To streamline the process of creating Work Orders or PMs, agencies can associate employees who supervise a particular task in a certain work zone with related Task Setup records.
Then, when a user adds that Task to a Work Order or PM/Template as a Main Task, Lucity will:
Zone Supervisors Grid
A Task Setup record's Zone Supervisors grid lists the Supervisors and Crews responsible for the Task in the specified Maintenance Zones .
Using Grids >> Grid Tools>> Editable Grids>> Using Forms >>
How to add a Maintenance Zone Supervisor to a Task Setup record
More information about Maintenance Zones
Task Setup > Zone Supervisor Record Fields
Maintenance Zone |
Specifies the geographical work area in which the designated supervisor oversees this task. Options come from the Work > Administration > Maintenance Zones module. |
Supervisor |
Identifies the person who oversees this task in the selected maintenance zone. Options include records from the Work > Administration > Work Flow Setup > Employee Setup module with the Supervisor field marked. |
Crew |
Identifies a group of workers who commonly perform this task in this zone. Options come from the Work > Administration > Work Flow Setup > Crew Setup module. |