1. Equipment Rental
  2. Rental Management
  3. Flows

Plan work order on Service Plan Board
Activity Flow

Service planner Service planner Start Start Service plan board settings Service plan board settings Find work order on Service plan board Find work order on Service plan board Define date range on Service plan board Define date range on Service plan board Assign resource to work order on Service plan board Assign resource to work order on Service plan board Procedure 1. Go to Work order project planning > Planning > Service plan board. 2. In the list, find and select the desired task. 3. Click Assign. 4. In the list, find and select the desired resource or resource group. 5. Select the Select check box. 6. Click Create assignment. Note: When assignment is done, the task is shown on the timeline of the selected resource or resource group. Assign resources to work order on Service plan board (overriding Capabilities)  Assign resources to work order on Service plan board (overriding Capabilities)  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. 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. Assign resources to work order on Service plan board using drag-and-drop Assign resources to work order on Service plan board using drag-and-drop You can use the Rental Management service plan board to assign work order tasks to staff who are available and qualified. The board displays the tasks to schedule and shows the resources that match the requirements. To assign any resource, remove the capability filter from the Assign resource page. Procedure 1. Go to Work order project planning > Planning > Service plan board. 2. Select the icon in the beginning of the task from the Service plan board data section 3. Use your mouse to drag-and-drop the selected task to the resource from the resource list. 4. Paste the task to the required date and time 5. Close the page. Way to assign? Way to assign? Unassign recourse from task on Service plan board Unassign recourse from task on Service plan board Change recourse on task on Service plan board Change recourse on task on Service plan board Update task status on Service plan board Update task status on Service plan board End End Change or unassigned? Change or unassigned? Yes Yes No

Activities

Name Responsible Description

Service plan board settings

Service planner

Find work order on Service plan board

Service planner

Define date range on Service plan board

Service planner

Assign resource to work order on Service plan board

Service planner

Assign resources to work order on Service plan board (overriding Capabilities)

Service planner

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.

Assign resources to work order on Service plan board using drag-and-drop

Service planner

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

The board displays the tasks to schedule and shows the resources that match the requirements.

To assign any resource, remove the capability filter from the Assign resource page.

Unassign recourse from task on Service plan board

Service planner

Change recourse on task on Service plan board

Service planner

Update task status on Service plan board

Service planner

Activities

Name Responsible Description

Service plan board settings

Service planner

Find work order on Service plan board

Service planner

Define date range on Service plan board

Service planner

Assign resource to work order on Service plan board

Service planner

Assign resources to work order on Service plan board (overriding Capabilities)

Service planner

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.

Assign resources to work order on Service plan board using drag-and-drop

Service planner

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

The board displays the tasks to schedule and shows the resources that match the requirements.

To assign any resource, remove the capability filter from the Assign resource page.

Unassign recourse from task on Service plan board

Service planner

Change recourse on task on Service plan board

Service planner

Update task status on Service plan board

Service planner
Related to Notes

Provide feedback