Assign a vendor automatically to a work order task after the appropriate group and
template have been created.
Role required: wm_qualifier, wm_initiator_qualifier, or wm_admin
Navigate to set up a group for your approved vendors.
- If not done already, set up a group type called
- In the Type field, select
- In the Vendors field, select at least one
Save the group.
a work order template with at least one task.
- In the Dispatch group field for the task,
select a dispatch group.
- In the Assignment group field, select the
group you created earlier.
Save the template.
Create a new work
order. In the Template field on the Work Order
form, select the template that you created in step 4. When you are ready, click
Ready for Qualification.
Scroll down to the Work Order Tasks related list.
Open the work order task that was just created.
The Assigned to
field automatically defaults to the
manager of the vendor group.
Note: If the vendor group does not have a
manager, the Assigned to field is left
The manager can re-assign the task to anyone else in the group.