Work orders are your primary tool for correcting defects as well as tracking tasks like cleaning, repairs, or part replacements. To ensure mechanics are able to have work orders assigned to them, follow these steps to manage assignments effectively.
1. Understand Asset "Following"
To assign a work order to a mechanic or staff member, they must first follow the specific team the asset is a part of. In Whip Around, "following" allows users to access that asset. If a user doesn't have access to an asset, they cannot be assigned tasks related to it.
2. Manage User Access
You can easily control which teams or assets a user follows by navigating to:
People > Users > Following tab.
Click on the arrows to the right of the user's name.
From there, select 'Team management' from the tabs at the top and select 'Follow' on the teams that the Mechanic (or user) needs access to.
To update multiple users who have the same assignments, you can select 'Copy team assignment' and then select the additional users who have the same assignments and click 'Copy assignment' to save.
3. Streamline Your Workflow
By ensuring users only follow the assets relevant to their expertise, you automate the oversight process. This setup:
Ensures Accountability: You’ll always know exactly who is responsible for which task.
Saves Time: It eliminates the need to manually cross-reference who is allowed to work on what.
Boosts Efficiency: Tasks are routed correctly the first time, keeping your operations lean.
If you run into any trouble setting up your team's access levels, just reach out to your Customer Success Manager or call 1-844-537-2100.