Needs Assignment

See also: Gantt,  Map,  Assigned, Dispatch Board

• The Needs Assignment grid quickly displays all of the work orders that need to be assigned

• Items in the grid are color coded based on the condition of the work order providing service coordinators with a visual indicator of work orders that are on-time, about to miss a customer commitment or those that have already missed a customer commitment

• Right click menus provide quick access to common functions such as assigning the work order, automatically assigning the work order or opening the case

To Assign a Work Order

1. From the Needs Assignment tab, select the work order that you want to assign

2. Drag and drop the assignment into the Gantt tab, near the technician to whom you want to assign the work order

Right Clicks

1. Right click on appropriate work order on which you want to perform an action. A menu appears that allows you to perform a variety of operations

2. From here, you can open work order, open related case, set category codes, change status, assign to user, change settings, search resources  to dispatch the work order, log various activities , add or delete attachments etc.