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How to Reassign Technicians via the Approval Stage

For accounts with the Approval Stage activated, service requests must be reviewed and approved by a Top Level Administrator before they are sent to the technician selected on the request. With the Reassign Technician feature, the Top Level Administrator can select a different technician during the approval process before approving the service request.

How to Reassign a Technician

  1. Log in to the UptimeHealth Platform.
  2. Click Service Requests.

    KB-ReassignTech-1
  3. Locate the service request that requires approval and click into the Job ID or Work Order ID.
    KB-ReassignTech-22
  4. Before approving or denying the request, click Change Technician.
    KB-ReassignTech-2
  5. Select your preferred technician from the dropdown, and click Change.
    KB-ReassignTech-3
  6. Click Approve.
    KB-ReassignTech-4


Key Information

  • This feature is only available to Top Level Administrators.
  • The account must have the Approval Stage activated.
  • The technician can only be reassigned before the service request is approved.
  • Once the request is approved, it will be sent to the newly selected technician.
  • If the request is denied, it will not be sent to a technician.

For additional assistance please email our Support Team.