Skip to main content

Transfer work orders

Transferring multiple work orders from one person to another (role change, summer temp, or when someone retires) ensures continuity.

Updated over 2 months ago

When an employee retires or leaves their position, it’s important to make sure all work orders are reassigned to the appropriate person. This can be done directly in the system using the Actions feature.

✅ How to Transfer Work Orders to a New Person

  1. Go to the Work orders/Routines table

  2. Filter by the employee who is leaving

  3. Use the filter function to display all work orders assigned to that person

  4. Select all relevant work orders

    • You can use the checkbox at the top to select all at once

  5. Click on Actions

  6. Choose the action Assign to

  7. Select the new person who will take over the work orders and then Apply

✅ The work orders are now reassigned to the new person, ensuring a smooth transition and continued workflow.

Did this answer your question?