Auto Assignment of Forms

This feature allows Supervisors and Planners to automatically link embedded forms to Equipment, Functional Location, Tasklist, Maintenance Plan and Work order Type. This reduces manual effort, ensures consistency, and eliminates the risk of missing critical documentation.

With this feature, forms are automatically attached to records such as Work Orders (WO), Equipment (EQ), Functional Locations (FL), Task Lists, and Maintenance Plans whenever the configured criteria are met.

Configure Auto Assignment

To configure auto assignment,
  1. Add Auto Assignment Rule
    • Click the Add button under the Auto Assign Forms section.
    • A pop-up window will open with a tabbed view.
  2. Define Assignment Criteria

    The pop-up has four tabs, each representing a criteria type:

    1. Functional Location / Equipment
      • View a hierarchical structure of functional locations and equipment related to the selected Plant.
      • Select one or more nodes where the form should auto-attach.
    2. Work Order Type
      • Displays a list of available WO types.
      • Use checkboxes to select one or multiple types.
    3. Maintenance Plan
      • Displays all available maintenance plans.
      • Multi-select support is available.
    4. Task List
      • Displays task lists.
      • Supervisors can select one or more lists for auto-assignment.
  3. Save & Apply
    • After making selections in one or more tabs, click Save.
    • The form will now automatically attach whenever a record (WO, EQ, FL, Maintenance Plan, or Task List) matches the configured conditions.
      Note:
      Mobile Behavior: Auto-attached forms are visible in the WO/Notification detail screen on mobile.
    Figure 1. Auto Assign Forms