Scheduling and Assigning Work
Assign the right certified technician and set the date the job happens.
Required permissions: Update requests within your organization's tenant.
Assignment turns an approved request into a dated job package the technician sees in their portal.
Before you begin
- The request is Approved
- Check the personnel register for a technician qualified in the request's method
- Check the equipment register for instrument calibration status
Step-by-step instructions
- 1
Check readiness
On the Technicians page confirm the technician's certification level and methods; on the Equipment page confirm calibration is current for the instruments you will send.
- 2
Assign the technician
On the request, choose the technician from the Assign dropdown.
- 3
Set the scheduled date
Record when the work happens, the technician sees this date in their portal.
- 4
Advance the status
The request becomes Scheduled; when the crew mobilizes, mark it In Progress.
Expected result
A dated, assigned job package visible to the technician.
What happens next
The technician reviews the package and completes the field report.
Fields explained
- Assigned technician
- Who performs the work, visible with their qualification record.
- Scheduled date
- The planned date of the inspection.
Statuses explained
- Scheduled
- Assigned and dated, awaiting the work day.
Important
- The platform does not block assignment of a technician whose qualification does not match the method, the register makes qualifications visible, and verifying suitability remains your responsibility.
Troubleshooting
No technician available for the method
Record the request and leave it approved; assign when availability changes, and note the delay to the customer.
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