Work crews and contractors are often relied upon to find the appropriate work that’s been assigned to them within the TreeKeeper software. This can become increasingly difficult when steps have not been taken to ensure their tasks are as simple as possible.
When creating and assigning work records, properly assiging a work record’s “Project”, “Work Type”, “Crew”, “Status” and “Priority” will provide confidence that the appropriate work gets performed by the appropriate crews without hesitation.
Once an effective workflow has been put in place, we can also check on its progress through searching and reporting much more easily!
A Working Example
Instructions to Crews
We recommend instructing crews and contractors that work should only be actionable when the Crew is assigned to them and the Status is set to Scheduled. Additionally, we would recommend instructing crews and contractors to prioritize their work using the Scheduled Date (first in/first out), unless trumped by Priority.
Alert Quick Filters and/or Reports can be set up to help crews more easily find the work that’s been scheduled for them to complete. These would incorporate using a criteria of Crew = “their crew”, and Status = “Scheduled”.
Setup
When creating work records in advance, we recommend assigning the Project and Work Type, but leaving the Status as Requested and/or the Crew as “To Be Determined” until the work is ready to be performed.
Crew: Work can be pre-planned without triggering any crew or contractor action by using a "To Be Determined" or “TBD” Crew list value. Once the work is ready to be assigned, you can isolate and edit or batcg (global) edit the work records to assign the Crew and change the Status to "Scheduled" with a Scheduled Date.
Status (Requested, Scheduled, Completed): When future work is being planned, a work record having a Status of “Requested” can be created. The Crew can be set to “TBD”, and the actual Crew can be assigned or not. 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: This can be used to signal to a crew or contractor that certain work should be completed before other work.
Group Quick Filter
A Group can be created that has all the users of a particular crew. Once this group is created, a Quick Filter can be created and made accessible by only users assigned to that group. This Quick Filter should be constructed to only return Scheduled work records assigned to those group members (or crew).
When crews/contractors log in, if this filter is the first thing they run, they’ll have a quick list of all the work scheduled to be performed by them and no other work.
Group Management: Group Management
Quick Filters: Quick Filters