Needs Assignment Work Orders

  • The needs assignment grid quickly displays all of the work orders that need to be assigned.

  • Items in the grid are color coded based on the condition of the work order providing service coordinators with a visual indicator of work orders that are on-time, about to miss a customer commitment or those that have already missed a customer commitment.

  • The Right-click menu provides quick access to common functions such as assigning the work order, automatically assigning the work order or opening the case.

Steps:

  1. To assign a work order, from the Needs Assignment screen , simply drag and drop desired work order into the Gantt screen near the desired FE at desired timing.

  2. To perform a specific action on desired work order like opening work order or case etc., simply right-click on the desired work order and from the right-click menu, select the desired option based on the function that you want to perform.