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Once everything is set up and the crews have been informed to start this new workflow, we can check on it’s its progress through searching and reporting.
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When managing work records, we can instruct crews to focus on work that is has with a scheduled status of scheduled , and the crew value is set assigned to them, . Then start performing work on a first in/first out basis by the scheduled date, unless otherwise trumped by a higher Priority. If the work record is still Requested , or it is not assigned to themthat crew, they should not perform the work.
Reports /and Quick filters can should be set up to help highlight when and what work is to be performed each day or week.
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Setup
When creating work records in advance, we can set up the work type, but leave the status as Requested and/or the Crew as TBD until the work is to be performed. That way the crews won’t see the work in reports/filters but then you have a way to find work to schedule.
Crew: Work can be pre-planned without triggering any crew or contractor action by using a "TBD" crew. Once the work is ready to be done, you can isolate and edit or batch edit the work to assign the crew and change the status to "Scheduled", with a date, if other than that today (which is the default).
Status: Requested, Scheduled, Completed. When work is first initiated the status of Requested can be used. The Crew can be set to TBD, or the actual Crew can be used. Internal Crews and Contractors can be instructed to ignore "Requested" work... Only "Scheduled" work that is assigned to them should be addressed as actionable.
Priority: Can This can be used to promote notify a crew or contractor to address certain work records that this work needs to be addressed before others.
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Group Quick Filter
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