Reassigning a Work Order to Another Service Provider

    Depending on your permissions, you may reassign a work order to a different service provider, such as when the assigned service provider cannot make the estimated time of arrival (ETA), or when the provider does not service the trade. In case a desired alternate service provider is not available, from the detailed view of a work order, you may also assign a new service provider to the corresponding trade and location, and reassign the work order to the new provider.

    When you reassign a work order, the new service provider receives the service request email and the original service provider receives a cancellation email.

    Reassigning a Work Order to a Service Provider Already Assigned to the Trade and Location

    You may reassign a work order to a service provider already assigned to the corresponding trade and location from:

    How to Reassign a Work Order

    1. Select Reassign from one of the three pages:
      • In the work order list view, click Reassign.
      • In the Edit window, select Open & Reassign in the Status drop-down list.
      • In the detailed view of the desired work order, open the Reassign drop-down, and select the desired service provider.
      The Reassign overlay appears on top of the detailed view of the work order.
    2. (Optional) Modify the scheduled date and time.
    3. Select the appropriate Reason for Reassignment.
    4. (Optional) Enter a Note describing the reason for the reassignment.
    5. (Optional) Modify the Problem Description:
      1. Click the Edit button next to Problem Description.
      2. Select the Area, Problem Type, Asset Type, Problem Code, as desired.
      3. Enter the new Problem Description.
      4. Click Save.
    6. (Optional) Update the Category, Priority, or Trade, as desired.
    7. (Optional) Update the NTE.
    8. (Optional) Check Yes, This is a Recall from Tracking #, and enter the tracking number in the box that appears.
    9. (Optional) Update the GL Code.
    10. Select the New Provider. The email of the selected provider lists in the Request will be sent to and Send a copy to fields.

      Note: In case you selected a service provider from the detailed view of the work order, the provider name will be automatically filled in.

    11. (Optional) Enter the desired email(s) in the Request will be sent to field.

      Note: Use ; or , to separate multiple email addresses.

    12. (Optional) Enter the desired email(s) in the Send a copy to field.
    13. Click Reassign this Work Order. A confirmation message appears at the top of the screen, noting that the work order was reassigned to the new provider. A note gets added to the work order with the details of the reassignment.

    Assigning a New Service Provider to a Trade/Location Associated with a Work Order

    Power users may assign a new service provider to the trade and location associated with a work order. This is especially useful when no alternate service providers are available to reassign a work order.

    Assigning a New Service Provider to a Trade/Location from the Detailed View of a Work Order

    The Reassign combo button in the Work Order Details view lists the service providers available for reassigning the work order and allows assigning a new service provider.

    How to Assign a New Service Provider to a Trade/Location Associated with a Work Order

    1. In the detailed view of the work order, click the arrow Reassign_-_assign.jpg in the right part of the Reassign (# Providers available) button. The service provider list appears, with the Assign Provider option listed.
    2. Click Assign Provider. The <Trade> for Location <#> pop-up window appears, listing the assigned service providers and their corresponding ranks.
    3. In the Rank drop-down at the bottom of the pop-up, select the desired rank for the new service provider, and select the new provider from the Select provider list.
    4. Click Add > Save. The new service provider is added to the list of available providers. You may now reassign the work order to the newly added service provider.

      Note: You may need to refresh the page to view the updated list.