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Re-assign a survey

This guide provides instructions to re-assign a survey to a different surveyor.

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Written by Support
Updated over 5 months ago

This step is only available on desktop for users with the “Assign Survey” permission.

1. Click "Survey" in the top menu of the screen.

2. Select the asset from the Surveys List that you wish to reassign.

3. This will open a new window displaying the asset details. Click the pencil icon near the address at the top.

4. In the pop-up window, click “Surveyor” to view the list of available surveyors

5. Then select the desired surveyor from the dropdown menu.

6. Click the green “Save” button to confirm the reassignment.

7. A confirmation message, “Survey edited successfully,” will appear at the bottom of the screen.

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