Assigning Tasks to a Vendor

Assign a task to a vendor and understand follow-up notifications.

Once you've added a third party vendor to OwlOps you can send requests to assign a task (click here for instructions on how to set up a vendor).

When tasks are assigned to a vendor, they are also always assigned to an internal person to keep track of vendor responses.

To assign a requested task to a vendor, follow these steps: 

Steps:

1. From the homescreen, choose the type of task you are assigning. 
   
   
   
   
2. Fill out the task information form like you would for any other task entry. In the Vendor drop-down, select the vendor you would like to assign the task to. 
   
   
   
   
3. The vendor will be notified of the task request and has a few options to reply. 
   
   
   
   A. View Task - automatically opens the OwlOps app where they can see all the details relating to the task they've been assigned.
   B. Acknowledge Receipt - updates the task in the OwlOps app and lets you know they've received the request.
   C. Decline Receipt - updates the task in OwlOps and lets you know that they are unable to complete the request. 
   D. Click to Schedule - updates the task in the OwlOps app and lets you know the vendor has scheduled a time to come.
   E. View All Open Tasks - automatically logs you in to OwlOps to view all open tasks.
   F. Help for Vendors - brings the vendor back to the Knowledge Base.
   
   
4. You will receive a notification to your email (or SMS) when the vendor replies with an update.