Assign a job
A job can go to a trade, so anyone in that trade can take it, or to a named person. You can also set who reviews the finished work.
Open the assign panel
- Open the job.
- Click More, then Assign….
Screenshot to comeThe Assign panel in a work order with Trade, Save trade, I will review it, and the Person list with Assign person.
Assign a trade
- Choose a Trade, or No trade.
- Click Save trade.
To create a trade, choose New trade…. Enter its name, "A skill work is assigned to: Millwright, Electrician, HVAC, Plumbing.", and click Create.
Assign a person
- Under Person, choose someone in Choose a person. People in the job's trade are listed first, with their trades beside their names.
- Click Assign person.
To take the person off the job, click Unassign person.
Set yourself as reviewer
Click I will review it. The finished job then waits for your sign-off. See Review and close finished work.
The same panel can also send the job to an outside contractor. See Send a job to a contractor by link.