Un-Assign a Provider

If you would like to remove a provider but wish to reassign the work order to another provider rather than cancelling, this can easily be done within the work order from your dashboard.  Below are the simple steps to follow to do so:

Elevate View (screenshots below):
  1. Within the work order click on the Provider tab.
  2. Next to providers profile snipet click on the link that says "Unassign Provider".
  3. In the popup use the dropdown to select the reason for un-assigning.
  4. Enter a comment as to why you are un-assigning (optional).
  5. Click on Yes, Remove Provider button.
Classic View (screenshots below):
  1. Within the work order click on the down arrow next to Edit in the top right corner.
  2. Select Unassign Work Order.
  3. Check the box to remove provider.
  4. Select the reason for removal from the dropdown.
  5. Enter a comment as to why you are un-assigning (optional).
  6. Click on Remove Provider button.
Should you need assistance finding a new provider please email support@fieldnation.com.

***TO VIEW LARGER PLEASE CLICK ON THE LINKS BELOW TO DOWNLOAD THE FULL SIZE VERSIONS BASED ON YOUR CURRENT PLATFORM SETUP.***

Attachments

Classic_Unassign_Screenshots.pdf Classic_Unassign_Screenshots.pdf
Elevate_Unassign_Screenshots.pdf Elevate_Unassign_Screenshots.pdf

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