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Assigning Work

Watch the Video Tutorial:

 

  • On the Mobile Dashboard, tap Unassigned Work Orders.
  • On the Unassigned Work Orders screen, locate the work order you want to assign out and tap to open it.

 

 

  • On the Work Order screen, tap the Assign Someone panel to open the assignment screen.
  • Tap the name of a staff member to assign them. A checkmark appears beside the names of assigned staff.
  • If you are assigning the work order to a team, tap the Team tab and select and select a team from the list.
  • Tap Done to save assignments and return to the work order. The Assign Someone panel now shows the new assignment. *Note: To assign multiple staff to the same work order, tap more than one staff member before clicking Done.

 

 

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