You can use the Rental Management service plan board to assign work order tasks to staff who are available and have the right skills.
The board displays the tasks and available resources that match the requirement criteria.
Removing the capability filter on the Assign resource page lets the supervisor select any resource from the list.
| 1. | Go to Work order project planning > Planning > Service plan board. |
| 2. | In the list, mark the selected row. |
| 3. | Click Assign. |
| 4. | Select No in the Capabilities field. |
| 5. | In the list, find and select the desired record. |
| 6. | Select the Select check box. |
| 7. | Click Create assignment. |
| 8. | Close the page. |
| Related to | Notes |
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Plan resources and locations (old or duplicate version 2) |
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Plan resources and locations (old or duplicate version1) |
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