Follow the steps below to assign a maintenance request in FMX.
During the request creation process
1. You may assign a request to a user with the correct 'Can be Assigned' permissions from the Assigned to drop-down list on the request creation form.
Assigning a request after creation
1. To retroactively assign a request, find the request you wish to assign (on the calendar or in the requests grid accessed via the left sidebar), and then click the Assign icon.
From the calendar
From the grid view
2. Select which user(s) to assign the request to.
You also have the options to select if the work on the response is outsourced and any equipment items associated with the work.
3. Click the Assign button and the assigned user(s) will receive an email indicating that they have been assigned to the request.
Reassigning a Request
You will have the ability to 'Reassign' a request after it has been assigned. To do so, follow the same process outlined above, this time replacing the original assigned user with the new assigned user.
Then, click the 'Reassign' button after choosing new assigned users.
Note: If the user has not activated their account or if their user type does not have "can be assigned" permissions, they will not appear on the "assign to" drop down list. These permissions can be found in the users 'User Type Permissions'.