Work Order Assignments
Assign / Change Assignment / Edit a W.O.
[Standard Navigation / Service / Work Orders]
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The ‘Assigned To’ column will be empty. (see yellow box)
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The ‘Number’ column refers to the W.O. #
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Click on the W.O. # to open it.
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Click the [Edit ] button in the Upper/Right corner of the page
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Go to the ‘Assigned To’ field and choose the desired Mechanic.
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Make any other edits or changes to the W.O.
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Click the blue [Save Work Order] button in the upper right corner.
Scheduling Work Orders
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There is no specific process needed to Schedule Work Orders. It is done when you:
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Assign the Work Order to a Mechanic (see above)
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Set the ‘Status’ on the W.O. based on the job’s Priority. (You can reset Status anytime)
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Optionally, you can assign a Start Date or Due Date when creating the W.O.