Allocate Technician to Work Order
Assign a technician to a work order to ensure that right personnel complete the tasks, optimizing resource use and keeping operations on track.
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Go to Service > All Work Orders.
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Enter the work order number and press Enter or click the Search icon.
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On the Summary tab, in the Allocated technician section, click Select technician and select a technician from the list.
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Click Allocate selected technician.
Once you allocate a technician, you can manage assignment by using the options:
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Deallocate: Remove the currently allocated technician if they are no longer required.
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Reallocate: Replace the current technician by selecting a different one.
