Forwarding Work Order Assignments

Owned by Anastasia Medovkina
Mar 27, 2023

After you have a list of technicians listed in the Work Order Assignment module, you can:

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.

⦿ How to Create a Forwarding Rule
  1. Click Assign WO next to the desired technician. The Assign WO modal appears.
  2. Click the Forward tab.
  3. Under Create Forwarding Rule
    1. Select the desired Location(s) and/or
    2. Select the Trade(s).
  4. Select the forwarding start date (From) and end date (To).
  5. Select to either subcontract the work or keep in-house:
    1. (Subcontract the work) Select Reassign to external provider
    2. (Keep work in-house) Choose Select technicians and then select the desired technician(s).
  6. Click Create Forwarding Rule. All work orders for that location and/or trade will forward to the selected recipient(s).

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.

⦿ How to Update Existing Forwarding Rules
  1. Click Assign WO next to the desired technician. The Assign WO modal appears.
  2. Click the Forward tab.
  3. Under Create Forwarding Rule, click the down arrow to display the Current Rules section.
  4. Modify the desired information:
    1. Location(s) and/or Trade(s).
    2. Start date (From) and end date (To).
    3. Select to either Reassign to an external provider, or select the desired technician(s) to forward the work orders.
  5. Click Update Rule. All work orders for that location and/or trade will forward to the selected recipient(s).

Deleting a Forwarding Rule

When you no longer need a Forwarding Rule, you can delete it.

⦿ How to Delete Forwarding Rules
  1. Click Assign WO next to the desired technician. The Assign WO modal appears.
  2. Click the Forward tab.
  3. Under Create Forwarding Rule, click the down arrow to display the Current Rules section.
  4. Locate the desired rule, and then click Delete Rule. The rule is removed from the list.

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.

In this Article

Related Articles