Assigning a clerk
James avatar
Written by James
Updated over a week ago

If you have a Team+ plan with more than one user capable of completing reports, you can choose which clerk to assign inspections to from the Inspection page.

Click on any of the highlighted areas to assign a Clerk or change the assigned Clerk. This will take you to the Edit Inspection page.

Select the clerk to assign from the dropdown, or click on any time slot within the calendar grid to assign and designate an appointment time together.

On the Agenda View (Inspections > Agenda tab), it is also possible to re-assign a booking from one clerk to the other by simply dragging and dropping the existing appointment to the appropriate clerk

If you need to change any further information regarding the booking, click on the appointment on the agenda view to be directed to the Info tab of the inspection.

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