Overview
This feature allows Admin Users to quickly reassign multiple Job Cards from one technician to another.
Use this feature primarily when technicians need to be swapped on a weekly basis.
This helps to:
Rotate technicians between sites
Prevent technicians from becoming assigned to the same site long-term
Ensure more accurate and balanced data reporting
Maintain fair workload distribution
This feature is role based. Kindly contact [email protected] to assign the role to your profile.
Help Video Below:
Step-by-Step Guide
1. Go to Scheduling
2. Open the Week View.
3. Select the current technician
4. Select the From Date and To Date (the date range during which the jobs should be swapped)
5. Choose new Technician
6. Tick the Exclude Recurring Jobs if necessary, This will exclude any recurring jobs that should remain assigned to the current technician and must not be moved to the other technician.
7. Then click Submit.
This will now change the jobs from the one to the other.
Job Eligibility & System Conflicts
Only eligible jobs will be available for swapping.
Completed jobs will not be available for swapping and should not appear as selectable.
Multi-day bookings will not move if there are any conflicts on any of the scheduled days.
The system will automatically indicate any jobs that cannot be reassigned.
Common conflict examples:
The technician is already booked by another branch (if linked to more than one branch).
The technician is unavailable during the selected date or time.
A job conflicts with an existing booking.
If a job cannot be moved due to a conflict, it will also display under the other technician’s tab, clearly indicating the issue.
You will not be able to submit the swap if there are any conflicts.
All conflicts must be resolved before the swap can be completed.
Swapping Job Cards Directly from the Day View
The Job Card Swap feature is also accessible directly from the daily schedule view.
To use this option:
Navigate to the specific day in the scheduling view.
Click on the date where the swap needs to take place.
The system will automatically populate the From Date and To Date fields with the selected date.
You can then proceed with the swap process for that specific day.
This method is ideal for same-day changes or quick adjustments without needing to manually set the date range.