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 Assign work orders using Maximo Mobile?

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Lisa Turner's profile image
Lisa Turner posted 05-08-2025 15:41

Hello. I have a question about Maximo Mobile and the Role Based Applications in MAS 9.  I am an Admin in my environment and I have all of the various new mobile graphite applications, i.e. Technician, Work Approvals, Work Orders, etc. Do any of these mobile applications contain the ability OOTB to assign a work order to a technician, or to re-assign a work order to another technician?  I cannot seem to find a way to assign a work order using any of these mobile applications.  If this does not exist on mobile, is the solution then to use the Owner field on the work order object, then configure workflow to assign the work to the appropriate technician?  (NOTE:  This question is purely based on Mobile capability/Role Based Apps in MAS 9.  Not to be confused with the use of the Assignment tab in Work Order Tracking, Assignment Manager or Scheduler)

Please advise ASAP.

Thanks!

Lisa T

Viet Tran's profile image
Viet Tran

The out-of-the-box functionalities in Maximo Mobile are quite basic. Typically, work assignments are handled by a planner or supervisor from the office. However, if you need to enable an onsite supervisor to assign work, we can add the "Lead" field to the main Work Order screen in the Work Approvals app. This is relatively straightforward to implement. If you’d also like the supervisor to assign labor to the child "Assignments" records, that’s possible as well, though it requires a bit more effort.

Lisa Turner's profile image
Lisa Turner

@Viet Tran  

There actually is a way OOTB to re-assign a work order to another resource. I tested this thoroughly this morning.  In the Work Orders graphite application, select a work order, click on the Plans menu on the left, and in Work Order resources, it shows the responsibility (which in this case is the supervisor and the owner I have set up on the work order in Wotrack), and there is an 'edit resources" selection on the right.  (see pic).  In the edit resources, the owner and supervisor are shown, and these can be changed.  As well, scrolling down in the page, the "labor or crew assignment" can also be changed.  The trick here is that the current Labor line has to be deleted (click it an a trash can appears), and then click the SAVE button.  If you go back in the Work Orders bread crumb, and press F5 to refresh, the assignment will show 0.  Then you can go in and edit the resource again, scroll down, and then add a Labor line.  Do another SAVE and refresh, and the work order will show the new assignment.  So, the lines have to be deleted, saved, refreshed, go back in and assign, and save and refresh again, but it will update the work order with the new assignment (the Scheduled Start time on the work order is updated and displays the current time on your computer). And the Workorder Assignment native application will reflect the assignment as well.  Sweet.