At any time, you can modify or add the resource(s) assigned to a visit on a work order in the Calendar, in a number of ways.
We offer two ways to view this article, depending on your preferences:
🎥 Video capsule
📙 Step-by-step guide
Calendar
Using your mouse, drag & drop the visit on the Calendar to the resource to which you want to assign the visit.
Calendar
Click on the visit tile to open the work order
In the Resource section of the work order, click on the 🔽 to select or add the resource on the list.
Planner
On the Planner's Display button , check the Resource column
Click below the Resource column for each visit and
modify-add the desired resource
