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Assign technician to phase services of monitored work orders
Assign technician to phase services of monitored work orders
Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can assign a technician to multiple services within a phase of monitored work order.

  • On the Order Monitor screen, tap a phase, tap Assign Technician, and then on the Technicians screen, tap a technician that you want to assign, and tap Save.

If all services within this phase are in the Active status, this technician will be automatically assigned to all services.

If you update technician assignment for a phase that has some services in the Completed status...

...you will need to choose whether you want to assign this technician to all services or to services in the Active status only.

If you tap All Services, this technician will be assigned to all services regardless of their status.  

If you tap Active Services, this technician will be assigned to services in the Active status only, while the assignment of services in the Completed status will remain unchanged.

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