Can I nominate a member of our team (Operative) to respond to a defect or repair?

Only an Administrator can do this.

From the Ticket view page navigate to the nominations tab.

You have the option to nominate either a Sub-Contractor or a member of your team to respond to the defect or repair.

Step 1: Choose Nominate Team Member.

Step 2: From the drop down choose your team member and click on the nominate button.

Step 3: Choose to edit the Nomination Instruction details as required.

Step 4: Add an appointment at the same time to send to the Team Member.

Step 5: Save and Send Now to send immediately or Save and Send Later. 

When you NOMINATE a Team member:

 - The date/time nominated will be recorded 

 - An email with a summary and the instruction will be sent to that team member.

 - The Team member will be required to log-in with their details to accept or reject the Job as described in the instruction. 

    1.If accepted, this will be logged, and an email sent to the Principal Contractor or House builder admin / Account owner to alert. 

    2.This will be logged as the date/time instructed. 

If rejected, this will be logged and an email sent to the Principal Contractor or House builder to alert. 

On rejection the Team member will specify the reasons why they will not do the works required.

On Rejection, the Admin User will go back to NOMINATE another Team member using the ticket wizard and the same workflow will apply.