Category Archives: g. Assigning Work Orders

How to assign a Work Order to another user.

g. Assigning Work Orders

Assigning Work Orders

Once a work order has gone through the final step of approval, the work order can be assigned to the appropriate staff member(s).

1. Click into the work order and select the Assign Work Order button.

Approved WO screen

2. Select the checkbox next to the staff member(s) that you would like to assign the work order to and add any additional notes for the assigned staff member(s) to receive.

Assigning WOs

3. Select the Assign button.