Modify Assignments

1. Click the assignment you want to change.

2. Drag the assignment to the appropriate date.

   The assignment is moved.

1. Right-click the assignment you want to move.

2. Select Cut.

   The assignment will not be cut/taken away from its current position until it has been pasted to the new position.

   The cut and paste option is only available when the calendar is viewed from a labor resource perspective.

3. Use the calendar navigation buttons to access the month in which the assignment should be placed:

   • Click the Previous button to access the previous month.

   • Click the Next button to access the next month.

4. Right-click the desired date and select Paste.

   The assignment is moved from the previous date.

1. Select the Multi-Select check box at the upper-right of the calendar.

2. Click each assignment you want to move.

   Assignments that have been selected will be highlighted in yellow.

3. Click and drag the selected assignments to a new date.

   As you let go of the mouse, the work orders will move on the calendar.

4. When you are finished operating on multiple assignments together, clear the Multi-Select check box.

   The calendar will return to normal mode, allowing you to view and work with one record at a time.

   You can also select all assignments for a given day, week, or month by right-clicking in the blank space on a given date and selecting the desired option.

Because technicians have the ability to accept or reject pending assignments in MC Express, schedulers or dispatchers may often change an assigned technician in response to an assignment being rejected. For these situations, schedulers can quickly and efficiently re-assign the work order to another technician.

If the technician rejects an assignment, dispatchers/schedulers can be immediately notified via the Work Order Assignment (Rejection) event in the Rules Manager. Administrators can configure this rule event, or create multiple rules tied to this event, as needed to make sure schedulers are able to quickly re-assign the work order to another technician. Administrators should refer to the Rules Manager documentation for more information on using this tool.

There is also a smart report listing all rejected assignments. From this report, administrators can see all assignments that need to be re-assigned, and can set up the smart report to open the associated work order record in the Main Application (MRO) directly from the report.

Change the assigned technician:

1. Access the assignment you want to change.

   To make this change, you must view the calendar from a labor perspective. We recommend you access the assignment from the perspective of the original individual assigned.

2. Right-click the assignment.

3. Select Cut.

   The assignment will not be removed from its current position until it has been pasted to the new position.

4. Change the calendar perspective so that it displays the new technician.

   Use Display Tabs As and other filter / search controls to ensure a tab is displayed for this individual. For example, to move the assignment to John Doe, you could select Labor from the Display Tabs As field, and enter a D in the search prompt.

5. Click the new technician's tab.

   The calendar displays the assignments for this labor record.

6. Right-click the date on which the assignment should be made, and select Paste.

   The assignment displays with the new individual listed. The previous assignment is deleted once the paste function is selected.

Assignment hours and designations for assigned lead or assigned PDA user can be modified.

1. Access the assignment you want to change.

2. Choose between two options:

   • Double-click the assignment.

   • Right-click the assignment and select Change Assignment.

   The Change Assignment window opens.

3. Enter the assignment date and hours.

   If the Anytime setting is set to Yes, you must select No to display the time controls.

   • To change the assigned hours, click a different number in the Hours display.

   • To designate partial hours, select minutes from the four options available.

4. Select the Assigned Lead check box to indicate that this individual should be the assigned lead.

   Only one individual can be the assigned lead on a work order. If you designate an individual as an assigned lead, the system will remove this designation from any other individual with that designation.

5. Select the Assigned PDA User check box if the individual should be assigned as a PDA user.

   Only one individual can be the assigned PDA user on a work order. If you designate an individual as an assigned PDA user, the system will remove this designation from any other individual with that designation. This field is only used by organizations using an early version of the offline product.

6. Click Apply.