Assign Bill Posters Manually

Bill posters, or bill posting teams, can be assigned to Sites. When bill posters are assigned to a Site, work orders are automatically assigned to them by default.

However, if no bill posters have been assigned to a Site, work orders must be assigned manually. Manual assignment can also be used to override the default bill poster assignments for a site.

Work orders are created automatically by the Static Operations module when a Design is added to the Campaign.

To assign specific bill posters:

Static Operations

  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 Operations

  1. Locate Work Orders.
  2. Open the work order record from the search results.

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

  3. Click the Edit button icon to edit the work order information.

    4. Select Bill Poster

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

See Also