If authorized, you can reallocate a defect to another project contact to investigate.
Note: To reallocate multiple defects in one operation you can use the Bulk Edit feature. For information, see
Update Multiple Defects.
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Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the
Personal Zone.
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Click either the Snagging or Punch Lists tab, depending on your territory.
If the Snagging or Punch Lists tab is not visible on the header band, click
more to display additional menu items.
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Click
Search to display all defects for the project.
If there are many defects, you can apply one or more filters, including work package, status, type, location group, or location. You can also click
Extra Filters to apply additional filters, such as defect type, recipient, organization, and several date options.
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Click
for the defect that you want to action.
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On the Snag Actions or Item Actions window, click either
Reallocate Snag or
Reallocate Item.
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On the Review Snag or Review Item window, use the
Select Recipient field to enter the name of the person that you want to reassign the defect to. As you type, a list of matching contacts displays, and you can click a contact to select them.
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In the
Additional Comments field, enter some notes, such as the reason for reallocating the defect to the selected contact.
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On the
Response Required By field, click
and select a date when you want the recipient to provide a response by.
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Click
Submit.
The contact that you have selected to reallocate the defect to receives an email notification.