You are here: Work Orders > Work Order Creation > Assign or Reassign a Work Order

Assign or Reassign a Work Order

Assign/Reassign to a Technician

Part of the process of creating a work order includes assigning the work order to a technician (an employee) or to a vendor who will be responsible for doing the work. Until a work order is marked as Complete or Canceled, it is possible to change the person that is assigned to a work order.

To assign a work order to a technician or change the technician that is assigned to one, complete the following steps:

  1. Create a work order or open the work order that you want to reassign.
  2. In the Assignment and Scheduling region of the work order screen, click the Assigned To drop-down list. Show me

  1. On the Assign the Work Order screen that pops up, make sure that the drop-down list at the top displays the User Search option. Show me

  1. In the User field, click the name of the technician you want to assign the work order to.
  2. A Contact Information screen pops up, displaying the technician's personal details. Click OK.
  3. Click OK on the Assign the Work Order screen to finish assigning or reassigning the work order.

The newly assigned technician's name then appears in the Assigned To field.

Assign/Reassign to a Vendor

To assign a work order to a technician or change the technician that is assigned to one, complete the following steps:

  1. Create a work order or open the work order that you want to reassign.
  2. In the Assignment and Scheduling region of the work order screen, click the Assigned To drop-down list. Show me

  1. On the Assign the Work Order screen that pops up, click the drop-down list at the top and select the Provider Search option. Show me

  1. In the Provider field, click the name of the vendor you want to assign the work order to.
  2. A Contact Information screen pops up, displaying the vendor's personal details. Click OK.
  3. At this stage, you can either click OK on the Assign the Work Order screen to finish assigning or reassigning the work order
  4. OR
  5. Click the Assign and Send button if you have filled in all of the required fields on the Work Order details screen. After clicking this button, a "Send Work Order to Provider" popup screen appears, allowing you to enter an option note that will accompany the work order notification message you are about to send to the vendor. Show me
  7. Click Send when you are finished.

The newly assigned vendor's name then appears in the Assigned To field.