Assign or reassign a Meld

Assign a Meld to a Maintenance User or a Vendor, or move an already assigned Meld to someone else, so the right person does the work.

A Meld is a maintenance request in Property Meld. A Maintenance User is an in-house technician, shown in the assign list under Internal. A Vendor is an external contractor. An Agent is a staff user who assigns work, such as a Property Manager, Maintenance Coordinator, or Maintenance Supervisor. A Resident is the person living in the unit. An Estimate is a cost quote requested on a Meld.

• Who this is for: Property Manager, Maintenance Coordinator / Dispatcher, Maintenance Supervisor
• Applies to: all Property Meld account types
• Access needed: permission to assign Melds
• Why it matters: the work reaches the right person, and residents and vendors are notified correctly

Before you start:

• You can assign more than one Maintenance User to the same Meld, as long as every assignee is a Maintenance User.
• You cannot assign more than one Vendor, or a mix of Maintenance Users and Vendors, to the same Meld.
• You cannot reassign a Meld to the same Vendor who is already assigned.
• If a Meld is assigned to a Vendor, an Agent can schedule it after the Vendor accepts.

How do I assign a Meld to a Maintenance User or a Vendor?

To assign a new or unassigned Meld:

1. Click Assign on the Meld, or open the Meld and click Assign.
2. In the Assign maintenance panel, click in the Select assignees field and search, or choose from the Internal or Vendor list.
3. Select the person or Vendor, then click Assign at the bottom of the panel.

What you'll see: the Meld is assigned to the person you selected. If you assigned a Vendor, the Vendor receives a request to accept or reject the Meld. After the Vendor accepts, an Agent can schedule the appointment.

If it didn't work: confirm you did not add a second Vendor, or mix a Maintenance User and a Vendor.

How do I reassign a Meld?

To move a Meld from the current assignee to someone else:

1. Open the Meld you need to reassign.
2. Click Reassign, which appears next to Schedule.
3. Under Select assignees, click the X to remove the current assignee.
4. Click in the Select assignees field and select a different person from the Internal or Vendor list.
5. Click Assign at the bottom of the panel.

What you'll see depends on who you reassign the Meld to.

If you reassign the Meld to a Vendor:

• Any existing appointment is canceled.
• The Vendor receives a request to accept or reject the Meld. After the Vendor accepts, an Agent can schedule the appointment.
• If a Resident is involved and the Meld was already scheduled, the Resident is notified of the canceled appointment, if they have email or text notifications turned on.
• The original assignee and the new Vendor are both notified.

If you reassign the Meld from a Vendor to a Maintenance User:

• The original Vendor and the new Maintenance User are both notified.

If you reassign the Meld from one Maintenance User to another:

• The appointment stays if it is current or upcoming.
• The Resident does not get a cancellation notice. If the Meld is not an Estimate, and the Resident's presence is required or the priority is Emergency, the Resident may receive an assignment notice.
• Only the new Maintenance User is notified. The original Maintenance User is not.
• The new Maintenance User can see the files and comments already on the Meld.

If it didn't work: confirm you removed the current assignee before adding a new one, and that you are not mixing a Maintenance User and a Vendor, or reassigning to the same Vendor. If you remove the current assignee and do not select a new one, the button at the bottom of the panel is Unassign.

Limitations and things to know

• If a Meld is assigned to a Vendor, an Agent can schedule it after the Vendor accepts.
• You can assign more than one Maintenance User. You cannot assign more than one Vendor, mix a Maintenance User and a Vendor, or reassign a Meld to the same Vendor already assigned.
• Reassigning to a Vendor cancels the appointment. Reassigning from one Maintenance User to another does not, if the appointment is current or upcoming.
• Email and text notices depend on each person's notification settings. Files and comments stay visible to a new Maintenance User, and are hidden only when a Vendor is removed.

FAQ

Can I assign more than one person to a Meld?

Yes, if they are all Maintenance Users. You cannot assign more than one Vendor, or mix Maintenance Users and Vendors.

Can I schedule a Meld that is assigned to a Vendor?

Yes. After the Vendor accepts the Meld, an Agent can schedule the appointment.

If I reassign a Meld, does the appointment stay?

If you reassign it to a Vendor, the appointment is canceled. If you reassign it from one Maintenance User to another, the appointment stays if it is current or upcoming.

Will the Resident be notified if I reassign the Meld?

If you reassign to a Vendor and the Meld was already scheduled, the Resident is notified of the canceled appointment, if they have email or text notifications turned on. If you reassign from one Maintenance User to another, there is no cancellation notice. The Resident may get an assignment notice if the Meld is not an Estimate, and presence is required or the priority is Emergency.

Will both the original and the new assignee be notified?

Yes, if a Vendor is involved. If you reassign from one Maintenance User to another, only the new Maintenance User is notified.

Can the new Maintenance User see notes and files from the original one?

Yes. The new Maintenance User can see the files and comments already on the Meld. Those items are hidden when a Vendor is removed, not when one Maintenance User replaces another.