Anyone who opens the work order from its own shop can assign staff. An order opened from another shop is view-only. A warning shows the shop to switch to, with a Switch button. Both pickers list active employees assigned to the work order’s shop.
1
Open the work order
Open the work order that needs staff assignments.
2
Open Staff
Find Staff on the order header.
The Staff section of the order header with a service writer assigned and the technician still empty.
3
Open the writer picker
Under Service Writer:, select Assign Writer.
4
Select the service writer
Choose one employee from the list.
5
Open the technician picker
Under Technician:, select Assign Tech.
6
Select the technician
Choose one employee from the list.
The selected names appear beside Service Writer: and Technician: in Staff.
The printed work order shows the assigned writer on the Service Writer: line.
