Assign a Technician to a Work Order Assignment

You can assign technicians to a work order assignment using the SM Assignments form.

Assignments are used to link work order trips together or link concurrent trips for technicians who are working on the same assignment. Using the SM Assignments form, you can assign technicians to those work order assignments.
  1. Open the SM Assignments form (SM > Programs > SM Assignments).
  2. In the Assignment field on the Info tab, enter an assignment number or press F4 to select from a list of assignment numbers.
  3. In the Lead Tech field, enter the technician to assign or press F4 to select from a list of valid technicians.
  4. Press Save Record.