Adding a suborder
While working (your work assignment is 'in progress'), you might find that additional work is required on an asset or space. In that case, you can add a suborder to the work assignment's main order, in which this additional work is defined. You can then assign this additional work assigned to yourself or to one of your team members, or leave the assigning to the back-office.
Procedure
1. In the Work assignments module, select the job for which you want to add a suborder.
2. At the top of the Summary page, select the
button to add a new suborder. | This button is only available if it is configured on your app. |
The Available options bottom sheet pops up.
3. Select Add suborder.
4. Fill in the Add suborder form, starting with selecting a standard order on which the suborder must be based, in the Standard order field.
5. If you want to assign the order to the default tradesperson form the standard order (that might be yourself), tick the Assign suborder? option.
| If it is still unclear who is going to do the work, do not select the Assign suborder? option. When left unassigned, the back-office can assign the suborder later. |
6. Edit or fill in the fields Description, Property, Comment and add an Image as required.
7. Select Submit.
The suborder is sent to the back-office and added to the main order. If it is assigned to you, you will see it listed on the app upon refreshing your Work assignments start page. If it is unassigned, the back-office will take care of the subsequent assigning and processing.