Employees can be assigned to both internal and client maintenance plans in Qualer.
Steps for Assigning Employees to Maintenance Plans
- Click on the plan name and then select the maintenance task.
- A new Assignment tab will appear. This tab allows you to pre-select the main assignee and additional employees, similar to the process in the Schedule tab of a work order.
- When an order is created based on this maintenance task, the main assignee is automatically assigned to the work item (FulfilledBy) and to the order level.
- Additional assignments are added only to the order level.
- Click Select Technician or the "+" icon to open the employee selection window.
- Find the employee you want to assign to the maintenance task and click Select Employee.
Viewing Maintenance Plan Assignments for Employees:
- To view all maintenance plan assignments for a specific employee, go to the Employees screen by clicking Administration, then select Employees.
- Click on the employee name you want to review.
- In the employee’s profile, click the Assignment tab to view a list of all maintenance plans the employee is assigned to.
- You can also assign or re-assign maintenance plans within this screen.
- Click the checkmark next to the maintenance plan you want to manage, then click the appropriate buttons at the bottom of the table.
