Step by Step:
Contracts can be mass reassigned to different technicians. This will change the technician on processed AND unprocessed tasks to the new technician. Tasks marked as Completed or Cancelled will not be reassigned.
Step 1: Open the Search Contract screen (Administration > Maintenance Contracts > Search Contracts).Step 2: Highlight all the contracts you wish to change in one of the following ways:
- Press and hold <Ctrl> on the keyboard. Use the mouse to select specific Contracts.
- Press and hold <Shift> on the keyboard. Use the mouse to highlight the first Contract in the group. Still holding Shift, use the mouse to highlight the last Contract in the group you wish to change. This will highlight all Contracts in the middle.
Step 3: Click Reassign Tech/Empl.
Step 4: Click Yes to the Confirm message.
Step 5: Make sure the "Reassign Tech" box is selected.
Step 6: Select the new Tech from the pull down.
Step 7: Click Save to change the tech on the selected Contracts.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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