Follow these instructions to assign a Defect to a Vendor, Mechanic, or External Third-Party.
Step 1:
Select the Maintenance tab > Defects.
Step 2:
Your list will indicate which defects have not yet been assigned under the 'Work Order' column.
Simply select the 'Assign' button to reveal a list of all Vendors, Mechanics, and third-party users in Whip Around. Select which party this Defect should be assigned to.
Step 3:
The assigned user will receive an email from the Whip Around system with a link to view the Defect. Once assigned, the user can comment on the Defect, change the status of the Defect, and upload documents (such as receipts or parts ordered, etc.).
Note: All comments and status changes are name, time, and date stamped for compliance.
To Change an Assigned User
Follow Step 1 and select which Defect you need to reassign a mechanic to.
Use the pencil icon to edit the assignee. Click Assign Defect once done.
