Create an Order

Joshua McKinnon
Joshua McKinnon
  • Updated

In Assignar, Orders are the scopes of work or jobs that will appear on your scheduler that you can assign workers and equipment to.  Orders can be grouped together into projects or tied directly to a client, depending on how your business operates.


Watch this video to learn how to set up your first order

Or, read on for the written steps below.


To begin, tap on Add New Order

  1. Go to the Scheduler page
  2. At the top right of the screen, tap on Add New Order.


You'll then be asked if you want to create a new Template or create a Blank Order.

In this example, we'll start with a Blank Order, but you can learn how to create an Order template here. 


Complete the details of your new Order



Typically, start with:

Job Description Describes what your team will be doing on this job.
Start Date - End Date The duration of your job.
Project The Project name of your job.
Location The location (address) of your job. This will automatically be filled in when you select the Project. Though, if the location of the job is different from the Project's location, then you can change that here too.


Next, set up your Roles and your Shifts

On the right of the screen, add the Roles and Shifts you need for this Order.



When you add a Role to the Order, typically you'll setup:

Qty The number of workers you'll need to carry out this Role on this shift.
Start Time - End Time The hours for each shift, which will default to the hours you have set in your Assignar settings. 
Role Dates The dates of when the shifts will happen. Choose the specific days of the week you want the shifts to happen or select Show detailed to choose specific dates.


Other details you can add to the Order

Role Forms If you had previously setup your Roles to have specific Forms, it'll automatically show up here. Otherwise, you can add specific Forms that you want your workers to complete here.
Location 2 The Order's second important location (if any).
Budgeted Quantities If you want to track Progress on the job, you can set this up, which enables your Supervisors to input Progress with Site Diary. You learn more about this here.
Comments Where you can add any notes, especially if you need your crew to see them.
Supplier Where you can add any Suppliers.
Client Contacts Useful if your workers need to contact a client rep, or email them a Site Diary
WO and PO Useful if you have an internal Order ID that you need to track.
Tags If you want to categorise your Orders
Attachments Useful if you want to attach any documents or files related to the Order.


When you're done, tap Create New to finish creating your Order and your shifts. 

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