Basic Info |
The Basic Info tab enables you to create work assignment profiles that are specific to either an employee or a crew (a group of employees). Profile IDs are used to automatically assign PM work to open work orders.
The field in the top section of this tab defines the data that displays.
Assignment profile ID
Identifier of the assignment profile currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, its description displays to the right of the ID. This field is required.
The fields in the bottom section of the tab provide more information about the work assignment profile.
Description
Text description of the work assignment profile.
Assign employees based on class/task skills required
If this field has a check, the employee is assigned to the profile based on class or task skills.
Assign specific employee or crew
Use the following fields to assign either a specific employee or a crew to the profile. You may specify an employee ID or a crew ID, but not both.
Employee ID
Identifier of the employee. This field has a list box. The employee's name displays to the right of the ID. This field is optional.
Employee IDs are assigned on the Personal Info tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.
Crew ID
Identifier of the crew. This field has a list box. The crew name displays to the right of the ID. This field is optional.
Note: You may specify a crew ID or an employee ID, but not both.
Crew IDs are assigned on the Basic Info tab of the Data -> Shop Activity -> Setup -> Crews screen.
Applies to
Specifies the tasks or services to which the assignment profile applies. The options are:
ALL TASKS
ALL PM/INSP
SELECTED TASKS