To assign a permit request (either to yourself or another user) from the Dashboard page, check the boxes next to the relevant permit requests and then click the Assign To button at the top left of the list:
A dropdown list will appear showing the different users the request(s) can be assigned to. Click on the relevant option to complete the assignment:
A popup box will appear asking to confirm the selection. Click Save to continue, then OK to close the window:
To assign a permit request from the Job screen, select the Assign button from the left-hand side:
A popup box will appear with a dropdown list of users - select the relevant user from the list and then click Save:
To unassign or reassign a permit request which has already been assigned to a user, go to the Job screen and on the left-hand side, select either the Unassign or Re-assign button:
Unassigning will leave the permit without a managing user until it is assigned again, whereas reassigning will immediately transfer ownership of it to another user, using the same process as above.
If you open an unassigned permit request and begin working on it, the system will automatically assign it to you.