Reallocating work to another Field Service Technician

You can only reallocate work when you already started working on an operation.

  1. Select an operation.
  2. Tap or click the status and select Reallocate Work.
  3. On the Confirmation screen, specify the Reason Code and the Reason Text.
    The values on the Reason Text field depends on the Reason Code selected. You can specify a new value in the Reason Text field.
  4. Select the Field Service Technician to assign the operation to.
  5. Tap or click OK.
    The operation is removed from the Appointment List after it has been successfully reallocated.