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Assign Resources to a Work Order

Assignments are used to identify the resource (person) who is assigned to complete the work order.

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

  1. On the Assignments tab, click New. The Work Order Assignments pop-up window opens.
  2. From the Resource drop-down menu, select a resource.
  3. From the Tasks for WO#, you can select a task for the assignment. This is an optional field.
  4. Click OK to add your assignment or Another to add additional assignments.
  5. Select an Assignment and click the to remove the assignment.

Assignments can also be added by selecting a resource from the drop-down menu. Resources are removed from the available list in the drop-down menu when they are assigned to the work order.