Add Assignments to Multiple Work Orders with the Assignment Wizard

You can use the Work Order Assignment Wizard to assign multiple work orders to multiple resources at the same time and replace multiple existing assignments on multiple work orders.  For PM work orders where assignments often change, this allows you to query for a set of records and assign them to rotating resources instead of a permanent assignment on the PM schedule.

1. Use the WO Edit or Query feature to retrieve the work order(s) that you want to assign.

2. Click the Work Order Assignment Wizard button in the toolbar. 

3. You are presented with the Work Order Assignment Wizard.  Click Next.

4. Select the work order(s) that you want to assign to a resource.

   To resort the work orders, click the Results Viewer drop-down menu and select a report in the list.

   

5. Click Next.

6. Select Add Resource.

7. In the New Resource list, select the resource to assign to the work orders.

8. Click Add to Grid.

9. If you want to add an additional assignment, select another resource from the New Resource list and click Add to Grid.

10. Repeat for each additional assignment.

11. Click Next.

12. Click Assign to add the assignments to the work orders.

13. Click Close to close the Assignment Wizard.

14. Click the Complete tab to verify that your assignment has been added.