Add Operations and Assign them to Technicians

Create multiple operations and assign each operation in a work order to separate technicians based on their expertise. Dividing a work order (operations) among multiple technicians based on assigned operations on split-level to get work done quicker.

You can reassign operations to other technicians, if case of emergencies, based on the availability of other technicians.

To add operations and activities to a work order:

  1. In the right side of the My Work Orders screen under the Operations tab, tap the Add icon.
  2. The ADD OPERATION screen is populated with a few pre-filled values. You can change the pre-filled values of the operation code, work center, and plant.
  3. Enter the required information in other fields, such as Std text key and Unit of Work and Operation Recipient.
    Note:
    • In the work field, if you enter a value less than or equal to 1, then select H in the Unit of Work field and for a higher value, enter HR.
    • Once you enter the amounts in the Work and the Number of Resources fields, the Duration field is automatically updated.
  4. Under Operations, tap the User Status and select the user status of the operation. The Set User Status screen appears with both the sequential and non-sequential user statuses.
    Figure 1. Work Order User Status

    Image of Work Order User Status

  5. Select the User Status for Operation from the list.
    Note:
    Users can select single sequential status and/or multiple non-sequential statuses.
  6. Tap Done.
  7. Tap the Update link in the Resources field to assign the operation to the crew/technicians.
    Figure 2. Assign Resources


  8. In the Update Resources window, tap Update Duration next to the selected resource.
  9. Enter the start and end dates fields using a timer and tap Done.
    Figure 3. Add Duration


  10. Tap Done in the Update Resources window.
  11. Tap Save.
    Note:
    • You can also add operations from the Task Lists. For details, see Add Task List Based Operations.
    • You can edit the details of operation in the same screen. You can edit the details only when it is in created and released state; not when the work order is completed.
    • You can create, copy, edit, and delete operations. To delete an operation that is created in the offline mode, access the offline outbox and swipe to delete.