EAM/CMMS Manuals
Assigning Work orders

There are several ways to assign work orders in the system. Some are 'automatic' some are manual. Here is a fairly comprehensive list:

Manual methods

Self assign

Assigning from the Work order, one at a time

Assigning from the Assignment tool

Start by opening the main menu

Start by clicking on the main menu button on the left panel, top left portion.

Shows clicking on the Main Menu button

If the menu button isn't visible, you are likely on a screen too narrow to see everything, press on the left pointing gold button to take you so you can see the menu button.

Shows the gold button to get to the panel containing the main menu button
Shows accessing the Assignment tool from the main menu
Once you are there
Shows setting up to assign work orders

Auto methods

From the Assignment Rules

Start by opening the main menu

Start by clicking on the main menu button on the left panel, top left portion.

Shows clicking on the Main Menu button

If the menu button isn't visible, you are likely on a screen too narrow to see everything, press on the left pointing gold button to take you so you can see the menu button.

Shows the gold button to get to the panel containing the main menu button
Shows Assignment rules in the main menu
Once you are there
Shows default new assignment rule dialog

Events and Actions.

When possible, see if the Assignment rules can do it. It has some features that essentially are Events and Actions but are optimized to make it easier for you to set up auto assignments

You can trigger a WO create by watching for some event, creating of a work order, changing of an asset, setting of a UDF value in a work order (or asset),

Start by opening the main menu

Start by clicking on the main menu button on the left panel, top left portion.

Shows clicking on the Main Menu button

If the menu button isn't visible, you are likely on a screen too narrow to see everything, press on the left pointing gold button to take you so you can see the menu button.

Shows the gold button to get to the panel containing the main menu button
Shows Events and Actions on the main menu

From the API

an optional package that gives you ability to control the EAM/CMMS data through an extensive API in REST or GraphQL

From the DataHub

an optional package that lets you read data from files created by an external source

Indirectly through Automations such as PMs and PdMs

While you might think of these as doing assignments, in and of themselves they often create Work Orders, and it is the nature of the Work order that might result in an assignment being automatically done, the Automations that create Work Orders from PMs etc.., don't in and of themselves do any assigning.