Reassigning a request

How to reassign a request?

There are two methods to follow with request reassignment from the Request Details page:

1. The current step is complete, and needs to be assigned to another user for the next step

1. If there is another step pre-populated in the workflow, click Complete on the current step to reassign it to the next user in the workflow

2. If there is not another step pre-populated, click Add Step. Edit the department and staff as needed. Click Update to save. The request will not be assigned to the next step until the previous step is Completed

2. The current step needs to assigned to another user to complete

1. In the current step Workflow, click Edit Step. Edit the department and staff as needed. Click Update to save. The request will be reassigned to the designated staff person after that.

Requests can be reassigned to any other PublicStuff user across your staff and is not limited to other users within your department.

Out of Office Assignment

Users also have the option to forward new requests to another staff member if he or she will be away from the office. To do this, click into My Account Settings, located in the header. Scroll to the Out of Office form. Select the out of office dates and reassign your request to the PublicStuff Pro user of your choice.  The Out of Office Note will be added to the reassigned Workflow Step Description on the request details page. The Note message should indicate who is rerouting the requests and for how long this will occur.

Out of office routing not visible to residents; it is only visible to PublicStuff Pro users with access to re-routed requests.

 

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