This article is primarily for Servicer Coordinators/Servicer Supervisors
This quick tutorial explains how you can assign a technician to your work order.
Stage before the Action: Assignment
Stage after the Action : Acknowledgement
After a Work Order is assigned to a Servicer by the Facility Coordinator, the respective Servicer Supervisors will receive Work Orders in Workspace-Work Order app.
With Workspace-Work Order, Servicer Supervisors/Servicer Coordinators can assign relevant technician(s) to the Work Order, assign a schedule to the work order and define the work to be done.
In addition, you can easily add supportive team to the Work Order. This way everyone will be accountable and informed ensuring nothing falls apart.
Check out the below image on how you can assign a technician to your Work Order.
Once the technician assignment is done, the assignment details will be listed under the Assignment & Schedule tab of Work Order detail page.
Here is a quick video on how you can assign a technician to your Work Order.
These users can only submit work requests, view status of the requests, follow-up on work requests, provide feedback on resolved work requests Typically, these users represent occupants of a facility.
These users manage the account and have the ability of adding other users to account.
Power Users represent the internal and external personnel who are responsible for ‘facility management’ function. All technicians/supervisors/vendor users/facility coordinators/managers fall into this category. They can plan, create, dispatch, monitor, update and close work orders.