Change who is assigned to a work order

Hand a work order to another technician, crew or resource from the work order page, or take the assignment off, without opening the Schedule.

In the sidebar, open Operations, then Work Orders, and open the work order. Press Actions, then Change assignment. You can also press Assignments in the summary strip at the top. The page address is /work-orders/ followed by the work order.

Before you start

• Your role needs permission to assign scheduled work. When the work order already has a date or time, it also needs permission to edit the schedule. Without them, Change assignment is hidden.
• A work order with no date, no time and no plan cannot be assigned here yet. Schedule it first (Reschedule a work order).

Steps

1. In the Change assignment panel, press the Assignment field and type a name.
2. Pick the technician, crew or resource. When the work order has a work type that needs certain skills, the list only offers people and crews who have them.
3. The person or crew is not in Nova yet? Use the create option at the bottom of the list to add a resource or crew, then pick it.
4. To take the assignment off, clear the field so it reads Unassigned.
5. Press Save assignment.

What you see

• Nova says Assignment updated. The summary strip and the Planning tab show the new name, and the work order moves to that person's row on the Schedule.
• If the new person is already booked at that time, Nova asks Override scheduling conflicts?. Give a reason and confirm to keep the double booking, or cancel to leave things as they were. Without permission to override, Nova refuses and says so.

If something looks different

• No eligible assignees available.: nobody fits the work type's skills, or no resources or crews are set up for this branch.
• Nova says This schedule changed. Sync and retry.: someone else updated the work order. Press Refresh schedule on the message, then try again.
• The work order has several visits: this panel changes the main assignment. To staff each spot separately, use the Planning tab (Staff a work order from its Planning tab); to move many work orders at once, see Assign or reschedule several entries at once.