Steps in the screenshots correspond to the numbers in the headings.
Although the Schedule Board gives you the option of assigning an additional resource to the Task, in actuality, the system only allows you to have ONE owner for any Task.
Using the Assign Additional Resource in the Schedule Board moves the owner from one Technician to another.
1. From the Main Menu, go to Service > Schedule Board.
2. Click on the Task and drag it to assign it to a Technician.
The Schedule Board is in the "DAY" view for these screenshots, but the results are the same in any view.
In this case, we want to assign Task 50273 to DTYNER on Thursday June 8th from 1 am to 4 am.
Do NOT click on any of the hyperlinks when dragging Tasks to the top or the system will take you to a different screen.
3. Once the task is assigned, right click to try to assign an additional resource.
4. A selection menu appears.
5. Enter the Team ID.
6. Enter the Tech ID or Search using the magnifying glass.
As long as you enter the Team ID first, your selection will be limited to only that team at your site.
7. Click Save.
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