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When a service technician, installer or measurer transfers to another branch, move them
with Move to another branch. Their open tickets in the old branch go to that branch’s
service lead, so nothing is left assigned to someone who is no longer there.
Before you start: set the branch service lead
In Service Management → Service Management, open the old branch’s main service team,
Edit, tick Branch service department, make sure a Leader is picked, and
Save. That leader is the branch’s service lead. One team per branch can carry the tick.
Steps
- Open any team of the person’s current branch and click Members.
- Click Move to another branch (the arrows button at the bottom).
- Pick the person (members and non-members of the team are both listed), then the
new branch. - Read the summary and click OK. A message says how many open tickets went to whom.
What the move does
- Open tickets assigned to the person (any status except Completed and Abandoned) in the old branch
are reassigned to the old branch’s service lead. The tickets stay in the old branch. Tickets assigned
to a team are not touched. - The person is taken off all their teams in the old branch.
- Their staff record moves to the new branch with the same names, resource and notes.
- Their user’s home branch (User Management) becomes the new branch, so schedules, activities
and the add-staff list find them there.
When the move is refused
| Message says | Do this |
|---|---|
| …leads these active teams in this branch… | A team leader cannot be moved, and that includes the branch service lead. Give those teams another leader first, then move the person. |
| …open ticket(s) in this branch, and no team here is ticked as the branch service department… | Tick Branch service department on one team of the old branch and give it a leader (above). |
| …already has a service staff record in that branch. | The person is already on staff there; nothing to move. |
Example
For example, installer Alex Martin moves from North to South. Say North’s
Installation team is ticked as the branch service department and is led by Sam Lee. Alex’s
open tickets in North are reassigned to Sam. Alex leaves the Lower
Mainland teams, and his user’s home branch becomes South. Add him to an South team on its
Members panel.