How do I add a participant to an order?
- In Handyman Office, open the order (CTRL+F1)
- Click the Participants tab
- Click Add participant
- Select the employee from the list. If skills are required by the order category, the list is filtered to show only qualified employees.
- Click OK
The participant is added to the order and receives it on their next synchronisation in Handyman Mobile.
How do I set a participant as the main participant?
Select the participant in the list and click Set as main participant (or use the checkbox in the main participant column). The main participant is responsible for the order and may have additional permissions, such as being able to finish the order for all participants.
How do I mark a participant as finished?
Select the participant in the Participants tab and click Set as finished. This marks that participant's involvement in the order as complete. The participant's completed work and registrations remain on the order.
How do I remove a participant?
Select the participant and click Remove. You can only remove participants who have not yet synchronised any work to the order. If a participant has already registered hours, materials, or checklist completions, contact your administrator to handle the removal correctly.
How do participants relate to tasks in the Resource Planner?
Adding a participant here adds them to the order. To schedule specific tasks for that participant at a specific time, use the Resource Planner. See Add participant and create task in the Resource Planner.