Create a one-time assignment
This instruction describes how to create a one-time recurring work order in Koho using a template.
What is a one-time assignment?
A one-time work order is a randomly recurring task that can be created using a template. This feature is especially useful when the work does not take place at regular intervals, but nevertheless requires a certain structure and content.
The feature is only available if it is enabled in the company's background settings, and the administrator has created the necessary work order templates.
If you are not familiar with creating work order templates, read the instructions: Työmääräyspohjan luominen.
Create a one-time assignment
Go to Timetracking → Edit assignments.
At the top right, click + Assignment (one-time).
Work order details:
Heading | Description |
|---|---|
Customer | Search for a customer by typing their name in the search box. |
Template | Select the template created by the administrator. Koho brings up the default data from the base. |
Name | You can edit the name of the work order. |
Employees | Select the responsible persons. Click "Open Separate Work Orders" to create separate work orders for each one. |
Date | Set the start date. If you wish, update the deadlines for the measures to correspond to the start date. |
Task | Select the task to invoice the hour entries based on. |
Requirements | You can add, remove, or edit actions and their deadlines. |
Add product | Select the products that will be automatically added to the timesheet after the procedures are completed. |
Save a work order
Click Save and the work order will appear in the persons in charge.
If necessary, you can access the customer's customer card by clicking Open customer information.
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.