How can you Assign an Inspection?

The simplest way to assign an inspection is by Navigating to

Inspection Management -> Inspection Home -> Find Inspection -> Edit Inspection,

Assign an Inspection on ReachOut

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.

Assign an Inspection 2

You might like to use Scheduler, to assign the technician.

Assign an Inspection 3

Call Out #Description
1Unassigned tasks in the Scheduler shows up in the grey box above. This box cannot be dragged.
2There 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 gray box in the unassigned section of the scheduler, a pop-up that says assign and schedule will show up.

Schedule and Assign

Call Out #Description
1You can assign the schedule by clicking on the calendar icon
2Click on view agent to select the agent
3Select the agent from the drop down and click on assign
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