RE: Creating recurring Work Orders which have a Requirement Group
Many thanks for your replies.
The business issue I am trying to address is that many organisations know in advance they need to provide regular Work to a customer - a "Work Order" and they also know what skill set they need to fulfil that Work Order - which can be defined in a Requirement Group.
Today, we can create create a Work Order with Resource Preference "Harry" which repeats at a predefined interval interval - say once every month. We use Agreement setting "Auto Generate Work Order" to Yes, and creating an "Agreement Booking Setup" with a specified "Incident" then click "Booking recurrence" button at the top of the "Agreement Booking Setup".
This is great to set up a Work Order which repeats every month for Harry (resource Preference) to do work for a customer and works fine, although it assumes Harry is always going to be available....but the Work Order could be reassigned if we remember Harry is not going to be available one month.
What I am trying to achieve is to create a Work Order which repeats every month, and requires a Doctor, Nurse, and a Driver (which can be defined in a Requirement Group characteristics) and then specific individuals assigned as the Unscheduled Work Order approaches each month....and this can be done today with a manually created Work Order......but not a repeating / recurring Work Order - or at least I cannot see a way to do this with out-of-box functionality.
If necessary we will write some specific code to copy an out-of-box manually created Work Order with Resource Requirements to achieve the objective....but prefer to use out-of-box functionality if there is a way to create a recurring Work Order but assign specific individuals with the appropriate skills, at the time the Work Order falls due.
Thanks in advance for any thoughts anyone might have.