How to assign technicians to a work order?

When a work order is in a state that allows assignments, technicians can be assigned, but only workshop managers can do so.

Assignments allow you to identify who can perform the work order. There are two types of assignments:

• Automatic: defined in the work order type, in Settings | Work | Work Order Types;
• Manual: performed directly in the work order, using the Assign option.

Assign technicians

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

1. Access Work | Work Orders;
2. Select the desired work order;
3. Click on Operations and then on Assignment;
4. Click Create;
5. Select the technician to assign and the type of assignment:
   • Assignment to the work order: the technician is assigned all tasks from all WO plans, as well as all additional tasks;
   • To the WO maintenance plan: the technician is assigned to all tasks in the maintenance plan;
   • To the maintenance plan task: the technician is assigned to a specific task in the maintenance plan;
   • To the additional task: the technician is assigned to a specific additional task.

Assignment rules

When assigning technicians to work orders, the following rules must be observed:

• The assignment can only be registered if the work order is in the Allow Assignments status;
• Only technicians can be assigned to work orders;
• Only technicians associated with the work order workshop can be assigned;
• The workshop manager must also be a workshop technician to be assigned to a work order;
• When the work order type has automatic assignment of workshop technicians, the following criteria apply:
  • If the company has no access restrictions, assign to all workshop technicians;
  • If the company has access restrictions, assign only to workshop technicians with access to the company;
  • Employees who are not mapped to a user are always assigned, even if there are access restrictions;
  • The creator of the work order is only assigned automatically if they are a technician at the workshop.