Task Assignment Rules

Task Assignment Rules let you automatically route generated work orders to the right person, work centre, or supplier based on asset characteristics. This eliminates manual assignment and ensures work orders reach the correct team immediately.

To manage rules, go to Maintenance > Maintenance Setup > Rules for Task and Work Order Assignment.

From this screen you can:

• Click New Rule to create a rule
• Click a blue hyperlinked column to edit an existing rule
• Select a rule and click Delete Rule to remove it

Creating or editing a rule

The example above assigns all work orders for the Vehicles category to the Car Workshop work centre, with an initial assignment to Aaron Chapman and a status of Assigned. You can also set Department and Supplier if needed.

Prerequisites for automatic assignment

For rules to take effect, two conditions must be met:

1. The TASKALLOCATION setting (in Maintenance Settings) must be set to Yes or Only for Generated Work Orders.
2. The Allow Automatic Assignment option must be checked when generating work orders.

Result

With rules in place, generated work orders are automatically assigned to the specified individual and work centre:

Automatic assignment can be combined with email notifications to alert the assigned individual or team. The Service Management Dashboard also provides an overview of workload by technician for anyone with an xAssets login.

Related Articles

• Introduction to Work Orders — Overview of work orders
• Creating Work Orders Manually — How to create work orders by hand
• Introduction to Work Centres — Overview of work centres
• Assigning an Individual to a Work Centre — How to assign personnel to work centres