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Concept: Updating Work Requests and their Labor Assignments (Supervisors)

Work request Labor Assignments are updated when you change the status of the work request. For example, if you complete a work request, and you are the only craftsperson assigned, the Work Request labor Assignment records are also changed to completed. You can also directly change the Assignment Status. The changes you can make to the Assignment Status depend on your role, the Work Request Status, the current Assignment Status, and whether or not Regular Hours have been entered.

The following topics explain how updating works:

Completing work requests when there are multiple craftspersons assigned

As a supervisor, if you are also assigned to a work request as the only craftsperson, both the work request and all your Work Request Labor Assignment records are completed when you run the Complete action for a work request. This is also the way the Complete action works for the craftsperson.

However, when there are multiple craftspersons assigned to the work, as a supervisor, you might be given an option to close all work assignments, or to close only your assignments. This option is given only if the following conditions apply:

• You are the supervisor of the work request, or the work request has no supervisor, but is assigned to a work team for which you are a supervisor.
• In addition to being a supervisor, you are also scheduled for the work request as a craftsperson.
• The status of your craftsperson assignment is Active. If you have multiple Work Request labor Assignment records for this work request, only one of them needs to be Active for the option to be presented.
• There are Work Request Labor Assignment records that are assigned to other craftspersons, and any of those records has a status that is Active or Returned.

If these conditions apply, when you run the Complete action, the following choice is presented:

Complete Action	Description
Mark only your assignment as Completed	The system sets the Assignment Status (WRCF.status) field to Complete for all of your Active Work Request Labor Assignment records for the request. The work request will remain Issued because of the other active craftsperson assignments
Set all craftsperson assignments as Completed	This marks both the work request and all the Work Request Labor Assignments as Completed (WRCF.status is set to Complete.) You can update labor, parts, comments, and other work details until the request is Closed

You are given the option when clicking Complete for a work request in the Maintenance Console, or when working from the Work Request / Update Work Request form accessed from the Maintenance Console.

Updating work request labor assignments - supervisors

In addition to running the Complete action for the work request, you can directly change the Assignment Status.

Here's how updating the Assignment Status works:

• Updating to Completed. You, as a supervisor, can update the Assignment Status for work in your queue to Completed at any time
• Updating to Active when there are no Regular Hours entered. Supervisors can change the Assignment Status of a Work Request Labor Assignment (WRCF) record back to Active from Returned or Completed only if there are no Regular Hours on that record. This preserves a record of the work that is done on the work request, but still allows for corrections to be made.

  Note: If there are Regular Hours for the work and you want to reissue the request back to the same craftsperson, you can create a new Work Request Labor Assignment (WRCF) record, which will have a new Date / Time Scheduled. You can create a new assignment based on a Returned or Completed assignment using the Copy action. See Copying craftsperson assignments.

• Only craftspersons can set the Assignment Status to Returned. Only the scheduled craftsperson can set the Assignment Status (wrcf.status) to Returned. The Returned status is used to reflect that the craftsperson took the action of returning the work request. If you want to unschedule a craftsperson from a work request, you can update the Assignment Status (WRCF.status) to Completed, or return the work request to the AA status and change the craftsperson code by scheduling the work (assuming there are no Regular Hours). See Returning Work Requests (Supervisor).
• Once a work request is completed, you cannot change the Assignment Status. Occasionally, you might determine that a work request that is Completed is actually incomplete, or contains inaccurate information. In this case, you can re-issue the Completed work request to a craftsperson by returning the request back to a prior status. See Returning Work Requests (Supervisor).

How stopping, re-issuing, self-assigning, and auto-issue impact Assignment Status

When a supervisor takes an action that changes the Work Request Status, this affects the Assignment Status ((WRCF.status) in the following ways:

Action	Description
Stop work	If you stop the work request, all Work Request Labor Assignment records for the work request are updated to Complete.
Re-issue work	If a work request contains Work Request Labor Assignment records that have a status of Returned, the system automatically updates the status of those records to Complete when a supervisor reissues the request.
Auto-issue	If a request is rerouted via a different SLA, and the new SLA is set to auto-issue, then any existing Work Request Labor Assignment records are set to Complete when the request gets auto-issued. The one exception to this is newly created Work Request Labor Assignment records that are created if the new SLA is set to auto-schedule; these records are set to Active

Roles that can change the Assignment Status

This table lists the roles and the actions available to that role for changing the Assignment Status (wrcf.status.) The available actions to set the Assignment Status to Complete, Return, or Active vary depending on the current Work Request Labor Assignment Status, and whether the work has Regular Hours entered for it.

Role	Work Request Status	Work Request Labor Assignments Status– before change	Regular Hours?	Available Action	Work Request Labor Assignment Status – after change
Craftsperson	Issued	Active	Yes or No	Change wrcf.status to Return	Returned
Craftsperson	Issued	Active	Yes or No	Change wrcf.status to Complete	Complete
Supervisor	Issued, On Hold	Active	Yes or No	Change wrcf.status to Complete	Complete
Supervisor	Issued, On Hold	Returned	Yes or No	None
Supervisor	Issued, On Hold	Completed	No	Change wrcf.status to Active	Active
Supervisor	Issued, On Hold	Completed	Yes	None
Supervisor	A, AA	Returned	No	Change wrcf.status to Active	Active
Supervisor	A, AA	Returned	Yes or No	Change wrcf.status to Complete (see also section 5.7.4)	Complete
Supervisor	A, AA	Active	Yes or No	Change wrcf.status to Complete	Complete
Supervisor	A, AA	Complete	No	Change wrcf.status to Active	Active
Supervisor	A, AA	Complete	Yes	None
Supervisor	Complete	Complete	Yes or No	None

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