FSM | Assigning Jobs to Your Team Members

Job creation and assignment play a vital role in maintaining a well coordinated workflow within your organization. Assigning Jobs to Technicians does not have to be time consuming or complicated. With Caction, Admin can create Jobs, assign them to the right Technician, and review all related details such as Customer information, Job scope, Assets, Schedules, and notes within a single page. 

Quick Tip : Click the link to navigate straight to the required section.

• How to Create Job on Desktop ?
• How to Assign Job to Technician on Desktop?
• How to Create a Job on Mobile App ?
• How to Assign Job to Technicians on Mobile App?

1. How to Create a Job on Desktop?

Whether you are in the office or on the move, Caction helps you create new Jobs effortlessly. Using the Desktop or even your Mobile App, you can schedule Jobs quickly and keep operations running smoothly wherever you are.

Click here for a comprehensive guide: How to Add a New Job?

1. At the Desktop site’s navigation bar, go to Job Schedule.  

2. Click on the “+ Add Job” button to add new Job.

Important Note: If you do not see a “+” button, you may need to request permission or help from your management to create Job.

3. Select the Job category and click on "Save".

Important Note: Please select the correct Job category before proceeding. Each category may have specific requirements depending on its purpose.

4. Key in all the necessary information in the Job details. Available fields may differ depending on your company’s system setup.

Important Note: Fields marked with an asterisk ( * ) are required

Important Note: Select the required Assets when creating the Job. 

Click here in case you need guide on:

• What is Asset in Caction?
• How to Add New Asset for Customer ?

Important Note: You can "Save" the Job first and assign Technicians later if needed. However, if you already know who will handle the Job, it’s best practice to assign them immediately. If you wish to assign a Technician now, please follow the steps in the article below.

2. How to Assign Job to Technicians on Desktop?

There are two ways to assign a Job. You can assign it to the entire department or assign individual Technicians when only specific users are required.

1. Assign by Department

Use this method when a specific department handles an a Job. Select the Department field in the assignment section.The job will appear in the queue for all members of that department.

2. Assign by Individual User

Use this method when you know exactly who should perform the task. Select Assign User. Search for and select the specific Technician’s name from the dropdown list.

3. Check Conflicts Function

Before finalizing the Job assignment, always check your Technicians availability to avoid scheduling conflicts or double-booking.

1. In the Assign User popup, search for or locate the Technician within their specific department (e.g., Technician KL). Check the box next to their name to select them.
2. Click the Check Conflict button located at the bottom of the window.
3. The system will instantly compare the Job's scheduled Start/End Date Time with the Technician's current schedule.

Scenario 1 of No Conflicts Detected :

Scenario 2 of Conflicts Detected :

Returning to step "1.d" in the guide How to Create a Job on Desktop, once you have completed the Technician assignment part, you can proceed to Save the Job.

3. How to Create a Job on Mobile App ?

1. At the mobile app’s navigation bar, go to Schedule. Click on the “+” button to add new Job. 

Important Note: If you do not see a “+” button, you may need to request permission or help from your management to register new Job.

2. Select the Job category.

Important Note: Please select the correct Job category before proceeding. Different categories may have different requirements for different purposes.

3. Fill out the details of the new job. Available fields may differ depending on your company’s system setup.

Important Note: Fields marked with an asterisk ( * ) are required

Important Note: Select the required Assets when creating the Job. 

Click here in case you need guide on:

• What is Asset in Caction?
• How to Add New Asset for Customer using Mobile ?

You can "Save" the Job first and assign Technicians later if needed. However, if you already know who will handle the Job, it’s best practice to assign them immediately. If you wish to assign a Technician now, please follow the steps in the article below.

4. How to Assign Job to Technicians on Mobile?

Similar to Desktop version, there are two ways to assign a Job. You can assign it to the entire department or assign individual Technicians when only specific users are required.

1. Assign by Department

Use this method when a specific department handles an a Job. Select the Department field in the assignment section.The job will appear in the queue for all members of that department.

2. Assign by Individual User

Use this method when you know exactly who should perform the task. Select Assign User. Search for and select the specific Technician’s name from the dropdown list.

3. Check Conflicts Function

Before finalizing the Job assignment, always check your Technicians availability to avoid scheduling conflicts or double-booking.

1. In the Assign User popup, search for or locate the Technician within their specific department (e.g., Technician KL). Check the box next to their name to select them.
2. Click the Check Conflict button located at the bottom of the window.
3. The system will instantly compare the Job's scheduled Start/End Date Time with the Technician's current schedule.

   Scenario 1 of No Conflicts Detected :

Scenario 2 of Conflicts Detected :

Returning to step "3.c" in the guide How to Create a Job on Mobile, once you have completed the Technician assignment part, you can proceed to Save the Job.