How to Accept, Schedule, and Assign a Scope (Vendor Administrators)?

When a scope is needed for a home, the Pathlight Resource Manager will create a scope walk in our system and dispatch the scope to you in the Scopesey App/Web Portal. In order to start a scope, the scope walk must be scheduled.

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1. View new scope requests by viewing the "Job List" section.
2. Select "New" tab
3. Make acceptance decision by clicking on the green check mark and selecting the desired scheduled date.
   • If you’d like to accept the task, select “Confirm”. You can also select the employee or contractor to whom you would like to assign the task at this time. 
   • If you want to decline the task, select the orange X icon and provide a brief reason for declining the work.