Resources Manager

72.13.3.1 Managing Worksheets

In order to assign or modify a worksheet just make double-click on it and set the following data:

Job info

Workflow - The T-workflow from which the worksheet has been launched.

Action - The exact T-workflow action related to the worksheet

Asset - The asset for which the job is intended to be performed.

Assignee

Assignee -
Indicate the operator to which the worksheet will be assigned.

Group - Specify the users group to which the worksheet will be assigned.

Job type - Specify if the worksheet will be assigned as either a task or an appointment.

Start - End - Define the period within which the worksheet should be performed.

Jobs calendar - Opens the assignee's calendar for the requested period.

Priority - Set the priority with which the worksheet should be accomplished.

Budget - Select the type, value and unit of the cost related to the worksheet completion.

Notes - Enter any eventual text regarding the completion of the worksheet.

Resources

Resources - In case the worksheet is set to be assigned as an appointment, it will be possible to assign multiple resources through the following functions:

•[Add]: Search and insert a contact/location/equipment to the list of resources required for the worksheet completion.

•[Remove]: Delete the selected resource from the list.

NB: Once saved, the appointment will be sent to the calendars of all resources set here.