Assigning personnel to service requests

Assign personnel to complete work required for a particular service request. Once you choose to assign personnel, the system generates a work order for which you may assign one or multiple activities. The new work order number is the same as the service request number, but it also contains a prefix of "SR."

To assign personnel to service requests:

Select Work > Service Requests.
Select the service request for which to assign personnel, and then click the Record View tab.
Right-click on the form, and then choose Assign Personnel.

Note: Trade Filter defaults to the trade of the selected work order activity.
Specify this information:

Activity-Trade

Select the activity-trade to which to assign personnel. The system changes the value of Trade Filter to the trade of the selected activity and populates the People Available list with all personnel assigned to the trade.
Note: Select ALL TRADES from Trade Filter to display all available personnel associated with the property.
Select ALL PEOPLE from Trade Filter to display all available personnel.

Trade Filter

Select the name of the person to whom to assign the work in the People Available list, and then click >. The system assigns the person to the highlighted work order activity, removes their name from the People Available list, and displays their name in the People Assigned list.
Repeat this process to add as many people to the activity as necessary.

Note: To clear a person from the People Assigned list, select the name and then click <. The system moves their name from the People Assigned list to the People Available list.
Repeat the previous step to select additional activities and assign personnel as necessary.
Click Submit.

Note: Click Cancel to close the Assign Personnel to Service Request popup. Clicking Cancel does not cancel the personnel assignments already submitted on the popup.