Self-Assigning Work

You can assign any of these unassigned work requests to yourself by clicking the Self-Assign button. When you click 'Self-Assign', the system does the following:

• Adds a record in the Work Request Labor Assignments table for the logged-on craftsperson.
• Issues the work request
• Refreshes the view

When working from the Maintenance Console, you will see this work in the grouping of work requests that are Approved or Assigned to a Work Order. These requests have the Self-Assign button.

Craftspersons with the appropriate permissions can use the Approved tab to access a list of their work team's work that has been approved but not assigned. Craftspersons can self-assign appropriate work -- taking advantage of their location, their particular expertise, or a gap in their schedule. In order to access this feature, the work team to which the craftsperson belongs must have the Craftspersons Assign Themselves? option in the Work Teams table set to Yes.

Since multiple craftspersons can belong to a work team, multiple craftspersons will see the unassigned tasks in their Approved tab. It is possible than more than one craftsperson will select to self-assign a work request. The first craftsperson to self-assign a job and sync will have the job. If a second craftsperson has self-assigned the job and they sync after the first craftsperson, they will receive a message that the work has already been assigned.

Thus, it is good practice for craftsperson to immediately sync after self-assigning the job so that other work team members know that the job is issued and they don't need to take it.

You self-assign work from the Approved screen. Tap the check mark for the work you want to self-assign. You can tap more than one work request. Then tap the check mark at the top of the screen to see the menu options. Tap Self-Assign.