Assign
- Open the job and choose Assign.
- In Technician or contractor, type a name or a trade, such as plumbing, and choose from the list. Only active technicians on the team are offered, and a blocked contractor never is.
- For a contractor, add the Purchase order reference (contractors, optional) if there is one.
- Choose Assign. A technician is told.
To give it to someone else, choose Reassign and say Why it moves. The earlier bookings are freed.
Exceptions
Some assignments need a second look:
- a contractor who is inactive in the contractor list;
- a technician whose readiness for the plan's Training requirement is not on record, or not current.
Facilities refuses these unless you tick Assign anyway if there is an exception. The exception is then kept for review: it shows under Exceptions to review on Home, and a Facilities Manager chooses Mark reviewed on the job once they have checked it.
Book a work window
- On an assigned job, choose Book a window.
- Choose when it Starts and Ends.
- If the room needs to be empty, tick the box to close it for the window.
- Choose Book.
The same technician, contractor or room is never booked twice for the same time. A clash is refused, with what it clashes with. Bookings are listed on the job, and Cancel frees one.
The schedule
Schedule shows the next seven days: each booking, who it is for, and rooms closed for work.
- Close a room: choose the Place, From and Until, and Why (A survey, A deep clean or Contractor work not yet a job), then Save. Reopen ends it early.
- A technician away: choose the Technician, From and Until, then Save. Use it for training, leave or another site, never for a room. Cancel removes it.
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