How to Assign a Meld
NOTE: A Meld cannot be scheduled by an Agent if assigned to a Vendor.
Step 1a:
Click ASSIGN on the desired Meld.
Step 1b:
Or, open the Meld and click Assign.
Step 2:
Click within the Select assignees field to view your list of Maintenance Technicians and Vendors.
NOTE: You cannot assign multiple Vendors or any combination of Maintenance Users and Vendors to a Meld.
Step 3:
Select the Vendor or Maintenance Technician, then click Assign.
How to Reassign a Meld
IMPORTANT
- If a Meld is reassigned to a Vendor, the appointment will be canceled and the Vendor will be prompted to schedule their own appointment time. If a Resident is involved, they will be notified of the canceled appointment
- If a Meld is reassigned from one Maintenance User to another, the appointment will remain intact and will simply be reassigned. The Resident will not be notified of any changes to the appointment.
Reassigning from the Meld
Step 1:
Open the Meld that you need to reassign.
Step 2:
Click Reassign.
Step 3:
Under Select assignees click 'X' to remove current assignee.
NOTE: You cannot assign multiple Vendors or any combination of Maintenance Users and Vendors to the same Meld.
Step 4:
Click within the Select assignees field to select different Vendor or Maintenance Technician.
Step 5:
Click Assign to select different Vendor or Maintenance Technician.
NOTE:
- Both Vendors/Maintenance Users will be notified of the Meld reassignment.
- Any files or communication by the original Maintenance User(s) will not be accessible by the newly assigned Maintenance User(s).