Add an Assignment to an Inspection

When you assign a resource to an inspection, that resource becomes responsible for completing each work order generated by the inspection.  When TMS generates each work order the resource is pre-assigned.

For example, you know that William Shakespeare is the technician (resource) who is always responsible for performing an inspection on the AHU-01 air handler unit.  So, you assign William to the inspection for AHU-01.

Resources can be added to a new inspection or to an existing inspection. To add a resource to an inspection schedule, follow these steps:

1. Open the inspection schedule you want to add a participant to on the Inspection Edit page.

   You can create a new Inspection schedule or use Inspection Edit or Inspection Query to locate an existing inspection schedule.

2. Click the Procedures and Assignments tab.

3. In the Assignments area, do one of the following:

   • Click the New Resource button, select a resource from the drop-down menu, and then click Save. (You can also add a procedure from this dialog box, if needed).

   • Select a resource from the drop-down menu on the right side of the grid.

4. Click Save.