Assigning an inspection
Assign to a project and/or team
Inspections can be assigned to projects, for optimal scheduling and route planning between inspection locations. They can also be assigned directly to teams or individual team members for actioning.
When creating an inspection, you can optionally assign it to a project and/or a team in step 6. Existing inspections can be reassigned at any time.
Reassign to a project
To reassign an existing inspection to a project:
- Select the inspection to view its details in the right panel.
- Select More in the action bar and choose Reassign project.
- Choose the desired project from the list.
Reassign to a team
To reassign an existing inspection to a team or team member:
- Select the inspection to view its details in the right panel.
- Select More in the action bar and choose Reassign team.
- Choose the desired team from the list. Alternatively, select beside a team, and then choose a member of that team. Or simply choose No team.
Note
Alternatively, use the Task Assignment planner to drag unassigned inspections onto a team's calendar.