Reassign activities

This article describes how to reassign service activities from one worker to another worker. You can reassign service activities from one worker to another worker even if those workers are assigned to different dispatch teams.

Use the following steps to reassign an activity to another worker:

1. Click Service management > Periodic > Dispatch board.

2. In the From date and To date fields, enter dates to define the time period to view activities for.

3. Select whether to view closed activities and dispatch information for related teams, and then click OK.

4. In the Dispatch board form, click Advanced to display only the Gantt chart at the top of the page. Click Simple to display the Gantt chart and the tabs in the form.

5. Expand each dispatch team list.

6. Use either of the following steps to reassign an activity:

   • Select a color-coded graphic that represents the service activity to reassign. Press the SHIFT key, and then move the color-coded graphic to the row for another employee.

   • On the All tab, Team tab, Undispatched tab, or Related tab, in the Worker field, enter the name of the worker who is replacing the current worker for the activity.

See also

Service activities

Dispatch board