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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

Add 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.

Choose 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.

Delete assignee

Remove a prior assignment by clicking the Delete icon to the right of the assignee’s name.