Difference between revisions of "Assign a Work Request"

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(Assign a Work Request)
 
(One intermediate revision by the same user not shown)
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Assign an employee to a work request.
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Assign an employee to a work order or change the assigned employee
  
 
== Assign a Work Request ==
 
== Assign a Work Request ==
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>  
 
|<big>'''<font size="5">1</font>'''</big>  
| Click '''the''' Work Request icon to open the work request window.<br>[[File:MenuWorkRequests.png|left|thumb]]
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| Click '''the''' Work Request icon to open the work request window.[[File:MenuWorkRequests.png|left|80x80px]]
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>  
 
|<big>'''<font size="5">2</font>'''</big>  
|Find the Work Request that is going to be assigned to an employee.[[File:AssignWorkOrder2.png|left|thumb|671x671px]]<br>
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|Find the Work Request that is going to be assigned to an employee. If reassigning a Work Request, the previous employee assigned will be showing.[[File:AssignWorkOrder2.png|left|671x671px]]<br>
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big><font size="5">'''3'''</font></big>  
 
|<big><font size="5">'''3'''</font></big>  
|Select the '''Assign''' icon from the right end of the Work Request row.
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|Select the '''Assign''' icon from the right end of the Work Request row.[[File:AssignIcon.PNG|701x701px]]
 
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[[File:AssignIcon.PNG|left|thumb|701x701px]]
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
 
|The Assignment window opens. Select the Employee dropdown to see a list of employees.
 
|The Assignment window opens. Select the Employee dropdown to see a list of employees.
 
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[[File:AssignDropdownList.png|455x455px]]
[[File:AssignDropdownList.png|thumb|455x455px|none]]
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>  
 
|<big>'''<font size="5">5</font>'''</big>  
|Choose an employee to be assigned to the Work Request. Press the '''Save''' icon.
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|Choose the new or revised employee to be assigned to the Work Request. Press the '''Save''' icon.
 
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[[File:AssignMark1.PNG|457x457px]]
[[File:AssignMark1.PNG|thumb|457x457px|none]]
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">6</font>'''</big>  
 
|<big>'''<font size="5">6</font>'''</big>  
 
|The window will return to the work order. Note that the Employee chosen has been assigned.
 
|The window will return to the work order. Note that the Employee chosen has been assigned.
  
[[File:AssignMarkComplete.png|left|thumb|644x644px]]
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[[File:AssignMarkComplete.png|left|644x644px]]
 
|}
 
|}

Latest revision as of 09:02, 15 April 2016

Assign an employee to a work order or change the assigned employee

Assign a Work Request

1 Click the Work Request icon to open the work request window.
MenuWorkRequests.png
2 Find the Work Request that is going to be assigned to an employee. If reassigning a Work Request, the previous employee assigned will be showing.
AssignWorkOrder2.png

3 Select the Assign icon from the right end of the Work Request row.AssignIcon.PNG
4 The Assignment window opens. Select the Employee dropdown to see a list of employees.

AssignDropdownList.png

5 Choose the new or revised employee to be assigned to the Work Request. Press the Save icon.

AssignMark1.PNG

6 The window will return to the work order. Note that the Employee chosen has been assigned.
AssignMarkComplete.png