Office
Pages
  1. Process an enquiry into a customer
  2. Set up a customer, home and quote
  3. Plan and assign visits
  4. Manage operatives and assignments
  5. Review evidence and approve hours
  6. Review invoices and match payments
  7. Use self-bills, reports and Xero records
  8. Screen reference
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Guide › Office Administrator

Internal training

User guide · Office Administrator

Manage operatives and assignments

Review field-team records and the assignment list used to connect people with visits.

Office AdministratorStep-by-step instructions

Open the operative list

Office Administrator

1Step 1 of 4

The list shows the field workers available within the partner operation.

  1. Find the operative whose details or work allocation needs review.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can open an operative record within the partner boundary.

Office · Operatives01

Review an operative

Office Administrator

2Step 2 of 4

The detail page contains the operative's current business record.

  1. Check the operative and current state before using edit or lifecycle actions.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You are reviewing the intended operative.

Office · Operatives02

Open visit assignments

Office Administrator

3Step 3 of 4

The assignment list provides a record-centred view of who is linked to each visit.

  1. Search for the visit or operative and open the matching assignment.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can trace an operative-to-visit assignment.

Office · Operatives03

Review an assignment

Office Administrator

4Step 4 of 4

The assignment detail is the audit-friendly record of that connection.

  1. Confirm the visit and operative before editing or withdrawing an assignment.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The assignment record identifies both sides of the relationship.

Office · Operatives04
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