Describes how to assign a technician to a work order in FleetLogic.
Type
How to
Audience
FleetLogic Counter
Products
FleetLogic web and mobile applications
Context
Assign a technician or technician to a work order in FleetLogic when you receive a work order request that you need them to carry out. Assigning a technician changes the status of the work order to Assigned and automatically sends an email notification to the technician, informing them of the work order.
Note: You can assign multiple technicians to a work order.
Before You Begin
Required: Internet connection, valid FleetLogic login credentials and access permissions, existing work order, existing technician
Optional: Mobile device with an internet connection
Steps
To assign a work order to a technician, do the following:
- Do one of the following:
- In the menu bar, navigate to Work Orders > List, then click the work order you need to assign
- In the menu bar, navigate to Work Orders > Map, then click the pin of the work order you need to assign
- In the TECHNICIANS panel, under Add a technician, click the Search by technician name... drop-down
A list of existing technicians opens - In the Search by technician name... drop-down, click the name of a technician, or type information related to the technician such as the technician’s name
The list of existing technicians is filtered to reflect your search terms - Click the technician you need to add
The technician is added to the TECHNICIANS section - In the action bar, click Save
The technician(s) in the TECHNICIANS panel are assigned to the work order
The status of the work order is updated to Assigned
The status of any added technician(s) are updated to Assigned
The technician(s) are automatically notified of the assignment
Any other updates to the work order are saved
Related Articles
- About FleetLogic
- About Users in FleetLogic
- About Work Orders in FleetLogic
- About Work Order Statuses in FleetLogic
- Search and Filter the List of Work Orders in the FleetLogic Web Application
- Use the Map to Search for Work Orders, Tickets, and Drivers in FleetLogic
- Edit the Details of a Work Order in the FleetLogic Web Application
- Schedule a Work Order in FleetLogic