How to Assign Field Workers to a Job

Assigning the right field workers to a job visit in pro-Forms® WORK MANAGER ensures the visit appears in their mobile app and they have access to the correct forms and job details.

To manually assign field workers to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit from the list presented:

Click the 'Add' button in the 'Field Workers' section on the right.

Using the search options provided, locate and select the field workers for this visit:

Once selected, click the 'Add' button.

Once assigned, the visit will appear in the relevant field worker's mobile app task list