Reassign Engineer

1. Work Order Reassignment

• Navigation: Open the Work Order detail page, then click the “Reassign Engineer” or “Reassign Collaborating Engineer” button on the detail page.
• When reassigning, the system preloads engineers already assigned to the current Work Order. You can choose to reassign only some of the engineers.
• After reassignment, the new engineer will be set as the assignee for subsequent workflow nodes where the task assignee is configured to use the Work Order.Engineer or Work Order.Collaborating Engineer fields. Reassigning engineers updates the current task assignee automatically. If a task’s assignee is configured using different logic (for example, “Manager of Owner”), use the “Change Assignee” button instead.
• Note: Some customized workflow nodes require a trigger function to update the workflow assignee to the new engineer.

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2. Reassign Button Configuration

1. Go to the Work Order object > Buttons, click “Edit” on the Reassign button to configure display conditions, on-click actions, validations, and post-actions for the button.
2. Assign visibility permissions for the Reassign button by Role. Typically, grant this permission only to the dispatcher Role.
3. Note: Verify each detail page layout includes the button and that it is visible where needed.

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