Add or Remove an Assignment

On the Work Order Edit screen, you can assign a resource to the work order or remove an assignment already tied to the work order.

Add an Assignment

To assign a resource to a work order, follow these steps:

Open a work order in Work Order Edit.
Select the Assignments tab (or other tab with the Assignments grid, if using a custom form).
Select Add next to the Assignments label.
Select the Resource field and then select a resource from the list.
To assign the resource to a specific procedure, select the Procedure field and then a procedure from the work order.
Select Save.

To make an asset contact an assignment on the work order, after step 2 above, tap Add next to the asset contact you want to assign to the work order.

To remove a resource assigned to the work order, follow these steps:

Open a work order in Work Order Edit.
Select the Assignments tab (or other tab with the Assignments grid, if using a custom form).
Locate the assignment you want to remove from the list.
Swipe across the resource name.
Select Delete when it appears.
Select Save .