Assigning a survey

A job’s assignment answers one question — who’s carrying this out — with three possible states: one of your own surveyors, nobody yet, or a contractor organisation.

What it is

Assignment is a single create-time (or later, drawer-time) choice: Assign now with a surveyor picked from your team, Assign now left as Unassigned, or Assign now to a contractor organisation you hold an active grant with. Choosing a contractor clears any surveyor assignment and vice versa — the two are mutually exclusive at the point you set them, though a job farmed out to a contractor can later end up assigned to a specific surveyor once the contractor’s own manager claims and assigns it on their side.

Before you start

Assigning or reassigning a job needs workOrders permission at Edit level or above. Assigning to a contractor needs an active invite grant with that organisation — see The contractor directory.

How to do it

1. On New survey or an existing job’s Assignment & costs tab, expand or open Assign now.
2. Choose Your own surveyor and pick a name, or leave it as Unassigned to decide later.
3. Choose A contractor organisation instead and pick from the organisations you hold an active grant with.
4. Save. An unassigned job sits in the Schedule view’s unassigned tray until someone picks it up; an assigned job appears in that surveyor’s inbox in the capture app.

How it integrates

Only roles that can actually open the survey wizard — not the stripped operative works-jobs view — are offered as assignees for a survey-kind job; the eligible-assignee list is filtered accordingly. If a contractor grant is revoked between when you opened the form and when you save, the assignment fails closed rather than silently binding to a stale grant — reselect a currently active contractor and try again. Moving a scheduled appointment never rewinds a job that’s already in progress back to a “scheduled” state. See Assigning surveyors and operatives in Scheduling for the drag-and-drop version of the same assignment, and Dispatching work to a contractor for what a contractor organisation sees once assigned.

Common problems

• The contractor I want isn’t in the list. You need an active invite grant with them first — see The contractor directory and Invite codes and grants.
• I assigned a job to a contractor but it still shows in my own team’s Unassigned tray. Check the assignment actually saved on Assignment & costs — a contractor assignment should clear your own team from the picture entirely.
• The surveyor I picked doesn’t see the job. Confirm they’re signed into the correct organisation profile in the capture app, and that the assignment change has synced.