You can use the DynaRentD365 Service plan board scheduling tool to assign work orders’ tasks to staff who have the availability and the appropriate skill set.  It displays the tasks for scheduling and the available resources that meet the criteria on the requirement. Removing the capability filter from the 'Assign resource' form allows the Supervisor to select any resource from the list.


Standard procedure

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.

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