Versions Compared

Old Version 1

changes.mady.by.user Chellie Esters

Saved on

compared with

New Version Current

changes.mady.by.user Anastasia Troichuk (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Under Work Order Assignment you , you can manually assign work orders to either one or multiple technicians , and then view a list of all work orders assigned to technicians.

You can also review a list of work orders to assign to technicians and sub-contractors.

Image RemovedWork Order Assignment section for FTMImage Added

Tip

You can also automatically assign work orders to technicians based on locations and/or trades, and forward work orders to other technicians during vacation breaks or extended leave.

Anchor
WOAssign_Manual
WOAssign_Manual
Manually Assigning a Work Order

When you assign a work order to a technician, the technician's name appears on the work order.

You can assign a work order to either one or many technicians.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Assign a Work Order to One Technician
  1. Under the Employees tab, locate the desired technician and then click Assign WO. The Assign WO to <technician> modal appears.
  2. Enter a Tracking Number, Work Order Number, or Service ID.
    Assigning a Single Technician to Work Orders in WorkForceImage Removedthe tracking number of the desired work order.
    Overlay for assigning a work order to a technicianImage Added
  3. Click Assign.
    1. The Assign WO button updates with the number of work orders assigned. You can then view all work orders assigned to that technician.
    2. An email is sent to the technician via the email listed in Provider Automation.
    3. The technician can view and manage the work order through ServiceChannel Provider Mobile.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Assign a Work Order to Multiple Technicians
  1. Click Assign WO next to one of the desired technicians. The Assign WO to <technician> modal appears.
  2. Enter a Tracking Number, Work Order Number, or Service IDthe tracking number of the desired work order.
  3. Click Add People. The modal expands, listing all of your technicians.
    Image Added
  4. Click the plus (+) icon next to each desired technician, or click Assign to All to select all technicians.
    Assigning more techs to work orderImage Added
  5. Click Assign.
    1. The Assign WO button updates each technician with the number of work orders assigned. You can then view all work orders assigned to each technician.
    2. An email is sent to each technician via the email listed in Provider Automation.
    3. Each technician can view and manage the work order through ServiceChannel Provider Mobile.

Assigning Multiple Technicians to Work Orders in WorkForceImage Removed

AnchorWOAssign_ViewWOsWOAssign_ViewWOsViewing Work Order AssignmentsClicking the WO# will not reroute you back to your client-side Service Automation account for you to take additional administrative actions (such as reassigning work orders or editing work orders). You will see this work order as listed on the provider-side Provider Automation work order list.

Assigning a WO to two techsImage Added

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to View a List of Assigned Work Orders
  • Next to the desired technician, click the down arrow to view the list of work orders assigned, along with the Location ID and the work order Category (for example, "Maintenance" or "Repair").
    Image Removed

    • Click the desired WO# to view the work order in Provider Automation. 

    Note


    Live Search
    spaceKeySCUCP
    additionalnone
    placeholderSearch our Knowledge Base
    typepage

    Panel
    titleColor#ffffff
    titleBGColor#5fa7d0
    borderStylegroove
    titleIn this Article

    Table of Contents
    maxLevel3
    minLevel2
    indent20px

    Panel
    titleColorwhite
    titleBGColor#75a346
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max8
    showSpacefalse
    sorttitle
    cqllabel in ( "wo" , "assignment" , "technicians" , "workorders" , "usermanagement" ) and space = currentSpace ( )