Reassign to Another Manager Account

Reassign to Another Manager Account

Some examples when you might reassign a request to another Manager (e.g. Property, Site, or Facility Manager) account are:
  • They're going to be the new point person for managing the request.
  • You need to get approval before proceeding (e.g. capital expenditure).
  • The request is done, and you want to transfer it to your accounting area for billing, or to wait for the Servicer's invoice to be received and matched up to the request.
To reassign a request to another Manager account:
  1. If the request is in progress*, tap the request (incident, work order, etc.) number.
  2. Scroll down past the request history log and tap Reassign.
  3. Select new Manager (list is sorted by last name).
  4. Type or speak (from mobile device) any optional comments.
  5. Tap "Reassign".
*If the request is new, you also have the option of tapping Reassign in the "Next action column.

The new Manager will receive notification and also see the request in their account.  If the original Manager has account sharing (workmate access) to the new Manager's account, then All Requests may be tapped on the Dashboard to view the request.

There is no limit to how many times a request can be reassigned, and each incidence is tracked in the history log.




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