You can use the Rental Management service plan board to assign work order tasks to staff who are available and qualified.

The board shows tasks that require scheduling and resources that match the requirements.

If you remove the capability filter from the Assign resource page, a supervisor can 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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