Labor/Contacts for Classification

The following fields are displayed in the Labor/Contacts List:

• Name, Type, and Work Phone: Name of the labor resource or contact, type of contact (employee, contractor, contact, or requester) and work phone number.

• Repair Center: Repair Center with which the labor resource or contact is associated.

• Priority: Priority of labor resources listed.

• Auto-Assign?: Indicates whether or not the labor resource should be auto-assigned when a work order is generated for an associated asset. Multiple labor resources can be defined for auto-assignment.

  Auto-assignments automatically propagate to all child records below the asset node. If a labor resource is designated for auto-assignment, he or she will be auto-assigned to all work orders generated on child assets that do not have their own auto-assignment specified.

• Backup Resource?: Indicates whether or not the labor resource should be a backup resource for the associated asset. If the backup resource is also listed for auto-assignment, the backup resource will only be auto-assigned if there is not another labor resource available for auto-assignment.

1. Click Add.

   The Labor module lookup opens, allowing you to select a labor resource or contact. The Labor module lookup will be filtered to Employee by default.

2. Select Employee, Contractor, Contact, or Requester from the Type filter in the upper-left part of the window.

3. Locate the labor resource or contact you want to add.

4. Click the record you want to add.

   The Labor/Contact window opens.

5. Select the priority for listing this individual on the Labor/Contacts page from the Priority field.

6. Select the Auto-Assign? check box if the individual should be auto-assigned to any work orders generated for an asset of this classification type.

   The individual will be auto-assigned to work orders generated for assets of this classification type, and for any work orders generated for assets below this asset in the tree that do not have another auto-assignment specified.

7. Select the Backup Resource? check box if this individual should be listed as a backup resource.

   If the backup resource is also listed for auto-assignment, the backup will only be auto-assigned if there is not another labor resource designated for auto-assignment.

8. Choose between two options:

   • Click Apply.

     The Labor lookup appears with the estimated labor listed in the My Selection(s) area of the window.

   • Click Apply/Close.

     The Labor/Contacts page opens. You can then skip to Step 11.

9. Continue selecting additional labor records as needed.

   To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

10. Click Apply.

    The Labor module lookup closes, and the new labor records are added to the Labor/Contacts List.

11. Click Save.

     

1. Click the row for the Labor/Contact record you want to modify.

   The Labor/Contacts window opens.

2. Make your changes.

3. Click Save.

    

1. Click the check box to the left of the Labor/Contact record you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional labor records you want to remove.

3. Click Remove.

   The Labor/Contact records are removed.

4. Click Save.