Legacy "Reassignment" Settings

Use Case: When a dispatcher or service group dispatcher assigns a Work Order, but later needs to reassign it to another engineer. The assigned engineer may also request reassignment due to scheduling conflicts or distant locations.

The reassignment feature has been upgraded. We recommend using the new Reassign button. Click to learn about the new functionality:
Reassign Engineer
Reassign Engineer

1. Work Order Reassignment

• Accessing Reassignment: Open the Work Order details page and click either the Reassign or Reassign Supporting Engineer button.
  • Reassign: Allows reassigning both the primary and supporting engineers.
  • Reassign Supporting Engineer: Only reassigns supporting engineers.
• During reassignment, the currently assigned engineers are displayed. You may choose to reassign only specific engineers.

Note: Conditions for displaying Reassign and Reassign Supporting Engineer buttons: 1. Ensure the buttons are visible in the Work Order details page layout. 2. The Work Order must be in the Assigned status (after the dispatcher or service group assigns engineers). 3. Only administrators, dispatchers, or the currently assigned engineers can perform reassignments. Verify the logged-in user’s permissions. 4. Reassigning engineers will automatically update subsequent workflow nodes with the new assignees.

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2. Work Order Reassignment Settings

• Reassign Button: A preset button. Only administrators, dispatchers, or the current Work Order engineers can use it to reassign both primary and supporting engineers.
• Reassign Supporting Engineer Button: A preset button. Only administrators, dispatchers, or the current Work Order engineers can use it to reassign supporting engineers.

Note: 1. Do not delete the preset assignment status or Work Order workflow conditions. Reassignment requires the status to be Assigned. 2. Verify that the reassignment buttons are visible in the Work Order details page layout. 3. Typically, only administrators, dispatchers, or the current Work Order engineers can perform reassignments.

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3. Special Case: Reassignment at Any Workflow Node

• For unique scenarios where reassignment is needed at any workflow node, enable Allow Reassignment at Any Node in Service Connector > System Settings > Work Order Assignment.

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