Accepting a Work Request and Assigning Labor
1: Accept the Request
Point your mouse to a pending request on the dashboard to
activate mouseover actions. Click the Accept action to
accept the request.
2: Enter the Required Information
Set the priority, category, and subcategory for the request by
choosing from the relevant pick lists. Click Save to
save the request as a new work order.
Note: The information in the
Detail, and Source of Work fields is
carried over automatically from the work request.
3: Assign Labor
Click and expand the Labor panel at the bottom of
the work order. In the Add Labor section, select the
checkboxes for one or more staff members or contractors to assign
them to the work order. Click Add Selected to complete the
Note: To help with assigning labor,
the Labor panel also displays the trades of each staff
member and the number of work orders currently assigned to
Accepting & Assigning a Work Request
This Watch, Listen and Learn video
shows the step by step instruction on how to accept a work request,
turn it into a work order, and assign the work to a member of staff
of to a contractor.
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