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Assign To

Assigning a Work Order

Viewing a Work Order Assigned to You

 

Assign To

The Assign To option allows you to assign this work order to a person who has access to the current work center. Once you assign it to the person, they can view the work orders assigned to them through Orders Orders Assigned to Me.

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Assigning a Work Order

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click Orders and then All Active Orders.

3.       A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   Once the list opens, double-click the order number. A work order window opens.  

5.   Within the Order Actions ribbon group, click the Assign To button. A drop-down field displays displaying the current work center within the workflow.

6.   Mouse over the top of a work center name, a list of users with access to the work center displays. From the list, select the name of the person to assign the work order to, you will see the first name, last name and user name display.

7.   A message box displays allowing you to type any key issues regarding the work order. Once the message is complete, click the OK button.

8.   The work order window remains open; to complete the process, click the Save & Close button within the Actions ribbon group.

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Viewing a Work Order Assigned to You

1. Click the Orders/Troubles menu.

2. Within the Navigation pane, click Orders and then Orders Assigned to Me.

3. Depending on the number of orders assigned to you, the list may not populate right away. To populate the list, do one of the following:

· Within the search box, type any portion of the record and then click the magnifying glass.

· Click the Show All button.

4. The My Orders list populates with a list of work orders that another user sent directly to you.

5. To access the work order, double-click the order number. The Work Order window opens.

6. Directly below the ribbon is a yellow line. Within the line, notice that your user name displays in the attn field and the reason for sending the work order to you displays in the note field.

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