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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.
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- 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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