Resources or other Users may require the ability to allocate a job to one of their branches or to a specific contractor. This can be done using the "Allocate Resource" button.
On the Job Detail screen, select the "Allocate Resource" button to display the Allocate Resource pop up.
Choose the desired Resource from the list of available Resources. Once selected, the name of the Resource is shown in the "Resource Name" field. Add in some information to the "Notes" field if applicable. Once all the necessary information has been entered, click “Save” to perform the allocation.
Note: If the Resource is shown in Grey, it means is under an SLA agreement and is the recommended choice for this type of work. If it is in White, the Resource is able to do this type of work but does not have an SLA agreement.
Once the job has been allocated, the Work Order details are updated with the new Resource along with the Events Log being updated with the action. Depending on the type of job the action is performed on, the following will happen: · For a Reactive, the job returns to a status of Pending Acceptance and will need to be accepted by the Resource · For a Quote, the job will go back into Authorisation and once authorised it will be assigned to the allocated Resource · For a PPM, the job will act differently depending on the settings of the Contract. This determines whether the job is set to Pending Attendance, Pending Acceptance or Pending Assign
