This article will teach you how to assign a service request to a staff user.
Note: See the Defining Service Request Routing article for information regarding automatic routing by service request category.
- From the Property & Facility menu, click Service Requests.
- From the Service Requests page, click the WO# of the service request that you desire to assign.
- From the Service Request: [WO#] page, click the Actions button and select Dispatch.
- Once the Dispatch Service Request window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Assigned To |
Select the staff user the service request should be assigned to. Note: The user list will contain staff users, as well as vendor contacts that have been granted Service Request access. Vendor contacts will be listed underneath their respective vendor company names in bold. For additional information, see Editing Property Work Order Access for a Vendor. |
| Comments | If applicable, provide any comments regarding the service request. |
- Click the Dispatch button.
- From the Service Request: [WO#] page, navigate to the Workflow Information section to ensure that the service request has been correctly assigned to the desired staff user.
- Select the checkbox for Include tenant in notification if you desire for the tenant associated with the service request to receive the updated dispatch notification.
- Click the Save or Save & Notify button to save the assignment of the service request and notify the staff user.
- The service request has now been assigned.