Users on the Portal may need the ability to assign jobs to ‘Resources’. This can be done by using one of two actions: 

‘Assign By Email’ and ‘Assign By Phone’. 

‘Assign By Email’

On the Job Detail screen, select the ‘Assign Job - By Email’ action to display the ‘Assign By Email’ pop up.

All that is required on this screen is some notes regarding the assignment, albeit ‘Notes’ are also optional. Once all details have been entered, click 'Save' to progress the job and the email will be sent to the Resource.

‘Assign By Phone’

On the Job Detail screen, select the ‘Assign Job - By Phone’ action to display the ‘Assign Job - By Phone’ pop up. This action should be used if the Resource does not have an email address or prefers that jobs are assigned to them manually.

This action is recording the fact that the Resource was contacted via Phone. That being the case, the ‘Contact Name’ and ‘Contact Number’ are read only and the fields the User needs to populate, albeit both are optional, are the ‘ETA’ and ‘Notes’ field. 

Enter the ‘ETA’ in the ‘ETA’ field manually or via the calendar button and any required notes in the ‘Notes’ field. Once all details have been entered, click ‘Save’ to progress the job.

Permissions: Can Assign Job - External Resource, Can Assign Job - Internal Resource, Can Set Assigned By Email - External Resource, Can Set Assigned By Email - Internal Resource, Can Set Assigned By Phone - External Resource, Can Set Assigned By Phone - Internal Resource