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