Stakeout / PI / Request and plan · Admin / Client
Create a Stakeout / PI request
Describe the work clearly so the administrator can review and assign it.
Start a separate or linked request
Open Stakeout / PI Jobs → New Stakeout / PI Request. To connect the work to a service job, open that job and choose Request Stakeout / PI Work. Administrators select the client; client requests belong to their linked client record.
Look for: + New Stakeout / PI Request
Describe and plan the assignment
Choose Stakeout or PI field assignment. Enter the person or business, location, purpose, requested observations and instructions. Add a case reference, relevant identifying or vehicle details, and an optional planned start, end and field hours. Use the timezone shown on the form.
Look for: Assignment type / Plan the field work
Attach the papers and submit
Choose Standard or Urgent priority. Attach supporting PDFs if needed: up to 10 files and 25 MB total. Check the authorization confirmation and choose Submit Stakeout / PI Request. Open the saved assignment to verify the details.
Look for: Submit Stakeout / PI Request
Documents from a linked service job are not copied automatically. Attach the papers needed for this assignment. Planned hours are a planning reference.