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Assign a work order in the Scheduler

Assign an unplanned work order to an employee.

Assign a work order in the Scheduler when you want to place work on an employee schedule.

This is the fastest way to turn unassigned work into planned work.

1

Open the Scheduler

Go to Scheduler in the left menu.

2

Find the work order

Locate the work order in the unassigned section.

3

Drag the work order

Click and drag the work order to the right employee.

4

Drop it on the right time

Place it on the correct date and time slot.

The work order is now assigned.

Frequently asked questions

Can I assign more than one employee?

Yes.

That depends on your planning setup.

Do I need to open the work order first?

No.

You can assign it directly from the planning view.

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