Has anyone had issues with crew leaders that were previously assigned to a route, sticking as the crew leader on future work tickets, even after changing the crew leader on the assigned route?… Even though that crew leader is not an active employee?
Question
Issues with Previous Route Assigned crew leaders sticking to future work tickets on recurring schedules
+2
- Employee
The issue happens because updating the Crew Leader (CL) on the Route detail screen does not automatically update the CL on work tickets that are already scheduled as visits.
When work tickets are generated after winning an opportunity, and subsequently scheduled , the CL assigned to that specific scheduled ticket (Visit) is saved. If the CL changes on the route, you must update the CL on each scheduled work ticket manually.
The problem is compounded if the employee is inactive, as deactivated employee records are generally removed from new search lists but cannot be deleted for historical purposes. Best practice when offboarding a CL is ensuring all their existing scheduled work tickets are reassigned to an active CL before the former employee's user or contact record is deactivated
Only way to clean this up would be by editing / redoing the existing recurring schedule.
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