Create an Order

  • Updated

Create an order to set up a scope of work on your scheduler, then assign the workers and equipment needed to carry it out.

Before you start

Orders can be grouped into a project or tied directly to a client, depending on how your business operates.

The Client and Project you choose cannot be changed after any forms, dockets or, timesheets have been submitted against them.

If you have repeat work, you can use a template instead of starting from scratch. See Create order templates and duplicate orders for faster scheduling

Watch how to set up your first order

Prefer to watch? Use the video below, or follow the written steps underneath.

Important

This video was recorded on an earlier version of Assignar. As the platform keeps evolving, some screens or steps may look different from what you see in your environment.

 

Add a new order

  1. Go to Work Planning > Scheduler.
  2. Click Add New Order at the top right of the screen.
  3. Start a new order, then choose Blank Work Order.
  4. Enter the order information, fill in the order details on the left. A red asterisk (*) marks a required field.


     
  5. Field Description
    Client * Who the work is for. This cannot be changed after any forms, dockets or, timesheets have been submitted against them.
    Project The project the order belongs to, if you use projects. This cannot be changed after any forms, dockets or, timesheets have been submitted against them.
    Order Name A name to help you identify the order.
    Owner * The person responsible for the order. Defaults to you.
    Start date * and End date * The duration of the order.
    Days * The number of days the order runs.
    PO Your purchase order reference, if you track one.
    WO Your work order reference, if you track one.
    Supplier Any supplier for the order.
    Location The job address. Search for an address or enter a latitude and longitude.
    Location 2 A second location for the order, if there is one.
    Client Contacts Client representatives for the order. This clears if you change the client or project.
    Tags Categorise your orders.
    Description Any notes about the order, especially anything your crew needs to see.

Set up roles and shifts

  1. Roles (Tasks) define which resources you need for the order.
  2. In the right panel, on the Roles (Tasks) tab, click Add Role (Task).
  3. Set the details for the role.
  4. When you're done, click Save Order.
Field Description
Role (Task) * The role you need on this order.
Description Extra detail about the role, if needed.
Qty * The number of workers you need for this role on this shift.
Start time * and End Time * The shift hours. These default to the hours set in your Assignar settings.
Planned Start Date and Planned End Date Optional planned dates for the role.
Role (Task) forms Forms you want workers to complete for this role. If the role already has forms set up, they show here automatically.
Role (Task) dates * The days the shifts run. Tick the repeat days, or select Show detailed to choose specific dates.

 

Add activities

Use activities (cost codes) to set the work activities and their estimated quantities for the order.

  1. Select the Activities (Cost Codes) tab.
  2. Select an activity, then enter the estimated quantity and unit.
    • To add several activities at once, click Import.

Add documents

Attach any files related to the order, such as site plans or safety documents.

  1. Select the Documents tab.
  2. Drag and drop your files, or click Browse to select them.

Save the order

When you have added everything you need, click Save Order at the top right of the screen.

Things to know

  • The Client and Project cannot be changed after any forms, dockets or, timesheets have been submitted against them.
  • Client Contacts clears if you change the client or project.
  • Shift times default to the hours set in your Assignar settings, so check them when your shift hours are different.
  • Documents are capped at 50MB each. Split larger files into smaller uploads.

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