Rules Manager: Auto-Assigning Work Orders
To streamline the process of assigning Work Orders, you can utilize the Create Assignment feature under the Actions Tab in the Rules Manager. It's critical to set up the Criteria for the rule accurately to ensure that Work Orders are assigned to the appropriate labor resources.
Setting Up Criteria Rules
Below are key examples of Criteria Rules you should review:
- Repair Center: Ensure that the labor resource is associated with the Repair Center selected for the rule. Repair Centers must be designated in the Rule Criteria to ensure proper triggering. Note that the Repair Center in the Rules Manager window is used for filtering only.
- Priority Status: Are you auto-assigning labor for high-priority Work Orders? If so, ensure that high-priority criteria are selected.
- Asset: If only certain technicians are qualified to fix a particular Asset, confirm that this Asset is listed in the Criteria.
Assigning Labor
Once you confirm the Criteria for the rule is correct, proceed to assign Labor:
- Locate the rule and click Edit.
- Under the Actions Tab, ensure that Create Assignment is checked and then click New.
- In the New Assignment Window, use the Labor field to select the desired Labor Resource.
- The Priority field determines the sequence of assignments for the Labor resource.
- The Back-Up Resource option is available but not commonly used. Only utilize this option if the labor resource you selected is intended to be a backup for these types of requests.
Make sure the rule is enabled and click Save.
By following these steps, you can efficiently auto-assign Work Orders and ensure that the right labor resources are allocated to the appropriate tasks. For further assistance, refer to your system documentation or contact your support representative.