assign order

Assign Order Action

Assign an unassigned order to a notary professional.

How to Assign

Automatic Assignment

  1. Click "Auto-Assign" button
  2. System selects based on:
    • Geographic proximity
    • Current workload
    • Availability
    • Specialization matching

Manual Assignment

  1. Click "Assign" button
  2. Select from list of available notaries
  3. Review notary details:
    • Current orders
    • Average rating
    • Distance to location
  4. Click "Confirm Assignment"

Assignment Factors

Considerations

  • Location: Choose closest notary for mobile orders
  • Workload: Balance assignments evenly
  • Specialization: Some notaries specialize in certain services
  • Availability: Check notary's schedule
  • Client Preference: Honor specific requests

Notary Information Displayed

  • Name and photo
  • Distance from service location
  • Current active orders
  • Special certifications
  • Average rating/reviews

After Assignment

Notary Notifications

  • Email notification sent immediately
  • SMS notification if enabled
  • Calendar updated with appointment
  • Mobile app notification

Client Notifications

  • Assigned notary's contact info
  • Appointment confirmation
  • Professional bio if requested

Reassignment

When to Reassign

  • Notary becomes unavailable
  • Client requests different notary
  • Geographic issues arise
  • Special requirements emerge

Reassignment Process

  1. Click "Reassign" on order
  2. Select new notary
  3. Add reason for change
  4. Notify all parties
  5. Update calendar if needed

Best Practices

  • Assign orders as soon as possible
  • Consider notary's current workload
  • Check geographic proximity for mobile orders
  • Document any special requirements
  • Confirm notary availability before assignment