Create Work Assignments
Explanation
This activity is used to create work assignments by the work coordinator. If
the awarded work task demands certain work skills, the work coordinator has to
create
work assignments by allocating matching contractor resources. Otherwise,
coordinator creates one or many free assignments which are sufficient enough to execute the
work. Once the assignments are created, the work task is considered to be in
in-progress stage.
Following options can be used to create work assignments on a work task
coordinated by you from Subcontract Work Orders > Coordinate Work
Lobby Page,Lobby Section for Work Awarded
and selecting Coordinated By Me Counter to navigate to the
work tasks.
Assign on the List page,
- Select one or more work task lines and choose Assign button
to open the Assign Work Assistant. Respective resource requirements of the selected work task are listed on the
Work Allocations table.
- Enter values to Assigned To, change the Allocated From if
required and enter the required Allocated Hours. Now the Allocated To value
is calculated.
- If No resource requirements are specified by the work task, then do a free
assignment by choosing the New button and filling up Assigned To, Allocated
From and Allocated Hours.
Assign on the Calendar
- Observe the work start and finish time of one or more work tasks that needs
to create assignments and open the Work Assignment Calendarand adjust it for the same time
durations as above work tasks.
- Identify a resource who is free during the same time duration and double click
on the calendar slot. This opens up the Assign Work Assistant.
- The Work Allocations table retrieves and displays the valid work tasks of the selected time
slot.
- Select the Assign option for equired work task lines, change the
Allocated From if required, enter the required Allocated Hours. Now the
Allocated To value
is calculated.
Optionally you can navigate to Work Task Details and
create work assignments.
Prerequisites
- B2B interface, Coordinate Work must be available and
accessible.
- Log in user must have the respective B2B Supplier - User connection.
- Work Task must be coordinated by the logged in User.
- Work Task status must Released or Started.
- Contractor resources must be defined as job owner's generic resource employees, within the respective supplier bucket.
System Effects
- Work assignments are created.
- Assignees are acknowledged of the work assignment on respective B2B
interfaces. (i.e.
Subcontract Work Orders > Execute Work )
- Work Task status is changed as either Released/Assigned or
Work Started/Assigned.
- Work Task is transferred to
Coordinate Work >
Active Work > In Progress
section.