For many users there’s a problem not knowing who to send a job to because the list is too long, and who to send to depends on factors such as time of the day, machine, priority, weekday etc. Recognize the problem? Luckily you can add rules for responsible, a function that provide users with right responsible according to your settings.
To start using it, go to System settings and Responsibles rules under Jobs. Here you set up rules to let different teams be responsible for fault reports on weekends, safety organization for incidents, etc. The list is sorted according to your wish of the assignment, from top to bottom.
I’d like the group Mechanics to be responsible for all jobs with categories Fault Report and Order.
This is how I set Responsibles rules:
- In the field for Suggested person or group, I set Mechanics
- At the tab Job categories, I uncheck the box Any category, and add Fault report and Order
- Jobs with these categories should only be sent to Mechanics, therefore I check the box Do not process subsequent rules. This means that MaintMaster won’t take the following rules in consideration when a job with category Fault report or Order is created.
When you’ve done as me it’s easy to test to make sure you get the result you want. Order a job with category Fault report or Order and you’ll see that you no longer need to choose responsible.
Of course, you can continue to add rules that you’d like to have. Our recommendation is always to test in your Sandbox first and then implement in your live system. If you have questions, you’re welcome to contact me and my team.
/ Erik Söderberg, MaintMaster support