User Guide: Peer-to-Peer and Manager-Directed Reassignment

Last updated: January 15, 2026

---

Overview

This guide covers how inspection assignments can be swapped between inspectors or reassigned by managers. It includes dashboard updates, notification flows, and tracking of assignment changes.

---

Types of Reassignment

1. Inspector Request (Require Reassignment)

An inspector flags that they cannot complete an assignment:

• Inspector marks inspection as "Require Reassignment"
• Manager receives notification
• Manager assigns to different inspector

2. Manager-Directed Reassignment

A manager changes an assignment directly:

• Manager identifies need for reassignment
• Manager selects new inspector
• Both inspectors notified

3. Peer-to-Peer Swap (Future Feature)

Direct swap between two inspectors:

• Two inspectors agree to swap
• Both confirm the exchange
• System updates assignments

Note: Direct peer-to-peer swapping is planned for a future release.

---

For Inspectors: Requesting Reassignment

When to Request

Request reassignment when you:

• Have a schedule conflict
• Are ill or have an emergency
• Have vehicle/equipment issues
• Realize you lack required certification
• Identify a safety concern

How to Request

1. Open the Calendar App
2. Find your assigned inspection
3. Click on the inspection to open details
4. Click the Status dropdown or three-dot menu
5. Select "Require Reassignment"
6. Add any notes explaining the situation (recommended)
7. Save the change

What Happens Next

1. Your manager receives notification
2. Inspection status changes to "Require Reassignment"
3. Manager reviews and assigns to another inspector
4. You receive confirmation when reassigned
5. The new inspector receives assignment notification

Timing Considerations

---

For Managers: Handling Reassignment Requests

Viewing Pending Reassignments

1. Open Calendar App
2. Look for notification badge or alerts
3. Navigate to Appointments or Inspections
4. Filter by status: "Require Reassignment"
5. Review all pending reassignment requests

Evaluating Reassignment Requests

Consider:

• Reason for request (if provided)
• Urgency of the inspection
• Available inspectors
• Inspector workloads
• Geographic coverage
• Certifications required

Selecting a New Inspector

1. Click on the inspection needing reassignment
2. Click "Reassign" or "Change Inspector"
3. The Select Inspector modal opens showing:
   • Available inspectors
   • Their current workload
   • Coverage zones (tax maps)
   • Specialties/certifications
4. Search or scroll to find suitable inspector
5. Click to select the inspector
6. Click "Assign" or "Confirm"

Select Inspector Modal

The modal includes a search field and radio button selection with Cancel and Assign buttons.

Completing the Reassignment

After selecting the new inspector:

1. Inspection is reassigned
2. Original inspector's schedule updates
3. New inspector's schedule updates
4. Both inspectors receive notifications
5. Activity log records the change

---

Dashboard Updates

For Original Inspector

When your inspection is reassigned:

• Inspection disappears from your schedule
• Your route map updates
• Daily inspection count decreases
• Notification confirms removal

For New Inspector

When an inspection is assigned to you:

• Inspection appears on your schedule
• Route map updates with new stop
• Daily inspection count increases
• Notification provides details

For Managers

Manager dashboard shows:

• Pending reassignment requests
• Recent reassignment actions
• Inspector workload distribution
• Coverage gaps (if any)

---

Notification Flow

Reassignment Request Submitted

To Manager:

Subject: Reassignment Requested - [Inspector Name]

[Inspector Name] has requested reassignment for:

• Inspection: Foundation Inspection
• Address: 123 Main St
• Time: 9:00 AM

Please assign to another inspector.

Reassignment Completed

To Original Inspector:

Subject: Inspection Reassigned

The following inspection has been reassigned:

• Foundation Inspection at 123 Main St
• Original Time: 9:00 AM

This inspection has been removed from your schedule.

To New Inspector:

Subject: New Inspection Assigned

You have been assigned a new inspection:

• Foundation Inspection at 123 Main St
• Time: 9:00 AM
• Permit #: BP-2025-001234

Check your schedule for details.

---

Tracking Reassignment History

Activity Log

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

Reassignment Reports

Managers can generate reports showing:

• Total reassignments by date range
• Reassignments by inspector
• Most common reassignment reasons
• Average time to process reassignment

---

Best Practices

For Inspectors

1. Request early - Don't wait until the last minute
2. Provide reasons - Help your manager understand the situation
3. Be available - You may receive different assignments
4. Follow up - Confirm reassignment was processed
5. Emergencies - Call your manager directly for urgent situations

For Managers

1. Check regularly - Review reassignment requests frequently
2. Balance workloads - Distribute fairly among team
3. Consider zones - Assign to inspectors covering the area
4. Document reasons - Keep notes for patterns
5. Communicate - Acknowledge requests quickly

---

Future: Peer-to-Peer Swaps

Planned feature allowing direct inspector swaps:

How It Will Work:

1. Inspector A initiates swap request for specific inspection
2. Inspector A selects one of their inspections to offer
3. Inspector B reviews and accepts/declines
4. If accepted, system swaps both assignments
5. Both inspectors notified
6. Manager notified of swap

Benefits:

• Faster resolution
• Inspector autonomy
• Reduced manager workload
• Flexible scheduling

---

Troubleshooting

Q: I requested reassignment but nothing happened. A:

1. Verify status changed to "Require Reassignment"
2. Check if manager was notified
3. Contact manager directly if urgent
4. May take time if manager is busy

Q: I was reassigned an inspection but I'm not available. A:

1. Request reassignment yourself
2. Contact manager immediately
3. Explain your availability
4. Manager will reassign to someone else

Q: The inspector I want to assign to isn't showing. A: The inspector may be:

• Not available (time-off, sick)
• Not certified for this inspection type
• Not assigned to this tax map zone
• Already at capacity

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

---

Related Features

• Inspector Assignment & Reassignment - Initial assignment process
• Inspector Scheduling & Route - Daily schedule management
• Calendar Permissions - Who can reassign

---

Technical Notes

Reassignment Workflow:

• Status field tracks reassignment state
• Activity log captures all changes
• Notifications triggered on status change
• Route optimization recalculates for affected inspectors

Component Location:

• Select Inspector Modal: /apps/calendar-app/src/pages/Calendar/components/RouteMapTab/components/SelectInspectorModal/

---

For additional assistance, contact your System Administrator.