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Assign a work order

Assign a work order to show who’s responsible for it. A work order has one assigned person at a time, and you assign it after it’s created.

Who can do this: Admin

  1. Open the work order and go to the Details tab.

  2. In Assign To, select a person.

  3. Select Update Work Order.

Their name appears in the Assigned To column. They get a notification, and they’ll hear about later changes to the work order. See Work order notifications.

To reassign a work order, follow the same steps and select someone else.

Who appears in the list

Section titled “Who appears in the list”

Assign To lists everyone in your company, not only the people assigned to this facility.

  • Check the person can reach the facility. Someone who isn’t assigned to the facility gets the notification but can’t open the work order.
  • People with disabled accounts are marked (Disabled) and can’t be selected.
  • A blank row is a pending invitation. Don’t select it. That person needs to accept their invitation first.

Remove the assignment

Section titled “Remove the assignment”

Who can do this: Admin, Manager, Technician, Tenant

  1. Open the work order and go to the Details tab.

  2. In Assign To, select Unassigned.

  3. Select Update Work Order.

Section titled “Related”