Inspector Assignment & Reassignment

The Inspector Assignment & Reassignment feature allows inspectors to flag scheduling conflicts and request reassignment before their workday begins. This ensures inspections are completed even when an assigned inspector is unavailable.

Key Features

• Reassignment Requests - Inspectors can flag conflicts before 8 AM
• Manager Notification - Supervisors are alerted to pending reassignments
• Cutoff Enforcement - Same-day changes require early notification
• Audit Trail - All assignment changes are tracked

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For Inspectors

Understanding Your Daily Assignments

Each morning, your inspection assignments are visible in:

• The Calendar App dashboard
• Your email notifications (if configured)
• The mobile inspection interface

Your assignments include:

• Property address and location
• Permit type and inspection type
• Scheduled time window
• Applicant contact information
• Special notes or instructions

When to Request Reassignment

Request reassignment when you have:

• Personal conflict - Appointment, illness, emergency
• Vehicle/equipment issues - Unable to travel to site
• Geographic conflict - Other urgent inspections in different area
• Certification issue - Inspection requires certification you don't hold
• Safety concern - Known site hazard requiring different preparation

How to Request Reassignment

Step 1: Identify the Inspection

1. Open the Calendar App or mobile interface
2. Navigate to your assigned inspections for the day
3. Locate the inspection you cannot complete

Step 2: Change Status to Request Reassignment

1. Click on the inspection appointment
2. Click the three-dot menu or Status dropdown
3. Select "Require Reassignment" status
4. A notification is queued to your manager

Step 3: Provide Reason (If Available)

If a reason field is displayed:

1. Select the reason category (conflict, illness, equipment, etc.)
2. Add any relevant notes
3. Click Save or Submit

Note: The detailed reason field is planned for a future release. Currently, inspectors should message their manager directly with specifics.

Cutoff Time for Same-Day Changes

Same-day reassignment requests must be submitted before 8:00 AM.

After Requesting Reassignment

Once you've requested reassignment:

1. Check for confirmation - Your manager may approve or contact you
2. Monitor your schedule - The inspection may be removed from your queue
3. Stay available - You may be reassigned other inspections instead
4. Follow up if needed - If you don't hear back, contact your manager

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For Managers / Supervisors

Receiving Reassignment Notifications

When an inspector requests reassignment:

• You'll receive a notification (email/in-app)
• The inspection shows "Require Reassignment" status
• The inspector's name and reason appear in the notification

Handling Reassignment Requests

Option 1: Reassign to Another Inspector

1. Open the inspection appointment
2. Click "Reassign Inspector" or access the inspector selection
3. Review available inspectors:
   • See who's available for that time slot
   • See who covers that tax map zone
   • See workload distribution
4. Select the new inspector
5. Confirm the reassignment
6. Both inspectors are notified of the change

Option 2: Attempt to Resolve with Original Inspector

1. Contact the inspector directly
2. Discuss the conflict
3. If resolved, the inspector can remove the reassignment request
4. No change is made to assignments

Option 3: Reschedule the Inspection

1. If no inspectors are available
2. Contact the applicant/citizen
3. Reschedule to a different date/time
4. Update the appointment accordingly

Viewing Reassignment Requests

To see all pending reassignments:

1. Open Calendar App
2. Go to Inspections or Appointments view
3. Filter by status: "Require Reassignment"
4. See all inspections needing attention

Using the Route Map for Reassignment

The Route Map view helps optimize reassignments:

1. Open Calendar App > Route Map tab
2. See inspector locations and routes
3. Identify inspectors near the property
4. Consider travel time and workload
5. Use Select Inspector Modal to choose

Select Inspector Modal

When reassigning, the modal shows:

• Search by inspector name
• See inspector specialties (Building, Fire, etc.)
• See property type coverage
• Infinite scroll for large teams
• Radio button selection

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Tracking Reassignment History

Activity Log

All reassignments are tracked in the inspection's activity log:

Visible Information:

• Original inspector assignment
• Who requested reassignment (and when)
• Who approved/made the reassignment
• New inspector assignment
• Timestamp of each action

Reassignment Detail View

Located in: Inspections > Activity Log > Reassignment History

Shows:

• Complete chain of custody
• Reason for each reassignment (when provided)
• Manager who approved changes
• Time elapsed between request and reassignment

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Best Practices

For Inspectors

1. Request early - Submit before 8 AM for same-day conflicts
2. Be specific - Provide clear reason for reassignment
3. Stay reachable - Manager may have questions
4. Check your schedule - May receive different assignments
5. Emergency only for late requests - After 8 AM, only true emergencies

For Managers

1. Check notifications early - Review before 8 AM
2. Consider workload - Don't overload the reassigned inspector
3. Geographic efficiency - Assign to inspectors already in the area
4. Document patterns - Track frequent reassignment requests
5. Communicate changes - Ensure both inspectors are notified

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Troubleshooting

For Inspectors

Q: I can't find the "Require Reassignment" status option. A: The option may be:

• Only available before cutoff time
• Restricted based on your role
• Located in a different menu (check three-dot menu)

Q: My manager didn't respond to my request. What do I do? A:

1. Contact your manager directly (phone/email)
2. If urgent, escalate to another supervisor
3. Document the situation for records

Q: Can I request reassignment after 8 AM? A: After cutoff, contact your manager directly. The system may not allow status change, but the manager can manually reassign.

For Managers

Q: I need to reassign but no inspectors are available. A:

1. Check other tax map zones for available inspectors
2. Consider rescheduling the inspection
3. Review upcoming days for better availability
4. Contact the citizen about delay

Q: How do I undo a reassignment? A: Simply reassign the inspection back to the original inspector using the same process.

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Related Features

• Inspector Scheduling & Route Optimization
• Rescheduling & Bulk Actions
• Zone Management