There is a function within the system that allows users to specifically nominate who will be attending a Work Order, rather than just anyone picking it up. This can be done using the <Nominate Attendees> action against the Work Order.

Configuring Nomination

To be able to use the Nominate function, it first needs to be configured. To do this, separate Person Records need to be created for the attendees and against these records, the <Multiple People?> setting needs to be unticked. Once unticked, those people will be available for nomination against Work Orders their Resource is assigned to.

How to Nominate an Attendee

When the Work Order is assigned to the Resource, the user now has the action <Nominate Attendees> available to them. Clicking this action displays a list of available attendees that can be nominated to this Work Order. Select the attendees you wish to nominate by ticking the box next to them and notes can be provided if required. Once they have been chosen, click <Save> to perform the nominate action.
Once the attendees have been nominated, they can be seen against the Work Order in the Who's Attending? section.

Permissions: Can Nominate Attendees