There are certain cases where there are Team Leaders that are required to allocated WOs to their Engineers or separate Engineers that require to take WOs from other Engineers.

Allocating Work Orders

To allocate a Work Order to another Resource/Engineer, tap the Actions menu and then tap the "Allocate Resource" button. This displays Allocate Resource screen. Tap the "Select resource" drop down and from here, choose the desired Resource from the list. Notes can be entered here to explain the reason for the change but once the Resource has been selected, tap "Submit" to apply the changes. This will then update the WO with the new Resource and adjust the status of the WO based on the Resource's Assignment and Acceptance criteria.

Taking Work Orders

To take a Work Order from a Resource to the User's current Resource, tap the Actions menu and then tap the "Take" button. This displays the Take screen. The Resource field is automatically populated with the User's Resource and notes can be entered into the Notes field. Once ready, tap the "Submit" button to apply the changes. This will then update the WO with the new Resource and adjust the status of the WO based on the Resource's Assignment and Acceptance criteria.

Allocating/Taking Work Orders

If the User has the correct permissions, they will be able to perform the Allocate and Take functions on the same screen. Tap the Actions menu and then tap the "Allocate Resource/Take". This page works in the same way as the Allocate Resource screen except the User's Resource will also appear in the list, therefore allowing the User to allocate the WO to another Resource/Engineer or to take it themselves. Notes can also be provided in the Notes field. Once the data has been selected, tap the "Submit" button to apply the changes. This will then update the WO with the new Resource and adjust the status of the WO based on the Resource's Assignment and Acceptance criteria.