Assign operation resources to perform tasks in a work order.

A worker performs an activity alone or by using a tool or machine. You can link the worker to a resource.

A capability defines what a resource can do.

Assign resources manually to a task. The scheduling engine suggests resources based on capability.

Remove the capability filter in the Assign resource page to select any resource.

Rental service coordinator Rental service coordinator Executes rental service coordinator tasks Start Start Assign resources to the Work Orders' tasks by Drag-and-Drop functionality Assign resources to the Work Orders' tasks by Drag-and-Drop functionality 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 page shows the tasks that need scheduling and the available resources that meet the requirement criteria. To select 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. Requires resource  capability? Requires resource  capability? End End Resource allocation  completed? Resource allocation  completed? Assign resources to the Work Orders' tasks by Assign functionality Assign resources to the Work Orders' tasks by Assign functionality 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. 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. No Yes No Yes Manually Assign

Activities

Name Responsible Description

Assign resources to work order

Rental service coordinator

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 page shows the tasks that need scheduling and the available resources that meet the requirement criteria.

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

Assign resources to the Work Orders' tasks by Assign functionality

Rental service coordinator

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.

Activities

Name Responsible Description

Assign resources to work order

Rental service coordinator

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 page shows the tasks that need scheduling and the available resources that meet the requirement criteria.

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

Assign resources to the Work Orders' tasks by Assign functionality

Rental service coordinator

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.

Provide feedback