- Navigation
- Assign Work Orders to Technicians
- Preventive Maintenance Work Orders
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2-Work Orders Scheduled to My Shop (not yet assigned): All corrective maintenance work orders that are assigned to "my" shop. These work orders can be assigned to technicians by the supervisor.
3-Preventive Maintenance Work Orders: All preventive maintenance work orders that are assigned to "my" shop. These work orders may already be assigned to a technician or can be assigned if they are in a scheduled status.
4-Work Orders Awaiting Supervisor Review (QA/QC) - Training Day 4: All work orders where the assigned technician in "my" shop has completed their assignment. Once all technician assignments and all supervisor QA/QC assignments are complete, the person who requested the service will get an email that the service is done. BE CAREFUL to ensure the job is done before completing the QA/QC assignment, this will complete the work order triggering the email to the requester.
5-Work Orders Assigned to Shop in "WMATL" Status - Training Day 2: All work orders where either the technician or supervisor has changed the status to Waiting on Material (WMATL). These work orders cannot be completed because you are waiting on some item to arrive to complete the work.
6-Technician Work Load - Assigned Labor Search - Training Day 4: This portlet is used to determine how many work orders are assigned to each technician in your shop. It should be used to ensure the work is distributed appropriately.
Assign Work Orders to Technicians
Definitions
- Scheduled = Shop assigned; no technician assigned
- Dispatched - Shop and technician assigned. The technician may be assigned by Dispatch or the Supervisor.
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How to I assign to a technician?
- Click on the work order order to assign
- Go to the Assignments Tab
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What is the QA/QC assignment? This will be part of the supervisor process once the technician has completed their assignment. The supervisor will be responsible to review the log created by the technician and review the hours worked for reasonableness. We'll cover this more in training day 4.
How to I complete the QA/QC assignment? We'll try this when we review the portlet Work Orders Awaiting Supervisor Review (QA/QC)
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What if I want to assign 2 employees to this job? How do I add another assignment?
- Click on the + button or New Row Button
- Collapse the row by clicking on the carrot on the left
- Add your shop and then the technician **NO NEED TO FILL IN THE CRAFT**
- Save ***DO NOT CLICK ON THE COMPLETE ASSIGNMENT BUTTON***
Why isn't there another QA/QC Row? There will only be one QA/QC row per shop.
Can I add another assignment for another shop? It's best to just add a row for the second shop. Let the supervisor in that shop assign to a technician.
Example: An assignment was added for the Electric Shop. Note the ELEC QA/QC assignment was created automatically.
