Access to screens
Prerequisites
- The work orders are validated.
- Preferably, resources have been indicated for the work orders, with the discipline and planned time having been specified.
Procedure
- In the [Work] module, select the [Work order planning] function.
→ The work order search form is displayed.
- Enter the search criteria and the scheduling start date and go to the [Team assignment] tab.
→ The list of work order resources corresponding to the criteria is displayed.
- If you want to continue the assignment more precisely, you can go to scheduling of resources via the action in the action menu.
→ The Scheduling of resources function is opened with the work orders in the work order basket, and the pre-filtered anticipated resources
Assignment principle
The upper list contains the anticipated resources for the work orders together with the expected time, if filled in.
Select the line or lines that you need and request display of the possible teams, technicians or material resources.
Team assignment
The lower list contains the assigned team (checked), if any; otherwise the teams capable of being assigned to the resource. In the latter case, you check the team of the resource.
For further information, see Principles of team assignment.