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.

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.

Related Window Descriptions

N/A

Procedure

Use the following procedure to create work assignments on a work task coordinated by you.

1. Open the Subcontract Work Orders > Coordinate Work Lobby Page.
2. Find the Lobby Section for Work Awarded.
3. Click on the Coordinated By Me Counter to navigate to the work tasks, under login user's coordination..

Assign on the List page,

1. Select one or more work task lines and choose Assign button at the top of the lines. This opens up the Assign Work Assistant.
2. Select the work task number from the Work Task No. list of value.
3. Respective resource requirements of the selected work task are listed on the Work Allocations table.
4. Select a value from the Assigned To List of values.
5. Change the Allocated From if required.
6. Enter the required Allocated Hours. Now the Allocated To value is calculated.
7. Save the allocation.
8. Repeat the above procedure from step 4 for all required resource requirements.
9. 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.
10. Finally finish the assistant.

Assign on the Calendar

1. Observe the work start and finish time of one or more work tasks that needs to create assignments.
2. Open the Work Assignment Calendar appear below and adjust it for the same time durations as above work tasks.
3. 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.
4. The Work Allocations table retrieves and displays the valid work tasks of the selected time slot.
5. Set the Assign Boolean slider for equired work task lines.
6. Change the Allocated From if required.
7. Enter the required Allocated Hours. Now the Allocated To value is calculated.
8. Save the allocation.
9. Finally finish the assistant.

Assign on the Work Task Details page,

1. Select one or more work task lines and choose Work Task Details button.
2. Click Assign button at the top of the Work Task Details page. This opens up the Assign Work Assistant.
3. Select the work task number from the Work Task No. list of value.
4. Respective resource requirements of the selected work task are listed on the Work Allocations table.
5. Select a value from the Assigned To List of values.
6. Change the Allocated From if required.
7. Enter the required Allocated Hours. Now the Allocated To value is calculated.
8. Save the allocation.
9. Repeat the above procedure from step 4 for all required resource requirements.
10. 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.
11. Finally finish the assistant.