Before you begin
Version: v6 (what does this mean?)
Plans: Free, Basic
Assigning a work order indicates who's responsible for it. You can either assign a work order to an individual user, or to a user group (meaning that anyone in that user group can pick up the work order).
When you assign a work order, the user you select (or the users in the user group you selected) receive an email notification that the work order has been assigned to them.
To assign a work order:
- If the work order you want to assign isn't already open, click it in the work order list (in Maintenance > Work Orders).
- In the Summary tab, click the Add button in the Assign to User field:
- Do one of the following:
- To assign the work order to an individual user, select that user in the Users tab.
- To assign the work order to a user group, select that group in the User Groups tab.
- Click Save.
Note
If the work order is already assigned to someone, the button says Change instead of Add. Clicking this button allows you to reassign the work order to another user or user group.
If the user you're looking for is not showing, ensure they're assigned to a user group with the correct permissions to access the work order.