Assigning Employees to Maintenance Plans
Employees can be assigned to both internal maintenance plans and client maintenance plans.
To navigate to an internal maintenance plan, hover over Assets then click Maintenance Plans
To navigate to a client maintenance plan, navigate to a client account by hovering over Service then clicking a client name.
Click into the Account tab then Maintenance Plans
The next steps are shared between internal maintenance plans and client maintenance plans.
Click into the plan name then the maintenance task
There is now an Assignment tab that is present. The Assignment tab will allow to pre-select main assignee and additional employees similar to how it is done in the Schedule tab of the work order. When order is created based on this specific maintenance task, the main assignee is assigned to work item (FulfilledBy) and to the order level.
Additional assignments are simply added to the order level.
Click Select Technician or the “+” to open the employee selection window. Find the employee you would like to assign to the maintenance task and click Select Employee.
To view all maintenance plan assignments for a given employee, navigate to the Employees screen by clicking Administration then Employees. Then click the employee name you would like to review
Once in the employee’s profile. Click on the Assignment tab. Here will list any plans that this employee is assigned to.
You can assign and re-assign maintenance plans within this screen as well. Click the check mark next to the maintenance plan you would like to perform an action for then click the appropriate buttons at the bottom of the table.