Work order management by teams has been boosted by new team forms in Calem R21b (released in June of 2021). Here are the steps to manage work orders by teams:
- Define teams for functional groups - see this blog
- Assign a user or team to a work order from a work order form.
- Assign a user to a work order from weekly scheduling form - see this blog
- Set up auto-assignment by specialty of work orders - see this blog.
1. My Team Assignment
Once a work order is assigned a user or a team. A login user may use the following menu to find work orders assigned to his or her teams.
- A team member can launch Work Order | My WO | My Team Assignment to view work orders assigned to his teams.
- The team member can use "My Team Completed (Not Accepted)" to review completed work orders by his teams.
To sum up the following forms can be used with other features in Calem to streamline work order management by teams.
- Define teams for functional groups - see this blog
- Define auto-assignment by specialty - see this blog
- Use weekly scheduler to assign work orders to users - see this blog
- Define and generate user availability through scheduling - see this blog.
2. WO Notification by Team
Work order notification by team is provided in Calem based on team settings.
- A team screenshot below is used for demonstration (Menu path: Org | Settings | Teams).
- Have "Notify Member" (1) checked to notify each team member in the list (4).
- Populate "Lead" (2) of team for the lead to receive notifications.
- Populate "Team email" (3) for notifications if team email is available.
Additional Resources