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WO/SR Notification and Auto-Assignment by Asset Class

Notification and auto-assignment can be enabled by asset classes for work orders (WO) and service requests (SR). For instance, a problem is reported as a service request for a pump, teams responsible for pumps receive email notification about the problem. The new service request may also be auto-assigned to a team for pump maintenance by configuration discussed below.

1. Find the Menu

Use the menu tree to search all menu related to notification below:

  • Menu: Organization | Codes | Classes - to define asset classes.
  • Menu: Organization | ACL Profiles | Notification by Class - to define auto-assignment and notification by user/team/class.

2. Set up Auto-Assignment

Define auto-assignment from the menu of "Notification by Class".

  • Click the button "Add User" of the notification list to add a user by class and site.
  • Edit the user row to set "Assign to WO" or "Assign to SR" to Checked.
    • If "Assign to WO" is not checked, the auto-assignment will not be activated for this user.
    • If "Assign to SR" is not checked, the auto-assignment will not be activated for this user.
  • Click the button "Add Team" button to configure a team for auto-assignment.
  • That is all for the setup. Calem will do the auto-assignment when 1) a WO/SR is created with an asset with class code; or 2) the asset class code of a WO/SR is modified.

 3. Auto-Assignment by Specialty vs. by Class

Auto-assignment by specialty is available - see this blog

  • Specialty auto-assignment takes precedence over class when applicable. 
  • For instance, a work order has a specialty code assigned, the team associated with specialty code will be assigned to the WO when applicable. Otherwise, the teams configured for the asset class will be selected when applicable.
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