Assign an engineer
Assigning an engineer sends responsibility for the ticket to the selected service engineer.
Screenshot needed: Service ticket detail page before engineer assignment
Screenshot needed: Service ticket assigned engineer field
What this is for
Use assignment to make sure the right engineer sees the job and can update work status.
Who uses it
Office admins and service coordinators with assignment permission.
Steps
- Open Service Tickets.
- Open the ticket.
- Click Edit if the page uses an edit screen.
- Select the Assigned engineer.
- Click Save Ticket.
Important notes
The assigned engineer should receive a notification when notification settings are enabled.
Common mistakes
- Forgetting to save after selecting an engineer.
- Assigning a closed or cancelled ticket.
- Assigning work to a user who is not available for field service.