Assign Bill Posters Manually

Bill posters or bill posting teams can be assigned to sites. Work orders are then assigned to those bill posters by default.

If none have been assigned, then work orders must be assigned manually. Manual assignments can also be used to override the site's default bill posters.

There must be a contracted static campaign with face bookings and designs for those bookings. Work orders are created automatically by the Static Campaigns module.

To assign specific bill posters:

Static Campaigns

  1. Access Operations in the top-left menu, click the Operations tab, and then the Work Orders tile.

    2. Work Orders

    This presents the filter search window.

  2. Use it to narrow search results to only design postings.

    3. Select Work Orders

  3. Click Search. The search results are presented. Obviously, only work orders that have not yet been completed can be assigned to specific bill posters.
  4. Work orders can be assigned in groups or singly. To assign multiple work orders, enable check boxes in the needed rows. Click the Bulk Edit Bulk edit work orders button button.

    5. This presents the Bulk Edit dialogue box.

    Enable Bill Poster

  5. Click the Edit Bill Poster checklist. This enables the bill poster drop-down menu.
  6. Select a bill poster, or bill poster group.
  7. Click OK.

To assign a specific bill poster to a specific work order:

Static Campaigns

  1. Open the work order record from the search results.

    2. This presents the work order's Basic Info screen.

  2. Click Edit.

    3. Select Bill Poster

  3. Select a bill poster or bill posting team from the Bill Poster drop down.
  4. Click Save Changes.

See Also