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.
| 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. |
| 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. |