How to assign a crew or people to a work order

Name: Arkon One: How to assign a crew or people to a work order
Duration: 53 s
Description: How to assign a crew or people to a work order. Owner / Administrator, Office Manager and Dispatcher can assign.

Next lesson: How to assign anyway when a certification is missing (manager override) →

How to assign a crew or people to a work order. Owner / Administrator, Office Manager and Dispatcher can assign.

The steps, written out

On the Crews board, click the work order (or open it from Conflicts this week).
On Assign crew, pick a crew. Each crew shows Qualified or how many certifications are missing, plus Busy and time-off notes.
Optionally set the Foreman and tick individual workers.
Press Check assignment to test it, then Save assignment.

Tip

A work order that was Open becomes Scheduled, and the crew foreman gets a text message.

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