Set a replacement

Use this article to assign a replacement when a worker cannot carry out a scheduled visit. The steps are for managers using the web app.

Note

Required role: Manager

Reassign a visit

Reassign the visit to different workers and move its pending jobs to them.

1. On the web Visits page, select the visit to open its detail sidebar.
2. In the sidebar footer, select Reassign.
3. In the Reassign Visit dialog, under Assignees, remove the workers being replaced and add the replacement workers.
4. Select Reassign to confirm.

The visit and its still-pending jobs move to the new workers.

Important limitations

• Only Scheduled or In Progress visits can be reassigned.
• Only pending jobs move to the new workers. Jobs that are already completed or in progress keep their original worker.
• At least one worker must be selected.
• The selection must differ from the visit's current assignees before Reassign becomes available.
• A worker without access to the visit's Location cannot be assigned to it.