The simplest way to assign an inspection is by Navigating to
Inspection Management -> Inspection Home -> Find Inspection -> Edit Inspection,
After you click on edit inspections, scroll down to the bottom of the screen till you see the section called assign. Select the technician and save the inspection. This assigns a technician to the Inspection.
You might like to use Scheduler, to assign the technician.
Call Out # | Description |
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1 | Unassigned tasks in the Scheduler shows up in the grey box above. This box cannot be dragged. |
2 | There is an Unassigned tasks Section inside the scheduler. This can be dragged vertically to assign and horizontally to schedule the Inspection |
If you clicked on the unassigned task in the Schedule & Assign box, you can set the start and end date/time and pick the right agent for the job by clicking the Agent drop-down button.
Call Out # | Description |
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1 | You can assign the schedule by clicking on the calendar icon |
2 | Click on view agent to select the agent |
3 | Once agent is selected, click on Submit |