Forwarding Work Order Assignments
After you have a list of technicians listed in the Work Order Assignment module, you can:
Automate assigning work orders to technicians; and
Forward work order assignments to other technicians.
Forwarding Work Order Assignments to Other Technicians
While a technician is not working, you may forward his/her work orders to other technicians or to an external provider. This is useful when your technician is ill, on vacation, or for any other reason the technician might not be available.
You can configure forwarding based on the Region, District, Location, and/or Trade of the work orders. For example, Justin typically works all General Maintenance work orders and some Plumbing work orders for 7 trades across 3 locations in a district. Justin is going on an international backpacking adventure for 3 weeks. You can configure forwarding so all of Justin’s work orders to Miriam.
You may also create more than one forwarding rule. In the previous example, you may decide to forward all General Maintenance work orders to Miriam, and all Plumbing work orders to Kyle. Or, you can forward all work orders from 2 locations to Miriam, and 1 location to Kyle.
Updating Existing Forwarding Rules
You can update Forwarding Rules to include or exclude locations or trades, or to extend or shorten the time period. You can also add or remove technicians, or reassign to an external provider if the work was kept in-house.
Deleting a Forwarding Rule
When you no longer need a Forwarding Rule, you can delete it.
Assigning Future Trades to “All Trades” List using Auto-Assign
Auto-Assign rules are used to eliminate the time used to manually assign work orders to technicians. Using Auto-Assign, technicians can be assigned to service one, multiple or all trades. When an assignment rule is created to assign a technician to “all trades”, that rule will include all trades that are currently listed for the client. If the client adds additional trades and assigns the provider to those trades, the technicians who are assigned to all trades will now have the additional trades added to their list of trades.