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.