Workshop Loading
Workshop Loading is the process of assigning jobs to the workshop and allocating them to technicians.
Accessing Workshop Loading
Navigate to: DMS / Workshop / Workshop Loading
Loading Jobs to Workshop
Step 1: View Available Jobs
- View all jobs ready for workshop
- Filter by status, date, customer, vehicle
- See job details and requirements
Step 2: Load Job to Workshop
- Select job from list
- Click "Load to Workshop"
- Job status changes to "B" (Booked)
- Job appears in workshop loading screen
Step 3: Assign to Technician
Assign jobs as "Assigned" or "Unassigned":
- Assigned: Job allocated to specific technician
- Unassigned: Job available for any technician
Job Assignment Methods
Service Manager Allocation
- Service manager allocates jobs to technicians
- Assign job number to technician
- Assign via Workshop Loading screen
- Assign based on technician skills
- Assign based on technician availability
- Assign based on workload balancing
Job Allocation Workflow
- Service manager views available jobs
- Select job and assign to technician
- Or provide job number to technician for clocking
- Technician receives job assignment notification
- Job status changes to "Assigned" or "B" (Booked) when loaded to workshop
Workshop Loading Screen Features
- View all jobs in workshop loading screen
- Filter by technician, status, date
- See job details and requirements
- Assign/unassign jobs
- View technician workload
- Balance work distribution
Job Status in Workshop
- B (Booked): Job loaded to workshop
- Assigned: Job allocated to specific technician
- Unassigned: Job available for any technician
- In Progress: Work started on job
- Complete: Work completed
Technician Assignment
When assigning jobs to technicians, consider:
- Technician skills and abilities
- Technician availability
- Workload balancing
- Job requirements and complexity
- Technician performance history