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WO Technician
Assign to others

This guide assumes your company hasn't taken away your ability to Assign your Work orders to others

Setting whether someone can self assign

Your Administrators control it here:

First get to preferences

The Access manager requires admin permissions (YOU decide what permissions it needs, not us, that is discussed elsewhere.) The Access Manager is on the Configuration page

Start by opening the main menu

Start by clicking on the main menu button on the left panel, top left portion.

Shows clicking on the Main Menu button

If the menu button isn't visible, you are likely on a screen too narrow to see everything, press on the left pointing gold button to take you so you can see the menu button.

Shows the gold button to get to the panel containing the main menu button

Once the menu is up, the exact location of the configuration button depends on how wide your window is and how many options you have access to. On most it will be at the top of the 2nd or 3rd column of the menu but on a cell phone or narrow window, it will be down partway in the first column.

Shows how to get to the configuration

Then from there you choose the Access Manager, or what we call the funny green key

Shows the Configuration menu Access Manager button

You can also click on the right hand V button in the main menu (if you don't already have it open), noting if you do it this way, you can directly pick the Access Manager tool that you want to go into.

Shows the Access manager directly from the main menu

Now press the Preferences button

Getting to Preferences button from the Access Manager menuGetting to Preferences button from the main menu
shows setting access to let you assign to others

As a technician, the key thing to remember is: Assign it to others BEFORE you remove yourself from the list of assignees. This is not an issue for Administrators with normal administrator permissions.

OR after you assign it to someone else, either mark it 'rejected' in your assignment (if that feature is turned on) or mark your assignment as 'complete'.

Shows accepting or rejecting a work order