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  • QA/QC Work Orders
  • Create Work Orders
  • Technician Work Load Portlet

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  • Go to the Assignments Tab
  • Add an assignment
  • Assign to Shop, required
  • Assign to Technician, not required
  • Click on Save

Image of New Work Order Assignment


Technician Work Load Portlet

Use this portlet to determine 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. 

Image of Technician Workload PortletImage Added


Use the filter in the Assignment column to review how many work orders are assigned to a technician.  Need to determine if the workload is distributed appropriately based on the type of work required for the jobs and the quantity assigned.

Do not use the Set Chart Options since setting this to a pie chart cannot be done by Technician.  This type of chart also only takes into account work order quantity and not effort required per job.