Legacy "Reassign" Settings

Usage scenario: After a dispatcher or service-group dispatcher assigns a Work Order, the dispatcher may need to reassign it to another technician. After a technician accepts an assignment, they might find a time conflict or excessive travel distance and need to transfer the Work Order to a different technician.

The reassignment feature has been upgraded. We recommend using the new Reassign button. Click to view the updated feature: https://help.fxiaoke.com/1a54/4107/2f99/7c19/25c1/806c https://help.fxiaoke.com/1a54/4107/2f99/7c19/6286/7cd3

1. Work Order Reassignment

• Entry point: Open the Work Order detail page, then click the Reassign or Reassign Collaborating Technician button on the detail page.
• The Reassign action can change both the primary technician and collaborating technicians. The Reassign Collaborating Technician action can only change collaborating technicians.
• When reassigning, the system preloads the currently assigned technicians so you can choose to reassign some or all of them.

Note: Conditions for displaying the Reassign and Reassign Collaborating Technician buttons:

1. Ensure the Work Order detail page layout includes the Reassign and Reassign Collaborating Technician buttons so they are visible.
2. Reassignment is only allowed when an assignment step has been executed (assignment status: Assigned).
3. Only administrators, dispatchers, the current Work Order technicians, and collaborating technicians can perform reassignments—confirm the role of the currently logged-in user.
4. Reassigning a technician will also change the subsequent workflow nodes to set the new technician as the assignee.

picture coming soon:

2. Work Order Reassignment Settings

Reassign button description: A preset button. By default, the system allows administrators, dispatchers, and the current Work Order technician to reassign. This button can change both the primary technician and collaborating technicians.

Reassign Collaborating Technician button description: A preset button. By default, the system allows administrators, dispatchers, and the current Work Order technician to reassign. This button only changes collaborating technicians.

Note: 1. Do not remove the preset assignment status or Work Order workflow conditions; reassignment is only available when assignment status = Assigned. 2. Check the Work Order detail page layout to confirm the Reassign and Reassign Collaborating Technician buttons are visible. 3. Typically, only administrators, dispatchers, the current Work Order technician, and collaborating technicians can reassign.

picture coming soon:

picture coming soon:

3. Special Case: Reassign at Any Workflow Node

• If you need a special logic that allows reassigning technicians at any workflow node, enable Allow Reassignment at Any Node under Service Connector > System Settings > Work Order Assignment.

picture coming soon: