Maintenance Login can automatically assign a worker during the Receive process. The Receive screen requires only the work category be selected; based on the work category the system will look up the trade listed for that work category, then will look up the “Associate Worker to Property” list to see who is responsible for the work category trade for the designated property. Example, if the property “Springfield Elementary” has a leaking faucet, the work category might be “plumbing repair”, the responsible trade is “plumber”; then on the associate worker to property list the plumber for Springfield Elementary is “Tom Jones”; hence the system based on the work category “plumbing repair” will automatically assign the trade as Plumber and the worker as Tom Jones.
How do I Auto-assign Workers to Properties?
Modified on: Fri, 5 Jun, 2020 at 11:43 AM