Stakeout / PI / Request and plan · Admin / Client
Review the plan and assign a worker
Administrators choose the responsible person before field work begins.
Review the saved request
Open the assignment and check its client, purpose, address, descriptions and instructions. Open Admin Actions → Edit Details & Schedule and use Save Assignment Plan to make corrections. After a visit is recorded, enter a reason for the change; saved visit evidence stays intact.
Look for: Edit Details & Schedule
Assign the field worker
In Admin Actions, open Assign Investigator / Field Worker, select an existing company administrator or process-server account and choose Assign. For an assigned request, use Reassign Investigator / Field Worker. The assignment becomes In Progress. Only the assigned worker can record its field visits.
Look for: Assign Investigator / Field Worker
Follow the arrival and updates
Open Field Visits & Photos to follow recorded work. New-update badges identify assignments with unread alerts. Arrival emails are queued for active administrators and linked client accounts when a visit starts; check Stakeout start emails for delivery status.
Look for: Field Visits & Photos / Stakeout start emails
Email delivery depends on the company’s email setup. Provider acceptance does not guarantee inbox delivery; check the assignment directly for current updates.