How to Assign a Task to a Vendor?

Go to "Tenant Management" under "Administration" on the left navigation

Click on "Service Request" under "Tenant Management" dropdown

Search for a Service Request that needs Approval. Click on "View Details" icon.

On the Service Request/Details page, click on "Assign" under the Spanner and Screwdriver image

There are 2 ways to successfully Assign the Service Request to a Vendor. 1. "Create Work Order" 2. "Skip Creating Work Order". Both the steps are shown below: Click on "Create Work Order"

For Work Order Request, fill in the required fields with accurate information

Tick the boxes as per requirement

Click "TENANT INFORMATION"

Fill the required fields under "UNIT ENTRY LOG"

Click on "Browse" to upload documents from the device

Click on "Submit"

On the "Current Status" it will appear as "Assigned"

The other way to Assign a service request: On the Service Request Details Page, click on "Assign"

Click on "Skip Creating Work Order"

Fill out the required fields

Tick the boxes as per own requirement

Click on "Submit"

Once done, the "Current Status" under "Summary" will appear as "Assigned"