Stakeout / PI / Request and plan · Admin / Client

Manage an assignment as an administrator

Find the controls for editing, reassigning, cancellation and review in one place.

01

Open Admin Actions

Use Admin Actions on an assignment card, or open the assignment to find the panel near the top. Edit Details & Schedule updates the plan and priority. Once field work exists, a reason is required. Admin change history retains the previous values; visit evidence stays intact.

Look for: Edit Details & Schedule

02

Reassign or cancel work

Use Reassign Investigator / Field Worker to change the responsible person. Reassignment closes any open visit. To cancel, open Cancel Assignment, enter an admin-only reason and confirm. If a visit is open, also confirm its administrative closure. Documents, photos and visits are retained.

Look for: Reassign / Cancel Assignment

03

Reopen or continue to review

Cancelled assignments appear in the Cancelled tab. Reopen Assignment requires a reason and resumes with an active assigned worker, or returns the request for assignment. For active jobs, use Prepare / Submit Report; after findings are submitted, Review / Release Report appears. Completion follows report release.

Look for: Reopen Assignment / Review / Release Report

Cancellation and reopening send in-app updates to the linked client, administrators and assigned worker. Private administrative reasons are not included in those updates.