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Create Job - Resource Selection

Fri, Jan 19, 2024  Create Job Tab
During the Create Job process, it is also possible to determine the Resource that the User wishes to perform the job. This can be done on the Resource tab. This tab displays a list of Resources in the system that are capable of performing the job from which the User can select from. A Resource may have an agreed SLA time due to them being contracted to this type of job for the selected Building and, if that is the case, this Resource will be selected automatically. However it is still possible to override this decision by selecting another Resource from the list.
 

Once the Resource has been selected, click "Next" to proceed with the job creation.

Note: If the Work Order is Asset based the Resource that covers the Warranty for the Asset is present, it will be shown with a yellow background.
 
Note: The Resource tab is permission controlled and will only be displayed when the User has the corresponding permissions. If the permissions are not against the Users Profile then the Resource will chosen automatically.
 
Note: If the job is created and the Resource is Out of Hours at the point of creation, the system will display a message stating that the job is out of hours for the Resource and that they should be contacted via phone. Please see the example below: