Select a replacement

This article explains how a Manager can replace the workers assigned to a scheduled visit in BriqSafe.

Note

Required role: Manager

Select a replacement

Use the visit details panel to replace the workers assigned to a visit.

1. Open Visits and select the visit.
2. Choose Reassign in the visit details panel.
3. In the Reassign Visit dialog, remove the workers being replaced from Assignees.
4. Add the replacement workers under Assignees.
5. Confirm with Reassign.

The visit and its still-pending jobs move to the new workers. Jobs that are already completed or in progress keep their original worker.

Requirements and limitations

• The visit must be Scheduled or In Progress.
• At least one worker must remain selected.
• The replacement worker must have access to the visit's location.
• The selection must differ from the visit's current assignees before Reassign becomes available.