How to Assign Users to a Work Order – Aetos Imaging

Aetos supports dual-role assignments on all work orders, allowing you to select multiple Assignees and Supervisors while automatically filtering candidates based on their location clearance.

Role Assignment Definitions

1. Assignees (The Field Workers)

Definition: Technicians or operators responsible for performing the physical labor.
Permissions: They can view the work order in their personal queue, log time worked, complete checklist tasks, submit assessment answers, and transition status to Completed. You can add multiple assignees to coordinate group tasks.

2. Supervisors (The Managers)

Definition: Administrators or team leads overseeing the work.
Permissions: They receive real-time notifications about progress, can override assignments, can edit the checklists, and hold sole permission to transition a completed work order to Closed.

Step-by-Step Instructions

Path A: Set Assignments on the Form

Open the Work Order form in Create or Edit mode.
Scroll to the Assignments section.
Click the Supervisors dropdown to select the overseeing managers.
Click the Assignees dropdown to multi-select the executing technicians.
Click SAVE in the bottom edit bar. A green success banner confirms the assignments were saved.

Path B: Adjust Assignments Directly from the Details Panel

If a work order is already active, administrators can adjust assignments instantly without opening the full edit form:

Navigate to the Work Orders page.
Select your target work order from the table to open its detail panel.
Scroll to the Assignments card and click the Edit (pencil) icon next to Assignees or Supervisors.
Add or remove names in the dropdown lists.
Click the Checkmark icon to save. The assigned names list updates immediately on the card.

Technical Scoping Safeguards

To prevent assigning a technician to a facility they do not have clearance to enter, Aetos enforces a strict Location Scope:

The assignee and supervisor dropdowns are automatically filtered by the work order's selected Location.
Only users with active location assignments in that specific building will appear in your selection lists, eliminating cross-building assignment errors.