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Forwarding Work Orders

Posted: August 04th, 2015 Posted In: Tips & Tricks

Did you know that with Angus AnyWhere’s work order routing, work orders can be temporarily forwarded to a different employee? To begin forwarding work orders, you can set up a forwarding rule which allows you to temporarily re-assign work orders without modifying the routing table. This is especially useful when you have staff on vacation or away due to illness. Once the employee has returned to work, you can remove the forwarding rule to restore the standard routing.

Let’s have a look at how to add a forwarding rule in for both Tenant Request and Preventive Maintenance work orders.

Tenant Request Work Order Forwarding

  1. Click Setup from the main menu, then select Work Order Routing
  2. Under the Forwarding tab, click Add Forwarding Rule. The Add Forwarding Rule window will open.
  3. Use the drop-down menus to fill out the Forward From and To fields. Use the Calendar icon (
    calendar_icon
    ) to pick a date for the Starts and Ends fields. The default for these fields are immediately and never.
  4. If there are any discrepancies in the forwarding rule, they will be marked with a
    . Discrepancies occur when the two employees are not assigned to all of the same properties.
    • Move the mouse pointer over the
       to view a list of properties not covered by the employee being forwarded to.
    • This issue can only be corrected by choosing a different employee to forward to, or by modifying the properties that are assigned to the employee.

Preventive Maintenance Work Order Forwarding

  1. Click Add Forwarding Rule
  2. In the window that opens, select the employee that is temporarily unavailable, the employee that the work order should be forwarded to, and the start date.

Please note that for the forwarding rule to work correctly, both employees should be available for the same type of work orders. For example, if the forwarding employee received Preventive Maintenance work orders, then the forwarded employee that you select should also be able to receive Preventive Maintenance work orders.

In cases where the end date is unknown, you can select Never. Keep in mind that in this case, the forwarding rule will have to be either updated with the correct end date once this is known, or manually deleted once forwarding is no longer required.

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