Select an Employee Role Instead of an Employee on a Work Order - Work Order

Select an Employee Role Instead of an Employee on a Work Order - Work Order

Instead of specifying the specific Supervisor or Lead overseeing a work order, users can select an employee role on a WO and allow their team to pick up work or assign out work based on the role. Teams can turn on role based notifications to notify users of a specific role when their role is added to a work order OR they can use roles to help filter for a certain employee. 

Employee Roles on a Work Order 

Currently users are allowed to select a resource role instead of an employee for the following WO fields:
  1. Supervisor
  2. Lead

Users can also add resource roles to the Resource Zone on a work order if multiple roles are needed.


Add an Employee Role to a Work Order (Supervisor/Lead Fields Only)

To add a crew type to a work order:
  1. Open a work order record.
    1. Either create a new work order or click a work order to edit its details.
  2. Locate the Supervisor/Lead field in the Work Order Information zone of the record.
  3. Click "Role" underneath the field.
    1. The field will change to say "Role" with a button to add a role in lieu of the original drop-down arrow.
  4. Click the Add button (denoted by a + symbol) to add a role.
  5. Select a role from the pop up that appears.
  6. Click "Save" when finished.

Add an Employee Role to a Work Order (Resource Zone)

  1. Open a work order record.
    1. Either create a new work order or click a work order to edit its details.
  2. Scroll down to the Resource Zone and click the "+Add" button.
  3. Under the "Employee" tab, click the "+" icon next to the Resource field.

  4. Select the proper Role that appears in the pop-up screen.
  5. Enter in estimated units for the role if desired.
  6. Click "Save" when you're finished to add the role to the WO.


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