When a tech is no longer working for you and has assigned work orders you need to move the work to a new user or existing route. 

If a new tech is taking over the work of the tech no longer with you, follow these steps:

  • Deactivate the existing tech
  • Create the new tech 
  • Move the work from the deactivated tech to the new tech

If an existing tech is taking over the work of the tech no longer with you, follow these steps:

  • Deactivate the existing tech
  • Move the work from the deactivated tech to an existing tech

For the purpose of saving information for potential audits, you deactivate the tech that is no longer with your company. This leaves the past completed work orders in the deactivated tech's route. You'll then move the deactivated tech's future work (incomplete work orders) to a new tech or another route.

Deactivate the existing tech

Go to Settings/Users & Routes.
Click the Deactivate button to the right of route or name. This will preserve the history of completed work.

Note If the user is still logged in on either the browser or mobile app, a YOU ARE BLOCKED message appears on the next click of a mouse in the browser or a tap in the mobile app.

Create the new tech 

Create a new tech if the work is going to this new person. For more information about creating a new tech, see: Users & Routes - getting started

Move the work 

Edit the deactivated tech's page and click the Move Work to Another Route button in the bottom-right corner to start the moving process.

Select a Destination Route (the new user you created or an existing route).

Remove the current tech's service commission and apply the service commission to this tech, if you want.

Click the Move Work Now button.

After the work is reassigned, click the green Update user button at the bottom-left of the page.

When you go to the calendar, click the new tech's check box to see the newly assigned work orders. If the amount of work orders moved is large it might take up to five minutes to fully transfer the work orders. 

July 2017
Updated, November 2018

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