Add or Remove an Assignment

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

Add an Assignment

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

1. Open a work order in Work Order Edit.

2. Select the Assignments tab (or other tab with the Assignments grid, if using a custom form).

   To make an asset contact an assignment on the work order, click the Add button (+) next to the asset contact you want to assign to the work order.

3. Select the Add button (+) next to the Assignments label.

4. Select the Resource field and then select a resource from the list.

5. To assign the resource to a specific procedure, select the Procedure field and then a procedure from the work order.

6. Click Save.

Remove an Assignment

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

1. Open a work order in Work Order Edit.

2. Select the Assignments tab (or other tab with the Assignments grid, if using a custom form).

3. Locate the assignment you want to remove from the list.

4. Swipe across the resource name.

5. Select the Delete button when it appears.

6. Select the Save button.