What is the Assignment?
An assignment is a job at a place by a person with a date & time. An assignment can be broken down into:
- A job = Assignment Type
- A place = Site
- A person = User
Figure 1: Assignment Creation Page
What is Assignment Type?
The Assignment Type is the type of work or job that you are about to perform. Put simply, it is your business workflow. An Assignment Type could be a Baseline Assessment, Condition Monitoring or a Building & Pest Inspection. How this Assignment Type is defined is configured on Obzervr Manager.
The Assignment Type governs what data you collect and how you do it.
What is Assignment Category?
Assignment Category is another way to categorise or subdivide an Assignment Type. For example, are you performing a routine inspection or is it ad hoc? Is the service you are undertaking a daily, weekly, 125-hour or 500-hour service? These are all ways to categorise a job you are about to perform.
What is Site?
This is where you are doing your job. The site drop-down is the most important. It will appear in the Assignment List. You will use this Site to differentiate between your Assignment.
How to create an Assignment?
To create an Assignment:
Click the Create Work button in the desired team on the Dashboard or the Plus button on My Work page.
Select Assignment Type.
Select the Assignment Category, Site; select start/end date & time and Field Notes if applicable.
Click the tick to create the Assignment. The Assignment will be opened immediately and if you go back to your My Work page, it will appear on your Work List.
Figure 2: How to Create an Assignment