Reallocate a Defect

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.

To reallocate a defect:

1. 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.
2. 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.
3. 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.
4. Click for the defect that you want to action.
5. On the Snag Actions or Item Actions window, click either Reallocate Snag or Reallocate Item.
6. 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.
7. In the Additional Comments field, enter some notes, such as the reason for reallocating the defect to the selected contact.
8. On the Response Required By field, click and select a date when you want the recipient to provide a response by.
9. Click Submit.
   The contact that you have selected to reallocate the defect to receives an email notification.