Change Assignee
When to Use
Work assignments determine who is going to be doing the work. When assignments change over the duration of the work, follow this process to add or remove staff and contractors from the work order.
Permitted Roles
- Dispatcher
- Administrator
- Staff Assignee
To add an assignment, make sure the Assigned tab is highlighted, clicking it if it isn’t already. Click the plus sign + to add a staff or contractor assignee.
Start typing the name of the assignee, whether a staff member or a contractor. All potential matching assignees appear in a list. Mark who you want to assign and then click the green checkmark to finalize the choice.
Remove a prior assignment by clicking the Delete icon to the right of the assignee’s name.