Reassign a visit to another inspector

Managers can reassign a scheduled visit when an assigned worker is unavailable because of illness, a scheduling conflict, or workload balancing.

Note

Required role: Manager

Reassign a visit

1. Open Visits on the web and select the visit.
2. In the visit details sidebar, select Reassign.
3. In the Reassign Visit dialog, review the workers already selected under Assignees. Remove the workers being replaced and add the replacement workers.
4. Select Reassign to confirm.

The visit and its pending jobs move to the new workers. Jobs that are already completed or in progress stay with their original worker. The visit appears in the new assignees' visit list on the web and their job list on mobile.

Important restrictions

• Only visits with the status Scheduled or In Progress can be reassigned.
• At least one worker must be selected.
• The selection must differ from the visit's current assignees before confirmation is available.
• A worker without access to the visit's Location is rejected.

Reassign from the planner

You can also change the assignees without leaving the planner.

1. Open Scheduler and select the visit card.
2. Edit Assignees.
3. Select Save.

The planner does not have a separate Reassign button. Editing Assignees and selecting Save reassigns the visit.