   • Double-click the labor record.

   The Assigned Labor window appears with and the selected individual listed.

9. Enter the assignment date and hours.

   If the Anytime setting is set to Yes, you must select No to display the time controls.

10. Select the Assigned Lead check box to indicate that this individual should be the assigned lead.

11. Select the Assigned PDA User check box if the individual should be assigned as a PDA user.

12. Click Apply.

    The assignments are created and the Expanded List or Search page appears.