1. Equipment Rental
  2. Rental Management
  3. Flows

Find and plan work order on Service Plan Board
Activity Flow

Transport planner Transport planner Start Start Find and review work order on Service plan board Find and review work order on Service plan board How to assign resources? How to assign resources? 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. 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. End End Plan resources on Transport Plan Board for transport planning

Plan resources on Transport Plan Board for transport planning

Activities

Name Responsible Description

Find and review work order on Service plan board

Transport planner

Assign resources to the Work Orders' tasks by Assign functionality

Transport planner

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.

Assign resources to the Work Orders' tasks by Assign functionality

Transport planner

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.

Plan resources on Transport Plan Board for transport planning

Transport planner

Activities

Name Responsible Description

Find and review work order on Service plan board

Transport planner

Assign resources to the Work Orders' tasks by Assign functionality

Transport planner

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.

Assign resources to the Work Orders' tasks by Assign functionality

Transport planner

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.

Plan resources on Transport Plan Board for transport planning

Transport planner
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