Before you begin
This procedure is not applicable for multi-asset work orders.
Version: v5 and v6 (what does this mean?)
Plans: All plans
Assigning a user to a scheduled maintenance record means that they will be assigned to the generated work order or its tasks.
The Assigned To User field is automatically populated with any assignees added in the Labor Tasks tab. You can assign a different user or user group to each task. To learn more about tasks on scheduled maintenance, see Add tasks to scheduled maintenance.
However, if you simply want to assign the scheduled maintenance record without creating any tasks, you can manually select a user or user group in the Assigned to User field.
To do this:
- Navigate to Maintenance > Scheduled Maintenance, and click the record you want to assign.
- Click the arrow next to the Assigned To User field:
- Select a user.
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Click Save.
Note
If a different or additional user is assigned through the Labor Tasks tab anytime after this process, the original assigned user will be overridden by the new assignees. After more than one task has been added, the Assigned to User field will no longer be editable from the General tab, and can only be edited through Labor Tasks.