Reassign a Trip
You can reassign trips to other dates/times or other technicians using the Dispatch Board.
The following details how to reassign a trip using the Dispatch Board.
- Open SM Dispatch Board and select the Dispatch Board to work with.
- In the calendar pane, select the trip to reassign.
- Drag the trip from the current Technician and Date/Time (depending on selected
view) and drop it on the new Date/Time or the new Technician and Date/Time.Note: If the trip status is In Progress, En Route, Arrived, or Incomplete, you cannot use the drag-and-drop function. You must manually change the technician, date, or time in SM Trips.
If you are working with multiple boards, you can drag a trip from one board to another; however, both the source and destination boards must exist in the same SM company.